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.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

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

So I was waiting for it.

No.

Well, no.

So, yeah, so it is not part of asset allocation framework.

I do have those discussions regularly, almost less so, I must say, those days with clients.

So for now, so I agree with Charlie on the whole side, but we have not made the point of –

Make it an investable asset as part of our asset allocation framework for now.

To your point, I think on the one hand, clients who are less constrained, right?

So think family offices.

Allocations have happened, right?

They've happened already.

And really the discussion usually where I'm quite often out of my depth is the real crypto allocation versus you buy an ETF, right?

This is really, to me, the descending factor of those families.

Some people are actually really into it, which is fine, because if you actually go to the actual logic of crypto, you should actually go full speed on the thing.

The same story.

I agree.

Except that the wallet thing that I did spend time on,

It gets complicated relatively quick on the actual thing.

Whereas, yeah, I think you have a point on like, you know, you move to more retail investing.

I think all of us are watching a lot of the environment and what's the spirit in terms of having a recommendation on digital assets, which I think it's fair to say that we've seen very varied behavior

Showing 161–180 of 208 · page 9 of 11