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

First and foremost, I think they should be looking for performance.

A wealth manager that gives them the return that they aspire towards in terms of their objectives.

I also think they should be looking for a wealth management firm that gives them access to the products and services

which they believe will be relevant for them and their family going forward.

And then the final thing I would say is a wealth manager where they don't have to repeat themselves.

Part of our analysis suggested that individuals, 42% of the individuals in the high net worth that we interviewed have to restate their objectives and requirements.

Can you have a relationship with an organization who hears your requirements once, understands them, and actively manages those going forward?

This idea of personalization, but also access to products and services.

Indeed.

And also, a robo-advisor can take advantage of some of the artificial intelligence data and information that's increasingly available to optimize that relationship narrative.

Yeah, well, you know, I think a lot of that is focused on that role of the relationship manager, which is still a very key role across the industry.

And again, when we looked at the relationship managers that we met and we talked to, I think we talked to something like 1,300 of them as part of our report, Maren, still about 40% of the activity they do, they consider as operational.

So administration, can you use AI to somewhat automate that and then ensure that the relationship managers are spending their time truly invested in their clients and their clients' wealth and their clients' portfolios using artificial intelligence around things like know your customer, some of the tools and techniques around managing meetings and some of the kind of communication on that basis and portfolio optimization.

We still believe the relationship manager is key.

And even in the world of AI, Meryn, we still believe there's a role for the human element, the human judgment within the wealth management industry and that relationship.

Using AI to support the relationship manager, but also using AI to understand more about you as a client.

What do we know about Meryn and the things that she's doing beyond?

Well, you know, I think what we're talking about here will hopefully not only meet your expectations, Meryn, but exceed them.

I think unfortunately, Maren, it's not the millionaires next door.

Unfortunately, it's not the millionaires next door.

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