How To Keep Your Money

In 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

In Episode 39, Caroline Garnham speaks with Charles Garland, a founding Partner and Director at Claremont Corporate Services. Charlie primarily manages the operational capacity of both the 'Corporate and 'Wealth' divisions, and manages clients at NM Rothschild, Morgan Stanley, Saudi Aramco, and IBM, amongst numerous other institutions. As the driving force in the development and diversity of the C...

In Episode 38, Caroline Garnham speaks with Charlotte Thorne, a Founding Partner of Capital Generation Partners. Charlotte's focus is on maintaining excellence in the firm's external interactions - with clients, regulators and providers. Charlotte runs the mechanics of the firm and oversees the complexities of client take-on and marrying client needs to service delivery. Listen to find out more ab...

In Episode 37, Caroline Garnham speaks with Matthew Steiner, a Corporate Development Director at Stellar Asset Management. Matthew has over 20 years of experience in the Financial Service Industry. Caroline and Matthew talk about Stellar's vision relating to investing for now, as well as investing for the next generation without having to pay inheritance tax!

In Episode 36, Caroline Garnham talks to Jonathan Gain, Chief Executive of Asset Management Firm, Stellar. Drawing on his wide-ranging experience, Jonathan established Stellar Asset Management in 2007 along with the former founder of Close Brothers Investment Limited and two other colleagues.    Although formed without Covid 19 in mind, Jonathan recognised what he calls an Inheritance Economy – th...

In Episode 35, Caroline Garnham speaks with Noel Craven, an Investment Director at Quartet Investment Managers. Noel has over 20 years of Investment Management experience for High Net Worth International clients. Caroline and Noel talk about what it means to be winners of the the Private Asset Managers (PAM) Awards in the category " Investment Performance – Cautious Portfolios " award. They furthe...

In Episode 34, Caroline Garnham talks to Carlos Santos, the Managing Director of Dixcart in the Portugal office. Mark is responsible for the expansion of the office as well overseeing the existing client base and client management. Carlos established the Family Office line of service in Portugal which is focused in immigration and personal taxation of clients and their families. Caroline speaks wi...

In Episode 33, we hear from Caroline Garnham the host of the Show and founder of GFOS, a private client law firm focussed on clients; a Culture of Care. Caroline speaks on the success behind her story. Did you know that, despite having written for the Weekend Financial Times for twelve years contributing ten articles a year – in which she pioneered the benefits of offshore trusts for non-UK domici...

In Episode 32, Caroline Garnham talks to Nick Harvey, Executive Chairman of Highstead Partners, which specialises in corporate finance. Their aim is to nurture the entrepreneurs behind the businesses throughout the lifecycle of a business – Caroline asks Nick for his opinion on how a forthcoming recession and change in capital gains tax could affect his clients, in his opinion raising revenue from...

In Episode 31, Caroline Garnham talks to John Cross, a Senior Vice President of Mirabaud, an international banking group that provides a clientele of private and institutional investors, companies and finance professionals with highly customised investment, private banking and asset management services. Caroline talks with John about the business of banking and how banks like Mirabaud make its mon...

In Episode 30, Caroline Garnham talks to Marisa Peer , she is a world renowned speaker, Rapid Transformational Therapy trainer and best-selling author. Marisa has helped thousands of people face and overcome fears and is Britain's No. 1 therapist. Caroline talks to Marisa about her book 'I Am Enough: Mark Your Mirror And Change Your Life', listen now to hear firsthand what Marisa has to say about...

In Episode 29, Caroline Garnham talks to Simon Fenn, Partner of global family owned insurance company, Lockton. Insurance is the safety net which seeps into every nook and cranny of life, work and business – for peace of mind and asset protection insurance is a cost worth paying for.

In Episode 28, Caroline Garnham talks to Tanya O'Carroll, Managing Director of Oak Group, Isle of Man. Tanya has overall responsibility for the Isle of Man business delivering high quality client services whilst balancing the strategic financial and operational requirements of the business. 

In Episode 27, Caroline Garnham talks to Jo Stoddart , Director of Locate Guernsey . Jo paints a pretty picture – where the daily commute is a ten minute walk, the evenings can be spent having a BBQ on the beach, houses and cars need never be locked – and parents do not fear that their kids are vulnerable to released offenders.

In Episode 26, Caroline Garnham talks to Zoë Cousens, Founder of Castellet Consulting. In her podcast this week she talks about providing financial education to women who may have been recently divorced or widowed, and employees who often spend up to three hours a week sorting out financial problems; time which could be saved with some education on how to budget and put in place a financial plan.

In Episode 25, Caroline Garnham talks to Rebecca Bettany, Director of the JTC Private Office. Rebecca set up the JTC Private Office in 2018 and now focuses on the home markets of U.K. and Channel Islands as well as key clients. She talks about the work its private office at JTC has done for its clients during lockdown such as talking to the tenants of properties in their clients' property portfoli...

In Episode 24, Caroline Garnham, the host of this Podcast talks about pre and post lockdown – what we have learned and what we can do to make our world a better place. Caroline speaks about what we ought to do as Private Client Professionals post lockdown.

In Episode 23, Caroline Garnham talks to David Nield, Managing Director and CEO of VGS, an expert at providing results focussed and highly cost effective RPO and MSP staffing solutions for Clients worldwide. 

In Episode 22, Caroline Garnham talks to Mark Florman, Chairman and CEO of specialist merchant bank Time Partners Limited which combines best private equity advice, creating solutions with a client first philosophy. During the interview Caroline and Mark touched upon what Caroline sees will be an ever-increasing divide between the haves and the have nots. In 2004, Mark co-founded the Centre for So...

In Episode 21, Caroline Garnham talks to former co-head of the team responsible in HMRC for offshore compliance and fraud – Andrew McKenna now CEO of McKenna Tax Consultancy. Caroline and Andrew discuss how sophisticated and intelligent HMRC is now in obtaining and processing information and data. Andrew tells Caroline that due to Covid-19 HMRC is under pressure to produce more revenue and will na...

In Episode 20, Caroline Garnham talks to Garry Bell, Head of Tax of PKF bba. Caroline discusses with Garry the ins and outs of being a UK Tax Exile.

In Episode 19, Caroline Garnham talks to Paul Schreibke, Managing Director of Oak Group, Guernsey. Caroline discusses with Paul the excitements and challenges of what it entails being the Managing Director of a new consultation, the Oak Group.

In Episode 18, Caroline Garnham talks to Alison Parry, Head of Private Wealth, Intertrust in Guernsey. Caroline puts to Alison 'my hunch is that post Covid 19 we will see a renewed effort across the 'globe' to soak the rich which could directly face your clients and your business - what are your views?' Hear what she says

In Episode 13, Caroline Garnham talks to Craig Swart, a Partner at Dickinson Gleeson and an Advocate of the Royal Court of Jersey. Craig speaks of his transition from being a South African attorney  to an English Solicitor and now a Jersey lawyer. He shares the diversity and benefits of being a lawyer in Jersey. 

In Episode 17, Caroline Garnham talks to Jon de Jager, the Managing Director of global campaign consultants, CT Group. Jon is a leading expert in sourcing and executing complex financial solutions for private and corporate clients. Caroline and Jon discuss human psychology and the need to focus on what the client needs over what a client wants.