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:

⁠LinkedIn⁠

⁠Holland & Knight

CONNECT WITH CAROLINE:

Our club ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 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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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 Inspirational Woman City Leader, to name a few of her accolades.

CONNECT WITH SELINA:

⁠⁠LinkedIn⁠⁠

⁠The Renewables Infrastructure Group⁠

⁠Gibson, Dunn & Crutcher⁠

CONNECT WITH CAROLINE:

Our club ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 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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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 high-net-worth private clients. Its business model is designed to be relevant to client needs in a changed offshore legal and economic environment and a lesson to all private client practitioners.

CONNECT WITH ANTHONY:

⁠LinkedIn⁠

⁠Travers Thorp Alberga⁠

CONNECT WITH CAROLINE:

Our club ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ gives you real-life stories and examples of how our club professionals can guide you on ‘How to Keep Your Money’

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Caroline's Club⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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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 directing them to professionals who will best suit their needs.

CONNECT WITH ARABELLA:

⁠LinkedIn⁠

⁠Propitious⁠

CONNECT WITH CAROLINE:

Our club ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 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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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 career, and he looks forward to it every day. Bob's idea of an excellent day's work is when nothing happens!

CONNECT WITH BOB:

⁠LinkedIn⁠

⁠SecTech⁠

CONNECT WITH CAROLINE:

Our club ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ gives you real-life stories and examples of how our club professionals can guide you on ‘How to Keep Your Money’

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Caroline's Club⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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[email protected]

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 the fees needed to set up and transfer.

Simon's Spring is doing something right because it has not only won numerous awards in the first year of set up, but the judges were highly complimentary of the innovation and concept.

Well done, Simon.

CONNECT WITH SIMON:

⁠LinkedIn⁠

⁠⁠Spring IM⁠

CONNECT WITH CAROLINE:

Our club ⁠⁠⁠⁠⁠⁠⁠⁠⁠newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠ 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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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:

⁠LinkedIn⁠

⁠Farrant Group⁠

CONNECT WITH CAROLINE:

Our club ⁠⁠⁠⁠⁠⁠⁠⁠⁠newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠ gives you real-life stories and examples of how our club professionals can guide you on ‘How to Keep Your Money’

⁠⁠⁠⁠⁠⁠⁠⁠⁠Caroline's Club⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠

[email protected]

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:

⁠LinkedIn⁠

CONNECT WITH CAROLINE:

Our club ⁠⁠⁠⁠⁠⁠⁠⁠newsletter⁠⁠⁠⁠⁠⁠⁠⁠ 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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[email protected]

In Episode 48, Caroline talks to Robert Morse a partner at The Private Office. He is an independent wealth manager, investment advisor, financial planner, and investment and pension specialist.

The Private Office operates as a Family Office for those families who do not want to set up their own Family Office or if they have want to use the expertise in appointing the professionals they may require from time to time. 

This approach has seen The Private Office win multiple awards, such as the Chartered Financial Planning Firm of the Year by their professional body the PFS. The Private Office also has a graduate training program and, through the success of this program, can offer a team of professionals with an average age of 38 rather than 58.

CONNECT WITH ROBERT:

⁠The Private Office⁠

⁠LinkedIn⁠

CONNECT WITH CAROLINE:

Our club ⁠⁠⁠⁠⁠⁠⁠newsletter⁠⁠⁠⁠⁠⁠⁠ 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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⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠

[email protected]

In Episode 47, Caroline Garnham speaks to Heather Anne Hubbell, a serial entrepreneur and experienced strategy consultant. Heather Anne is the founder of FinTech platform Phundex, which is a central collaboration platform she set up in April 2020. It focuses on managing transactions and activities in real-time with the whole team, working with stakeholders both within and outside the organisation. It centralises and streamlines processes and cuts out inherent risk, ensuring data integrity, effective communication, dealing with administration and reporting to all interested parties. However, Heather Anne did not go directly into FinTech or strategy; she took a circuitous route via fashion and property development. In this podcast, she tells us her story.

CONNECT WITH HEATHER ANNE:

Phundex

⁠LinkedIn⁠

⁠

CONNECT WITH CAROLINE:

Our club ⁠⁠⁠⁠⁠⁠newsletter⁠⁠⁠⁠⁠⁠ gives you real-life stories and examples of how our club professionals can guide you on ‘How to Keep Your Money’

⁠⁠⁠⁠⁠⁠Caroline's Club⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠

[email protected]