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A new research report by PAM Insight, commissioned by Guernsey Finance, examines the way in which service providers will need to adapt to ensure they are one step ahead of changing families in a changing world. The report focuses on evolving private client trends, including increasingly global families, attitudes towards sustainability, being a ‘good global citizen’, and technology and digital assets. Katie Royals, Managing Editor of PAM Insight, said: “As significant wealth transfers take place amid sweeping societal changes, approaches to wealth management are shifting at a rapid rate.

A new research report by PAM Insight, commissioned by Guernsey Finance, examines the way in which service providers will need to adapt to ensure they are one step ahead of changing families in a changing world. The report focuses on evolving private client trends, including increasingly global families, attitudes towards sustainability, being a ‘good global citizen’, and technology and digital assets. Katie Royals, Managing Editor of PAM Insight, said: “As significant wealth transfers take place amid sweeping societal changes, approaches to wealth management are shifting at a rapid rate.

A new research report by PAM Insight, commissioned by Guernsey Finance, examines the way in which service providers will need to adapt to ensure they are one step ahead of changing families in a changing world. The report focuses on evolving private client trends, including increasingly global families, attitudes towards sustainability, being a ‘good global citizen’, and technology and digital assets. Katie Royals, Managing Editor of PAM Insight, said: “As significant wealth transfers take place amid sweeping societal changes, approaches to wealth management are shifting at a rapid rate.

This year’s Guernsey Private Wealth Forum featured two panel sessions exploring changing family dynamics, generational handover, economic uncertainty, and the impact of market trends on private wealth.   If you missed the conference, here's a round-up of some of the key discussions during the day.   A global and personal approach to wealth advice is needed With global families on the rise, Charisse Crawford, Partner at Trowers & Hamlins, made the point that “it is so important to get the right advisers in place at the start.

This year’s Guernsey Private Wealth Forum featured two panel sessions exploring changing family dynamics, generational handover, economic uncertainty, and the impact of market trends on private wealth.   If you missed the conference, here's a round-up of some of the key discussions during the day.   A global and personal approach to wealth advice is needed With global families on the rise, Charisse Crawford, Partner at Trowers & Hamlins, made the point that “it is so important to get the right advisers in place at the start.