In this episode, host Brandon Ashplant interviews Alexander
Joshi, Head of Behavioural Finance at Barclays Private Bank,
discussing the critical role of behavioural finance in wealth
management. They explore how psychological factors influence
investment decisions, the importance of understanding the mindset
of wealth creators and inheritors, and the evolving landscape of
wealth management in response to changing demographics.
Alexander emphasises the need for empathy, effective
communication, and tailored approaches to meet the unique needs of
clients, particularly in the context of new wealth creators and
inheritors.
Full transcript below:
Brandon (00:01)
Hello and welcome to the Guernsey Finance podcast, where we bring
you interviews with leaders from the global finance industry, as
well as news and developments from Guernsey's financial
services sector. My name is Brandon Ashplant and I'm technical
manager, funds and private wealth here at Guernsey
