The Great Wealth Transfer with Vanguard

The Great Wealth Transfer with Vanguard

Join us for our latest webinar, where ebi will be teaming up with industry leader Vanguard, to present on the Great Wealth Transfer. Set to be an exciting session, ebi and Vanguard will provide a summary of the significant intergenerational transfer in wealth we will soon see in the UK and globally, tips on how to approach the at times challenging topic of legacy, and how best to approach this with your clients.

Learning Objectives:

1. Understand the extent of the intergenerational wealth transfer expected in the UK and globally

2. Gain ideas on how to approach the topic of legacy in client conversations

3. Develop a framework for how to approach the Great Wealth Transfer with your clients

Structured CPD Applicable. For Financial Professionals Only

Sebastian Lewis Senior Strategist, Advisory Research Centre, Vanguard

Sebastian Lewis, CFA, is a senior strategist in Vanguard’s Advisory Research Centre. He worked at Morgan Stanley in equity sales from 1999-2003 and then joined Sanford Bernstein in New York where he spent 15 years covering asset managers, hedge funds and sovereign wealth funds. From 2018-2022 he was Director of European Research at Sanford Bernstein in London. Sebastian joined Vanguard in January 2024.

Keaton Jones, Business Development Manager

Keaton is a Business Development Manager within ebi. Joining in 2022, his main responsibilities include introducing new firms to ebi’s model portfolio suite and advisory technology, maintaining current client relationships and providing training sessions to keep users up to date with the evolution of the proposition. Keaton holds a 1st class BA in Financial Management as well as the CISI Level 4 Diploma in Investment Advice.