Episoder
-
In this episode of In the Loop, IA publisher Gary Robinson sits down in London with John Beverley, Head of International at Team PLC, to discuss the company’s landmark acquisition of WH Ireland and what it means for the future of international financial planning. Broadcast from WH Ireland’s London offices, John explains why the acquisition is such a significant moment for Team PLC, particularly in strengthening its FCA-regulated presence and helping advisers continue to support international clients returning to the UK. He also outlines how the business plans to work more closely with UK advisory firms whose clients are relocating overseas. The conversation covers Team PLC’s global footprint across Jersey, Singapore, the Middle East, Africa and the Channel Islands, as well as its ambitions to expand further into Europe. John also shares the story behind Neba Private Clients, the evolution of the Neba and Team brands, and how the group has grown organically through adviser trust, transparency and a unique ownership model.
-
Canada Life UK’s Sean Christian joins Gary Robinson in the Isle of Man to discuss the growing demand for estate planning solutions, the impact of recent UK tax changes, and why case studies are at the heart of Canada Life’s technical approach. Sean explains how advisers are increasingly looking at international bonds, trusts and wealth preservation structures as inheritance tax, pensions and capital gains tax come under greater scrutiny. He also discusses Canada Life’s recent success at the International Adviser awards, the importance of investing in technical expertise, and why no two clients are ever the same. Topics include: • The growth of Canada Life’s wealth business • Estate planning and inheritance tax solutions • International bonds and wealth preservation accounts • The impact of Rachel Reeves’ tax changes • Why technical support is so important for advisers • How case studies help advisers identify client opportunities • Canada Life’s award-winning proposition Subscribe for more interviews with leading voices across the international financial advice and wealth management sector. #CanadaLife #FinancialAdvisers #EstatePlanning #InheritanceTax #InternationalBonds #WealthManagement #FinancialPlanning #Advisers #TaxPlanning #InternationalAdviser
-
Manglende episoder?
-
Canada Life UK’s Sean Christian joins Gary Robinson in the Isle of Man to discuss the growing demand for estate planning solutions, the impact of recent UK tax changes, and why case studies are at the heart of Canada Life’s technical approach. Sean explains how advisers are increasingly looking at international bonds, trusts and wealth preservation structures as inheritance tax, pensions and capital gains tax come under greater scrutiny. He also discusses Canada Life’s recent success at the International Adviser awards, the importance of investing in technical expertise, and why no two clients are ever the same. Topics include: • The growth of Canada Life’s wealth business • Estate planning and inheritance tax solutions • International bonds and wealth preservation accounts • The impact of Rachel Reeves’ tax changes • Why technical support is so important for advisers • How case studies help advisers identify client opportunities • Canada Life’s award-winning proposition Subscribe for more interviews with leading voices across the international financial advice and wealth management sector. #CanadaLife #FinancialAdvisers #EstatePlanning #InheritanceTax #InternationalBonds #WealthManagement #FinancialPlanning #Advisers #TaxPlanning #InternationalAdviser
-
IA: In The Loop Podcast EP 3 - IA's Gary Robinson & William Burrows of Titan Wealth International.
The figures referenced in this video, including the $48 billion in AUM/AUA and 1,300 staff across the group-reflect the combined total of current operations and entities under acquisition, which remain subject to regulatory approval. All data is accurate as of 10 May 2025
-
Join International Adviser‘s Gary Robinson in this Dubai-recorded episode of In The Loop, as he sits down with Mike Coady, CEO of Skybound Wealth Management. They dive into global financial planning, cross-border advice, and the evolving role of wealth managers in today’s interconnected world. A must-listen for professionals navigating international investment landscapes.
-
Each episode, In The Loop explores the trends, moves, and market shifts shaping the global cross-border investment world — with expert guests from across London, Dubai, Latin America, Africa, Asia, and more.
