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.
9 Dec 2024
What will 2025 bring for US connected clients?
LGT Wealth Management US experts Tammy Hall and Nick Blogg forecast what 2025 holds for US connected clients and reflect on the past year's market trends and investment insights.
15 Oct 2024
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.
19 Jul 2024
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.
22 Apr 2024
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.
6 Sept 2023
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?
25 May 2023
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.
13 May 2023
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.
24 Apr 2023
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.
17 Mar 2023
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.
20 Feb 2023
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.
23 Jan 2023
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.
8 Sept 2022
Client centricity in the digital world
As digital solutions become more commonplace in the wealth management sector, how can firms ensure they are maintaining and enhancing their high levels of service to clients?
10 May 2021
Entrepreneurial Wealth Management
An increasingly large regulatory burden is making it more challenging for wealth management entrepreneurs to strike out on their own.
Nonetheless, a steady stream of people who become disillusioned with the product-led offerings at bigger wealth firms and private banks, and set up disruptive boutiques that make the industry dynamic and interesting, as well as keeping the big boys on their toes.
We sat down with Mark Perchtold, who left Goldman Sachs in 2016 to found OMBA Advisory & Investments; Will Proger, who gave up a steady salary behind in the middle of the pandemic, to launch private investment office William & Partners; and Vikash Gupta, an alumnus of Barclays Wealth and a man who wears multiple entrepreneurial hats.
They spoke about the competition for talent, how they cope with an ever-increasing regulatory burden, and what they learnt during their first years in business.
Meanwhile, Roger Clarke, head of capital markets at IPSX told us how smaller, more agile investment managers can look outside the mainstream trades to deliver value for clients.
This episode is kindly sponsored by IPSX and hosted by Alexandra Newlove, editor of thewealthnet. Katie Royals, senior reporter at PAM Insight, produced the episode.
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