In this episode, host Brandon Ashplant interviews Alexander Joshi, Head of Behavioural Finance at Barclays Private Bank, discussing the critical role of behavioural finance in wealth management. They explore how psychological factors influence investment decisions, the importance of understanding the mindset of wealth creators and inheritors, and the evolving landscape of wealth management in response to changing demographics.
Alexander emphasises the need for empathy, effective communication, and tailored approaches to meet the unique needs of clients, particularly in the context of new wealth creators and inheritors.
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In this episode of the Guernsey Finance podcast, host Brandon Ashplant interviews Robert Woodhard and Charlotte Dalton from Frontier Economics about their latest report titled The Value of Guernsey’s funds industry to the UK’s growth ambitions.
The trio explore key findings from the report - including the significant value that Guernsey-domiciled investment funds are making across the UK's four nations, the impact of private capital in aligning with the Government's key pillars for growth, and how finance centres such as Guernsey are necessary in the meeting of Net Zero by 2050.
Read the full report now: https://www.guernseyfinance.com/industry-resources/literature/general/the-value-of-guernseys-funds-industry-to-the-uks-growth-ambitions/
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In this episode of the Guernsey Finance podcast, host Brandon Ashplant interviews Tom Taylor from the British Private Equity and Venture Capital Association (BVCA). They discuss findings from the latest Frontier Economics report, titled The Value of Guernsey’s funds industry to the UK’s growth ambitions, which explores the significant role of private capital in driving sustained growth across the UK's four nations, through finance centres like Guernsey. They also talk through the current landscape of British PE/VC.
Read the full report now: https://www.guernseyfinance.com/industry-resources/literature/general/the-value-of-guernseys-funds-industry-to-the-uks-growth-ambitions/
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In this episode, we hear from Kerrie Le Tissier, Country Head of HIGHVERN Guernsey, and Greta Pender, Director at Collas Crill Trust.
Alongside host Rosie Allsopp, Kerrie and Greta explore how Private Trust Companies and Private Trust Foundations remain effective vehicles for preserving the value of significant assets, particularly for Ultra-High-Net-Worth-Individuals (HNWIs).
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In this episode, we are joined by newly appointed GIIA Chair James Stewart, who is also Client Services Director at Artex Risk Solutions, and Jody Bisson, Deputy Chair of GIIA and Director at WTW Management Guernsey.
Our host Brandon Ashplant found out all about GIIA’s strategy for 2025 and onward, as well as how Guernsey's insurance and captive industry is evolving to meet the needs of a changing world, which will be discussed at the Airmic Guernsey conference this September.
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In this episode, three members of Guernsey Finance’s UK Business Development Team join our Host Brandon Ashplant to explore the current trends in financial services in their respective regions. Jo Kitcat, London Representative, Rowan Stone, North of England Representative, and William Lewis, UK Insurance Representative, discuss Guernsey's symbiotic relationship in financial services with the UK economy.
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In this episode, host Brandon Ashplant speaks to Martin Scott, CEO and Founder of Core Fund Services. Martin discusses fundraising in the closed-ended space, the rise of debt funds, and Guernsey's position in facilitating liquidity solutions.
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In this episode, three members of Guernsey Finance’s global Business Development Team join our Host Brandon Ashplant to explore the current trends in financial services in their respective jurisdictions. Aaron Russell-Davison, Middle East Representative, Grant McLeod, South Africa Representative, and Jonny Gamble, United States Representative, also cover how Guernsey lends its financial services expertise to these jurisdictions.
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In this episode of the Guernsey Finance podcast, host Rosie Allsopp interviews Rupert Pleasant, Chief Executive of Guernsey Finance, about the agency's achievements in 2024. They explore the impact of political changes in the UK, the significance of the King's visit to Guernsey, the agency's successful events, and Guernsey's position in the global financial market.
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In this episode of the Guernsey Finance podcast, host Brandon Ashplant interviews Jay Goss, Chief Commercial Officer and Board Member at Aston. They discuss Aston's unique approach to business, their recent relocation to Guernsey, and how they view themselves as a positive disruptor in the finance industry.
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In this episode, we are joined by Catherine Grum, Founder of Catherine Grum Consultancy Limited. We discuss the evolving landscape of wealth management, focusing on the transition of wealth to younger generations, the changing nature of family businesses, the rise and management of entrepreneurs, and the importance of communication in succession planning.
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In this episode, we are joined by the Founder of Sturgeon Ventures LLP, Seonaid Mackenzie. Seonaid discusses the rise of venture capital (VC) in recent years and identifies - and subsequently analyses - the trends in the VC market.
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In this episode Matt Ong, Founder of Ctrl Alt, discusses the upsurge and interest in tokenisation, the issue of "sticky capital" and how tokenisation can be a solution, and how Ctrl Alt enabled the first tokenisation of a debt transaction for a UK bank.
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In this episode, we speak to Jo Stoddart, Director of Locate Guernsey about the benefits and processes of relocating to Guernsey, both for individuals and businesses.
Learn more about the upcoming Relocate to Guernsey Show here: https://www.guernseyfinance.com/events/2024/locate-guernsey-relocate-to-guernsey-show/
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In this episode, we are joined by James Quarmby and Emily Osborne of Stephenson Harwood. The pair discuss developments in the world of corporate pensions, Guernsey's offerings as a domicile, and the upcoming joint Guernsey Finance and Stephenson Harwood pensions seminar in London this September.
Check more out about the Seminar here
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In this episode, our host Brandon speaks to Alexis Augier, Founder and CEO of Vega. We discuss the changing world of Private Wealth, as technological adaption and embracing alternative assets come to the forefront of the industry for a new generation of HNWIs and their advisors.
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In this episode, we discuss economic headwinds, the importance of domicile selection and wider trends in the global pensions sector. David discusses what QB Partners is seeing, and how greater importance than ever before is being placed on pensions planning.
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Frontier Economics' latest research paper demonstrates the overwhelming economic case for Guernsey as a net contributor to the UK economy. Guernsey Finance speaks to Matthew Bell, Joint-Head of Public Policy Practice, and Robert Woodhard, Consultant, about the report's key findings.
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Samuel Bosanquet, Family Offices Services Director at Schroders, talks how the industry has evolved over the past decade, identifies key trends he is seeing, and reacts to some of the key findings from the Guernsey Finance-commissioned "Managing Changing Families" report, published by PAM Insight.
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In this episode, we are joined by James Anderson, Founder of PAM Insight, as well as PAM Insight's Managing Editor Katie Royals. James and Katie discuss the key economic and cultural trends, and challenges, HNW families are facing. They also discuss the key findings from the joint Guernsey Finance-PAM Insight research report, due to be published at Guernsey Private Wealth Forum 2023.
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