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Taking Stock - After The Bell: The Great Wealth Transfer

Date: 25 September 2024

The Great Wealth Transfer

We record live from the FT Weekend Festival where we discuss the 'Great Wealth Transfer' with our Chief Investment Officer Caroline Simmons and Financial Planner Jo Wellman.

Podcast Hosts

James Hughes

Investment Director

Jonathan Raymond

Investment Manager

This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it. Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot Limited. Quilter Cheviot Limited is registered in England with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Quilter Cheviot Limited is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority.

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