Interview with Victoria Berggren: ‘The young heirs are surprisingly conservative’
DAS INVESTMENT | In this interview, Victoria Berggren, Senior Manager Private Clients, describes how young heirs look at their own assets and what makes a next-generation adviser.
Wealth management is facing a generational change: in the coming years, trillions of euros will be passed on to the next generation. But what makes the next generation of wealthy families tick? How do you deal with young people who suddenly inherit large sums of money? And how do you even reach them? Victoria Berggren has found an answer to these questions. She specifically looks after clients of her own generation for the fund boutique – and has had some surprising experiences in the process.