Thames Valley | The World of Private Clients Report

In this podcast we are joined by Linda Mounter (Associate Director) from our Thames Valley Private Client Services team, who discusses BDO’s World of Private Clients research programme, which was launched to provide a forensic understanding of sentiment among the global private client community. In particular, we sought to understand how private clients, next generation wealth holders and the professional advisory community are seeking to navigate the plethora of short, medium and long-term risks and opportunities that define the global economy. Linda takes us through the four key pillars; transparency, relocation, family & generational wealth, and adviser of the future, and what she is seeing with her clients. Speaker: Linda Mounter, Associate Director – Private Client Services