Empowering next gen wealth creators through behavioural finance
Description
In this episode, host Brandon Ashplant interviews Alexander Joshi, Head of Behavioural Finance at Barclays Private Bank, discussing the critical role of behavioural finance in wealth management. They explore how psychological factors influence investment decisions, the importance of understanding the mindset of wealth creators and inheritors, and the evolving landscape of wealth management in response to changing demographics.
Alexander emphasises the need for empathy, effective communication, and tailored approaches to meet the unique needs of clients, particularly in the context of new wealth creators and inheritors.
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