Investing for Family Offices, Rupert Bonsor: Guinness Asset Management
Release Date: 07/27/2021
Navigating the Property Market, Charlie Ellingworth: Property Vision
How To Keep Your Money
In Episode 58, I chat to Charlie Ellingworth, co-founder of Property Vision. Charlie discusses his journey from engineering and ship broking to founding the first buying agency dedicated to representing property buyers. He shares insights on the evolution of the buying agent industry, how Property Vision adapted its business model, and the state of the UK property market, emphasising the impact of stamp duty and shifting buyer behaviours. Additionally, Charlie touches on his role as a director and trustee of the Cadogan Estate, trends in the retail sector, and his adventurous hobbies. ...
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Building Trust and Financial Success, Robert Surtees: Affinity Group Financial Services
How To Keep Your Money
In Episode 57, I talk to Robert Surtees from Affinity Group Financial Services. We delve into Robert's career journey, starting with his education in Product Design from Central St. Martin's College to his transition into financial planning. Robert discusses the importance of a client-centric approach, building trust, and his methodology in financial advising. We also touch upon his professional qualifications, the value of plain English in client communication, and the personal interests that enrich his professional life. CONNECT WITH ROBERT: CONNECT WITH CAROLINE: Our club...
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Joe Field: Holland & Knight
How To Keep Your Money
Joe Field is the founder of today’s private client professional. He has his finger on the pulse, keeps up to date with emerging legal trends, and knows how to interpret them. Joe is a legend in his own time. It is, therefore, a tremendous honour to call him a friend and a great privilege to interview him on episode 56 of our ‘How To Keep Your Money’ podcast series. CONNECT WITH JOE: CONNECT WITH CAROLINE: Our club gives you real-life stories and examples of how our club professionals can guide you on ‘How to Keep Your Money’ ...
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Environmental, Social and Governance, Selina Sagayam: Gibson, Dunn & Crutcher
How To Keep Your Money
Selina Sagayam is an English-qualified senior counsel and recent former partner at Gibson, Dunn & Crutcher's London office. She is a pioneer and leader in the firm's Environmental, Sustainability, and Governance (ESG) practice and a member of its international corporate group. Selina is a woman in a man's world. She has not just won awards as a woman but as a leader in her field. She is recognised by The Legal 500 UK 2024 for Private Equity: Transactions and M&A: Upper Mid-Market and Premium Deals over £750 million. Selina has also been listed by Brummell Magazine in 2020 as an...
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Cayman Islands, Anthony Travers: Travers Thorp Alberga
How To Keep Your Money
In Episode 54, Caroline talks to Anthony Travers OBE, who left the UK when the top tax rate was 98% to work and live in Cayman. Anthony is the former senior partner and managing partner of Maples and Calder and the current senior partner of the Cayman Islands and British Virgin Islands law firm Travers Thorp Alberga. Travers Smith Alberga was originally a boutique law firm, but it now has offices in Cayman, the British Virgin Islands, London, Hong Kong, Australia, and New Zealand. It focuses on high-end open-ended hedge funds and private equity, fund finance, and...
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Helping Families Plan Their Future, Arabella Murphy: Propitious
How To Keep Your Money
Arabella Murphy is the Founder and CEO of Propitious (London) Ltd. Propitious is a consultancy that advises wealthy families and individuals worldwide on strategic matters of practical importance and mediation. It helps clients find clear and constructive solutions to their questions about succession, family business wealth, and disputes. Before setting up Propitious, Arabella was a leading private client lawyer and featured regularly in the top tier of private client lawyers in Chambers and the Legal 500. Now, she sits on the client's side of the table, listening to their concerns and...
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Personal Security for Wealthy Families, Bob Morrison: SecTech
How To Keep Your Money
In Episode 52, Caroline Garnham talks to Bob Morrison, Managing Director of SecTech, which he founded in 2006. Bob's business provides personal security for wealthy families. His vision is that rich families need to put as much thought into protecting the safety of their homes and families as they do into protecting their wealth. Bob talks of blending into the lives of his clients as gym buddies, sober companions, and dog walkers, women close protection officers as girlfriends and nannies for female clients and for celebrities' tough guys in full view. For Bob, it is the perfect...
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Future of Investment Management, Simon O'Donoghue: Spring IM
How To Keep Your Money
In Episode 51, Caroline Garnham talks to Simon O'Donoghue Chief Executive Officer of Spring Investment Management, which Simon launched in 2022. It is the first digital platform in the offshore world. It is based in Jersey, where Simon lives with his family and claims to be the 'future of investment management'. Simon's digital platform means there is no need for a meeting between the client and investment manager to 'onboard' the client. The three-step process of accessing your risk tolerance, choosing your portfolio, and deciding how much to invest can be done online, which reduces...
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Why Your Reputation Matters, Michael Farrant: Farrant Group
How To Keep Your Money
Michael Farrant is the founder of Farrant Group, which he set up in 2021. His company specialises in managing the reputations of private individuals, companies, and other organisations. He lives with his wife and three boys in Dubai, which he sees as set to grow, and he also has an office in London. His work is to make sure the perception of a client fits with the reality, which is so much more than just words. CONNECT WITH MICHAEL: CONNECT WITH CAROLINE: Our club gives you real-life stories and examples of how our club professionals can guide you on ‘How to Keep Your...
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Wealth in Words, Jonathan Norbury: Lloyds Bank
How To Keep Your Money
In Episode 49, Caroline Garnham talks to Jonathan Norbury, head of the Key Clients team, which manages the highest profile and wealthiest clients of Lloyds Bank. Jonathan speaks of his degree in languages, which was less useful than he had hoped in his career in banking, although his five years in the army did shape the way he treats his clients and builds their trust. He also speaks from experience about the power of reciprocation and from the Lloyds/Schroders joint venture in 2019, the power of aggregation. Follow Jonathan's journey by listening to his podcast. CONNECT WITH JONATHAN: ...
info_outlineIn Episode 40, Caroline Garnham speaks with Rupert Bonsor, an experienced and motivated Sales Manager with Guinness Asset Management. He has twelve years experience in the retail fund management market. Specialising in Sales to the Family Office market