Why HENRYs need wealth management, and how to offer it

Loading player...

What is a HENRY and why should wealth managers pay attention to them? Killik & Co's head of wealth planning Will Stevens says High Earners, Not Rich Yet are the future of financial services.

26 Aug English United Kingdom Business · Investing

Other recent episodes

FCA exclusive: Advisers, don't fear the FOS

The FCA's Nike Trost and Sara Woodroffe discuss how the regulator is addressing the industry's concerns around targeted support.

30 Sep 18 min

Portfoliometrix: A look through the MPS provider's strategic asset allocation update.

Portfoliometrix’s portfolio manager, Rob Starkey, dives into the investment plays of the tech-based MPS provider and shares his excitement about PMX’s total return approach to decumulation.

14 Sep 31 min

Is real estate still the smart choice for investment?

Charlotte Kennedy, a financial planner at Rathbones, explains how investment goals are changing for younger clients.

2 Sep 19 min

What can wealth managers can do about modern slavery?

Dr Martin Buttle and Dame Sara Thornton discuss the key findings of CCLA's inaugural Global Modern Slavery Benchmark and how the industry can use it for better engagement.

11 Aug 16 min

JM Finn's Jon Cunliffe: This is the biggest risk of H2 2025

Jon Cunliffe, head of investments at JM Finn, discusses how the firm is positioning for the second half of the year.

4 Aug 16 min

All episodes