Get your questions answered by industry leaders from a variety of specialist international financial institutions in an informal and relaxed atmosphere. Below you will find an overview of all the speakers attending some or all events.
Le Tour de Finance Speakers
Independent Financial Advisers in Europe
Michael joined the International Financial Services Industry in 1991 working first as an Adviser and later Regional Director Europe for Mondial Expatriate Services. In 1999, he joined Luxembourg based European Business Network S.A. to run the International Division. In 2003, Michael formed The Spectrum IFA Group with a number of colleagues. In 2009, he founded an IFA Trade Association, “The Federation of European Independent Financial Advisers (FEIFA)”. Michael is also a Board Member of another IFA trade association, La Fédération Européenne des Conseils et Intermédiares Financiers (FECIF).
Professional investment management through a range of multi-asset solutions
Tilney Bestinvest is a leading provider of investment management services that builds on a heritage of more than 150 years. The combined group manages over £9bn of assets for private individuals, charities and occupational and personal pension schemes as an outsourced investment manager and is the winner of a number of investment management industry awards.
Widely recognised as a leading provider of impartial fund research, we work closely with your Financial Adviser, offering a range of diversified multi-asset portfolios for your investments, savings and pensions. We also construct bespoke investment portfolios for clients needing a more individual approach.
Currency Exchange made easy
Pippa Maile works as the head of France for Currencies Direct. She originally moved to France 15 years ago after selling a long standing business in the UK, and lived for 12 years in the south west of France where she bought up her family of 3 children.
Pippa was employed by Currencies Direct 8 years ago prior to that she had her own relocation agency working closely with numerous estate agents all over France.
5 years ago Pippa moved to the Riviera to open the first office in France for Currencies Direct. The team has grown over the years and now has a strong on the ground presence of 15 people.
SEB Life International
Insurance based investment products
Jeremy Ferguson has worked with SEB Life International since 1995, shortly after the company was founded and has worked closely with The Spectrum Group for the last ten years.
Jeremy lives in Spain and is responsible for supporting IFA’s in Spain and France, and has become a specialist in all aspects of dealing with business in the ex patriate world during his time with the company.
The International Pension Solution
Momentum Pensions works with your financial adviser to find the best solution to meet your retirement goals with pension solutions across multiple jurisdictions.
We have links with all the major International Life & Investment companies, or if you prefer to use something bespoke, we can work with your financial adviser to design the right investment strategy for you. As an expat about to retire, we provide all the support and help you need to ensure the seamless transfer of your pension. Wherever you are in the world we are accessible through one of our dedicated and fully serviced offices based in Malta, Gibraltar, the Isle of Man and the UK.
QROPS schemes in Gibraltar, IoM or Malta
QNUPS in IoM
UK SIPP & SSAS pensions
Wealth Investment Management
Rathbones provides personalised discretionary investment management services to private clients, charities and professional advisers.
Paula is an experienced investment manager and has always specialised in the management of private client and charity portfolios. She is dedicated to understanding each client’s specific requirements and providing a clear and personal service to trustees and family members through the generations, working closely with their other advisers.
Prudential International Products
Andrew is the international Sales Director and has been employed in the Financial Services industry for over 25 years. The majority of that time has been spent with Insurers in sales and business development roles, dealing with financial intermediaries. He’s been with Prudential for 9 years and held a number of senior positions prior to appointment into his current role in January 2008, where he has responsibility for Prudential UK & Europe’s non-UK distribution.
Currency Exchange made easy
Sue Cook works in the Centre Ouest region of France for Currencies Direct. She moved to France 14 years ago to escape the rat race and bring up her family in a less pressurised environment.
Sue previously worked as an Estate Agent in Rochechouart and moved to Currencies Direct 5 years ago after being recommended by one of her previous clients.During that time her area has grown considerably and she now covers an area from south of the Loire to the Lot & Garonne.
HENT Law firm
Stéphanie is an avocat and founding partner of HNET. A graduate of Montpellier I University (PhD in international tax law – Master’s degree in business law – DJCE). Stéphanie has worked in a foreign fiduciary and in several law firms. A British and French national, having lived in the UK and in the Netherlands before relocating to France.
A lecturer in EDHEC and Montpellier I University for several years on international tax subjects, and author of various articles on tax residence, holding companies, trusts, inheritance planning.
Main activities :
International mobility of individuals and companies, estate planning, structure and coordination of real estate operations, tax returns, assistance with tax audits.
AXA CL&P Assurances
GUILLAUME Poissant has been working as an Agent Général in Brittany since 2008.
He has been with AXA for over twenty years in various positions, including an actuary in Paris and an underwriter in Cardiff.
Recently merged with a fellow agent, AXA CL&P ASSURANCES offer expert financial and insurance advice for the expat community in France.
Health Insurance is a important part of a move to France and Guillaume will make sure you get a full understanding of the French health & social security system and define a policy that best suits your particular needs.
Currency Exchange made easy
Karolyn Chauvigne is the regional coordinator for Currencies Direct. She originally moved to France 20 years ago after working for many years as an Underwriter at Legal & General head office in Brighton/Hove in the UK.
Karolyn lives in the Loire Valley region of France with her French husband and 3 children. She was an Estate Agent for E.P.I. Immobilier in Saumur for 8 years, during which period she was a partner of Currencies Direct. Karolyn now works directly for Currencies Direct and covers the Maine et Loire and surrounding departments.
Robert Walker FCSI
Rathbone Brothers plc
Portfolio investment management
Robert joined Rathbones in 2014 as Investment Director. He started his investment career over 20 years ago at Coutts & Co as portfolio manager in their investment department after graduating from Newcastle University with a degree in Economics and Business Management in 1994.
After gaining his investment qualifications at Coutts he then moved to the private client division of Invesco Perpetual as Investment Director in 1998 and was responsible for the integration of Perpetual’s private client division, focussing on the management of both UK and international private client portfolios. In 2004, Invesco Perpetual sold their private client division to Singer & Friedlander and, in 2008, Robert joined Jupiter Asset Management with the same team of individuals he has worked with since 1995.
Finally, Jupiter sold their private client division to Rathbones in 2014, where Robert retains his specialism of managing investment portfolios for high net worth individuals, trusts, charities and pension funds, both in the UK and for international “ex-pats” by working in partnership with specialist financial advisors in Europe. He is a Chartered Fellow of the Securities Institute.
Dennelle Taylor Nizoux
Assistance in relocating and moving to France
Dennelle Taylor Nizoux is the President of Renestance and a bilingual American who’s lived in France since 2000. Before moving to Montpellier in 2010 with her family, she worked in Paris for an global telecom, leading teams in Business Development, Strategy, and Project Management. She loves so many things about France, its language, culture, geography, quality of life… that she started a business to help others realise their dreams of living in this incredible place.