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On the show
From 10 epsHosts
Recent guests
Recent episodes
Interpreting Complex Finance Across Cultures, Charters and Listed Reporting. Beulah Van Wyk
Feb 25, 2026
30m 40s
Wealth Management, Client Trust & Multi-Bank Solutions. Iskra Martin of Azura Partners
Feb 17, 2026
28m 40s
Building a Multi-Disciplinary Practice. Dr. Jacqueline Champagne: Nine Psychology
Dec 16, 2025
28m 43s
Supporting the London Youth Choirs. Rachel Staunton
Nov 7, 2025
24m 35s
The Intricacies of Family Office Management. Kate Maguire
Nov 2, 2025
27m 24s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 2/25/26 | Interpreting Complex Finance Across Cultures, Charters and Listed Reporting. Beulah Van Wyk✨ | financeaccountancy+3 | Beulah Van Wyk. | — | South Africa | financial situationsstakeholders+4 | — | 30m 40s | |
| 2/17/26 | Wealth Management, Client Trust & Multi-Bank Solutions. Iskra Martin of Azura Partners✨ | wealth managementclient trust+3 | Iskra Martin | Azura PartnersWealth Management+4 | Geneva | KYCprovenance-of-funds+3 | — | 28m 40s | |
| 12/16/25 | Building a Multi-Disciplinary Practice. Dr. Jacqueline Champagne: Nine Psychology✨ | psychologyprivate practice+1 | Dr Jacqueline Champagne | Nine Psychologythe British Association for Behavioural and Cognitive Psychologists+1 | — | clinical psychologyNHS+1 | — | 28m 43s | |
| 11/7/25 | Supporting the London Youth Choirs. Rachel Staunton✨ | London Youth Choirsyouth empowerment+3 | Rachel Staunton | London Youth Choirsthe London Youth Choirs+1 | London | choirperformances+2 | — | 24m 35s | |
| 11/2/25 | The Intricacies of Family Office Management. Kate Maguire✨ | family office managementwealth management+5 | Kate Maguire | The Intricacies of Family Office Management | — | family officegeneral counsel+3 | — | 27m 24s | |
| 9/19/25 | Is the UK Taxing the Wealthy Out of the Country? Dhana Sabanathan: Michelmores✨ | taxationwealth+2 | Dhana Sabanathan | MichelmoresTax, Trusts and Succession+1 | UKLondon+3 | UK taxwealthy residents+2 | — | 25m 38s | |
| 8/16/25 | Is Your Privacy in Danger of Being Hacked? Yes! Rob Moore: Token Recovery✨ | privacyhacking+2 | Rob Moore | Token RecoveryToken Recovery Limited | — | Token Recoverydark web+2 | — | 26m 16s | |
| 5/13/25 | Navigating the Property Market. Charlie Ellingworth: Property Vision✨ | property marketbuying agency+3 | Charlie Ellingworth | Property Visionthe Cadogan Estate+1 | UK | Property VisionCadogan Estate+2 | — | 26m 52s | |
| 5/8/25 | Building Trust and Financial Success. Robert Surtees: Affinity Group Financial Services✨ | financial planningclient-centric approach+2 | Robert Surtees | Affinity Group Financial ServicesProduct Design+1 | — | Affinity Group Financial ServicesProduct Design+2 | — | 27m 29s | |
| 7/15/24 | Joe Field: Holland & Knight✨ | legal trendsprivate client professional | Joe Field | Holland & KnightHow To Keep Your Money' | — | Holland & KnightLinkedIn | — | 29m 31s | |
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| 5/10/24 | Environmental, Social and Governance. Selina Sagayam: Gibson, Dunn & Crutcher | Selina Sagayam is an English-qualified senior counsel and recent former partner at Gibson, Dunn & Crutcher's London office. She is a pioneer and leader in the firm's Environmental, Sustainability, and Governance (ESG) practice and a member of its international corporate group. Selina is a woman in a man's world. She has not just won awards as a woman but as a leader in her field. She is recognised by The Legal 500 UK 2024 for Private Equity: Transactions and M&A: Upper Mid-Market and Premium Deals over £750 million. Selina has also been listed by Brummell Magazine in 2020 as an Inspirational Woman City Leader, to name a few of her accolades. CONNECT WITH SELINA: LinkedIn The Renewables Infrastructure Group Gibson, Dunn & Crutcher 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 caroline@carolines.club | — | ||||||
