Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date Intergenerational Wealth Transfer & Responsible Investing Dave Fewtrell Listen to Dave Fewtrell present on Intergenerational Wealth Transfer and Responsible Investing "Prepare for the responsible heir"? 8 months ago | 31 mins The £5.5 trillion intergenerational wealth transfer – is your business ready? Dan Giddings, Head of Business Development, Wealthify Over the next 30 years, it is estimated £5.5 trillion is due to be passed between generations in the UK. Is your business ready? Do you have a success... 3 years ago | 59 mins Focus Solutions: Intergenerational wealth transfer and the impact on UK WM Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Welcome to video number six from our video interview series with United Kingdom-headquartered FinTech, Focus Solutions. In this video, we interview Da... 3 years ago | 4 mins Focus Solutions: Role of tech in supporting inter-generational wealth transfer Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Welcome to the eighth video of our video interview series with United Kingdom-headquartered FinTech, Focus Solutions. In this video, we interview Dave... 3 years ago | 3 mins Client Nurturing & Retention: Dealing with Intergenerational Wealth Transfers Paul Ellis, Brian Pierson, and Barbara Krumsiek With 30 trillion moving hands from the Baby Boomers to Millennials, financial advisors need to ensure they can keep their clients and assets in place.... 4 years ago | 50 mins Focus Solutions:Supporting wealth managers in inter-generational wealth transfer Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Welcome to the tenth video from our video interview series with United Kingdom-headquartered FinTech, Focus Solutions. In this video, we interview Dav... 3 years ago | 4 mins TUNE UP: Myth Busting - demystifying pensions (& death) Les Cameron, Head of Technical, Prudential and Colin Simmons, Business Development Manager, Prudential Les Cameron and Colin Simmons of Prudential will be busting a number of myths and in the process demystifying pensions and death. Looking at interg... 2 years ago | 66 mins Estate planning through the generations Nick Bird, Business Development Manager, Octopus Investments The current crisis has focused clients’ on succession planning, shown in by a 75% increase in Will writing. It has also accelerating the trend to look... 2 years ago | 66 mins Estate planning through the generations Nick Bird, Business Development Manager, Octopus Investments The current crisis has focused clients’ on succession planning, shown in by a 75% increase in Will writing. It has also accelerating the trend to look... 2 years ago | 68 mins
