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Owen James Meeting of Minds: Wealth Management & Private Banking

The Berkeley Hotel, London

585 minutes

Andy Reed

Andy Reed, Senior Manager, Investment Strategist from Vanguard US, will be discussing how firms increasingly use behavioural design to influence client decisions, the focus is shifting from engagement to outcomes. This session will explore how firms can use nudges responsibly, avoiding manipulation while supporting better long-term investor behaviour, including:

  • How behavioural nudges can support improved investor decision-making and outcomes 
  • The risks of “dark patterns”, over-gamification and overly complex interfaces 
  • How firms can measure success based on client progress rather than engagement 
  • How design principles can balance simplicity, empathy and commitment 
  • How behavioural strategies align with long-term client trust and firm incentives.
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Vanguard speaker

Andy Reed + ' ' + Senior Manager, Investment Strategist, Vanguard US
Andy Reed

Senior Manager, Investment Strategist, Vanguard US

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Investment risk information

The value of investments, and the income from them, may fall or rise and investors may get back less than they invested.
 
Important information

For professional investors only (as defined under the MiFID II Directive) investing for their own account (including management companies (fund of funds) and professional clients investing on behalf of their discretionary clients). In Switzerland for professional investors only. Not to be distributed to the public.
 
The information contained in this document is not to be regarded as an offer to buy or sell or the solicitation of any offer to buy or sell securities in any jurisdiction where such an offer or solicitation is against the law, or to anyone to whom it is unlawful to make such an offer or solicitation, or if the person making the offer or solicitation is not qualified to do so. The information in this document does not constitute legal, tax, or investment advice. You must not, therefore, rely on the content of this document when making any investment decisions.
 
The information contained in this document is for educational purposes only and is not a recommendation or solicitation to buy or sell investments.
 
Issued in EEA by Vanguard Group (Ireland) Limited which is regulated in Ireland by the Central Bank of Ireland.
Issued in Switzerland by Vanguard Investments Switzerland GmbH.
Issued by Vanguard Asset Management, Limited which is authorised and regulated in the UK by the Financial Conduct Authority.
 
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 © 2026 Vanguard Investments Switzerland GmbH. All rights reserved.
 © 2026 Vanguard Asset Management, Limited. All rights reserved.