About this event
Following last week's communication about recent changes impacting US connected clients on UK investment platforms, we are hosting a short webinar.
The webinar will be led by Andrew Vaughan-Payne, Business Development Manager, and Richard List, Portfolio Manager
They will outline the current situation, walk through W1M’s dedicated US client portfolios available on the Morningstar platform, and answer your questions.
If you have US-connected clients who may be affected, this will be a valuable opportunity to understand the practical solutions available.
Hosted by
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Guest speaker
Andrew Vaughan-Payne Business Development Manager @ W1MG
Andrew joined the company in February 2014 to focus on developing opportunities for private clients, trusts, charities and specialist mandates in the US and UK. Prior to joining us, Andrew spent 16 years working in institutional capital markets. Firstly at Smith Barney, then at Morgan Stanley where he worked for 13 years ultimately covering clients in the UK and Benelux as a Director and most recently for Lazard Capital Markets in London as a Director of US Equities covering UK and European clients. A graduate of York University in 1994 with a degree in Economics & History, he is also an Associate Member of the Chartered Institute for Securities & Investment (CISI).
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Guest speaker
Richard List Portfolio Manager @ W1MG
Richard is a Director and Portfolio Manager. He looks after direct client relationships, focusing on discretionary portfolios for individuals, pensions and trusts. He is a member of the International Client Committee and specialises in managing portfolios for US persons in particular. He works closely with external advisers including offshore trustees, financial planners and investment consultants in order to achieve the optimum investment solution for his clients. He also advises a number of wealthy families, helping them to manage their assets across the generations. Richard is a Fellow of the Chartered Institute for Securities & Investment (CISI) and he also holds the Chartered Insurance Institute Advanced Diploma in Financial Planning. He graduated from The University of Nottingham with a BSc (Hons) degree in Chemistry and joined the company in 2007, having previously worked at Credit Suisse and Deloitte & Touche.
W1M Wealth & Investment Management
With £24 billion in assets under management (AUM) and a team of c.350 professionals, W1M specialises in working with individuals, families, charities, financial advisers and institutions.
