Is this you? As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
Claim your profile
Articles by Spencer Walton
James Garrity – Oxford: Why relationships matter in LatAm
Oxford CEO James Garrity joins Dan Charles in Mexico City to discuss the company’s growth across Latin America, its presence in 11 countries and why long-term relationships have been central to its success. James also shares his own journey from Liverpool to Latin America and why taking a genuinely local approach matters when doing business across the region.
Paul Kopec – Speyside Capital: Investing in Scotch whisky
Speyside Capital CEO Paul Kopec joins Dan Charles in Mexico City to discuss Scotch whisky as an alternative investment and why the company sees Latin America as an exciting new market. Paul explains what makes whisky different from traditional investments and why Speyside Capital is looking to expand its international presence across the region. Watch the interview here VIDEO
Andrea Watts – Marlborough: The huge opportunity in LatAm
Marlborough’s Andrea Watts joins Dan Charles at the Latin American Forum in Mexico City to discuss the opportunities she sees across Latin America and why the business is looking to develop further partnerships in the region. Andrea also reflects on Marlborough’s strong 2026 and what lies ahead for the business in 2027.
Diego dos Santos Lara – Why ‘Latin America is booming’
Brokers Financial Group’s Diego dos Santos Lara joins Dan Charles in Mexico City to discuss the evolution of Latin America’s international financial services market. Diego explains why growing financial education, international diversification and strong adviser relationships are helping create new opportunities across the region. Watch the interview here VIDEO
Justin Oliver – Canaccord: Why LatAm is a growing opportunity
Justin Oliver discusses the increasing professionalism of the region’s wealth management industry Canaccord’s Justin Oliver joins Dan Charles in Mexico City to discuss the growing opportunities across Latin America and the increasing professionalism of the region’s wealth management industry. Justin also discusses the global investment outlook, the importance of corporate profitability and why Canaccord continues to prioritise meeting advisers face-to-face.
Gustavo Otero – Investors Trust: Another record year in LatAm
Investors Trust’s Gustavo Otero joins Dan Charles at the Latin American Forum in Mexico City following another strong year for the company across the region. Otero discusses sales growth, the importance of adviser education and Investors Trust’s plans for its next 25 years.
VIDEO: II Awards 2026 Winners Story - IFGL Pensions
Rob Allen, CEO of IFGL and Rachel Meadows, MD, IFGL Pensions celebrate their success at the Investment International Awards 2026, thanking advisers and teams across the business for their support. They discuss the importance of recognising team achievements, ongoing product development, expansion into Europe and their commitment to delivering innovative solutions for financial advisers and their clients.
II Awards: 2026 Image Gallery
We take a look back at the Investment International Awards 2026 which took place in Covent Gardens, London on Wednesday October 7th 2026 Explore the gallery below for highlights from the evening, capturing the people, conversations, awards and memorable moments that brought this year’s awards event together. In this gallery we take a look back at the Investment International Awards 2026 which took place in Covent Gardens, London on Wednesday October 7th 2026.
II Connect 2026: David White on cross-border planning and pension inheritance tax changes
David White speaks at II Connect 2026 At II Connect 2026, David White, managing director of QB Partners, discusses the growing importance of specialist cross-border financial planning and the challenges facing internationally mobile clients. White explains how QB Partners supports financial advisers and product providers with complex cross-border planning matters, helping clients navigate tax, pension and financial planning considerations when moving between jurisdictions.
Lorenzo La Posta – Momentum: Where are markets heading next?
Momentum’s Lorenzo La Posta joins Dan Charles in Mexico City to discuss volatile global markets, inflation, interest rates and the investment opportunities he sees heading into 2027. Lorenzo also explains why Momentum continues to see strong potential across Latin America and how his background in engineering led him into investment management.
Ashley Behrmann – Capital International: Keeping investing simple
Behrmann discusses the increasing sophistication of Latin American investors and why the region represents an exciting opportunity for the business Capital International’s Ashley Behrmann joins Dan Charles at the Latin American Forum to explain why the company wants to make global investing “simple and scalable”. Ashley discusses Capital International’s growth, the increasing sophistication of Latin American investors and why the region represents an exciting opportunity for the business.
II Awards 2026 - Winners Story | Andrea Watts, Marlborough Original
Andrea Watts from Marlborough celebrates the company’s success at the Investment International Awards 2026, recognising its strong investment team, fund performance and marketing campaigns. She discusses the achievements behind the awards, including the International Fund Group UK and DFM Fund Product of the Year categories, and shares her excitement for the year ahead.
II Awards: 2026 Image Gallery
More news, events videos & features on our sister title International Adviser. The Investment International Awards celebrate the people, businesses and achievements shaping international wealth management and cross-border financial services throughout 2026. Explore the gallery below for highlights from the evening, capturing the people, conversations and memorable moments that brought this year's celebrations to life.
Gustavo Otero – Investors Trust: Another record year in LatAm
Otero discusses sales growth, the importance of adviser education and Investors Trust’s plans for its next 25 years Investors Trust’s Gustavo Otero joins Dan Charles at the Latin American Forum in Mexico City following another strong year for the company across the region. Gustavo discusses sales growth, the importance of adviser education and Investors Trust’s plans for its next 25 years. Watch the interview here Tags: LatAm | Latin American Forum | Mexico City
VIDEO: Lorenzo La Posta – Momentum: Where are markets heading next?
