Skip to content
TrackPodcasts
businessJul 15, 202627:45pending

What the Next Generation Wants From Wealth Managers

About this episode

In the first of a two-part special recorded live at Bloomberg's London offices, Merryn Somerset Webb brings together Bloomberg's John Stepek, Bytetree's Charlie Morris and Jean-Damien Marie, Global Head of Investments for Barclay's Private Bank and Wealth Management to discuss how the next generation of investors is changing the wealth management industry. From Bitcoin and gold to private equity, ESG and the future of the 60/40 portfolio, the panel explores what tomorrow's wealthy clients want — and whether traditional investment advice is keeping up.

See omnystudio.com/listener for privacy information.

Get every episode summarized

Each time Merryn Talks Money publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

What the Next Generation Wants From Wealth Managers

Merryn Talks Money

0:00
27:45

More episodes

More from Merryn Talks Money

View all episodes →