In this episode of Accord Talks, Elly and Lee explore how shifting client

expectations—particularly among younger investors—are reshaping advice, stewardship

and fund design. They discuss new research on intergenerational wealth transfer, the rise

of eco-anxiety, and why uncovering client values is becoming critical to trust, retention and

outcomes. 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-277520

Aegon 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