Wealth Whispers - A PAM Insight Podcast

Wealth planning can be prove challenging for all clients, not least those looking to move across the Atlantic. With a unique taxation system and a complex political climate, there are plenty of considerations for US citizens looking to relocate.

Katie Royals, managing editor at PAM Insight, speaks to Swaati Osborne, head of wealth planning, and Amy Hill, wealth manager, both at LGT Wealth Management US, about how you can plan effectively for the benefit of clients.

This podcast is for information purposes only and does not constitute investment, tax or any other type of advice and should not be construed as such. The views expressed herein do not necessarily reflect the views of LGT Wealth Management US Limited as a whole or any part thereof. All investments involve risk and may lose value. Your capital is always at risk. Information about potential tax benefits is based on our understanding of current tax law and practice and may be subject to change. LGT Wealth Management US Limited is Authorised and Regulated by the Financial Conduct Authority in the United Kingdom, and is a Registered Investment Adviser with the Securities & Exchange Commission in the United States.

Katie Royals speaks to Tammy Hall, head of portfolio management, and Nick Blogg, investment manager, both at LGT Wealth Management US about what 2025 might bring for US connected clients.

The episode also takes a look back at 2024 and what the past 12 months has meant for investment markets and clients.

This podcast is for information purposes only and does not constitute investment, tax or any other type of advice and should not be construed as such. The views expressed herein do not necessarily reflect the views of LGT Wealth Management US Limited as a whole or any part thereof. All investments involve risk and may lose value. Your capital is always at risk. Information about potential tax benefits is based on our understanding of current tax law and practice and may be subject to change. LGT Wealth Management US Limited is Authorised and Regulated by the Financial Conduct Authority in the United Kingdom, and is a Registered Investment Adviser with the Securities & Exchange Commission in the United States.

Katie Royals speaks to Paul Nixon, chief executive of LGT Wealth Management US, and Maria Gigante, vice president of Jacksonville Jaguars about their partnership in the UK.

This episode explores the Gridiron Grant and how both organisations are trying to support young people from underprivileged backgrounds.

Katie Royals speaks to Paul Nixon, the chief executive of LGT Wealth Management US, about how the firm works with high net worth US connected clients to optimise their finances.

This podcast is for information purposes only and does not constitute investment, tax or any other type of advice and should not be construed as such. The views expressed herein do not necessarily reflect the views of LGT Wealth Management US Limited as a whole or any part thereof. All investments involve risk and may lose value. Your capital is always at risk. Information about potential tax benefits is based on our understanding of current tax law and practice and may be subject to change. LGT Wealth Management US Limited is Authorised and Regulated by the Financial Conduct Authority in the United Kingdom, and is a Registered Investment Adviser with the Securities & Exchange Commission in the United States.

Katie Royals, managing editor of PAM Insight, speaks to Stephen Metcalf, head of sustainable investing, British Isles & Asia at RBC Wealth Management, about the growing importance of biodiversity for the private wealth management industry.

Katie Royals, managing editor of PAM Insight, sits down with Alex Brandreth, the chief investment officer at Luna Investment Management, to discuss the age old debate of active versus passive wealth management.

Is there a right side to pick or does the answer lie somewhere in the middle?

Katie Royals, PAM Insight's managing editor, speaks to Nuno Godinho, chief executive of Industrial Thought, about his firm's ambitions to fast track the future of the wealth management industry.

He discusses how this will be achieved through digital transformation, partnerships, increasing transparency and embracing sustainability.

Katie Royals speaks to Andrew Back, chief commercial officer at Multrees, about the wealth management sector's relationship with technology and how firms are adapting to increasing client demand.

Can trusts and family offices complement each other? 

PAM Insight's managing editor Katie Royals speaks to Darren Kellend, global head of private client services, and Laura Nevitt, head of family office, both at Hawksford about the relationship between trusts and family offices.

Managing editor Katie Royals sits down with Alex Brandreth, CIO at Luna Investment Management, to find some reasons to be cheerful in today's investment landscape.

While headlines may be negative, there are plenty of opportunities for wealth managers and investors to benefit from.