In Conversation With… Vanguard Experts on Cognitive Decline and Client Wealth

In this episode of In Conversation With..., Kimberley Dondo speaks with Vanguard’s Sebastian Lewis and Anna Madamba about a critical but often overlooked topic: cognitive decline in clients. Together, they explore how financial advisers can recognise early signs, address the risks of wealth loss, and navigate sensitive conversations with clients and their families. They also share practical steps for preparation, insights into generational perspectives, and ways to safeguard vulnerable individuals from financial exploitation. This thought-provoking discussion highlights the evolving role of advisers in supporting clients through one of life’s most challenging transitions.