'Operate differently' with intergenerational wealth - Gillian Hepburn

'Strategies for retention'

Sophie King
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“The complexity of needs can be greater for clients, but the actual wealth could be reducing" - Schroders' Gillian Hepburn
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“The complexity of needs can be greater for clients, but the actual wealth could be reducing" - Schroders' Gillian Hepburn

Advisers must operate differently and consider "strategies for retention" to keep the wealth of different generations within their business, according to Schroders director of intermediary solutions Gillian Hepburn.

Pointing to research conducted by Sanlam last year, for example, Hepburn (pictured) says that, within the next 30 years, the country will see a huge transfer of intergenerational wealth, with trillions...

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