Why Invest?

In this episode, we are joined by Tineke Frikkee, manager of the Waverton UK Equity Fund. We talk about how to play the digitalisation theme in the UK, investment cases for Ocado and Prudential and the recent listing of Deliveroo. Connect on Linkedin Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ Tineke Frikkee - https://www.linkedin.com/in/tineke-frikkee-50041262/ For furthe...

The hospitality sector has been hit hard during the pandemic, but with a shift to home deliveries and the employment of cloud kitchens, some restaurants have held on to their most loyal customers. Providing an insight is Rik Campbell, the Co-Founder of Indian-inspired restaurant group Kricket. We talk about their response to lockdown, the expansion of the business from a shipping container in Brix...

In this episode, we speak about 2020 in a historical context and consider who will repay the mountains of debt accrued by governments around the world. We also talk about increased 'retail' participation in stock markets and touch on the rise of Bitcoin. Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ William Dinning - https://www.linkedin.com/in/william-dinning-65827714/ &nbs...

Richard Koe is the Managing Director at WINGX, a data research and consulting company within the business aviation industry. We discuss how Richard got into aviation, why he founded WINGX and how he pivoted his business to become a data provider for other businesses. We explore the cyclical and secular themes brought about by Covid19 and he reveals how far away we are from booking a private jet vi...

Jamie Foale is the CEO and Co-Founder of Playfinder, an online booking platform for local sports facilities in the UK. Playfinder is a prime example of technology disrupting and transforming long-standing, inefficient processes and in this episode we discuss the obstacles Jamie and his partner have overcome, the challenges in light of Covid-19 and their success in raising multiple rounds of financ...

Keld van Schreven is the Co-Founder of KR1, a Blockchain Investment Company that supports early stage decentralised and open source Blockchain projects. With past year seeing an extraordinary rise in the price of Bitcoin and the beginning of the institutional acceptance of cryptocurrencies, we discuss what drew Keld to Bitcoin, the technologies that underpin cryptocurrencies as well as his fund an...

Nick Cawley is the Regional Head of UK / Ireland and Global Private Clients Service Line Leader at Ocorian, a financial services company. In this episode we discuss intergenerational wealth transfer and in what can be an emotive topic for some, we touch on ways in which to approach the subject, challenges this can cause for clients and different philosophies between the generations. For more infor...

Paul Ford is the Founder and CEO of Acin, a company that revolutionises the way financial institutions manage non-financial risk and controls. With some of the largest scandals of recent times due to human error and ‘fat fingers’, his award winning SaaS platform enables companies to fully digitise non-financial risks and manage them like a data science. Paul’s insight into this arena is both fasci...

Andy Seaman is the Manager of the Stratton Street Renminbi Bond Fund. In this episode we discuss why he started the fund in 2007, where he finds his best ideas and ultimately, what he’s trying to achieve. We also examine how investment opportunities have changed since the fund launched and what the rising influence of China means for the currency and broader Asian investment landscape. For more in...

Charles Robinson is the 20 year old founder of GelCard, a company that he started in 2020 when his studies were halted due to Covid-19. The company manufactures premium hand sanitiser cards with bespoke designs for brands and having already collaborated with big names in the hospitality sector, Charles’ product is going from strength to strength. We discuss how he has launched a business during th...

Jamie Dundas is the founder of Monday Works, a company that specialises in the launch and growth of flexible work spaces. He is also a co-founder of The Refinery, a shared workspace for early stage start-ups and freelancers, which opened in 2013. In this episode we discuss the rising popularity of shared workspaces, the challenges of taking on extremely successful competitors and Jamie’s approach...

James Lowther is the founder of The Lacquer Company, a lacquer production company based in Saigon that specialises in bespoke, contemporary designs. In this episode we discuss how James discovered lacquer, how he runs a business that transcends continents and the challenges of raising investment.  Connect on Linkedin Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  J...

Alistair Frost is the founder of Pentire Drinks, a non-alcoholic spirits company based in Cornwall. In this episode we discuss how he founded the business, the trials and tribulations of raising external capital and the opportunity in the non-alcohol segment.   Connect on Linkedin Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/  Alistair Frost - https://www.link...

