Trident Trust’s Sandra Louw and James Ramsden: Breaking Down Financial Industry Changes

Join us for an insightful conversation with Sandra Louw and James Ramsden from Trident Trust, as they share their expert knowledge of the financial industry. In this interview from the PCD Club London networking event in June, you'll delve into key industry changes and gain essential insights for advisors. James discusses the commercial implications and benefits of these shifts, while highlighting the group's defining strengths and competencies. Sandra, an independent trustee, sheds light on how her role influences client service. Explore the latest trends in the Middle East and the strong ties between the region and Switzerland. Discover insights into Singapore's funds business as well. Whether you're a financial advisor or simply eager to learn more about the industry, this video is tailored to you. Don't forget to like, share, and subscribe for more valuable content from Trident Trust. 00:00 Sandra Louw and James Ramsden fromTrident Trust 00:20 Are you looking forward to tonight's networking event in London? 01:06 Sandra, can you share the key changes you've noticed and what advisors should understand? 01:58 James, could you elaborate on how this fits in commercially and the benefits it brings? 03:20 How do you define the group's positioning and highlight its key strengths and competencies? 04:13 Sandra, as an independent trustee, how does this role impact the service you offer to clients? 05:12 How do you uphold service levels during ownership changes? 08:24 What do you see in the Middle East region? 10:41 How do you view the close ties between the Middle East and Switzerland 12:43 What kind of trends do you see from Singapore? 13:59 Can you explain more about the funds business in Singapore? 15:18 Is residency and mobility a key area? 16:06 What changes do you notice in the new generation of clients compared to the previous generation? 21:38 What role will they play in the future, and what potential options are there for them to engage in family governance or partnerships? 22:43 Is the use of family charters to document this process necessary? Youtube Links: ▶ FOLLOW US HERE INSTAGRAM: https://www.instagram.com/pcdclub/ TIKTOK: https://www.tiktok.com/@pcd.club FACEBOOK: https://www.facebook.com/ClubPCD/ LINKEDIN: https://www.linkedin.com/showcase/hnw-advisor/ TWITTER: https://twitter.com/clubpcd/ #ExpertKnowledge #IndustryChanges #Advisors #IndependentTrustee #ClientService #MiddleEastTrends #SwitzerlandTies #SingaporeFunds #FinancialAdvisor #IndustryLearning #PCDClubLondon #NetworkingEvent