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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 Speck, Senior Partner at Mourant, together with Jonathan Needham, Head of Trust and Succession Planning for SGPB, Simon Kleis, Head of Private Client Trust for SG Kleinwort Hambros and also Melody Munro, Senior Associate at Farrer & Co and Graeme Kleiner, Partner at Charles Russell Speechlys, talk about the practicalities of identifying and eliminating risk in wealth transfer and how to prevent it from going horribly wrong.

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This is a marketing communication provided for information purposes and is not investment advice or a recommendation.

This video/podcast is not offering securities.  Furthermore, this video/podcast does not constitute the solicitation of an offer to purchase or subscribe for any investment, instrument or service in any jurisdiction where, or from any person in respect of whom, such a solicitation of an offer is unlawful.

While this information in this video/podcast has been prepared in good faith including information from sources believed to be reliable, no representation or warranty, expressed or implied, is or will be made and no responsibility or liability is or will be accepted by SGKH or any member of the Société Générale group or their respective officers, employees or agents regarding the accuracy or completeness of the information contained in this video/podcast.  The information stated, and opinions expressed are those of the presenter and guests at the time of recording do not necessarily reflect the opinions and views of SGKH, other members of the Société Générale group or other market participants.

No part of this video/ podcast may be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express prior written consent of SGKH.  Any unauthorised use or disclosure is prohibited. 

Copyright 202[2]-2023 SG Kleinwort Hambros Bank Limited and its licensors. All rights reserved.

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 Speck, Senior Partner at Mourant, together with Jonathan Needham, Head of Trust and Succession Planning for SGPB, Simon Kleis, Head of Private Client Trust for SG Kleinwort Hambros and also Melody Munro, Senior Associate at Farrer &amp; Co and Graeme Kleiner, Partner at Charles Russell Speechlys, talk about the practicalities of identifying and eliminating risk in wealth transfer and how to prevent it from going horribly wrong.
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This is a marketing communication provided for information purposes and is not investment advice or a recommendation.
This video/podcast is not offering securities.  Furthermore, this video/podcast does not constitute the solicitation of an offer to purchase or subscribe for any investment, instrument or service in any jurisdiction where, or from any person in respect of whom, such a solicitation of an offer is unlawful.
While this information in this video/podcast has been prepared in good faith including information from sources believed to be reliable, no representation or warranty, expressed or implied, is or will be made and no responsibility or liability is or will be accepted by SGKH or any member of the Société Générale group or their respective officers, employees or agents regarding the accuracy or completeness of the information contained in this video/podcast.  The information stated, and opinions expressed are those of the presenter and guests at the time of recording do not necessarily reflect the opinions and views of SGKH, other members of the Société Générale group or other market participants.
No part of this video/ podcast may be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express prior written consent of SGKH.  Any unauthorised use or disclosure is prohibited. 
Copyright 202[2]-2023 SG Kleinwort Hambros Bank Limited and its licensors. All rights reserved.

Are you mystified by the many facets of wealth? Or curious as to how to manage it in today's environment?

Fahad Kamal, Chief Market Strategist at Kleinwort Hambros, dives into the world of wealth with brilliant speakers, discussing everything from responsible investment to tech, geopolitics to retirement planning.

Subscribe to make sure you don't miss an episode. 

Are you mystified by the many facets of wealth? Or curious as to how to manage it in today's environment?
Fahad Kamal, Chief Market Strategist at Kleinwort Hambros, dives into the world of wealth with brilliant speakers, discussing everything from responsible investment to tech, geopolitics to retirement planning.
Subscribe to make sure you don't miss an episode.&nbsp;

The Wealth Chat

Think of the worst to plan for the best

In this episode of The Wealth Chat, the host, Helen Gammons, Director – Key Clients, Media and Entertainment, discusses the uptick in music catalog sales and considerations for artists and their managers before, during, and after a successful sale. She is joined by Vasileios Touronis, CEO of Star Music Fund, Lance Phillips,  Partner in the Music group at Sheridans law firm, and Nji Lorimer, Head of UK Domestic Wealth Planning at SG Kleinwort Hambros.
 
The guests shared insights on the complexities and challenges of selling music catalogues, including valuation, buyer appeal, sales trends, and post-transaction planning.
The top tips provided by the guests include considering the emotional and legacy aspects of the sale, looking beyond the transaction, and building a trusted team of advisors to navigate the process effectively.

