Focus Solutions: Role of tech in supporting inter-generational wealth transfer

Presented by

Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic

About this talk

Welcome to the eighth video of 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 role of technology in helping UK wealth managers meet the needs presented by this topic, including: - What he sees as the role of technology and how it supports the needs of UK wealth managers in responding to inter-generational wealth transfer - What examples he has seen in the market where firms have reacted to this topic Thank you again to Dave for his time and insights. More insights to follow from Focus again soon.....

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