CPCP Members’ Podcasts
Podcasts are trending. You will learn why from our CPCP Excellence Program. Our first 40 podcasts were downloaded 80,000 times, and we get more than 7,000 downloads every 30 days. If you have won a private client professional award, you may like to be interviewed as a podcast professional. It is a great way to get your voice heard.
Environmental, Social and Governance, Selina Sagayam: Gibson, Dunn & Crutcher
Personal Security for Wealthy Families, Bob Morrison: SecTech
Helping Families Plan Their Future, Arabella Murphy: Propitious
Cayman Islands, Anthony Travers: Travers Thorp Alberga
Wealth in Words, Jonathan Norbury: Lloyds Bank
Why Your Reputation Matters, Michael Farrant: Farrant Group
Future of Investment Management, Simon O'Donoghue: Spring IM
Wealth Management, Robert Morse: The Private Office
In Episode 48, Caroline talks to Robert Morse, a partner with The Private Office. He is an independent wealth manager, investment adviser, financial planner, and investment and 0ensio 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 want to use the expertise in appointing the professionals they may require from time to time.
From Fashion to FinTech, Heather Anne Hubbell: Phundex
In Episode 47, Caroline talks to Heather Anne Hubbell, a serial entrepreneur and experienced strategy consultant. Heather Anne founded the FinTech platform Phundex, 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.
Services to Tax, Sir Edward Troup: HMRC
In Episode 46, Caroline Garnham talks to Sir Edward Troup, a British tax lawyer and former civil servant at HM Treasury and then HM Revenue and Customs. He spent two periods as a tax partner at the Cty of London law firm Simmons & Simmons from 1985 to 1995 and 1997 to 2004. Edward was special adviser to Kenneth Clarke when he was Chancellor of the Exchequer, and from 1995 to 1997, he was head of the tax policy teams. He was knighted in the 2018 Honours list for his services to tax.
London - The Divorce Capital of the World, Michael Drake, Collyer Bristow
In Episode 45, Carolie Garnham talks to Michael Drake, a consultant at the London law firm Collyer Bristow. Michael is referred to in Legal 500 as a '‘first-rate lawyer, providing client care that is second to none. He has excellent judgement and effortless charm.
Protecting Your Privacy and Reputation, Rachel Atkins, Schillings
In Episode 44 Caroline Garnham talks to Rachel Atkins, a leading Reputation and Privacy lawyer and Partner ay Schillings. Schillings is the only law firm wth all specialists to cater to every situation that affects privacy
A Different Way to Sell Homes, Damien Jefferies: Fine and Country.
In Episode 43, Caroline Garnham talks to the CEO of Fine & Country estate agent Damien Jefferies, which specialises in prime London properties. Damien has over 30 years of experience as an estate agent. He has also written a book, ‘I am an Estate Agent, You Can Trust Me’!
The secrets of London’s Art Market, Paul Hewitt: SLAD
In Episode 42, Caroline Garnham talks to Paul Hewitt, Director General 0f the Society of London Art Dealers (SLAD. It has 185 members, all of whom have been vetted by the Executive Committee as having the requisite experience. The account for 51% of the UK’s $11.9 billion sales the second highest market in the world, mostly from foreign buyers,
Family Governance, Francesco Lombardi: Veritage
In Episode 41, Carolie Garnham talks to Francesco Lombardo, Founder of Veritage, whose mission is to serve business families by promoting the Culture of Safe Space, and supporting clients in their development of a living Family Wealth Constution (FWC). Together they discuss family member’s relationship with money
Investing for Family Offices, Rupet Bonsor: Guiness Asset Management
In Episode 40, Caroline Garnham speaks with Rupert Bonsor, an experienced and motivated Sales Manager with Guinness Aset Management. He has twelve years of experience in the retail fund management market. Specialising in Sales to the Family Office Market
Forex Services to Family Offices, Charles Garland: Claremont Corporate Services
In Episode 39, Caroline Garnhams speaks to Charles Garland, a founding Partner and Director of Claremont Corporate Services. Charles primarily manages the operational capacity of both the Corporate and Wealth divisions and manages clients of NM Rothschild, Morgan Stanley, Sudi Aramco, and IBM, amongst numerous other institutions.
Active Investing, Charlotte Thorne: CapGen
In Episode 38, Caroline Garnham talks to 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.
Working with Partners, Matthew Steiner: Stellar AM
In Episode 37, Caroline Garnham speaks with Matthew Steiner a Corporate Development Director of Stellar Asset Management. Matthew has over 20 years of experience in the Financial Service Industry. Matthew and Caroline talk about Stellar’s vision relating to investing for now, as well as investing for the next generation without having to pay inheritance tax.
Investing for Death: Jonathan Gain: Stellar AM
In Episode 36, Caroline Garnham talks to Jonathan Gain, Chief Executive of Asset Management Firm, Stellar. Drawing on his wide-ranging experience, \janathan established Stellar Asset Management in 2007 along with the former founder of Close Brothers Investment Limited and two other colleagues. Jonathan recognises what he calls an Inheritance economy - the transfer of wealth over the next 30 years of £5.5 trillion.
