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Advice Around the World heads to Australia for episode two, as we speak to David Andrew, founder and CEO of Capital Partners Private Wealth Advisers. In a Zoom call spanning across three very different time zones, we ask Andrew about the decisions that turned Capital Partners into a multiple award winning business.
Andrew also discusses the importance of cybersecurity, following an attack on his firm in 2018. Get caught out twice, as he says, and clients will be very anxious. If it happens three times, you can count yourself lucky to have any clients at all.
We also learn about the Australian market for financial planning and how commission-led sales no longer rule the day. Listen in for his assessment of how Australian planners stack up against their foreign counterparts.
AES International chief executive Sam Instone is kicking himself. Having shared a room with James Blunt while the two were both officers in the Household Cavalry, it is safe to say doubting Blunt's talents was not one of his best decisions.
In episode one of Citywire’s new Advice Around the World podcast, Instone tells Ian Horne and Amelia Garland about some of his better ones too, though. As you will find out in the podcast, Instone is more than just the leader of one of the Middle East’s leading financial planning firms. He is also a magnificent storyteller.
And yes, this podcast is about financial planning too. We ask Instone about financial advice in Dubai. Is it really the Wild West that many perceive it to be. Tune in to get Instone’s take.
Next stop, Australia.
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