What does good planning look like in practice?

In this last episode of the series, Jonathan Speck, Senior Partner at Mourant, will be joined by Jonathan Needham, Head of Trust and Succession Planning for SGPB, Simon Kleis, Head of Private Client Trust for SG Kleinwort Hambros and also Clare Stirzaker, Partner at Boodle Hatfield in London, and N…

Think of the worst to plan for the best

Modern families are complex and there is no set formula to prepare and articulate your wishes and concerns. A well-considered plan can help in defining a family’s vision and purpose but, equally importantly, limit negative impacts when the time for succession and wealth transfer comes. Jonathan Sp…

If you fail to plan, you will plan to fail

Succession plans and wealth transitions remain a significant concern for many families. These concerns were further amplified during the Covid Pandemic as a lot of people around the world faced up to their own immortality or the risk of being incapacitated. That was a prompt for people to consider …

The Wealth Chat is back!

In this series, host Jonathan Speck, Senior Partner at Mourant in Jersey, will be joined by Jonathan Needham, Head of Trust and Succession for Société Generale Private Banking, Simon Kleis Head of Private Client Trust for SG Kleinwort Hambros and six renowned and experienced colleagues from the pri…

The Future of Land in the UK

The rural sector is in a state of significant transition. Agricultural policymakers find themselves juggling food and rural productivity with net zero emissions targets, reversing the decline in biodiversity and the need for social cohesion. In this episode Fahad Kamal, Chief Investment Officer is …

Radical Uncertainty - Flash Investment Update

Radical uncertainty, a concept popularised by the former Bank of England Head Mervyn King, describes a situation where historical data provides no useful guidance to future outcomes. The Russian invasion of Ukraine has caused untold misery to millions and no one knows how long the war will last. It…

What is Money? The Importance of Financial Education

How can organisations join forces with charities to help young people from underrepresented backgrounds realise their full potential? Our host Fahad Kamal, Chief Investment Officer, is joined by Anne-Marie Canning, CEO of educational charity ‘The Brilliant Club’ and Paul Kearns, Head of Banking and…

GROW with Shelter

What are the biggest misconceptions about homelessness? How can individuals and institutions help combat the ongoing housing emergency? Our host Rebecca Constable, Head of Philanthropy, is joined by Polly Neate, CEO of the housing and homelessness charity Shelter. Kleinwort Hambros and Societe Gen…

Defying Gravity – The future of London’s prime residential property market

In the face of a global pandemic, the property market seems to have defied gravity with prices and sales volumes reaching record highs. Where are we seeing the biggest growth? Our host Rebecca Constable, Private Client Director, is joined by Camilla Dell, Founder of Black Brick Property Solutions,…

Series two trailer

In the second series of the Wealth Chat we explore how to simplify life’s financial challenges. Join our hosts, Fahad Kamal and Rebecca Constable, as they dive into the world of wealth and ask what responsibility means in the current world. From helping clients build sustainable legacies, supportin…