When it comes to wealth management who better to discuss this with than Alan Smith is the CEO of Capital Asset Management. He maintains an active and compelling Twitter account. And this week, he is our guest on The Next 100 Days podcast. He started the company in 2004. Alan is an avid thrill seeker, having climbed Mount Kilimanjaro and has a passion for skiing and family holidays.
Summary of the Podcast Financial Planning & Wealth ManagementIncluded in Alan’s wealth management driven “Investment Playpen” strategy are:
You should focus on the Family Fortress.
Percentage split 95:5%
An Investment Philosophy Based on Academic ResearchWhen I’m 65
The Big Takeaway
Alan Provided This Testimonial
Contact Alan Smith The Next 100 Days Podcast Co-Hosts Graham Arrowsmith
Graham is “The High Net Worth Data Guy” who founded Finely Fettled to help business owners and marketers market to affluent and high-net-worth customers. Now get all-inclusive affluent direct mail campaigns combining A lister copy, design, print and postage for £599+vat, without the DIY hassle. Find Graham on LinkedIn.
Kevin ApplebyKevin specialises in finance transformation and implementing business change. He’s the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com
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