Featured Video
Join us for an insightful discussion on the critical topic of intergenerational wealth transfer in the United Kingdom. In this exclusive interview, industry experts Ian Kloss, Head of Nationals, Networks & International Distribution at RBC Brewin Dolphin, and Gillian Hepburn, Head of UK Intermediary Solutions at Schroders , share their expertise and experiences on managing wealth transitions across generations.
Learning Outcomes:
- Understanding the size of the intergenerational wealth market
- How demographic trends are impacting on adviser businesses
- Building an adviser strategy to focus on advising the broader family
