We make a living by what we get, We make a life by what we give.

Winston Churchill













Public Speaking

Are millennials killing wealth management? A Wedlake Bell and CREALOGix Seminar
February 13th 2020, London

On 13 February, Rosalyn and Richard Isham will be co-hosting the CREALOGix Digital Dining Club meetup at Wedlake Bell in London.

Rosalyn Breedy and Richard Isham, head of employment at Wedlake Bell, will open the seminar by discussing how to survive the succession gap in wealth, followed by David Joyce, CEO of CREALOGix who will examine the rise of digital wealth challengers.

In addition, they will also be joined by a panel of experts who will be discussing the new generation of wealth client and how to adapt products and services to be more compelling for new generations.

Panelists include:

  • Clem MacTaggart, chief operating officer at Killik & Co;
  • Guinevere Taylor, director of EMEA Distribution at RBC Global Asset Management;
  • Tessa Pollock, senior project manager at Quilter Cheviot; and
  • Daniel Kalhor, investment manager at Brewin Dolphin.

 

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