August Newsletter

August saw many of the team take some well-earned R&R, returning in time for the new school year. For many of us, the end of August and the sighting of the Suhail star feels like the commencement of a new chapter and cooling temperatures; the team returns with fresh ideas and excitement for what is historically our busiest time of the year.

We can soon share the big reveal with the refreshed office refurbishments that took place over the summer. We are thrilled with the outcome and look forward to sharing it and welcoming you.

We are also excited to share news of a venture capital fund that we have been working on, which will launch soon. Investing in early-stage innovative, disruptive companies focusing on sustainability and reducing inequality in the world.

Recruitment News

Recruitment continues as we continue to bring the best in the industry to GSB Capital. It’s my pleasure to introduce you to Yazmin Boden, Roberto Perez Reizabel, both joining as Partners and Elsie Morados, Client Impact Manager in the Dubai office.

Prior to joining GSB Capital, Yazmin’s career was built within top-tier, London based Wealth Management Firms. Yazmin transferred her career in 2019 to the UAE and now helps expatriates plan, save and invest for a successful and secure future. Born and raised in the Middle East, Yazmin has an acute knowledge and experience of the specific Financial Planning considerations unique to Expats. Qualified via the Chartered Insurance Institute (CII), Yazmin specialises in Financial & Investment Planning, including portfolio development, trust planning and inheritance tax mitigation.

Roberto joins as an International Private Banker with over 15 years of experience managing proprietary accounts and investment funds in global financial markets—his expertise is focused on handling high and ultra-high-net-worth clients worldwide in the Latin American market.

Having worked for advisory businesses in Dubai over the past four years, Elsie joins as a Client Impact Manager. She is experienced in providing high-level administrative and operational support to financial advisors, within multi-national financial services companies.

Further appointments will be announced over the next quarters as we scale out our presence in the UAE, UK and KSA. Exciting times ahead!

Charity News

Alison and I are participating in the CEO SleepOut at Lords Cricket Ground, London in November, to raise funds and awareness for these people, who often don’t have the opportunity or can’t advocate for themselves.

Having made many trips to the UK over recent years with our children as we build the UK arm of our business, the impact on the “little Whatnalls” seeing people sleeping on the streets was huge.

Fielding the questions they posed on the why? and how? people were homeless was difficult, as we didn’t have the answers. So, participating in this event to raise funds to make small changes to the 271,000 individuals, is on behalf of George, Spencer and Beatrice.

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We hope you enjoy reading this month’s newsletter. We always welcome any comments, thoughts or feedback. If you would like to send us any suggestions, don’t hesitate to get in touch.

Ross Whatnall, CEO & Founding Partner
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