Talking Global Finance

What is and who is the next generation?

Is it the Millennials, is it Gen Z, is it Gen Alpha or is it all those taking the place of others in leading society roles?

With more than 20 years' experience in the fiduciary industry, Rob Cattle, a Client Services Director for Equiom Isle of Man, is well placed to answer that ‘big’ question and provide insights into what may shape the future of financial services.

In the latest Finance Isle of Man podcast, he explores the trends for engaging with NextGen clients and employees, how to adapt to their needs, the shift towards sustainable investing and examines financial priorities for those who are next in line to inherit family wealth.

-----
This interview has been carefully planned, but it is presented in general terms and should be seen as broad guidance only. This interview cannot be relied upon to cover specific situations and you should not act, or refrain from acting, upon the information contained within this interview without obtaining specific professional advice. Please contact Equiom Group to discuss these matters in the context of your particular circumstance. Equiom Group, its partners, employees, and agents do not accept or assume any liability or duty of care for any loss arising from any action taken or not taken by anyone in reliance on the information in this article or for any decision based on it.
 
For information on the regulatory status of our companies, please visit www.equiomgroup.com/regulatory  

In our latest podcast episode, we venture to the deep south to speak to one of the Isle of Man‘s leading voices in South Africa and explore how the Island is viewed and what strides it is making through business.

Finance Isle of Man’s first-ever dedicated business representative in South Africa, Cecilia Albertyn, outlines the economic relationship between the two jurisdictions; what makes it tick and how partnerships and initiatives are raising the profile of the Isle of Man in a number of diverse sectors.

From her Johannesburg base, join us as we find out what steps are being taken to further strengthen business ties in the wider world.

In our latest podcast episode, we delve into the profound impact of climate change on the world of finance, exploring how Environmental, Social, and Governance (ESG) considerations are becoming increasingly integral to resilient investment strategies. Join us as we unravel the complex web of sustainability, financial markets, and the evolving regulatory landscape. 

We're joined by Adam Creamore, ESG Senior Manager at KPMG, and Greg Easton, Managing Director at Ravenscroft.

In our latest podcast episode, we embark on a journey through the dynamic world of female investment, uncovering the profound influence women wield in shaping the future of wealth management. Join us as we explore the multifaceted aspects of female investment, from wealth transfer and accumulation to philanthropy, sustainability, and the unique approaches women bring to the financial landscape.

We're joined by Rebecca Cretney, Investment Counsellor at Nedbank Private Wealth and Lucy Willers, Investment Manager at Brooks MacDonald

In this edition of Talking Global Finance, we explore the world of retirement provision and pensions, in particular the challenges and considerations facing individuals with an international investment focus. International financial centres, such as the Isle of Man, attract entrepreneurs and investors for many reasons. But what are the driving factors in play when it comes to planning for something as important, and potentially complex, as a personal and corporate pension? We hear the expert views of Anne Marie Hughes, of DQ Advocates, and Martin Hall, of Atla Group, both based in the Isle of Man.

Recorded and produced by the Lansons.

World leaders are gathering for the eagerly awaited COP26 UN Climate Change Conference.

Top of the agenda: how countries can curb their greenhouse gas emissions and reduce the disastrous effects of global warming. International Financial Centres increasingly see future investment through the prism of environmental, social and governance (ESG) factors. So, how are globally focused financial services businesses in the Isle of Man responding to this challenge?

In this edition of Talking Global Finance, we hear the expert views of Greg Easton, Business Development Manager for ESG Investments at Capital International; and Vicky Kinrade, Fiduciary Services Manager at ILS World.

Recorded and produced by the Lansons.

More than six thousand miles separate the Isle of Man and South Africa, but over many years these two unique locations have developed a strong business connection. In this episode of Talking Global Finance our host Jon Cronin speaks to Hanneke Farrand, of specialist private client firm Farrand Global, and Colin Bird, partner at global advisory and family office firm Maitland. They explore this special relationship and discuss what drives many South African business leaders and entrepreneurs to set up in the Isle of Man.

Recorded and produced by the Lansons.

In this episode of Talking Global Finance, our host Jon Cronin catches up with Michael Crowe, the CEO of Finance Isle of Man, and Andrew Terry, a tax partner with UK and Isle of Man-based company Keystone Law. Together, they explore how IFC’s such as the Isle of Man can help with the process of global economic recovery, talk about how the economy of the island has been shaped over the past few decades and discuss why the Isle of Man's reputation puts it in such high regard in the eyes of leading entrepreneurs and businesses.

In this episode of Talking Global Finance, our host Jon Cronin catches up with Mark Reynolds and Janine Cubbon from Suntera Group, one of the largest CSP on the Isle of Man.

We discuss why young entrepreneurs and start ups should consider International Finance Centres like the Isle of Man as locations to establish their business. We focus on the Government and Regulatory support available on the Isle of Man for new businesses and how the Isle of Man welcomes new industries. Suntera also shares their own success story which started over 20 years ago when the company of 40 staff relocated from London.

Recorded and produced by the Lansons Production Team.

In the first episode of Talking Global Finance, we catch up with Peter Clucas, Managing Director of one of the Isle of Man’s long established law firms, Cains Advocates Limited.

We delve into a discussion with Peter around the importance of a robust legal infrastructure. We also focus on the role of the legal system in forming global partnerships and how this integration is a vital consideration when choosing an International Finance Centre.

Find out more: financeisleofman.com/thenaturalchoice

Podcast production by Lansons