Private Client Dinner At Capohttps://austenmorris.com/wp-content/uploads/2015/04/DSC03233.jpg1200800AMA TeamAMA Teamhttps://secure.gravatar.com/avatar/4ad9c580ca7195a1d4f6c40c38a18a15?s=96&d=mm&r=g
On April 15th, 2015, Austen Morris Associates’ Senior Partner Jon Holand hosted a Private Client Wine Dinner associated with Hansard International and MitonOptimal. This was an excellent opportunity for Austen Morris Associates to thank our clients and guests for their patronage and provide them with a fantastic meal. The event was held at the Capo with its beautiful terrace hosting guests to canapés and a welcome glass of bubbles before all guests gathered in the private dining room.
At Capo, the centrepiece of the restaurant is a twin oven constructed with imported brick and mortar by an Italian artisan and his apprentice son. Cuts of meat are placed on small cast iron grills, shoved into the oven. The experienced chef, Enzo Carbone, has developed a sterling reputation in Shanghai for his authentic Neapolitan style pizzas.
In the private dining room, our guests were provided with a custom-designed special four-course dinner. The slow-cooked, wood-fired Black Angus Strip Loin went perfectly paired with the Italian Tramonto Rosso Sangiovese. All attendees’ delicious food inspired discussion allowed us to share some of our latest investment opportunities available.
The speaker of the evening was Philip Penrose. Phil is MitonOptimal’s Director for International Sales, with 19 years of industry experience, having previously worked for Zurich and Swiss Life across Europe, Asia, Africa and the Middle East. Phil has an honours degree in Financial Services from the University of the West of England and holds the full Financial Planning Certificate from the UK’s Chartered Insurance Institute.
The topic of the evening was UK Value & Why the Future is Small. As investors worldwide seek to mitigate downside risk while simultaneously generating growth, we explained how investing in a carefully targeted blend of UK value & UK smaller company stocks provides an attractive solution. We also explained why we believe we are beginning a multi-year period of small company outperformance.
“Warwick Hamilton has, since 2014, been the financial advisor dealing with the proceeds of my UK pension, invested via QROPS in an STM Pension Transfer Plan. I am sure that I am not his biggest client but you would not think so, given the excellent support and service that he gives me. I have been continuously impressed by the way he ensures that these investments are managed to perform well, align with my risk profile; and with his ethical, informative, honest and straightforward way of handling those affairs. I have kept these investments with Warwick despite approaches to change financial advisors because he ensures that I am kept well informed and I trust him.”
Dr Leslie Alan Carlo
“Chad is a pleasure work with, throughout my dealings with him he has always maintained care for our relationship over and above my portfolio. He has ensured our communication and working timelines are met to the highest standard. I’ve found Chad to be very thorough and more than happy to take the time always to keep me updated and continue to answer all questions in a timely and professional manner. He is also very personable and courteous, with a keen attitude to deliver the best service. Chad keeps updated on current market developments and regulations, and his attention to detail and analysis of my portfolio has been most informative and insightful. In my opinion, Chad is a knowledgeable and professional advisor, and I feel comfortable entrusting my international arrangements and overall portfolio management to him. I would happily recommend Chad to others who require assistance regarding their financial planning.”
Warren Drue - Partner- WEBBER WENTZEL
“I’ve been always targeted by many financial advisors and International investment groups over the years. I have had one fund with an offshore investment group before which I canceled in 2008 and since then I was uncertain if I should do something again. I met Kirk in 2014 and he kept contact with me over the next few years. In 2017 I thought of investing and starting some fund and I have immediately contacted Kirk since he has left a very strong impression as a competent, pleasant, and very well informed advisor. Now I have a few funds with AMA and I am very happy with the service level, professionalism, and guidance from Kirk. I am very confident that I will reach my future goals.”