In this week’s episode of IFA Talk, the weekly podcast from IFA Magazine, we unpack intergenerational wealth transfers and the factors which might affect clients.
Joining us is Tara Gillespie, the Co-Head of Investment at Gallagher. Together, we discuss the contrasting priorities between the younger generation and their parents, along with digging down into the lessons which wealth managers can take on board.
Tara also reveals the biggest gaps in how the industry approaches the great wealth transfer.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
Also, listen to the episode with Evelyn Partners, mentioned in this podcast, by clicking here!
Tara Gillespie
Tara Gillespie is co-head of UK Investment and is jointly responsible for Gallagher’s investment advisory business in the UK. She has 13 years of experience advising large institutional investors and wealth managers on solving complex investment challenges across portfolio construction, fund selection, risk and sustainability.
Separately to her role at Gallagher, Tara is a Trustee of the 1851 Trust and sits on the Investment Committee of The Big Exchange. Tara holds a First Class BSc in Biochemistry from Imperial College London and has passed all three CFA levels.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
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