About this episode

The episode discusses how the next generation of investors is influencing the wealth management industry.

In the first of a two-part special recorded live at Bloomberg's London offices, Merryn Somerset Webb brings together Bloomberg's John Stepek, Bytetree's Charlie Morris and Jean-Damien Marie, Global Head of Investments for Barclay's Private Bank and Wealth Management to discuss how the next generation of investors is changing the wealth management industry. From Bitcoin and gold to private equity, ESG and the future of the 60/40 portfolio, the panel explores what tomorrow's wealthy clients want — and whether traditional investment advice is keeping up. See omnystudio.com/listener for privacy information.

People in this episode

Host: Merryn Somerset Webb

Guests: John Stepek, Charlie Morris, Jean-Damien Marie

Topics covered

• wealth management
• next generation investors
• investment advice
• Bitcoin
• ESG
• private equity
• 60/40 portfolio

Keywords

• wealth management
• next generation
• Bitcoin
• gold
• private equity
• ESG
• investment advice

Mentioned in this episode

Organizations: Barclay's Private Bank and Wealth Management, Bytetree, Bloomberg

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