Empowering next gen wealth creators through behavioural finance

Empowering next gen wealth creators through behavioural finance

Author: Guernsey Finance November 3, 2025 Duration: 36:32

In this episode, host Brandon Ashplant interviews Alexander Joshi, Head of Behavioural Finance at Barclays Private Bank, discussing the critical role of behavioural finance in wealth management. They explore how psychological factors influence investment decisions, the importance of understanding the mindset of wealth creators and inheritors, and the evolving landscape of wealth management in response to changing demographics.

Alexander emphasises the need for empathy, effective communication, and tailored approaches to meet the unique needs of clients, particularly in the context of new wealth creators and inheritors.

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Tune into the Guernsey Finance Podcast for a direct line to the latest developments and expert perspectives from the heart of a leading international finance centre. Each episode, brought to you by Guernsey Finance, cuts through the noise to deliver clear, relevant conversations about the trends shaping global finance, investment, and business. You'll hear from industry practitioners, regulators, and thought leaders who are actively navigating this dynamic landscape. The content extends beyond simple news updates, offering deeper analysis and practical insight drawn from Guernsey's specialised position in the market. Additionally, this series provides access to key discussions and presentations from various Guernsey Finance online events, making valuable expertise available on-demand. Whether you're a professional in the sector, an investor seeking clarity, or simply curious about international finance, this podcast serves as an authoritative and engaging resource. It’s designed to inform your understanding of how a jurisdiction like Guernsey operates and innovates within the wider financial ecosystem. Regular listening builds a nuanced picture of the opportunities and challenges in today's business environment, all from a unique and influential vantage point.
Author: Language: English Episodes: 76

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