Charlie Jardine is the founder and CEO of EO Charging, a company that designs and manufactures charging points for EV cars in the UK. In this episode we discuss how he founded the business in his shed, how he scaled it up and raised his first round of external capital. Connect on Linkedin Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/   Charlie Jardine - https://www.link...

Danyal Sattar is the CEO of The Big Issue Invest, the social enterprise investment arm of The Big Issue magazine managing and advising on over £250m.  We discuss the purpose of the group, how it was founded and where the balance between raising capital and allocating capital lies. We also discuss what it means to be an impact investor and the work the group has done in 2020 despite the challe...

Rory Penn is Partner and Head of Knight Frank’s Private Office here in London.  His expertise span both the commercial and residential side of property.  He has had front rows seats in what has been a pretty tumultuous year in property.  He has interesting views on the city vs country property trade, ESG in property investment and we discuss what his clients are worried about. For m...

Stephen Yiu is the founder of Blue Whale Capital and the lead manager of the Blue Whale Growth Fund. Stephen started his career as a fund manager at Hargreaves Lansdowne he then held positions at New Star, Artemis and Nevsky Capital and then in 2016, with the backing of his old employer Peter Hargreaves, launched the Blue Whale Growth Fund which is a long-only and concentrated global equity f...

Max Ward is the Co-Founder of Luminous Ventures, a venture capital fund management firm based in London. It invests in early stage, deep tech and deep science. Max gives a superb definition of both of those terms and we talk about AI, healthcare and life sciences. For more information on any of the topics covered in this episode, please go to Max’s website at luminous.vc or for more info...

This week Isobel Fraser joins me to discuss why charities invest. We discuss how Charity clients differ from traditional private clients, the difficulties charities are facing at the moment as events are cancelled and their income deteriorates. Finally, we cover how ESG and ethical investing applies to Charity portfolios. For more information on any topics covered in this episode, get in touch wit...

Tyler Goodwin is the Founder and CEO of Seaforth Land, a commercial real estate specialist in London. In this episode, we discuss Tyler’s background and his formative years in the Asian Financial Crisis. Tyler set’s out the case for “Creative Core Real Estate” and we have some tips for young graduates and associates trying to get into the sector. Connect on Linkedin Doug Barnett – https://www.link...

James Carter is a Credit Analyst in the Fixed Income team at Waverton. In this episode we discuss why we invest in bonds, the history of fixed income and where James is finding his most exciting ideas. We also explore James’ thoughts on the active vs. passive debate. Connect on Linkedin Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b820/ James Carter - https://www.linkedin.com/in/...

In this episode we speak to Rick Stockley, Head of Blockchain at IBM UK. He is also the product lead on a platform called TradeLens. We introduce TradeLens, a platform developed by IBM that uses blockchain technology to harness data from port operators to service the logistics sector. We also discuss other current and potential uses for blockchain technology. Connect on Linkedin Doug Barnett – htt...

Ida Weatherall is a Fine Wine Sales Executive at Corney & Barrow in London. In this episode of the podcast we discuss Ida’s experience, how she got into wine and the barriers to entry. We cover the requirements to become a Master of Wine, the potential wine investment opportunities and what drives the market. Connect on Linkedin Doug Barnett – https://www.linkedin.com/in/douglas-barnett-a475b8...

William Dinning is the CIO and chair of the Asset Allocation Committee at Waverton. This is the second of a two-part episode where we discuss the causes of inflation, the damaging effects it can have on the general population and how policy makers can respond.  For further information on any of the topics discussed in the episode please head to our website at Waverton.co.uk.  Connect on...

William Dinning is the CIO and chair of the Asset Allocation Committee at Waverton. This is the first of a two-part episode where we discuss the causes of inflation, the damaging effects it can have on the general population and how policy makers can respond.  For further information on any of the topics discussed in the episode please head to our website at Waverton.co.uk.  Connect on L...