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 Dave Upton, Managing Director, who provides us with a view on the topic of Intergenerational wealth transfer and the impact on UK wealth managers, including:
How big of an impact this will have on UK wealth managers and how well placed they are to react?
Beyond the headline impact, what other aspects of the impact of intergenerational wealth transfer do wealth managers in the UK have to consider
What response or actions he sees from UK wealth managers taking on the topic of intergenerational wealth transfer
Thank you again to Dave for his time and insights.
More insights to follow soon.....