The UK is on the brink of a vast shift in assets from the Baby Boomer generation to their Millennial offspring: over the next decade £1 trillion will flow to spouses, children and grandchildren. With this change in ownership comes a great opportunity for financial advisers and planners – but only if they retain those assets.
We’ve created a practical guide to help you assess the business risk of intergenerational wealth transfer and convert it into an opportunity.
It is estimated that 60% of Britain’s wealth will be in female hands by 2025. Our report aims to help advisers better understand female clients and how to approach and retain these women.
Schroders is a world-class asset manager operating from 38 locations across Europe, the Americas, Asia, the Middle East and Africa.