Sign up to save your podcasts
Or
Share How Do You Pick the Best Wealth Manager?
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
How Do You Pick the Best Wealth Manager?
The more than $100 trillion wealth transfer that’s projected to be passed down from older to younger generations over the next quarter century is set to reshape the wealth management industry. And younger investors plan to move their money to new advisors, according to a report by IT services and consulting group Capgemini.
On this episode of Merryn Talks Money, the firm’s global banking industry leader, Gareth Wilson, joins host Merryn Somerset Webb to discuss why young people want to make the move and what they should consider when choosing new wealth managers.
See omnystudio.com/listener for privacy information.
View all episodes
By Bloomberg
4.2
3333 ratings
The more than $100 trillion wealth transfer that’s projected to be passed down from older to younger generations over the next quarter century is set to reshape the wealth management industry. And younger investors plan to move their money to new advisors, according to a report by IT services and consulting group Capgemini.
On this episode of Merryn Talks Money, the firm’s global banking industry leader, Gareth Wilson, joins host Merryn Somerset Webb to discuss why young people want to make the move and what they should consider when choosing new wealth managers.
See omnystudio.com/listener for privacy information.
More shows like Merryn Talks Money
View all
55 Listeners
Bloomberg Intelligence
403 Listeners
Bloomberg Businessweek
429 Listeners
The Meaningful Money Personal Finance Podcast
89 Listeners
Masters in Business
2,163 Listeners
The Money To The Masses Podcast
13 Listeners
Investors' Chronicle
18 Listeners
This is Money Podcast
37 Listeners
Trumponomics
351 Listeners
Foundering
965 Listeners
Trillions
194 Listeners
AJ Bell Money & Markets
11 Listeners
On The Money
4 Listeners
Here's Why
62 Listeners
Out of Office
31 Listeners
Money Maze Podcast
38 Listeners
Listen to the Story
4 Listeners
Switch Your Money On
3 Listeners
Behind the Balance Sheet
43 Listeners
Into the Metaverse
56 Listeners
The Cable
2 Listeners
Many Happy Returns
37 Listeners
Bloomberg Tech
58 Listeners
Bloomberg Opinion
7 Listeners
Zero: The Climate Race
209 Listeners
In the City
12 Listeners
Bedrock, USA
232 Listeners
Bloomberg Daybreak: Europe Edition
2 Listeners
Making Money
8 Listeners
Bloomberg Talks
20 Listeners
Unhedged
161 Listeners
Bloomberg News Now
57 Listeners
The Deal with Alex Rodriguez and Jason Kelly
84 Listeners
Money Stuff: The Podcast
377 Listeners
Levittown
78 Listeners