In Episode 58 I chat to Charlie Ellingworth, co-founder of Property Vision. Charlie discusses his journey from engineering and ship broking to founding the first buying agency dedicated to representing property buyers. He shares insights on the evolution of the buying agent industry, how Property Vision adapted its business model, and the state of the UK property market, emphasising the impact of stamp duty and shifting buyer behaviours. Additionally, Charlie touches on his role as a director and trustee of the Cadogan Estate, trends in the retail sector, and his adventurous hobbies.

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caroline@carolines.club

In Episode 57 I talk to Robert Surtees from Affinity Group Financial Services. We delve into Robert's career journey, starting with his education in Product Design from Central St. Martin's College to his transition into financial planning. Robert discusses the importance of a client-centric approach, building trust, and his methodology in financial advising. We also touch upon his professional qualifications, the value of plain English in client communication, and the personal interests that enrich his professional life.

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Joe Field is the founder of today’s private client professional. He has his finger on the pulse, keeps up to date with emerging legal trends, and knows how to interpret them. Joe is a legend in his own time. It is, therefore, a tremendous honour to call him a friend and a great privilege to interview him on episode 56 of our ‘How To Keep Your Money’ podcast series.

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⁠LinkedIn⁠

⁠Holland & Knight

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Our club ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ gives you real-life stories and examples of how our club professionals can guide you on ‘How to Keep Your Money’

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Selina Sagayam is an English-qualified senior counsel and recent former partner at Gibson, Dunn & Crutcher's London office. She is a pioneer and leader in the firm's Environmental, Sustainability, and Governance (ESG) practice and a member of its international corporate group.

Selina is a woman in a man's world. She has not just won awards as a woman but as a leader in her field. She is recognised by The Legal 500 UK 2024 for Private Equity: Transactions and M&A: Upper Mid-Market and Premium Deals over £750 million. Selina has also been listed by Brummell Magazine in 2020 as an Inspirational Woman City Leader, to name a few of her accolades.

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⁠⁠LinkedIn⁠⁠

⁠The Renewables Infrastructure Group⁠

⁠Gibson, Dunn & Crutcher⁠

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Our club ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ gives you real-life stories and examples of how our club professionals can guide you on ‘How to Keep Your Money’

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In Episode 54, Caroline talks to Anthony Travers OBE, who left the UK when the top tax rate was 98% to work and live in Cayman. Anthony is the former senior partner and managing partner of Maples and Calder and the current senior partner of the Cayman Islands and British Virgin Islands law firm Travers Thorp Alberga.

Travers Smith Alberga was originally a boutique law firm, but it now has offices in Cayman, the British Virgin Islands, London, Hong Kong, Australia, and New Zealand. It focuses on high-end open-ended hedge funds and private equity, fund finance, and high-net-worth private clients. Its business model is designed to be relevant to client needs in a changed offshore legal and economic environment and a lesson to all private client practitioners.

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⁠LinkedIn⁠

⁠Travers Thorp Alberga⁠

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Arabella Murphy is the Founder and CEO of Propitious (London) Ltd. Propitious is a consultancy that advises wealthy families and individuals worldwide on strategic matters of practical importance and mediation. It helps clients find clear and constructive solutions to their questions about succession, family business wealth, and disputes.

Before setting up Propitious, Arabella was a leading private client lawyer and featured regularly in the top tier of private client lawyers in Chambers and the Legal 500. Now, she sits on the client's side of the table, listening to their concerns and directing them to professionals who will best suit their needs.

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⁠LinkedIn⁠

⁠Propitious⁠

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Our club ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ gives you real-life stories and examples of how our club professionals can guide you on ‘How to Keep Your Money’

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caroline@carolines.club

In Episode 52, Caroline Garnham talks to Bob Morrison, Managing Director of SecTech, which he founded in 2006. Bob's business provides personal security for wealthy families. His vision is that rich families need to put as much thought into protecting the safety of their homes and families as they do into protecting their wealth.

Bob talks of blending into the lives of his clients as gym buddies, sober companions, and dog walkers, women close protection officers as girlfriends and nannies for female clients and for celebrities' tough guys in full view.

For Bob, it is the perfect career, and he looks forward to it every day. Bob's idea of an excellent day's work is when nothing happens!

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⁠LinkedIn⁠

⁠SecTech⁠

CONNECT WITH CAROLINE:

Our club ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ gives you real-life stories and examples of how our club professionals can guide you on ‘How to Keep Your Money’

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caroline@carolines.club

In Episode 51, Caroline Garnham talks to Simon O'Donoghue Chief Executive Officer of Spring Investment Management, which Simon launched in 2022. It is the first digital platform in the offshore world. It is based in Jersey, where Simon lives with his family and claims to be the 'future of investment management'.

Simon's digital platform means there is no need for a meeting between the client and investment manager to 'onboard' the client. The three-step process of accessing your risk tolerance, choosing your portfolio, and deciding how much to invest can be done online, which reduces the fees needed to set up and transfer.

Simon's Spring is doing something right because it has not only won numerous awards in the first year of set up, but the judges were highly complimentary of the innovation and concept.

Well done, Simon.

CONNECT WITH SIMON:

⁠LinkedIn⁠

⁠⁠Spring IM⁠

CONNECT WITH CAROLINE:

Our club ⁠⁠⁠⁠⁠⁠⁠⁠⁠newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠ gives you real-life stories and examples of how our club professionals can guide you on ‘How to Keep Your Money’

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caroline@carolines.club