Unwritten Rules

Saranac Partners
  • 0.0 (0)
  • Business

Practitioner perspectives on family capital. Managing family capital brings both opportunity and complexity. Unwritten Rules goes beyond the well-trodden path to explore the sheer breadth of issues facing families and their advisers. Join us for a series of expert and open conversations from those who have lived it. From philanthropy to physical security, succession to stewardship - insight from every corner of the ecosystem.

Episodes

  1. Stewardship, Innovation and Joy with Alexandra Buxton

    4d ago

    Stewardship, Innovation and Joy with Alexandra Buxton

    For things to stay the same, they must change - Alexandra Buxton of Fortnum & Mason on legacy, growth and the art of stewardship. For many brands, heritage belongs in an archive. For Fortnum & Mason, it is a springboard - a way of looking to the past to make wiser decisions for the next century. Maintaining the magic at 181 Piccadilly requires a careful balance: guarding an essential sense of tradition whilst finding the courage to innovate continuously.  Alexandra Buxton is Chief Culture and Talent Officer at Fortnum & Mason - the person tasked with stewarding the culture of a family-owned business with extraordinary values and a brand that stands for joy. In this episode, she examines how a legacy business maintains its soul whilst embracing modern innovation, and the art of nurturing a community that spans generations of staff and customers alike. She covers the three pillars that hold the brand true - mobility, mastery and community - and what it means in practice to be a good ancestor. The conversation is ultimately about how a family-owned business protects its integrity at scale: ensuring that whether you are buying a jar of jam or a hamper that has ascended Everest, the quality and the story remain authentic. Chapters: [2:34] What culture actually is [4:14] 'We Make Joy' [6:05] The Scotch Egg Story [8:24] Steeping people in the brand [10:23] Building one team [12:58] Innovating behind the scenes [15:04] What sits behind a royal warrant [18:43] Being a good ancestor This podcast does not constitute investment advice or an invitation to engage in any investment activity. Distribution outside the United Kingdom may be restricted by law. Saranac Partners Limited is authorised and regulated by the UK Financial Conduct Authority.

    23 min
  2. Security, Freedom and Peace of Mind with Kate Bright

    May 19

    Security, Freedom and Peace of Mind with Kate Bright

    Physical, digital, reputational, emotional - Kate Bright of UMBRA International on the full spectrum of a secure lifestyle, and why peace of mind is the goal. The word "security" carries baggage. For most people it conjures guards, gates and constraint - what Kate Bright calls the gilded cage. Her argument is that it should mean something quite different: the freedom to live well, travel freely and sleep soundly.  Kate is founder and CEO of UMBRA International Group, and one of the few people to have built a career in this field from the client side rather than the military. In this episode she talks through what a genuinely secure lifestyle looks like in practice - and why the starting point is always peace of mind, not protocol. She covers the four dimensions she works across - physical, digital, reputational and emotional - and what each one demands. The conversation is ultimately about having a plan, building resilience and being clear on what matters most. Practical, candid and grounded in three decades of experience. Advice with its sleeves rolled up. Chapters: (00:00:00) Security, Freedom and Peace of Mind with Kate Bright (00:02:22) Redefining 'security' (00:03:23) From family office to founding UMBRA (00:06:14) EQ and the case for blendable teams (00:10:27) The four pillars of a secure lifestyle (00:19:42) Future-proofing secure lifestyles (00:20:58) Kate's practical rules for everyone This podcast does not constitute investment advice or an invitation to engage in any investment activity. Distribution outside the United Kingdom may be restricted by law. Saranac Partners Limited is authorised and regulated by the UK Financial Conduct Authority.

    25 min
  • 2 Episodes

About

Practitioner perspectives on family capital. Managing family capital brings both opportunity and complexity. Unwritten Rules goes beyond the well-trodden path to explore the sheer breadth of issues facing families and their advisers. Join us for a series of expert and open conversations from those who have lived it. From philanthropy to physical security, succession to stewardship - insight from every corner of the ecosystem.

Information

  • Creator
    Saranac Partners
  • Years Active
    2K
  • Episodes
    2
  • Rating
    Clean
  • Copyright
    © Copyright Saranac Partners
  • Show Website
    Unwritten Rules