Gareth Wilson

speaker

153 appearances 1 recordings 1 series first heard Jun 2026 last heard 10 Jun

Gareth Wilson’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Merryn Talks Money · The Rich Are Getting Richer: What Do They Want From Wealth Managers? · 10 Jun 2026 podcast

So I think there's a real kind of call to action for the wealth managers to move away from some of this kind of standard wealth band segmentation to bring very kind of personalized products and services.

We might have to agree to disagree here, Maren, because I do think that model where success is purely based on performance and it's purely denominated by your annual portfolio review is not the expectation in terms of the pace with which the markets in the world is moving.

And I think high net worth individuals want to have the ability to be able to

optimize products and services on a very kind of timely and a very real-time basis.

There's definitely the need for more of a kind of a proactive and regular management of your portfolio.

Now, I suppose the point I'm making here is if you want to delegate that and leave that on a

on a 12-month schedule, then that's obviously one requirement.

However, I think there are individuals who want to have opportunities to present it to them in a very kind of immediate fashion.

So as things are changing, whether that be changes in the market, changes in the geopolitical situation,

changes in terms of their kind of personal situation, Meryn.

They're looking for their wealth managers to be proactive and to predict what's required based on their requirements and objectives and intervene on that basis.

So I think we are seeing a demand for a much more active relationship rather than a periodic relationship.

And also, I think this idea that we're operating in a very kind of real-time environment.

You and I have become very comfortable with the immediate experience, the real-time experience of being able to order on Amazon and being delivered within X number of hours if required.

Again, I think in a wealth management context, Meryn, clients want to have that level of insight.

They want their wealth managers to understand

their expectations and their objectives and to respond on that basis.

And the other thing I would say from our analysis, Marin, we've seen if you're able to provide the level of personalization that we're talking about here, those individuals will recommend you to their peers and to their friends.

And the other dynamic we're seeing is individuals are having multiple relationships with their wealth managers.

So five years ago, six years ago in 2019, something like 40%, 39% of all individuals had a relationship with one wealth management organization.

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