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Have you developed a trusting relationship with a single member of a family, or have you been able to grow your relationships so that the whole family is able to benefit from your expertise? We sat down with Quilter and several advisers to discuss the ins and outs of building relationships with clients’ families, how to go about attracting multiple generations within a family unit and what to keep in mind when it comes to shaping conversations around inheritance planning.

Il rialzo dei tassi d’interesse deciso prima dalla Fed e poi dalla Banca Centrale Europea è l’unico mezzo per contenere l’inflazione dilagante che ha messo in crisi in primis i consumatori, ma anche le società d’investimento. Ma come agisce l’inflazione sui fondi comuni di investimento? Che cosa occorre fare quando persino i rendimenti dei fondi obbligazionari sono negativi? In questo podcast cercheremo di rispondere a queste domande e faremo il punto della situazione, dopo quello che è stato un anno difficile.

Der Finanzradar ist der Finanzpodcast für professionelle Anleger. Wir werfen mit Brancheninsidern einen Blick hinter die Kulissen und schauen uns an, was die Finanzwelt abseits von Graphen und Statistiken beschäftigt.

Be it varying investment environments or ever new client circumstances, change is more than just a constant in advisers’ lives – it’s their daily bread and butter. 'A word of advice', a podcast series in association with Brooks Macdonald, gives a snapshot of everything that’s on advisers’ minds these days, from catering to different investment needs to helping clients maintain their desired living standard in retirement.

Make Better Investments

Join us every first Monday of the month when we’ll be discussing how investors can make the world a better place while making good returns with expert guests.