Guernsey Finance Podcast

In this episode, host Ben Perfitt speaks with Tom Hoad, Head of Howden Ventures, about how insurance is evolving through startups, data, and collaboration. They explore how new technologies are changing risk management, alongside the growing role of captives as platforms for incubating solutions to complex risks, and the power of client-sourced data in driving innovation. Tom Hoad references the c...

In this episode, host Brandon talks to Gordon Malcolm, CRO at Investec Bank Channel Islands. They discuss the evolving landscape of risk management, the impact of AI on financial services, and Guernsey's strategic positioning as a global finance hub. Together, they explore how firms can navigate emerging risks, why culture is becoming a critical pillar in risk management, and how jurisdictions lik...

In this episode of the Guernsey Finance podcast, host Brandon Ashplant speaks to Helen Parsonage, Partner at Osborne Clarke and Andrew Tually, Partner at Carey Olsen. They discuss the launch of a new VC PIF, the impact of macroeconomic trends on fundraising at large, and Guernsey’s continued market access into Europe - despite the introduction AIFMD II. Follow Brandon on LinkedIn Follow Andrew on...

In this episode, host Brandon Ashplant speaks with Dave Sauvarin, Chief Executive of Northern Trust’s business operations in the Channel Islands. The pair discuss the advantages of Guernsey’s banking services, including the role of private wealth banking, and banking services for funds and the insurance sector. They explore the impact of the digital transformation - and the opportunities it presen...

In this episode of the Guernsey Finance podcast, Martyn Dorey – Founder and Managing Director of Dorey Financial Modelling – discusses his research into the London IPO market. His firm analysed 270 listed funds and trusts across the UK and Channel Islands, assessing the quality of Packaged Retail Investment and Insurance Products’ Key Information Document (PRIIP KID). These mandatory, standardised...

In this episode, host Brandon Ashplant interviews Alexander Joshi, Head of Behavioural Finance at Barclays Private Bank, discussing the critical role of behavioural finance in wealth management. They explore how psychological factors influence investment decisions, the importance of understanding the mindset of wealth creators and inheritors, and the evolving landscape of wealth management in resp...

In this episode of the Guernsey Finance podcast, host Brandon Ashplant interviews Robert Woodhard and Charlotte Dalton from Frontier Economics about their latest report titled The Value of Guernsey’s funds industry to the UK’s growth ambitions. The trio explore key findings from the report - including the significant value that Guernsey-domiciled investment funds are making across the UK's four na...

In this episode of the Guernsey Finance podcast, host Brandon Ashplant interviews Tom Taylor from the British Private Equity and Venture Capital Association (BVCA). They discuss findings from the latest Frontier Economics report, titled The Value of Guernsey’s funds industry to the UK’s growth ambitions , which explores the significant role of private capital in driving sustained growth across the...

In this episode, we hear from Kerrie Le Tissier, Country Head of HIGHVERN Guernsey, and Greta Pender, Director at Collas Crill Trust.   Alongside host Brandon, Kerrie and Greta explore how Private Trust Companies and Private Trust Foundations remain effective vehicles for preserving the value of significant assets, particularly for Ultra-High-Net-Worth-Individuals (HNWIs). Follow Kerrie on LinkedI...

In this episode, we are joined by newly appointed GIIA Chair James Stewart, who is also Client Services Director at Artex Risk Solutions, and Jody Bisson, Deputy Chair of GIIA and Director at WTW Management Guernsey.   Our host Brandon Ashplant found out all about GIIA’s strategy for 2025 and onward, as well as how Guernsey's insurance and captive industry is evolving to meet the needs of a changi...

In this episode, three members of Guernsey Finance’s UK Business Development Team join our Host Brandon Ashplant to explore the current trends in financial services in their respective regions. Jo Kitcat, London Representative, Rowan Stone, North of England Representative, and William Lewis, UK Insurance Representative, discuss Guernsey's symbiotic relationship in financial services with the UK ec...

In this episode, host Brandon Ashplant speaks to Martin Scott, CEO and Founder of Core Fund Services. Martin discusses fundraising in the closed-ended space, the rise of debt funds, and Guernsey's position in facilitating liquidity solutions. Follow Brandon on LinkedIn Follow Martin on LinkedIn Follow Core Fund Services on LinkedIn Follow Guernsey Finance on LinkedIn Follow Guernsey Finance on Ins...

In this episode, three members of Guernsey Finance’s global Business Development Team join our Host Brandon Ashplant to explore the current trends in financial services in their respective jurisdictions. Aaron Russell-Davison, Middle East Representative, Grant McLeod, South Africa Representative, and Jonny Gamble, United States Representative, also cover how Guernsey lends its financial services e...

