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.

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

And you see this kind of endowment spirit now trickling down up to or down to

Very small portfolios because it's easier today to actually build a 50, 30 something.

I think, yeah.

Look, for us, really, the key part of the job is to define a plan, like a goal and a plan for a client, and a plan that clients can survive over time, to your point, on the wait and the likes.

I do think that if you can have the time to compound, which is such a wonder, being long and full on equity risk is a good thing usually.

Whereas if your time horizon is short, clearly you should be a little bit less like in the US and have more yield in the portfolio.

Look, the toolkit is wider.

What doesn't change is the need to get the right advice and construct right portfolios so you get the right outcome.

I think the problem you have is maybe there's a bit of fashion going on, right?

And it's all about that thing or the other thing that may go to the lower end type client, maybe not always for the right reason.

So, well, a good question.

I think with the next gen, to Charlie's point, we've been having a lot of discussions on digital assets, for sure, that they own one way or another.

I think most

I think it's an interesting topic.

This is really probably something, it's an asset class we can debate, but it's really something that's going across the spectrum, like from very, very wealthy families to actually mainstream investors, because it's easy actually to get to it.

Again, it depends how you want to get to it, for ETF, for real crypto, etc.

So that piece for sure.

I think the...

The more private market, it's all about the democratization right now of illiquid stuff, which, you know, for me, you need to stay true to having quality investment in those portfolios.

So you need to know what you're trying to harvest and what you're giving up for more liquidity on the way.

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