Latest Portfolio services Podcast Episodes

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Dominic Scriven OBE: Sustainable Investing in Frontier Markets Part 1

Why Invest? - October 06, 2021 06:00 - 19 minutes
Dominic Scriven OBE is the Founder and Chairman of Dragon Capital, an investment manager based in Vietnam. In this episode we delve into the interpretation of environmental, social and governance factors (ESG) and how they feed into the investment process. We discuss whether they are implicit, o...

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Oliver Shurville: Founder of Tentbox

Why Invest? - September 23, 2021 11:39 - 19 minutes
Oliver Shurville is the Founder of Tentbox, a revolutionary roof tent company that allows you to turn a car of any size into a mini campervan. In this episode we discuss how and why he founded the company, business operations, developing the brand and his grand plans for expansion should he secu...

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Kam Dehdashti: Co-Founder of The Little Door & Co.

Why Invest? - September 09, 2021 10:24 - 32 minutes
Kam Dehdashti is the Co-Founder of The Little Door & Co, a bar and restaurant group with all venues styled around a fictional flat share. In this episode we discuss his career and what led him to launch The Little Door concept. We cover his fundraising journey, building the brand’s identity and ...

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Alice Wang: Why invest in China?

Why Invest? - August 25, 2021 06:00 - 43 minutes
Alice Wang is the manager of the Quaero Capital Bamboo and China funds. In this episode we discuss Alice’s investment philosophy and how she thinks about investment themes and valuation in the country, outlining the common misconceptions about investing in China. Alice draws a distinction betwee...

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Simon Rogerson: Founder of Octopus Group

Why Invest? - August 11, 2021 06:00 - 38 minutes
Simon Rogerson is an entrepreneurial heavyweight who launched his first business, Octopus Investments when he was just 24 years old. Since then he has expanded the Octopus offering to real estate, venture capital, green energy, wealth management and money coaching. We discuss how he started his ...

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Sophie Breitmeyer: The Modern-day Family Jeweller

Why Invest? - July 28, 2021 06:00 - 26 minutes
Sophie Breitmeyer is the founder of an independent family jeweller based in Notting Hill bearing her own name, Sophie Breitmeyer. In this episode, we discuss how Sophie discovered her passion for jewellery design, how she sources materials and what makes her proposition different to her competit...

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Charlotte Yonge: Fund Manager and Founder of GAIN

Why Invest? - July 14, 2021 06:00 - 39 minutes
Charlotte Yonge is the Fund Manager of the Trojan Ethical Fund and Founder of GAIN ‘Girls Are Investors’, a charity set up to promote and inspire girls to pursue a career in investment. In this episode we cover a wide range of topics, from ethical investing and building a strong investment team ...

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Lisa Conway-Hughes: Founder of Miss Lolly

Why Invest? - June 30, 2021 08:06 - 27 minutes
Lisa Conway-Hughes is a chartered independent financial adviser dedicated to financial education and in particular, helping women to become money savvy. She is the founder of misslolly.com and co-host of the Ladies Finance Club podcast. In this episode we discuss Lisa’s career and touch on topic...

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James Mee: Why multi-asset?

Why Invest? - June 23, 2021 06:00 - 29 minutes
James Mee is a Fund Manager and Asset Allocation Committee member at Waverton. In this episode, he joins Doug to discuss the benefits of multi-asset investing, his views on geopolitics as well as his current fund positioning. They also discuss the battle between structural and cyclical forces in...

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Entrepreneur Special: Olly Thornton-Berry, Co-Founder of Thirdfort

Why Invest? - June 16, 2021 06:00 - 40 minutes
Olly Thornton-Berry is the Co-Founder of Thirdfort, an automated ID verification system set to disrupt the manual processes used for property purchases. We discuss his vision, how he got the business off the ground and his plans for future growth. We touch on the businesses that inspire him, how...

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Entrepreneur Special: Peter Roberts, Founder of PureGym

Why Invest? - June 09, 2021 06:00 - 32 minutes
Peter Roberts is a serial entrepreneur who famously founded the low-cost gym disruptor, PureGym. In this episode Peter shares his experience of building teams, raising capital and ultimately creating businesses from scratch. We also cover his recent work mentoring entrepreneurs, touching on lear...

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ICYMI William de Gale: Why invest in global technology?

Why Invest? - June 02, 2021 06:00 - 27 minutes
William de Gale is the founder of Blue Box Asset Management and lead manager of the Blue Box Global Technology Fund. In this episode, William defines the opportunity in the global technology sector. We discuss the industry dynamics, disruptive themes and how he approaches picking stocks in the s...

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Investment Philosophy with Charlie Jones

Why Invest? - May 26, 2021 06:00 - 40 minutes
In this episode Doug is joined by Charlie Jones, Fund Manager at Waverton to discuss and define what we mean by investment philosophy. They examine a broad range of philosophies employed by investment titans from Benjamin Graham and Warren Buffett to Cathie Wood and Ray Dalio. For further infor...

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Karim Kaddoura: Co-Founder of Virtuo

Why Invest? - May 19, 2021 06:00 - 32 minutes
This week on the podcast we are joined by Karim Kaddoura, the Co-Founder of Virtuo, a tech-enabled, contactless car rental service. We discuss why Karim created the business, challenges he faced during lockdown and opportunities ahead for the company. For further information on any of the topic...

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Hugh Yarrow: Founder of Evenlode Investment

Why Invest? - May 12, 2021 06:00 - 37 minutes
In this episode, we are joined by Hugh Yarrow, the Founder of Evenlode Investment, a long-only investment manager based in Oxfordshire. We discuss how Hugh got into the industry, his formative years and why he started Evenlode. We also discuss Hugh’s investment philosophy, approach and areas of ...

