What are the opportunities and challenges for the year ahead? - James Pollard

James Pollard of PwC

Feb 18, 2019

James Pollard, Tax Partner at PwC discussed the wealth management opportunities and challenges for the year ahead.

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1. What opportunities and challenges do you see for the year ahead?

Video transcript

1. What opportunities and challenges do you see for the year ahead?

The obvious challenges are, I think, the succession. Basically, we all know that there's a huge transition between first generation of wealth here, and the second generation and it's even jumping to the third generation now. So, that's the opportunity, actually getting to know those people, helping them. Their objectives have changed significantly, and the world that we are in has changed significantly, so that's part of the challenge.

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