Ted Neild on Why Wealth Management’s Consolidation Wave Is Pushing Clients Away

As the wealth management industry continues to consolidate, many families are discovering that bigger doesn’t mean better. Ultra-high-net-worth families increasingly value personalized advice, long-term relationships, and investment decisions tailored to their unique objectives. Thank you to John Crabb, of Institutional Investor, for including our CEO & CIO Ted Neild‘s insights on why many families are turning to boutique firms with connections to harder-to-access investment opportunities.  

At Gresham, our focus remains unchanged: serving the distinct needs of multi-generational, ultra-high-net-worth families through independent, purpose-built investment strategies and tailored planning.

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