Diary of a High Net Worth Investor

Graham Rowan
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Helping high net worth families to build, protect and transfer long term wealth in the challenging times that we are living through.   

  1. OCT 22

    Janine McNab - Helping HNWIs Recover From Addiction and Mental Health Issues

    Something a bit different for you today. We’re looking at the almost taboo subjects of addiction, mental health and even eating disorder challenges facing high net worth individuals, business founders and senior executives.  And my guest, Janine McNab, is extremely well qualified to talk about these issues. She has worked across a diverse range of global high-growth sectors including travel, utilities, technology, and innovation before finding her home in healthcare some 6 years ago. She’s the Chief Operating Officer of Harbor London and Orchestrate healthcare where they tackle these issues with a multidisciplinary, medically led team of experts including Psychiatrists, therapists, nutritionists, addiction specialists, chefs, personal trainers, and wellness coaches.  Want to learn more about using business and investing to build the lifestyle and legacy you deserve? Subscribe to my free Escape Velocity newsletter on Substack here.

    53 min

  2. SEP 24

    Building A Multi-Billion Pound business with HomeServe's Jeremy Middleton

    Jeremy Middleton is an inspiration to any UK entrepreneur looking to build a unicorn business.  After meeting business partner Richard Harpin when they both worked at corporate giant Proctor & Gamble, they took the brave step of leaving the regular pay cheque behind and setting up their own businesses.  There were plenty of challenges and false starts but they eventually founded a plumbing and heating company that morphed into HomeServe, now an international company and the UK’s largest home repair business. In 2023 the company was taken private by Brookfield Asset Management at a value of £4.1 billion.  In parallel my guest began his own consulting firm and has made investments in multiple SMEs where he offers patient capital as well as sound advice to the founders.  He’s also been active in philanthropy through his own foundation and community enterprise fund as well as being a Conservative party candidate in several elections.  In 2012 he was awarded the CBE for services to charity and politics.  Want to learn more about using business and investing to build the lifestyle and legacy you deserve? Subscribe to my free Escape Velocity newsletter on Substack here.

    54 min

  3. SEP 3

    "If you still have a marketing team you're insane!" with Ziggy Kormandel

    You need to hear what AI expert Ziggy Kormandel says about the future in an AI world. A few spoilers: “What took $1 million and three years we can now do in 2 months”. “School is obsolete. The model is flawed, the gig is up!”. “Privacy is dead. Live like there’s always a camera on you.” “Our grandchildren will marry AI robots!” Ziggy is president of Stayhealthy and its acquisition Augmently. Stayhealthy combines healthy lifestyle solutions using enhanced engagement technology with a global community wellness network, while Augmently creates hyper realism on mobile devices. He’s involved with at least five other companies and is now heavily into the theory and practice of Artificial Intelligence. All this and he now lives just down the road from me in Portugal.   Want to learn more about using business and investing to build the lifestyle and legacy you deserve? Subscribe to my free Escape Velocity newsletter on Substack here.

    52 min

  4. JUL 31

    Tim Croak

    My guest today is Tim Croak, a Toledo, Ohio based founder of a wealth management company with a 40 year track record in investment and retirement planning. He’s a Chartered Life Underwriter and a Chartered Financial Consultant who became the youngest life member in the country of the prestigious Million Dollar Round Table and is the author of the book “The Light, a guide to living life with awareness, honor, and purpose”. He's served on various advisory councils for Columbus Life, New England Financial, Ameritas Investment Corp and Aviva USA. With his son Eric he looks after $500 million on behalf of his clients and is increasingly focused on the challenges facing high net worth families in the 2020s.  Want to learn more about using business and investing to build the lifestyle and legacy you deserve? Subscribe to my free Escape Velocity newsletter on Substack here.

    37 min

  5. JUL 9

    Tax Planning For Wealthy Americans with Neil Jesani

    For a long time now I’ve been telling my high net worth clients that, as their wealth increases, they need to upgrade their advisory team. Too many families remain loyal to accountants and tax consultants who do not deal with clients of a similar profile. My guest today only deals with American clients earning $2 million plus a year, providing a mix of tax advice and wealth management designed to help them hang onto as much of their hard earned dollars as possible. His practice embraces how to structure your business and investment affairs to best effect, dealing with an exit from your business and planning the transfer of wealth to the next generation. He’s a Forbes Council member and author of the best selling book Win The War For Money And Success. His name is Neil Jesani.  Want to learn more about using business and investing to build the lifestyle and legacy you deserve? Subscribe to my free Escape Velocity newsletter on Substack here.

    53 min

  6. MAY 20

    Mark Flickinger - Which Fire Do We Pour The Gasoline On?

    My guest today is Mark Flickinger, General Partner and Chief Operating Officer at BIP Capital and BIP Ventures, a major VC firm based in Atlanta Georgia, where he’s very much focused on fundraising and investor success. Before focusing on the provision of venture capital, he’s worked at the coal face with startup consulting firm 4th Strand and a biotech startup developing therapeutics for cancer and autoimmune diseases. He recently served as the Chairman of the Board for Venture Atlanta and sits on the board of several other companies. He has an MBA from The University of North Carolina and a Mechanical Engineering degree from Princeton.  Want to learn more about using business and investing to build the lifestyle and legacy you deserve? Subscribe to my free Escape Velocity newsletter on Substack here.

    1h 6m

  7. APR 25

    James Church - Best Selling Author of 'Investable Entrepreneur'

    My guest today is James Church, author of the Amazon best-selling book, Investable Entrepreneur: How to convince investors your business is the one to back, and co-founder and COO of Robot Mascot, a global award-winning investment readiness agency. He’s on a mission to stop great ideas failing due to poor communication and is frustrated to see so many founders struggle to raise the capital they need because they’re unable to convince investors their business is the one to back. He’s won the Business Advisor of the Year award at the Growing Business Awards and has been featured in Entrepreneur Magazine and Forbes. He’s run mentoring sessions at national and international incubators and delivered lectures for The Chartered Institute of Marketing, the Design Museum and Regents University London.  Want to learn more about using business and investing to build the lifestyle and legacy you deserve? Subscribe to my free Escape Velocity newsletter on Substack here.

    57 min

  8. MAR 26

    The World's First Digital Asset Fund of Funds with Kevin Ballard and Manuel Du Luque

    In this episode we’ll hear from two business partners, one from the Spanish island of Majorca and the other from that financial hot spot in the Irish Sea, the Isle of Man. They have very different backgrounds but a shared love of all things financial. Unusually for two guys steeped in the traditional, regulated financial world, they were early adopters of crypto currencies like Bitcoin and eventually decided to launch the world’s first digital asset fund of funds under their Block Asset Management company. Their names are  Kevin Ballard and Manuel Du Luque.  Want to learn more about using business and investing to build the lifestyle and legacy you deserve? Subscribe to my free Escape Velocity newsletter on Substack here.

    55 min
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Helping high net worth families to build, protect and transfer long term wealth in the challenging times that we are living through.   

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