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
The Spectrum IFA Group
Business Development Director
Chris has over 20 years’ experience in senior business development roles for international life companies, including Royal Life International, Royal & Sun Alliance Eurolife and Friends Provident International. Working with financial advisers, discretionary asset managers and private banks, responsibilities extended from the UK initially to the Middle East and then Europe. Specialising in investment management and tax planning solutions for British expatriates, Chris joined The Spectrum IFA Group in 2016.
Sovereign Pension Services
Sovereign Retirement Planning – SIPP, QROPS, QNUPS, SSAS
Darren Whitley is a Director of Sovereign Pension Services and has worked in the offshore financial services industry for over 20 years. Sovereign provide first class trusteeship to the clients of The Spectrum IFA Group who have exported their pensions to alternative and more flexible arrangements.
Rathbone Brothers Plc
Wealth Investment Management
Rathbone Brothers Plc, through its subsidiaries, is a leading provider of high-quality, personalised investment and wealth management services for private clients, charities and trustees. This includes discretionary investment management, unit trusts, banking and loan services, financial planning, unitised portfolio services and UK trust, legal, estate and tax advice. Rathbone Brothers Plc are a FTSE 250 company listed on The London Stock Exchange, employ over 1,100 staff in 16 locations across the UK and Jersey and have total funds under management of £34.2 billion
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.
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.
The Expatriate Group
International Private Medical Insurance
Amanda is the Head of International Business Development at the leading life, travel, accident and health insurance provider to expatriates and world travellers.
Established in 2003, to provide International Private Medical Insurance (IPMI), The Expatriate Group has quickly grown to become a favourite brand with advisers, employee benefit consultants and customers.
The product portfolio has grown to include: International Private Medical Insurance; Term Life Assurance; Income Replacement & Travel Insurance. They provide simple and effective online fulfilment and enrolment on all product lines.
As well as a suite of protection products, Expatriate Group’s pedigree of underwriting and their close and trusted associations with both Lloyd’s of London and composite markets allows them to look at niche and atypical risks, acting as reinsurers or underwriting capacity for third parties.
Expatriate Group is ‘expatcentric’. By concentrating their efforts on expatriates, they are best placed to provide exactly the right products and services for their customers.
Currencies Direct provide a fast, reliable service for their clients offering excellent exchange rates. They’re one of Europe’s most established currency providers having been around since 1996. In the last 22 years they’ve partnered with 1000s of businesses, helping their clients make huge savings on overseas money transfers.
Currencies Direct boast over 325,000 clients and made over £7 billion in international payments last year. What’s more, with offices on four continents and a team of 450 currency experts they’re able to provide an unrivalled level of support and insight whether clients transfer online, over the phone and through their app.