Source: www.gemmagodfrey.com
On October 18th we’ll be dining at the stylish Sartoria on Saville Row as we host the next London Jumbo Lunch.
Global explorer, Penn Haddow who spoke at our last event has set the bar high for future presenters. However, we’re sure Gemma Godfrey who is confirmed to speak at our October event will measure up. Read more
Stuart at the UBS Strategic Partner’s Conference from A Business Innovation on Vimeo.
A couple of weeks ago, Stuart attended the UBS Strategic Partner’s Conference in London. In the video below he discusses his experience at the event. He shares his views on the industry moving forward and the services Kubera Wealth clients can benefit from through the partnership, such as philanthropy planning, cash management and fund management. Read more
Recent research by unbiased.co.uk and Standard Life has revealed the true value of independent advice. According to their report, taking independent advice could leave you on average £2,780 a year better off in retirement. Read more
In April of 2011 I was sitting by the pool at our holiday villa in Florida reading a copy of the e-Myth revisited by Michael Gerber, the book had been recommended to me as I thought about expanding my 12 month old financial planning business.
It was clear that to expand and grow my business that I needed good employee’s to spread the workload and allow me to have the time to do what I am good at, in essence put me in my Unique Ability as often as possible. Read more
On the 28th of June we hosted our first Golf Day with a local Accountants firm, Sobell Rhodes, we were blessed on the day to have fantastic weather and an action packed agenda.
The day started with registration and sandwiches in the Club house, giving guests the chance to meet their fellow team members and catch up with their hosts. Read more
Our expansion plans took another positive turn recently with the addition to our team of Mrs Kelly Kular.
Kelly joins us from HSBC where she was the PA to the Regional Director for London and brings not only welcome support to our MD, Stuart, but also over 25 years of financial services experience. Read more
As the Queen celebrates her Diamond Jubilee this weekend, we thought we would examine how Britain’s financial markets have changed over the past 60 years. We found a great article by Richard Cumming-Bruce, senior investment researcher at Principal Investment Management, covering this very subject. Below is a summary of the key points he raised. Read more
We are teaming up (and teeing up) with Sobell Rhodes later this month when we will be hosting a joint golf event. Read more
This time last week, we sat down with 35 attendees from a variety of professions for our second London Jumbo Lunch at the lovely Only Running Footman restaurant in Mayfair.
During the meal, hot topics were discussed such as the state of the economy, large organisational restructures and whether the rain will ever stop. Read more
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