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Tim Whiting: Founder and CEO of Timothy James and Partners

Why Invest? - April 28, 2021 06:00 - 36 minutes
In this episode, we are joined by Tim Whiting, the founder and CEO of Timothy James and Partners, our independent financial planning partner. We discuss the purpose of financial planning, the value proposition and touch on some of Tim's case studies. For further information on any of the topic...

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Barney Mannerings: Founder of Vega Protocol

Why Invest? - April 21, 2021 06:00 - 30 minutes
In this episode we are joined by Barney Mannerings, the founder of Vega Protocol. Vega is a platform for creating and trading derivatives on a fully a decentralised (DeFi) network. We introduce some of the concepts Barney has been working on and discuss how the platform leverages blockchain tech...

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George Arbuthnott: Investigative journalism in a post-truth world

Why Invest? - April 14, 2021 06:00 - 35 minutes
In this episode, we are joined by George Arbuthnott, a multi-award winning investigative journalist and co-author of ‘Failures of State: The Inside Story of Britain’s Battle with Coronavirus’. We discuss how he got into journalism, threats to his industry and holding the government to account th...

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Tineke Frikkee: Manager of the Waverton UK Equity Fund

Why Invest? - April 07, 2021 09:44 - 38 minutes
In this episode, we are joined by Tineke Frikkee, manager of the Waverton UK Equity Fund. We talk about how to play the digitalisation theme in the UK, investment cases for Ocado and Prudential and the recent listing of Deliveroo. Connect on Linkedin Doug Barnett – https://www.linkedin.com/in/...

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Entrepreneur Special: Rik Campbell, Co-Founder of Kricket restaurants

Why Invest? - March 31, 2021 06:00 - 31 minutes
The hospitality sector has been hit hard during the pandemic, but with a shift to home deliveries and the employment of cloud kitchens, some restaurants have held on to their most loyal customers. Providing an insight is Rik Campbell, the Co-Founder of Indian-inspired restaurant group Kricket. W...

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William Dinning: Lockdown one year on

Why Invest? - March 24, 2021 07:00 - 38 minutes
In this episode, we speak about 2020 in a historical context and consider who will repay the mountains of debt accrued by governments around the world. We also talk about increased 'retail' participation in stock markets and touch on the rise of Bitcoin. Doug Barnett – https://www.linkedin.com/...

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Business Aviation with Richard Koe, Managing Director of WINGX

Why Invest? - March 17, 2021 07:00 - 25 minutes
Richard Koe is the Managing Director at WINGX, a data research and consulting company within the business aviation industry. We discuss how Richard got into aviation, why he founded WINGX and how he pivoted his business to become a data provider for other businesses. We explore the cyclical and ...

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Entrepreneur Special: Jamie Foale CEO and Co-Founder of Playfinder

Why Invest? - March 10, 2021 07:00 - 36 minutes
Jamie Foale is the CEO and Co-Founder of Playfinder, an online booking platform for local sports facilities in the UK. Playfinder is a prime example of technology disrupting and transforming long-standing, inefficient processes and in this episode we discuss the obstacles Jamie and his partner h...

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Keld Van Schreven: Crypto beyond Bitcoin

Why Invest? - March 03, 2021 07:00 - 37 minutes
Keld van Schreven is the Co-Founder of KR1, a Blockchain Investment Company that supports early stage decentralised and open source Blockchain projects. With past year seeing an extraordinary rise in the price of Bitcoin and the beginning of the institutional acceptance of cryptocurrencies, we d...

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Intergenerational Wealth Transfer with Nick Cawley

Why Invest? - February 24, 2021 07:00 - 28 minutes
Nick Cawley is the Regional Head of UK / Ireland and Global Private Clients Service Line Leader at Ocorian, a financial services company. In this episode we discuss intergenerational wealth transfer and in what can be an emotive topic for some, we touch on ways in which to approach the subject, ...

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Paul Ford: Founder and CEO of Acin

Why Invest? - February 17, 2021 07:00 - 23 minutes
Paul Ford is the Founder and CEO of Acin, a company that revolutionises the way financial institutions manage non-financial risk and controls. With some of the largest scandals of recent times due to human error and ‘fat fingers’, his award winning SaaS platform enables companies to fully digiti...

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Andy Seaman: Manager of the Stratton Street Renminbi Bond Fund

Why Invest? - February 10, 2021 07:00 - 22 minutes
Andy Seaman is the Manager of the Stratton Street Renminbi Bond Fund. In this episode we discuss why he started the fund in 2007, where he finds his best ideas and ultimately, what he’s trying to achieve. We also examine how investment opportunities have changed since the fund launched and what ...

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Entrepreneur Special: Charles Robinson, Founder of GelCard

Why Invest? - February 03, 2021 07:00 - 25 minutes
Charles Robinson is the 20 year old founder of GelCard, a company that he started in 2020 when his studies were halted due to Covid-19. The company manufactures premium hand sanitiser cards with bespoke designs for brands and having already collaborated with big names in the hospitality sector, ...

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Entrepreneur Special: Jamie Dundas, Founder of Monday Works

Why Invest? - January 27, 2021 07:00 - 35 minutes
Jamie Dundas is the founder of Monday Works, a company that specialises in the launch and growth of flexible work spaces. He is also a co-founder of The Refinery, a shared workspace for early stage start-ups and freelancers, which opened in 2013. In this episode we discuss the rising popularity ...

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Entrepreneur Special: James Lowther, Founder of The Lacquer Company

Why Invest? - January 20, 2021 07:00 - 24 minutes
James Lowther is the founder of The Lacquer Company, a lacquer production company based in Saigon that specialises in bespoke, contemporary designs. In this episode we discuss how James discovered lacquer, how he runs a business that transcends continents and the challenges of raising investment...

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