I provide specialist wealth management advice to US connected clients, resident in the US and overseas.
I love the variety of the clients I work with and I get a great deal of satisfaction from helping my clients achieve their objectives. I also very much enjoy the technical element of advising clients whom may often have complex affairs. In these scenarios, I often involve other professional advisers, especially in tax and legal matters, and I find the collaborative element particularly rewarding.
The short answer is that we've adapted very well. We made certain changes to our systems and processes early on to ensure business continuity. Since then, it's been business as usual. With many clients based overseas, the move to video conferencing has actually been a huge benefit and will remain an integral part of how we communicate with clients going forward.
Professionally I would have to say it's been helping shape and grow the LGT Vestra US business over the past 7 years.
To broaden my network and meet other like-minded professional advisers from around the world. Ultimately, my clients often have requirements that need input from other specialists and vice versa, so there's a definite benefit to being connected to the right people.
Yes, I've attended several over the past 12 months and they've all been great. Whether it's been a networking event or a technical session, I have always found them to be time well spent.
Out in the countryside with my wife and young family.
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