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Charitable connections, rugby referrals and expat escapades
by Declan Clancy on Feb 19, 2013 at 13:01
My travels this month have taken me to advisers with a firm focus on a particular type of client, whether that be rugby players, the elderly, or Antipodeans.
A steady stream from down under
Gary Clayton, of London-based Sable Wealth Management, works with clients mainly from South Africa, Australia and New Zealand.
‘We started working with the younger cash-rich, asset-poor clients who have come to London to work in and around the City,' he says.
'We start a relationship that can support these guys throughout their careers, whatever part of the world that takes them to.'
Sable is a South African firm, which has also has offices in Australia. Clayton, himself a South African, finds the reputation and the identity of the firm create a steady stream of clients.
‘Those who come over from South Africa, Australia and New Zealand naturally mix in similar circles, and as long as we continue to do a good job, people are happy to recommend us as someone to rely on,’ he says.
Small, sporty and bespoke
Richard Taylor of Dorset-based Blue Sky Financial Planning has started working with professional rugby players.
However, Taylor admits this has not all come about intentionally. ‘It fell into my lap, really. I have a friend who's an agent,’ he says.
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