| 4/27/24 | Cayman Islands. Anthony Travers: Travers Thorp Alberga | In episode 54, Caroline talks to Anthony Travers OBE, who left the UK when the top tax rate was 98% to work and live in Cayman. Anthony is the former senior partner and managing partner of Maples and Calder and the current senior partner of the Cayman Islands and British Virgin Islands law firm Travers Thorp Alberga. Travers Smith Alberga was originally a boutique law firm, but it now has offices in Cayman, the British Virgin Islands, London, Hong Kong, Australia, and New Zealand. It focuses on high-end open-ended hedge funds and private equity, fund finance, and high-net-worth private clients. Its business model is designed to be relevant to client needs in a changed offshore legal and economic environment and a lesson to all private client practitioners. CONNECT WITH ANTHONY: LinkedIn Travers Thorp Alberga 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 caroline@carolines.club | — | ||||||
| 4/11/24 | Helping Families Plan Their Future. Arabella Murphy: Propitious | Arabella Murphy is the Founder and CEO of Propitious (London) Ltd. Propitious is a consultancy that advises wealthy families and individuals worldwide on strategic matters of practical importance and mediation. It helps clients find clear and constructive solutions to their questions about succession, family business wealth, and disputes. Before setting up Propitious, Arabella was a leading private client lawyer and featured regularly in the top tier of private client lawyers in Chambers and the Legal 500. Now, she sits on the client's side of the table, listening to their concerns and directing them to professionals who will best suit their needs. CONNECT WITH ARABELLA: LinkedIn Propitious 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 caroline@carolines.club | — | ||||||
| 3/23/24 | Personal Security for Wealthy Families. Bob Morrison: SecTech | In episode 52, Caroline Garnham talks to Bob Morrison, Managing Director of SecTech, which he founded in 2006. Bob's business provides personal security for wealthy families. His vision is that rich families need to put as much thought into protecting the safety of their homes and families as they do into protecting their wealth. Bob talks of blending into the lives of his clients as gym buddies, sober companions, and dog walkers, women close protection officers as girlfriends and nannies for female clients and for celebrities' tough guys in full view. For Bob, it is the perfect career, and he looks forward to it every day. Bob's idea of an excellent day's work is when nothing happens! CONNECT WITH BOB: LinkedIn SecTech 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 caroline@carolines.club | — | ||||||
| 3/15/24 | Future of Investment Management. Simon O'Donoghue: Spring IM | In episode 51, Caroline Garnham talks to Simon O'Donoghue Chief Executive Officer of Spring Investment Management, which Simon launched in 2022. It is the first digital platform in the offshore world. It is based in Jersey, where Simon lives with his family and claims to be the 'future of investment management'. Simon's digital platform means there is no need for a meeting between the client and investment manager to 'onboard' the client. The three-step process of accessing your risk tolerance, choosing your portfolio, and deciding how much to invest can be done online, which reduces the fees needed to set up and transfer. Simon's Spring is doing something right because it has not only won numerous awards in the first year of set up, but the judges were highly complimentary of the innovation and concept. Well done, Simon. CONNECT WITH SIMON: LinkedIn Spring IM 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 caroline@carolines.club | — | ||||||
| 3/7/24 | Why Your Reputation Matters. Michael Farrant: Farrant Group | Michael Farrant is the founder of Farrant Group, which he set up in 2021. His company specialises in managing the reputations of private individuals, companies, and other organisations. He lives with his wife and three boys in Dubai, which he sees as set to grow, and he also has an office in London. His work is to make sure the perception of a client fits with the reality, which is so much more than just words. CONNECT WITH MICHAEL: LinkedIn Farrant Group 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 caroline@carolines.club | — | ||||||
| 2/7/24 | Wealth in Words. Jonathan Norbury: Lloyds Bank | In episode 49, Caroline Garnham talks to Jonathan Norbury, head of the Key Clients team, which manages the highest profile and wealthiest clients of Lloyds Bank. Jonathan speaks of his degree in languages, which was less useful than he had hoped in his career in banking, although his five years in the army did shape the way he treats his clients and builds their trust. He also speaks from experience about the power of reciprocation and from the Lloyds/Schroders joint venture in 2019, the power of aggregation. Follow Jonathan's journey by listening to his podcast. CONNECT WITH JONATHAN: 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 caroline@carolines.club | — | ||||||
