Episode Synopsis "What will 2025 bring for US connected clients?"

Katie Royals speaks to Tammy Hall, head of portfolio management, and Nick Blogg, investment manager, both at LGT Wealth Management US about what 2025 might bring for US connected clients. The episode also takes a look back at 2024 and what the past 12 months has meant for investment markets and clients.   This podcast is for information purposes only and does not constitute investment, tax or any other type of advice and should not be construed as such. The views expressed herein do not necessarily reflect the views of LGT Wealth Management US Limited as a whole or any part thereof. All investments involve risk and may lose value. Your capital is always at risk. Information about potential tax benefits is based on our understanding of current tax law and practice and may be subject to change. LGT Wealth Management US Limited is Authorised and Regulated by the Financial Conduct Authority in the United Kingdom, and is a Registered Investment Adviser with the Securities & Exchange Commission in the United States.

Listen "What will 2025 bring for US connected clients?"

More episodes of the podcast Wealth Whispers - A PAM Insight Podcast

• What will 2025 bring for US connected clients?
• The wealth manager partnering with an American football team
• Exploring the complexities faced when advising US connected clients
• The growing importance of biodiversity for wealth managers
• The active versus passive debate heats up
• Fast tracking the future of the wealth management industry
• Wealth management’s complicated relationship with tech
• Are trusts and family offices in conflict?
• Reasons to be optimistic
• Is globalisation dead?
• The importance of client experience
• Client centricity in the digital world
• Entrepreneurial Wealth Management