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Wealth transfer

Our CEO Roger Brosch discusses why the Great Wealth Transfer could be modest in practice

5.09.2025

The Great Wealth Transfer

The anticipated wealth transfer of £7 trillion from Baby Boomers by 2050 is drawing attention. In his latest article for Professional Adviser, Roger Brosch, CEO of Foster Denovo, suggests the eventual transfer could be more modest than some forecasts. He highlights the importance of advisers focusing on robust, client-centred strategies rather than becoming distracted by headlines.

“Good advice is, and always will be, about the individual.”

Read the full article on Professional Adviser here.