Important information: 
 
Tax and Legal
Any services and investments may have tax consequences. SG Kleinwort Hambros Bank Limited does not provide tax or legal advice. The level of taxation depends on individual circumstances, which can change. You should seek professional advice to understand any applicable tax or legal consequences.
Marketing

This is a marketing communication provided for information purposes and is not investment advice or a recommendation.
This video/podcast is not offering securities. Furthermore, this video/podcast does not constitute the solicitation of an offer to purchase or subscribe for any investment, instrument or service in any jurisdiction where, or from any person in respect of whom, such a solicitation of an offer is unlawful.


While this information in this video/podcast has been prepared in good faith including information from sources believed to be reliable, no representation or warranty, expressed or implied, is or will be made and no responsibility or liability is or will be accepted by SGKH or any member of the Société Générale group or their respective officers, employees or agents regarding the accuracy or completeness of the information contained in this video/podcast. The information stated, and opinions expressed are those of the presenter and guests at the time of recording do not necessarily reflect the opinions and views of SGKH, other members of the Société Générale group or other market participants.
No part of this video / or podcast may be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express prior written consent of SGKH. Any unauthorised use or disclosure is prohibited.

Copyright 2024 SG Kleinwort Hambros Bank Limited and its licensors. All rights reserved.

In this episode of The Wealth Chat, the host, Helen Gammons, Director &ndash; Key Clients, Media and Entertainment, discusses the uptick in music catalog sales and considerations for artists and their managers before, during, and after a successful sale. She is joined by Vasileios Touronis, CEO of Star Music Fund, Lance Phillips, &nbsp;Partner in the Music group at Sheridans law firm, and Nji Lorimer, Head of UK Domestic Wealth Planning at SG Kleinwort Hambros. &nbsp; The guests shared insights on the complexities and challenges of selling music catalogues, including valuation, buyer appeal, sales trends, and post-transaction planning. The top tips provided by the guests include considering the emotional and legacy aspects of the sale, looking beyond the transaction, and building a trusted team of advisors to navigate the process effectively.
Important information:&nbsp; &nbsp; Tax and Legal Any services and investments may have tax consequences. SG Kleinwort Hambros Bank Limited does not provide tax or legal advice. The level of taxation depends on individual circumstances, which can change. You should seek professional advice to understand any applicable tax or legal consequences. Marketing
This is a marketing communication provided for information purposes and is not investment advice or a recommendation. This video/podcast is not offering securities. Furthermore, this video/podcast does not constitute the solicitation of an offer to purchase or subscribe for any investment, instrument or service in any jurisdiction where, or from any person in respect of whom, such a solicitation of an offer is unlawful.
 While this information in this video/podcast has been prepared in good faith including information from sources believed to be reliable, no representation or warranty, expressed or implied, is or will be made and no responsibility or liability is or will be accepted by SGKH or any member of the Soci&eacute;t&eacute; G&eacute;n&eacute;rale group or their respective officers, employees or agents regarding the accuracy or completeness of the information contained in this video/podcast. The information stated, and opinions expressed are those of the presenter and guests at the time of recording do not necessarily reflect the opinions and views of SGKH, other members of the Soci&eacute;t&eacute; G&eacute;n&eacute;rale group or other market participants. No part of this video / or podcast may be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express prior written consent of SGKH. Any unauthorised use or disclosure is prohibited.
Copyright 2024 SG Kleinwort Hambros Bank Limited and its licensors. All rights reserved.

Making the Music Move: The Art of Selling Catalogues

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 Nicholas Jacob, Partner at Forsters in London, to discuss what good planning actually looks like in practice.

There's a lot to think about when you sit down and try to analyse what's involved in really good planning. It is important to set purpose and values, to ensure that what you've created has positive impact for future generations. So you need to have a plan, but it's no good if it's ours, It's got to be yours.

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This is a marketing communication provided for information purposes and is not investment advice or a recommendation.

This video/podcast is not offering securities.  Furthermore, this video/podcast does not constitute the solicitation of an offer to purchase or subscribe for any investment, instrument or service in any jurisdiction where, or from any person in respect of whom, such a solicitation of an offer is unlawful.

While this information in this video/podcast has been prepared in good faith including information from sources believed to be reliable, no representation or warranty, expressed or implied, is or will be made and no responsibility or liability is or will be accepted by SGKH or any member of the Société Générale group or their respective officers, employees or agents regarding the accuracy or completeness of the information contained in this video/podcast.  The information stated, and opinions expressed are those of the presenter and guests at the time of recording do not necessarily reflect the opinions and views of SGKH, other members of the Société Générale group or other market participants.