Momentum’s Lorenzo La Posta joins Dan Charles in Mexico City to discuss volatile global markets, inflation, interest rates and the investment opportunities he sees heading into 2027. Lorenzo also explains why Momentum continues to see strong potential across Latin America and how his background in engineering led him into investment management. Watch the interview here VIDEO
Paul Kopec – Speyside Capital: Investing in Scotch whisky
Speyside Capital CEO Paul Kopec joins Dan Charles in Mexico City to discuss Scotch whisky as an alternative investment and why the company sees Latin America as an exciting new market. Paul explains what makes whisky different from traditional investments and why Speyside Capital is looking to expand its international presence across the region.
II Awards 2026 - Winners Story | Philip Story, Hansard
Philip Story from Hansard speaks about winning the Portfolio Bond of the Year award at the Investment International Awards 2026, recognising the team’s hard work and product development. He also shares how Hansard plans to continue evolving its products to meet the needs of financial advisers and the international market.
Sebastian Higham – Niveton International: Expanding across LatAm
Niveton International’s Sebastian Higham joins Dan Charles at the Latin American Forum in Mexico City to discuss the company’s growth and expansion across the region. Sebastian talks about growth across its investment and health insurance businesses, investment in technology and AI, and the opportunities Niveton sees in markets including Mexico, Brazil, Argentina, Colombia and Chile. Watch the interview here VIDEO
II Connect 2026: Alex Dymock on international pension planning, governance and client mobility
At II Connect 2026, Alex Dymock, governance director at Alltrust, shares his insights on the challenges and opportunities facing international pension planning. Having joined a panel discussion on pensions during the event, Dymock discusses the increasing complexity of supporting internationally mobile clients while maintaining their UK pension arrangements. He also highlights the importance of governance, due diligence and building trusted relationships within the international advice community.
II Connect 2026: Simon Pickering on offshore bonds and the Isle of Man’s financial services future
At II Connect 2026, Simon Pickering, head of insurance and pensions at Finance Isle of Man, discusses the Isle of Man’s position as a leading international finance centre. Speaking with Investment International’s Gary Robinson, Simon explores the enduring appeal of Isle of Man offshore bonds, the benefits of the island’s long-established Policyholders’ Compensation Scheme, and the work being undertaken to address skills and recruitment challenges across the financial services sector.
II Connect 2026: Michael Crowe on collaboration, connectivity and the Isle of Man
At II Connect 2026, Michael Crowe, chief executive of Finance Isle of Man, discusses the importance of relationships, collaboration and connectivity within the international financial services industry. Speaking from the event in London, Michael reflects on Finance Isle of Man’s long-standing support of II Connect and explains why bringing together advisers, providers and industry professionals remains vital in an increasingly interconnected global market.
II Connect 2026: Simon Pickering on offshore bonds and the future of the Isle of Man’s financial services
At II Connect 2026, Simon Pickering, head of insurance and pensions at finance Isle of Man, discusses the Isle of Man’s position as a leading international finance centre. Speaking with Investment International’s Gary Robinson, Simon explores the enduring appeal of Isle of Man offshore bonds, the benefits of the island’s long-established Policyholders’ Compensation Scheme, and the work being undertaken to address skills and recruitment challenges across the financial services sector.
James Garrity – Oxford: Why relationships matter in LatAm
Oxford CEO James Garrity joins Dan Charles in Mexico City to discuss the company’s growth across Latin America James also shares his own journey from Liverpool to Latin America and why taking a genuinely local approach matters when doing business across the region. Watch the interview here Tags: James Garrity | LatAm | Mexico City | Oxford
II Connect 2026: Darragh O’Sullivan on supporting advisers in a cross-border world
At II Connect 2026, Darragh O’Sullivan, investment director at Canaccord Wealth’s Adviser Solutions team, discusses the importance of building strong relationships within the international financial advice community.
II Connect 2026: Alex Dymock on international pension planning, governance and client mobility
At II Connect 2026, Alex Dymock, governance director at Alltrust, shares his insights on the challenges and opportunities facing international pension planning. Having joined a panel discussion on pensions during the event, Dymock discusses the increasing complexity of supporting internationally mobile clients while maintaining their UK pension arrangements. He also highlights the importance of governance, due diligence and building trusted relationships within the international advice community.
II Connect 2026: Darragh O’Sullivan on supporting advisers in a cross-border world
At II Connect 2026, Darragh O’Sullivan, investment director at Canaccord Wealth’s Adviser Solutions team, discusses the importance of building strong relationships within the international financial advice community.
Andrea Watts – Marlborough: The huge opportunity in LatAm
Watts reflects on Marlborough’s strong 2026 and what lies ahead for the business in 2027 Marlborough’s Andrea Watts joins Dan Charles at the Latin American Forum in Mexico City to discuss the opportunities she sees across Latin America and why the business is looking to develop further partnerships in the region. Watts also reflects on Marlborough’s strong 2026 and what lies ahead for the business in 2027.
VIDEO: Jeremy Krausz – IDAD: Growing the business in LatAm
In this interview, filmed at September’s II Lat Am Forum 2026 event in Mexico City, we speak to iDad’s Jeremey Krausz on how the company is developing its business in the region by bringing new investment opportunities alongside iDad’s popular structured notes and fixed income securities offerings. iDad’s Jeremy Krausz joins Dan Charles in Mexico City to discuss the company’s plans to grow its presence across Latin America and introduce its developing fund proposition to a wider market.
Show More
loading
Actions
Is this you?
As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.Get in touch with Spencer
Contact Spencer, search articles and posts on X, monitor coverage, and track replies from one place.
Learn more about Muck Rack