NOW Ep106: Beyond the balance sheet | Humanising wealth
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What do the colours of a popular toothpaste tell us about how we think about wealth? In the latest episode of the No Ordinary Wednesday podcast, Alexandra Nortier and Marc Romberg, joint heads of Wealth Management at Investec Wealth & Investment International, join Jeremy Maggs to explore how the nature of wealth is changing.
Podcast key moments:
00:00 – Introduction
01:16 – Is there a fundamental shift in how ultra-high net worth individuals perceive wealth?
02:36 – A deeper framework to capture the full complexity of a client's financial life
05:37 – What does a humanised framework to wealth management mean?
09:56 – Security and peace of mind through a humanised framework
10:50 - What are your values and purpose of your wealth?
14:00 – In the age of AI and robo advice, the human role has never been more important
16:47 - How are older wealth creators managing the emotional complexities of relinquishing control?
20:22 - How do you balance the commercial imperatives of active portfolio management with a more reflective human led advisory approach?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Podcast key moments:
00:00 – Introduction
01:16 – Is there a fundamental shift in how ultra-high net worth individuals perceive wealth?
02:36 – A deeper framework to capture the full complexity of a client's financial life
05:37 – What does a humanised framework to wealth management mean?
09:56 – Security and peace of mind through a humanised framework
10:50 - What are your values and purpose of your wealth?
14:00 – In the age of AI and robo advice, the human role has never been more important
16:47 - How are older wealth creators managing the emotional complexities of relinquishing control?
20:22 - How do you balance the commercial imperatives of active portfolio management with a more reflective human led advisory approach?
Read more on www.investec.com/now
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Chapters
- 00:00 Introduction
- 01:16 Is there a fundamental shift in how ultra-high net worth individuals perceive wealth?
- 02:36 A deeper framework to capture the full complexity of a client's financial life
- 05:37 What does a humanised framework to wealth management mean?
- 09:56 Security and peace of mind through a humanised framework
- 10:50 What are your values and purpose of your wealth?
- 14:00 In the age of AI and robo advice, the human role has never been more important
- 16:47 How are older wealth creators managing the emotional complexities of relinquishing control?
- 20:22 How do you balance the commercial imperatives of active portfolio management with a more reflective human led advisory approach?