No part of this video/ podcast may be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express prior written consent of SGKH.  Any unauthorised use or disclosure is prohibited. 

Copyright 202[2]-2023 SG Kleinwort Hambros Bank Limited and its licensors. All rights reserved.

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 Nicholas Jacob, Partner at Forsters in London, to discuss what good planning actually looks like in practice.
There's a lot to think about when you sit down and try to analyse what's involved in really good planning. It is important to set purpose and values, to ensure that what you've created has positive impact for future generations. So you need to have a plan, but it's no good if it's ours, It's got to be yours.
-
This is a marketing communication provided for information purposes and is not investment advice or a recommendation.
This video/podcast is not offering securities.  Furthermore, this video/podcast does not constitute the solicitation of an offer to purchase or subscribe for any investment, instrument or service in any jurisdiction where, or from any person in respect of whom, such a solicitation of an offer is unlawful.
While this information in this video/podcast has been prepared in good faith including information from sources believed to be reliable, no representation or warranty, expressed or implied, is or will be made and no responsibility or liability is or will be accepted by SGKH or any member of the Société Générale group or their respective officers, employees or agents regarding the accuracy or completeness of the information contained in this video/podcast.  The information stated, and opinions expressed are those of the presenter and guests at the time of recording do not necessarily reflect the opinions and views of SGKH, other members of the Société Générale group or other market participants.
No part of this video/ podcast may be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express prior written consent of SGKH.  Any unauthorised use or disclosure is prohibited. 
Copyright 202[2]-2023 SG Kleinwort Hambros Bank Limited and its licensors. All rights reserved.

What does good planning look like in practice?

Marker 03

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 their succession planning.

In this episode, our host 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 Siobhan Riley, Partner at Carey Olsen, and Beatrice Puoti, Partner at Stephenson Harwood, to discuss why is it important to build a succession plan while there is still time.

-

This is a marketing communication provided for information purposes and is not investment advice or a recommendation.

This video/podcast is not offering securities.  Furthermore, this video/podcast does not constitute the solicitation of an offer to purchase or subscribe for any investment, instrument or service in any jurisdiction where, or from any person in respect of whom, such a solicitation of an offer is unlawful.

While this information in this video/podcast has been prepared in good faith including information from sources believed to be reliable, no representation or warranty, expressed or implied, is or will be made and no responsibility or liability is or will be accepted by SGKH or any member of the Société Générale group or their respective officers, employees or agents regarding the accuracy or completeness of the information contained in this video/podcast.  The information stated, and opinions expressed are those of the presenter and guests at the time of recording do not necessarily reflect the opinions and views of SGKH, other members of the Société Générale group or other market participants.

No part of this video/ podcast may be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express prior written consent of SGKH.  Any unauthorised use or disclosure is prohibited. 

Copyright 202[2]-2023 SG Kleinwort Hambros Bank Limited and its licensors. All rights reserved.

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 their succession planning.
In this episode, our host 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 Siobhan Riley, Partner at Carey Olsen, and Beatrice Puoti, Partner at Stephenson Harwood, to discuss why is it important to build a succession plan while there is still time.
-
This is a marketing communication provided for information purposes and is not investment advice or a recommendation.
This video/podcast is not offering securities.  Furthermore, this video/podcast does not constitute the solicitation of an offer to purchase or subscribe for any investment, instrument or service in any jurisdiction where, or from any person in respect of whom, such a solicitation of an offer is unlawful.
While this information in this video/podcast has been prepared in good faith including information from sources believed to be reliable, no representation or warranty, expressed or implied, is or will be made and no responsibility or liability is or will be accepted by SGKH or any member of the Société Générale group or their respective officers, employees or agents regarding the accuracy or completeness of the information contained in this video/podcast.  The information stated, and opinions expressed are those of the presenter and guests at the time of recording do not necessarily reflect the opinions and views of SGKH, other members of the Société Générale group or other market participants.
No part of this video/ podcast may be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express prior written consent of SGKH.  Any unauthorised use or disclosure is prohibited. 
Copyright 202[2]-2023 SG Kleinwort Hambros Bank Limited and its licensors. All rights reserved.

Think of the worst to plan for the best

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