Accord Talks

In this episode of Accord Talks, Elly and Lee explore how shifting clientexpectations—particularly among younger investors—are reshaping advice, stewardshipand fund design. They discuss new research on intergenerational wealth transfer, the riseof eco-anxiety, and why uncovering client values is becoming critical to trust, retention andoutcomes. With insights from Natasha Lindell-Mills, Miranda Beacham and Audrey Ryan,the episode examines how stewardship and client-led investing are evolving in practice.Show Notes:Nataxis Wealth Transfer Report - https://www.im.natixis.com/content/dam/natixis/website/insights/investor-sentiment/2026/the-great-wealth-transfer-an-existential-test-for-advice/2026-wealth-transfer-report.pdf Eco‑anxiety: how do young people relate to the climate crisis? - https://theconversation.com/eco-anxiety-how-do-young-people-relate-to-the-climate-crisis-277520Aegon Asset Management - Equities - https://www.aegonam.com/investment-capabilities/equities/ Sarasin & Partners - Stewardship - https://sarasinandpartners.com/stewardship/ Explore the updated Preference Toolkit - https://www.accordinitiative.com/public/page/Preference+Toolkit/230 Explore the Client Preference Ready badge - https://www.accordinitiative.com/public/page/Client+Preference+Ready+Badge/236