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.
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
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.
Sebastian Lewis, CFA, occupe le poste de strategiste dans le centre de recherche pour conseiller (Advisory Research Centre) chez Vanguard. Avant de rejoindre Vanguard en Janvier 2024, il a ete vendeur actions chez Morgan Stanley de 1999-2003, puis a Sanford Bernstein a New York de 2003 a 2018. De 2018 a 2022, Sebastian a occupe le poste de Directeur de recherche europeene chez Sanford Bernstein a Londres.
Sebastian Lewis, CFA, arbeitet seit Januar 2024 als Stratege bei Vanguard in der Abteilung “Advisory Research Centre”. Er verfügt über zwanzig Jahre Erfahrung im Finanzdienstleistungssektor, unter anderem in Führungspositionen im Bereich Markets and Securities bei Sanford Bernstein. Zuvor arbeitete er als Equity Sales für Morgan Stanley.
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