Winner of the PAM Cautious Award, Noel Craven: Quartet
In Episode 35, Caroline Garnham speaks with Investment Manager Noel Craven. Noel has 20 years of investment management experience for high-net-worth international clients. Caroline and Nmoel talk about what it means to be inner of he Private Asset Managers (PAM) Awads in the category ‘Investmenr Performances - Cautious Portfolio’ award.
Tax Benefits in Portugal, Carlos Santos: Dixcart Group
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 he office as well as overseeing the existing client base and client management. Carlos established the Family Office line of service in Portugal which is focused in immigration.
Doing Deals, Nick Harvey, Highstead Partners
In Episode 32, Caroline GArnham talks to Nick Harvey, Executive Chairman of Highstead Partners, who specialises in corporate finance. They aim 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 on Capital Gains Tax could affect his clients, in his opinion raising revenue is just a pimple on the backside of an elephant of debt - the only factor to focus on is the growth of the business is the only factor to focus on.
Banking, John Cross: Mirabaud
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 client and institutional investors, companies and finance professionals with highly customised investment, private and asset management services. Caroline talks with John about the business of banking and how banks like Mirabaud makes its money.
Britain’s No.1 Therapist,Marisa Peer: Rapid Transformation
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 Britains’s No.1 therapist. Caroline talks to Marisa about her book ‘I am enough,’ Listen now to hear first hand what Marisa has to say about the thought ‘I am not good enough’.
Professional Indemnity Insurance, Simon Fenn, Lockton
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.
Trusts in the Isle of Man, Tanya O’Carroll: Oak.
In Episode 28, Caroline Garnham talks to Tanya O’Carroll, Managing Director of Oak Group, Isle of Man. Tanya has overall responsibility for the Isle of Man business delivering high quality client services whilst balancing the strategic financial and operational requirements of the business.
Guernsey in demand, Jo Stoddart: Locate Guernsey
In Episode 27, Caroline Garnham talks to Jo Stoddart of Locate Guernsey. Jo paints a pretty picture - where the daily commute is a ten minute walk, the evenings can be spent having a BBQ on the beach, houses and cars need never be locked- and parents do not fear that their kids are vulnerable to released offenders.
Taking the Burden of Money Management, Rebecca Bettany: JTC Group
In Episode 25, Caroline Garnham talks to Rebecca Bettany, Director of the JTC Office. Rebecca set up the JTC Private Office in 2018 and now focuses on the home market of the UK and Channel Islands as well as key clients. She talks about the work in a private office at JTC has done for its clients during the lockdown such as talking to tenants of properties in their clients’ portfolios to determine whether they will be able to pay the forthcoming rent during lockdown.
Jobocalypse Now, David Nield: VGS Recruitment
In Episode 23, Caroline Garnham talks to David Nield, Managing Director and CEO of VG an expert at providing focussed and highly cost effective RPO and MSP staffing solutions for clients worldwide.
Haves and have nots, Mark Florman: Time Partners
In Episode 22, Caroline Garnham talks to Mark Florman, Chairman and CEO of specialist merchant bank Time Partners Limited which combines best private equity advice, creating solutions with a client first philosophy.During the interview Caroline and Mark touched on what Caroline sees as an ever growing divide between the haves and the have nots. In 2004 Mark co-founded the Centre of Social Justice the think tank tasked to eliminate poverty and exploitation. The tension between the haves and the have nots is now set to become substantially worse.
HMRC Sophistication, Andrew McKenna: McKenna Consultancy
In Episode 21, Caroline Garnham talks to former co-head of the team responsible in HMRC for offshore compliance and fraud - Andrew McKenna now CEO of McKenna Tax Consultancy. Caroline and Andrew discuss how sophisticated and intelligent HMRC is now in obtaining and processing information and data. Andrew tells Caroline that due to Covid-19 HMRC is under pressure to produce more revenue and will naturally start where the money is - the rich. Andrew said during his podcst HMRC will ‘hit the wealthy hard’.
UK Tax Exile, Garry Bell: PKF bba
In Episode 20, Caroline Garnham speaks to Garry Bell, Head of Tax of PKF bba. Caroline discusses with Garry the ins and outs of being a UK Tax Exile.
New Offshore Financial Powerhouse, Paul Schreibke: Oak Group
In Episode 19 Caroline Garnham talks to Paul Schreibke, Managing Director of Oak Group Guernsey. Caroline discusses iwth Paul teh excitements and challenges of what it entails being the Managing Director of a new consultation, the Oak Group.
Good Governance in Guernsey, Alison Parry: Intertrust
In Episode 18, Caroline Garnham talks to Alison Parry, Head of Private Wealth at Intertrust in Guernsey. Caroline puts to Alison that post-COVID-19, we will see a renewed effort across the globe to ‘soak’ the rich, which could directly face her clients and her business. I asked her for her views. .
Law and Life in Jersey, Craig Swart: Dickinson Gleeson
In Episode 13, Caroline Garnham speaks with Craig Swart, a Partner at Dickinson Gleeson and an Advocate of the Royal Court of Justice. Craig speaks of his transition from being a South African attorney to an English Solicitor and now a Jersey lawyer. He shares the diversity and benefirs of being a lawyer in Jersey.
