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Talking Global FinanceAuthor: Finance Isle of Man
Talking Global Finance is the podcast for worlds finance community. Brought to you by Finance Isle of Man, the agency responsible for promoting and developing the Isle of Mans world-renowned financial services sector, each episode of Talking Global Finance explores the biggest themes and most important issues facing International Finance Centres.Produced by Lansons Language: en Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Next Gen Insights: Shaping the Future of Financial Services
Episode 4
Friday, 13 September, 2024
What is and who is the next generation?Is it the Millennials, is it Gen Z, is it Gen Alpha or is it all those taking the place of others in leading society roles?With more than 20 years' experience in the fiduciary industry, Rob Cattle, a Client Services Director for Equiom Isle of Man, is well placed to answer that ‘big’ question and provide insights into what may shape the future of financial services.In the latest Finance Isle of Man podcast, he explores the trends for engaging with NextGen clients and employees, how to adapt to their needs, the shift towards sustainable investing and examines financial priorities for those who are next in line to inherit family wealth.-----This interview has been carefully planned, but it is presented in general terms and should be seen as broad guidance only. This interview cannot be relied upon to cover specific situations and you should not act, or refrain from acting, upon the information contained within this interview without obtaining specific professional advice. Please contact Equiom Group to discuss these matters in the context of your particular circumstance. Equiom Group, its partners, employees, and agents do not accept or assume any liability or duty of care for any loss arising from any action taken or not taken by anyone in reliance on the information in this article or for any decision based on it. For information on the regulatory status of our companies, please visit www.equiomgroup.com/regulatory
