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.

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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.

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In our latest podcast episode, we venture to the deep south to speak to one of the Isle of Man‘s leading voices in South Africa and explore how the Island is viewed and what strides it is making through business.

Finance Isle of Man’s first-ever dedicated business representative in South Africa, Cecilia Albertyn, outlines the economic relationship between the two jurisdictions; what makes it tick and how partnerships and initiatives are raising the profile of the Isle of Man in a number of diverse sectors.

From her Johannesburg base, join us as we find out what steps are being taken to further strengthen business ties in the wider world.

In our latest podcast episode, we delve into the profound impact of climate change on the world of finance, exploring how Environmental, Social, and Governance (ESG) considerations are becoming increasingly integral to resilient investment strategies. Join us as we unravel the complex web of sustainability, financial markets, and the evolving regulatory landscape.

We're joined by Adam Creamore, ESG Senior Manager at KPMG, and Greg Easton, Managing Director at Ravenscroft.