Inter-generational wealth was one of the main topics of discussion at a breakfast briefing for heads of wealth and financial planing hosted by Octopus Investments in London on Thursday.
Over 20 people from the private banking and wealth management industry attended the ‘Meeting of Minds’ briefing, arranged in conjunction with financial services events specialists Owen James, during which James Brown (pictured), head of client services at ComPeer identified the investment services the younger generation currently receives, how they wish to engage with wealth managers, and their views on the current wealth management landscape.
Nimesh Shah, a partner at leading chartered accountants Blick Rothenberg, then gave a presentation on year-end tax planning opportunities for HNW private clients. Nimesh, along with his colleague Gary Gardner, offered top tax tips based on utilizing and maximizing allowances and reliefs based on current and forthcoming legislation.
Steve Skelding, head of wealth management at Octopus Investments, says: “This is the fourth such thought leadership-led breakfast briefing for leading figures from wealth management and financial planning. Each has been keenly attended, and a series of interesting issues have been raised – all of which are designed to highlight the most positive outcomes for the end client.”
Evie Owen, managing director of Owen James, says: “What I love about these sessions is seeing the creation of a peer community. As the group becomes established, the conversations become more open and as a result more insightful.”
The next ‘Meeting of Minds’ breakfast briefing for Heads of Wealth and Financial Planning will be held in May at Octopus’ offices.