For Mandeville, branding isn’t a fleeting tactic but a core part of the firm’s identity, deeply linked to its founder Michael Lee-Chin’s vision, whose wealth framework emulates the strategies of the wealthiest individuals globally.
$700 billion to the next generation by 2026
“They all predicted where the world, sector, or industry was going,” she noted. They planned for their predictions and persevered through obstacles. “These key principles,” Oddi emphasized, “form the foundation of our investment framework, and it’s what we coin as the Mandeville Difference.”
Moving into the digital age, Mandeville saw early on how technology could serve advisors and enhance client engagement. Oddi explained that a significant wealth transfer, estimated at $700 billion to the next generation by 2026, has intensified the demand for tech-savvy tools.
“Statistically, it shows that 88% of these beneficiaries will not continue with their parents’ advisors,” she noted. This generation’s familiarity with digital tools creates both opportunities and challenges for advisors, who risk losing clients if they don’t keep pace with technological advancements. As a response, Mandeville has introduced a range of digital tools, including Advisor Stream, which allows advisors to tailor campaigns, share updates, and send newsletters that reflect Mandeville’s investment framework.
With client expectations evolving, Mandeville’s focus is on balancing technology with the personal touch. Mandeville Vault, a secure collaboration platform, allows for storage, sharing, and management of essential documents.
