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How Do You Pick the Best Wealth Manager? | Merryn Talks Money

Автор: Bloomberg Podcasts

Загружено: 2025-06-10

Просмотров: 403

Описание: 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.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices. From Bloomberg Podcasts.

Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodcasts
Listen to more Merryn Talks Money:    • Merryn Talks Money  

Visit us: https://www.bloomberg.com/podcasts

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For coverage on news, markets and more: http://www.bloomberg.com/video

#Markets #Finance #Investing #Podcast #Bloomberg

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How Do You Pick the Best Wealth Manager? | Merryn Talks Money

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