World of Private Clients - The role of the private client adviser in the post-pandemic world

World of Private Clients - The role of the private client adviser in the post-pandemic world

CPE
Tuesday 26 April 20228.30am – 9.30am (UK time, BST) / 9.30am – 10.30am (CEST)

Join BDO's Global Private Client team for the last in our series of World of Private Clients webinars.

Today’s private client adviser needs to help their clients face a range of challenges. Join the BDO global private client services team, David Briggs and Zac Lucas for a panel discussion, bringing their insights to how these challenges are playing out in real time.

Our panellists will discuss:

  • Migration, movement and global viewpoints - Are we seeing the same, or starkly different patterns emerging from different jurisdictions?
  • Generational differences and priorities - the pandemic caused families to spend more time together than ever before. Have they discussed succession and the future more or less than in the past?
  • The changing role of the adviser - the adviser may now be forced to think longer term, they are faced with increased automation, and pressures around the role of ESG in every decision they make.

The webinar is aimed primarily at advisers to high-net-wealth families, but will also be of interest to private clients themselves.