Charlie Morris

speaker

208 appearances 2 recordings 1 series first heard Jul 2026 last heard 22 Jul

Charlie Morris’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 2.

Appearances

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Merryn Talks Money · What the Next Generation Wants From Wealth Managers · 15 Jul 2026 podcast

on that spirit.

So I do think the tide is turning a little bit.

Well, good question.

I think it depends.

There's clear that we're facing more questioning, more dialogue on the impact of capital beyond returns.

I think that that's true.

And from where I sit, I think we're active from Asia to here, Africa, Middle East.

It's a relatively common theme.

It takes different shapes and questions, but I think NextGen has in common across geographies to question a little bit more the impact of capital.

When it comes to

looking at returns.

So the way we think about it is to have actually a benchmark, for instance, which are the same.

You don't adapt the benchmark and perform whatever the way.

So I think that's usually the trade-off.

And this is where you end up, back to purpose, having not really new discussions, frankly, in terms of do you actually...

Bias, your actions towards capital with impact, or do you maximize return to actually have more philanthropy going on?

Well, helping if you are without the return, or with the return, but with the capital and no return expectation for philanthropy and these kind of actions.

I think right now the topic is really more about understanding our processes and what do we take into account?

Do we have ESG integration?

How do we look at the impact of capital of companies we're investing into?

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