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 about the interesting work CapGen are doing.

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 – the transfer of wealth over the next thirty years of £5.5 trillion. Listen now, to hear more on his view on investment.

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 further discuss the proposed increase of the Capital Gains Tax and what it could mean for investors.

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 with Carlos about the benefits of doing business in Portugal.

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 domiciled individuals and how to use trusts offshore to avoid capital gains tax – Caroline did not win one piece of new business – not one. 

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 capital gains tax is just a pimple on the backside of the elephant of debt, and no entrepreneur should try to take profits ahead of a tax raise – the business growth is the only factor to focus on.

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 money.

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 the thought of "I am not good enough".

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.