In this episode of the Guernsey Finance podcast, host Rosie Allsopp interviews Rupert Pleasant, Chief Executive of Guernsey Finance, about the agency's achievements in 2024. They explore the impact of political changes in the UK, the significance of the King's visit to Guernsey, the agency's successful events, and Guernsey's position in the global financial market.  Follow Rupert on LinkedIn Follo...

In this episode of the Guernsey Finance podcast, host Brandon Ashplant interviews Jay Goss, Chief Commercial Officer and Board Member at Aston. They discuss Aston's unique approach to business, their recent relocation to Guernsey, and how they view themselves as a positive disruptor in the finance industry. Follow Jay Goss on LinkedIn Follow Aston on LinkedIn Follow Guernsey Finance on LinkedIn Fo...

In this episode, we are joined by Catherine Grum, Founder of Catherine Grum Consultancy Limited. We discuss the evolving landscape of wealth management, focusing on the transition of wealth to younger generations, the changing nature of family businesses, the rise and management of entrepreneurs, and the importance of communication in succession planning. Follow Catherine on LinkedIn Follow Guerns...

In this episode, we are joined by the Founder of Sturgeon Ventures LLP, Seonaid Mackenzie. Seonaid discusses the rise of venture capital (VC) in recent years and identifies - and subsequently analyses - the trends in the VC market. Follow Seonaid on LinkedIn Follow Guernsey Finance on LinkedIn Follow Guernsey Finance on Instagram Follow Guernsey Finance on Threads: @guernseyfinance

In this episode Matt Ong, Founder of Ctrl Alt, discusses the upsurge and interest in tokenisation, the issue of "sticky capital" and how tokenisation can be a solution, and how Ctrl Alt enabled the first tokenisation of a debt transaction for a UK bank. Follow Matt on LinkedIn Follow Ctrl Alt on LinkedIn Follow Guernsey Finance on LinkedIn Follow Guernsey Finance on Instagram Follow Guernsey Finan...

In this episode, we speak to Jo Stoddart, Director of Locate Guernsey about the benefits and processes of relocating to Guernsey, both for individuals and businesses. Learn more about the upcoming Relocate to Guernsey Show here: https://www.guernseyfinance.com/events/2024/locate-guernsey-relocate-to-guernsey-show/ Follow Jo on LinkedIn Follow Locate Guernsey on LinkedIn Follow Guernsey Finance on...

In this episode, we are joined by James Quarmby and Emily Osborne of Stephenson Harwood. The pair discuss developments in the world of corporate pensions, Guernsey's offerings as a domicile, and the upcoming joint Guernsey Finance and Stephenson Harwood pensions seminar in London this September. Check more out about the Seminar here Follow James on LinkedIn Follow Emily on LinkedIn Follow Stephens...

In this episode, our host Brandon speaks to Alexis Augier, Founder and CEO of Vega. We discuss the changing world of Private Wealth, as technological adaption and embracing alternative assets come to the forefront of the industry for a new generation of HNWIs and their advisors. Follow Alexis on LinkedIn Follow Vega on LinkedIn Follow Guernsey Finance on LinkedIn Follow Guernsey Finance on Instagr...

In this episode, we discuss economic headwinds, the importance of domicile selection and wider trends in the global pensions sector. David discusses what QB Partners is seeing, and how greater importance than ever before is being placed on pensions planning. Follow David on LinkedIn Follow QB Partners on LinkedIn Follow Guernsey Finance on LinkedIn Follow Guernsey Finance on Instagram Follow Guern...

Frontier Economics' latest research paper demonstrates the overwhelming economic case for Guernsey as a net contributor to the UK economy. Guernsey Finance speaks to Matthew Bell, Joint-Head of Public Policy Practice, and Robert Woodhard, Consultant, about the report's key findings. Read the report Follow Matthew on LinkedIn Follow Robert on LinkedIn Follow Frontier Economics on LinkedIn Follow Gu...

Samuel Bosanquet, Family Offices Services Director at Schroders, talks how the industry has evolved over the past decade, identifies key trends he is seeing, and reacts to some of the key findings from the Guernsey Finance-commissioned "Managing Changing Families" report, published by PAM Insight. Follow Sam on LinkedIn Follow Schroders on LinkedIn Follow Cazenove Captial on LinkedIn Follow WE ARE...

In this episode, we are joined by James Anderson, Founder of PAM Insight, as well as PAM Insight's Managing Editor Katie Royals. James and Katie discuss the key economic and cultural trends, and challenges, HNW families are facing. They also discuss the key findings from the joint Guernsey Finance-PAM Insight research report, due to be published at Guernsey Private Wealth Forum 2023. Follow James...