Speaking

While companies have expanded their DEI agendas, class remains notably absent — yet for many younger employees, it’s a key factor shaping their working lives.

This keynote shares new research on workplace social mobility, with data and insights from law, finance, media and more. It explores the intersectionality of class with race, religion, gender and family wealth — to shape who gets in and who gets left out.

But this isn’t just about naming the problem. It’s about offering practical solutions — from accessible recruitment and class pay gap metrics to workplace cultures that widen access and challenge the merit narrative.

The world of work is being redrawn in real time. AI is reshaping recruitment, hybrid working has shifted company culture, careers are no longer linear, retirement is changing — and eldercare is quickly becoming the next big workplace pressure.

This keynote is built for Boards, HR, and senior leadership. It goes beyond mapping change to offer a strategic view on how to respond, with insights from leading companies across sectors and regions.

I work with senior leaders using sector-specific data to help them rethink their people strategy — moving beyond reaction to build organisations that are not just adaptable, but truly resilient.

Too often, workplace conversations about generational differences rely on stereotypes or blame. This keynote offers a reset — reframing generational tension as a resource, not a problem.

The starting point is how generational shifts have changed attitudes to work — from career goals to learning. This isn’t about age brackets; it’s about using data to understand how people are changing and what that means for collaboration.

Through The Generational Blueprint™, my flagship workshop programme, I explore today’s hybrid, AI-enabled workplace — and how to bridge the gap between juniors, managers and leaders. In an AI world, human connection is a key advantage. Explore The Generational Blueprint

Families today are more financially connected and more complex than ever. Parents are underwriting adulthood, from education to house deposits. Wealth, along with expectation and anxiety, now stays within the family.

We are now entering the largest intergenerational wealth transfer in history. And it’s not just a financial event — it’s a family one.

This keynote, based on insights from my Sunday Times bestseller Inheritocracy, explores what financial professionals, family offices and IFAs need to do next — not just to retain assets, but to remain relevant. It’s about understanding the emotional and cultural dynamics of modern families — and helping the next generation have the conversations they often avoid.

From there, we focus on solutions — what you can actually do as an advisor/manager to build trust, unite families and support long-term clarity.

This keynote can be adapted for family businesses, international audiences or specialist sessions for family office professionals.

As the Great Wealth Transfer accelerates, the real challenge for advisors is continuity. The next generation of heirs think differently about money, advice and legacy. Some have grown up with wealth but are unprepared to manage it & others are disillusioned by outdated financial models.

This keynote explores how to build lasting relationships with the next generation — not only through digital tools, but through cultural intelligence, emotional fluency and deeper engagement. It’s not just about understanding the next generation of clients, it’s also about preparing the next generation of advisors. True continuity means thinking seriously about succession — in your clients’ families and in your own firm.

Drawing on original research, global case studies and conversations with young wealth holders, I unpack what’s changing — and what it takes to stay relevant as a person, brand and business.

This keynote can be tailored for international audiences, family firms, private banks or family offices, and is designed to build generational resilience into your advisory model.

While the Great Wealth Transfer gets plenty of attention, what’s often missed is that women, especially spouses, are usually the first to inherit.

This keynote explores how women across generations are redefining their relationship to money, family and legacy. They’re not passive recipients, but active decision-makers whose expectations are reshaping wealth management.

Draw­ing on data, research and interviews, this session unpacks the realities of the Great Gender Wealth Transfer — and what financial professionals must do to stay relevant, build loyalty and serve this critical demographic with insight and nuance. Whether leading family firms, inheriting funds, building wealth or steering fiscal strategy, women now sit at the centre of wealth’s future.

This keynote can be tailored for global audiences, regional markets, family firms, private banks or family office teams. It is designed to spark strategy, prompt reflection and build generational resilience into your advisory model.