In Episode 44, Caroline Garnham talks to Rachel Atkins, a leading Reputation and Privacy lawyer and Partner at Schillings. Schillings is the only law firm with all the specialists to cater to every situation that affects privacy, reputation, and security. Rachel is the Head of the Legal Team at Schillings and is a highly skilled problem solver. Her clients say she is a 'ninja litigator that can see around corners' and 'She is fantastic at her job, and nothing fazes her.' She is featured in multiple industry rankings, including Spears' Best Reputation and Privacy Lawyers for High Net Worth Individuals in 2023 and the Citywealth Top 100 International Private Client Litigation Lawyers list.   CONNECT WITH RACHEL: ⁠Schillings⁠ ⁠⁠LinkedIn⁠   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’ ⁠⁠Caroline's Club⁠⁠ ⁠⁠LinkedIn⁠⁠ [email protected]

In Episode 43, Caroline talks to Damien Jefferies, CEO of Fine & Country estate agents, which specialises in prime London properties. Damien has over 30 years experience as an estate agent and has written a book, 'I am an estate agent, you can trust me'! He won an award in the 2019 Property Awards as best newcomer, and he takes a different view to selling homes than most high street estate agents.   CONNECT WITH DAMIEN: ⁠Fine & Country⁠ ⁠LinkedIn⁠   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’ ⁠⁠Caroline's Club⁠⁠ ⁠⁠LinkedIn⁠⁠ [email protected]

In Episode 42, Caroline Garnham talks to Paul Hewitt, Director General of 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 expertise and are prepared to sign SLAD's Code of Ethics. They account for 51% of the UK's $11.9 billion sales, the second highest market in the world, mostly from foreign buyers.   CONNECT WITH PAUL: ⁠SLAD⁠ ⁠LinkedIn⁠   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’⁠ ⁠Caroline's Club⁠ ⁠LinkedIn⁠ [email protected]

In Episode 41, Caroline 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 Constitution (FWC). Together they discuss family member's relationship with money.

In Episode 40, Caroline Garnham speaks with Rupert Bonsor, an experienced and motivated Sales Manager with Guinness Asset Management. He has twelve years experience in the retail fund management market. Specialising in Sales to the Family Office market

In Episode 39, Caroline Garnham speaks with Charles Garland, a founding Partner and Director at Claremont Corporate Services. Charlie primarily manages the operational capacity of both the ‘Corporate and ‘Wealth’ divisions, and manages clients at NM Rothschild, Morgan Stanley, Saudi Aramco, and IBM, amongst numerous other institutions. As the driving force in the development and diversity of the Claremont Group, Charlie continues to push the company into new territories and to discover the full potential of the business.

In Episode 38, Caroline Garnham speaks with 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. Listen to find out more about the interesting work CapGen are doing.

In Episode 37, Caroline Garnham speaks with Matthew Steiner, a Corporate Development Director at Stellar Asset Management. Matthew has over 20 years of experience in the Financial Service Industry. Caroline and Matthew talk about Stellar's vision relating to investing for now, as well as investing for the next generation without having to pay inheritance tax!

In Episode 36, Caroline Garnham talks to Jonathan Gain, Chief Executive of Asset Management Firm, Stellar. Drawing on his wide-ranging experience, Jonathan established Stellar Asset Management in 2007 along with the former founder of Close Brothers Investment Limited and two other colleagues.  Although formed without Covid 19 in mind, Jonathan recognised what he calls an Inheritance Economy – the transfer of wealth over the next thirty years of £5.5 trillion. Listen now, to hear more on his view on investment.

In Episode 35, Caroline Garnham speaks with Noel Craven, an Investment Director at Quartet Investment Managers. Noel has over 20 years of Investment Management experience for High Net Worth International clients. Caroline and Noel talk about what it means to be winners of the the Private Asset Managers (PAM) Awards in the category "Investment Performance – Cautious Portfolios” award. They further discuss the proposed increase of the Capital Gains Tax and what it could mean for investors.