Ep 20. The Great Wealth Transfer

Are banks ready?

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Welcome to this episode of Money Majlis where Suvo Sarkar debates the impact of “The Great Wealth Transfer” with two leading professionals from the industry, one an incumbent and the other a challenger: Maurice Gravier, chief investment officer, Emirates NBD and Mark Chahwan, founder & CEO of Sarwa.

Are millennials more interested in good advice for investing, or in best-in-class digital channels for self service? Do next-generation investors prefer choice or focus? Should wealth managers create specific products for younger customers? Is ESG investing a passing fad or an important trend? And will digital apps soon take over from human Relationship Managers?

Sarkar, Gravier and Chahwan discuss these and other topics like long-term investing versus short-term trading, simplicity versus complexity, passive versus active funds and crypto versus gold.

As USD 100 trillion changes hands in the next 25 years, what does the inter-generational mean for the wealth management industry? Listen in to make your own conclusions.

Listen in to this interesting episode and send us your feedback or questions to suvo@moneymajlis.com

Resources:

Connect with Suvo Sarkar: linkedin.com/in/suvosarkar

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