Wealth Whispers - A PAM Insight Podcast

The wealth manager partnering with an American football team

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.

Exploring the complexities faced when advising US connected clients

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.

The growing importance of biodiversity for wealth managers

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.

The active versus passive debate heats up

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?

Fast tracking the future of the wealth management industry

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.

Wealth management’s complicated relationship with tech

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.

 

Are trusts and family offices in conflict?

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.

 

 

Reasons to be optimistic

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.

Is globalisation dead?

Given the recent volatility in financial markets, Katie Royals - PAM Insight's managing editor - spoke to David Storm, the CIO of RBC Wealth Management in the British Isles and Asia about what this means for investment portfolios.

He explores whether this is the end of globalisation and the repercussions of politicians having an increasing influence on financial markets.

The importance of client experience

Katie Royals, managing editor at PAM Insight, speaks to Tariq Khan, director of sales and client experience at Objectway, about how firms can leverage the powers of technology to offer an enhanced level of service to clients.