Adding value across generations
By 2030, an estimated USD18.3 trillion in wealth is expected to be passed on globally from high net worth individuals to their families – with around 20% of that expected in Europe1.
For financial advisers, navigating the transfer of wealth can be a challenging and resource-intensive process – yet the value and support they provide can often be indispensable to individual clients and their families — and also in helping to foster new advisory relationships across generations.
Please join us as we look to explore the challenges, strategies and best practices for managing and facilitating the wealth transfer process.
A focus on multi-asset
We will then explore how low-cost and low-maintenance multi-asset solutions can give you more time back to focus on client relationships and deliver greater value for your clients. We'll take a closer look at our flagship LifeStrategy funds and model portfolio solutions range, followed by our ActiveLife fund range. We'll also explore what our economists see as the main drivers of returns, market trends and expectations in 2025 and beyond.
1 Source: Wealth-X, “Preservation and Succession: Family Wealth Transfer 2021”.
Key topics that will be covered include:
Introducing Vanguard’s Adviser Alpha framework of delivering better value to clients
Navigating diverse priorities across multiple generations
Building successful cross-generational relationships
Retaining families as clients post-transfer
Tailoring advice to meet the needs of geographically dispersed beneficiaries
How Vanguard's multi-asset solutions can provide a one-stop portfolio solution for your clients, allowing you to spend more time focusing on your clients.
Vanguard experts
14 Locations
Over 3 weeks
January
Join us by registering for your preferred location below.
We look forward to seeing you there.
February
About our speakers
Warwick Bloore
Senior Specialist, Advisory Research Centre
Bio
Warwick Bloore, FPFS® is a Senior Specialist for Vanguard’s Financial Advisor Services. His role includes the research of financial planning and investment strategies that advisers and intermediaries can use to help maximise the value they add to their clients.
He joined Vanguard in 2019, having previously worked in the advice industry since 2007, advising private individuals and corporates, both in the UK and abroad. His areas of expertise include portfolio construction, tax planning, retirement planning, estate planning and protection.
Warwick holds an M.A. in economics from Cambridge University. He is a Chartered Financial Planner as well as a Fellow of the Personal Finance Society.
Sebastian Lewis
Senior Strategist, Advisory Research Centre
Bio
Sebastian Lewis, CFA, is a senior strategist in Vanguard’s Advisory Research Centre. He worked at Morgan Stanley in equity sales from 1999-2003 and then joined Sanford Bernstein in New York where he spent 15 years covering asset managers, hedge funds and sovereign wealth funds. From 2018-2022 he was Director of European Research at Sanford Bernstein in London. Sebastian joined Vanguard in January 2024.
Investment risk information
The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
Important information
This is directed at professional investors and should not be distributed to, or relied upon by retail investors.
The information contained herein is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information does not constitute legal, tax, or investment advice. You must not, therefore, rely on it when making any investment decisions.
The information contained herein is for educational purposes only and is not a recommendation or solicitation to buy or sell investments.
Issued by Vanguard Asset Management, Limited which is authorised and regulated in the UK by the Financial Conduct Authority.
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