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ICR029: You’re not rich enough for a private wealth manager

26/06/2015 Posted by Martin Bamford Podcast No Comments

This week in episode 29 of the Informed Choice Podcast, Martin talks about how private wealth managers are shunning the moderately rich, why Britain’s ageing population will ruin the budget surplus plan, and how a new blood test could pick up the early signs of dementia.

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An article in the FT says consumers need an average of £806,000 to access advice from a private client wealth manager. Martin explains why this is the case and the differences between these services.

An ageing population in Britain could ruin George Osborne’s new budget Surplus Rule. What is the future for our ageing population and what does this mean for the economy?

A new blood test can identify a protein which is significantly lower in people who go on to develop mild cognitive impairment. Martin looks at the research.

Greece is still in the eurozone, for now. Would a Grexit really be such a bad thing? If Greece does exit the single currency, who will be next?

Here are links to everything covered in episode 29 of the Informed Choice Podcast:

Surrey Youth Games

Surrey Nature Partnership

Knowle Park Initiative

Station Eleven by Emily St John Mandel (book)

True Detective (TV series)

Private client wealth managers shun moderately rich (FT article)

Britain’s ageing population will ruin the budget surplus plan, says OBR

Blood test could pick up early signs of Alzheimer’s disease 10 years early

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If you have a personal finance or investment question you would like Martin to answer on the podcast, you can leave a voicemail for the show by following the link at icfp.co.uk/podcast. We’ll answer your question in a future episode and send you a gift to say thank you for taking part.

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About Martin Bamford

Your host for Informed Choice Radio is Martin Bamford, an award-winning Chartered Financial Planner and Fellow of the Personal Finance Society. Martin is Director of Client Education at Informed Choice and the author of several personal finance books including The Money Tree, Brilliant Investing and How to Retire 10 Years Early.

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