| 1/23/24 | Wealth Management. Robert Morse: The Private Office | In episode 48, Caroline talks to Robert Morse a partner at The Private Office. He is an independent wealth manager, investment advisor, financial planner, and investment and pension specialist. The Private Office operates as a Family Office for those families who do not want to set up their own Family Office or if they have want to use the expertise in appointing the professionals they may require from time to time. This approach has seen The Private Office win multiple awards, such as the Chartered Financial Planning Firm of the Year by their professional body the PFS. The Private Office also has a graduate training program and, through the success of this program, can offer a team of professionals with an average age of 38 rather than 58. CONNECT WITH ROBERT: The Private Office 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 caroline@carolines.club | — | ||||||
| 1/17/24 | From Fashion to FinTech. Heather Anne Hubbell: Phundex | In episode 47, Caroline Garnham speaks to Heather Anne Hubbell, a serial entrepreneur and experienced strategy consultant. Heather Anne is the founder of FinTech platform Phundex, which is a central collaboration platform she set up in April 2020. It focuses on managing transactions and activities in real-time with the whole team, working with stakeholders both within and outside the organisation. It centralises and streamlines processes and cuts out inherent risk, ensuring data integrity, effective communication, dealing with administration and reporting to all interested parties. However, Heather Anne did not go directly into FinTech or strategy; she took a circuitous route via fashion and property development. In this podcast, she tells us her story. CONNECT WITH HEATHER ANNE: Phundex 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 caroline@carolines.club | — | ||||||
| 1/12/24 | Services to Tax. Sir Edward Troup: HMRC | In episode 46, Caroline Garnham talks to Sir Edward Troup, a British tax lawyer and former civil servant at HM Treasury and then HM Revenue and Customs. He spent two periods as a tax partner at the City of London law firm Simmons & Simmons from 1985 to 1995 and 1997 to 2004. Caroline was a partner and head of the Simmons & Simmons private client department during this time. Edward was special adviser to Kenneth Clarke when he was Chancellor of the Exchequer, and from 1995 to 1997, he was head of the tax policy teams in 2004. He was knighted in the 2018 Honours list for his services to tax. CONNECT WITH EDWARD: LinkedIn X (Twitter) 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 caroline@carolines.club | — | ||||||
| 1/4/24 | London – The Divorce Capital of the World. Michael Drake: Collyer Bristow | In episode 45, Caroline Garnham talks to Michael Drake, a consultant at the London law firm Collyer Bristow. Michael is referred to in Legal 500 as a 'first-rate lawyer, providing client care that is second to none. He has excellent judgement and effortless charm and can put his clients at ease amid highly contentious proceedings. A class act.' Michael talks to Caroline about the recent changes in divorce law, the craze for foreigners to come to London as the world's divorce capital, and why it is essential to seek good legal advice - getting a fair settlement is not just about numbers. If you want to let Michael know you enjoyed his podcast, contact him at michael.drake@collyerbristow.com. CONNECT WITH MICHAEL: Collyer Bristow 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 caroline@carolines.club | — | ||||||
| 12/15/23 | Protecting Your Privacy and Reputation. Rachel Atkins: Schillings | 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 caroline@carolines.club | — | ||||||
| 12/1/23 | A Different Way to Sell Homes. Damien Jefferies: Fine & Country | 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 caroline@carolines.club | — | ||||||
| 11/21/23 | The Secrets of London's Art Market. Paul Hewitt: SLAD | 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 caroline@carolines.club | — | ||||||
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