Europe | EPISODE 4: The Panel Discussion
Kirsten Hastings, editor of International Adviser, talks to the presenters about some of the most pressing issues facing financial advisers in Europe.
David Denton - Chartered Financial Planner Head of Technical Sales, Quilter International David has spent almost 3 decades in the offshore wealth management industry, 20 of these with the Quilter International and its predecessors, Old Mutual International and Royal Skandia. David trains and presents to professional and lay audiences world-wide, on the subject of wealth preservation, with an emphasis on the expatriate client, focussing on investments, pensions and property.
John Lester - Business Development Director Square Mile Investment Consulting and Research Limited John is responsible for business development, with a particular focus on the UK and cross border adviser and life communities. John joined Square Mile from Investec Asset Management where he held the position of Sales Director, Strategic Partnerships. He has over 25 years’ experience in financial services having started his career in banking before leading sales teams within various Life Investment, Platform and Asset Management firms. He has worked extensively with financial advisers and life companies in the UK, Europe, the Middle East, Far East and South Africa and is included in the IA100 list of influencers in the international wealth and advisory sector. John holds a BSc degree in Strategy and Economics, the Certificate in Financial Planning (CII), he is a member of the PFS and the Institute of Directors.
Paul Forman - International Sales and Technical Manager Paul has been involved in financial services for over twenty-five years, including adviser facing sales roles for the last twenty years. He is a Chartered Financial Planner and holds Fellowship status with the Personal Finance Society. Paul has extensive UK and International experience which he has gained in earlier roles with an international pension trustee and before that as regional sales manager for several leading offshore life offices.