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The Power of Inclusivity

Smarter Succession Podcast

11 December 2020

We’re standing on the edge of the biggest wealth transfer in history – yet research shows that four in ten women are currently not involved in family wealth decisions1. Our podcast panel of experts discuss the underlying issues that prevent women becoming more involved in succession planning, give real-life examples and provide practical advice on the power of inclusivity in wealth and business transfer.

Lisa Francis, CEO of the UK and Crown Dependencies for Barclays Private Bank, is joined by Dr Ylva Baeckstrom, a former banker, fintech entrepreneur and an academic authority in behavioural finance; independent family business expert, Nike Anani; and Tasnim Ghiawadwala, Head of UK Corporate Bank for Barclays.

Don’t have time to listen to the whole podcast? Dip into the recording at the times below to listen to specific topics:

  1. Why women are excluded from discussions – 03:57
  2. The benefits of taking a more inclusive approach – 14:19
  3. The role of women as ‘Chief Emotional Officer’– 27:07
  4. Tips and advice on how families can become more inclusive – 30:59

You can stream this podcast by scanning the QR codes with your smartphone camera or clicking the buttons below.

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Smarter Succession

Discover our Smarter Succession content series which uncovers some of the tensions surrounding wealth and business transfer, and how to overcome them. 

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Challenges and opportunities

We explore the challenges and opportunities global families face when it comes to intergenerational wealth transfer.

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Find out how our experts can help to protect your wealth and support your succession planning, structuring and investment needs.

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