Campaigns and Human Psychology, Jon de Jager: CT Group
In Episode 17, Caroline Garnham talks to Jon de Jager, the Managing Director of global campaign consultants CT Group. Jon is a leading expert in sourcing and executing complex financial solutions for private and corporate clients. Caroline and Jon discuss human psychology and the need to focus on what the client needs over what a client wants.
Criminal Behaviour, Adrian Waterman: Matrix Law
In Episode 16, Caroline Garnham talks to Adrian Waterman QC, a criminal barrister at Matrix Law. Caroline and Adrian discuss criminal behaviours and despite the often misconception, that barristers and or Professionals alike can make events go away, the truth is they can only improve the perception that what happened was understandable and not as bad as it may appear
Private client from a common law and civil law perspective, Filippo Noseda: Mishcon de Reya
In Episode 15, Caroline Garnham speaks with Filippo Noseda, a Partner at Mishcon de Reya and a Visiting Professor at King’s College. Caroline asked Filippo in what ways is he going to help families post Brexit on International and Cross Border Succession.
Remote Networking, Ed Little: Ed Little
In Episode 14, Carolie Garnham talks to Ed Little a brand strategist to Caroline’s Club. Ed Little speaks to Caroline about how to win business from the comfort of your own home, especially during this time with coronavirus forcing a global lockdown,
Finding a bolt hole in Jersey, Kevin LeMasney: Locate Jersey
In Episode 11, Caroline Garnham talks to Kevin Lamasney, Director of High-Value Residency of Locate Jersey as a bolt hole where kids can run free, pop to the beach after school, where no one locks their doors, no one feard burglars or intruders, the tax rate is low and there are minimum threats of transmittable diseases.
Brexit and Judicial Review, Ross Birkbeck: 15 Old Square Tax Chambers
In Episode 10, Caroline Garnham speaks with Ross Birkbeck, tax barrister of 15 Old Square Chambers. Caroline has been concerned that in recent years new tax legislation has overstepped the mark as to what is considered fair and reasonable. Caroline asked Ross in what ways our rights to challenge abuse of power by tax legislation wold be reduced as a result of the UK leaving the EU.
Jersey a mature financial centre, Mark Clubb TEAM Asset Management
In Episode 9, Caroline Garnham talks to Mark Clubb, a senior investment manager at TEAM, an asset management business based in Jersey, which strives to gore your assets consistently. Mark talks about Jersey being a mature financial centre; it can be said that with low tax rates and some regulatory benefits, it is professional services businesses such as TEAM are at a competitive advantage. It also has a relaxed and enjoyable way of life which is unlikely to be much affected by the UK leaving the EU
How Free will we be, post Brexit? Christian Kalin:Henley and Partners
In Episode 8 Caroline Garnham talks to Christian Kalin, the world’s foremost expert on investment and citizenship, a field he pioneered. \bloomberg has called him ‘The Passport King’ and he has advised individuals and governments alike on how to invest in citizenship nad visa access.
Territt Post Brexit, Martin Territt Associates
In Episode 7, Caroline Garnham speaks with Martin Territt, former EU Ambassador to Ireland and now CEO of Territt Associates an independent consultancy specialising in EU legislation and plicies, international public affairs and communication, on ‘Post Brexit’. Martin makes it clear that the UK’s most significant and influential trading partner is the US.
Survival of the Family Business, Hakan Hilerstrom
In Episode 6, Caroline Garnham talks to Hakan Hillerstrom of Hakan Hillerstrom, the founder of specialists in the survival of the family business. Hakan Hillerstrom gives you an insight into how family differences need not destroy family wealth, but just like defeating entropy, to do so takes time, hard work and dedication to succeed.
Ransom Insurance, Jane Gilbert: ESJG Limited
In Episode 5, Caroline Garnham talks to Jane Gilbert, founder of ESJ Limited, specialists in Ransom Insurance, an area she has specialised in for over 30 years. Jane Gilbert speaking with Caroline Garnham, enlightens us as to the dangers involved and the importance of getting the right people insured.
A Club for Global Entrepreneurs, Leah Sveglich: The Aster Club
In Episode 3, Caroline Garnham speaks with Leah Zveglich, founder of a club of wealthy entrepreneurs across the globe, the Aster Club. Through her skills and experience as an Executive Coach she encourages her members to enhance their social, human and financial capital and to use their considerable energy and experience tp emgage im ,aloimg a difference in the world through impact investing.
Top 50 MFOs globally, Alex Scott: Sandaire
In Episode 2, Caroline Garnham talks to Alex Scott, founder of one of the world’s top fifty multi family offices - Sandaire. Most families lose their fortune after the third generation but Alex and his famiy are a success story with the family wealth sitll in tact well into the fourth and fifth generations. Hear what Alex considers are the secrets of this success.
Caroline's Club is an exclusive club for private client professionals where networking works. It connects private client practitioners who do business with your Target Clients locally or internationally. Caroline understands how difficult it is to win business from traditional networking, so she used her psychology training and insights from working in the private client industry to revolutionise business origination for her members.
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