Podcast series | Conversations in private wealth
Conversations in Private Wealth explores the most pressing issues in wealth preservation and family office management across the globe.
Watch all of our recent podcasts here:
Episode 5: Are you working in the family business, or working on the family business?
Fresh from the African Legacy Summit 2025, John Félicité, Commercial Director at Ocorian, and Mary Asante Asamoah, Executive Director at Barbex and Founder of the Family Business Hub, sit down to discuss all things family businesses. Their conversation explores the key differences between working in the family business and actively working on the family business, particularly in terms of strategy, culture, and the dynamics involved in passing the business to the next generation.
Episode 4: Unpacking leadership: Managing conflict, governance and generational dynamics
Lynda O Mahoney, Global Head of Commercial Directors for Private Client at Ocorian, and Basma Alzamil, Family Business Advisor at Lansberg Gersick Advisors, sit down to discuss key topics in family business leadership. Their conversation explores business governance and the challenges of managing intergenerational conflicts as family businesses grow and evolve.
Episode 3: How AI and tech will shape the future of wealth and asset management
Annerien Hurter, Global Head of Private Client at Ocorian and Benjamin Moute, CEO at Landytech discuss how AI and tech are reshaping how we work, invest and interact with financial services. They also discuss what brought us here and where the future's headed.
Episode 2: Navigating family & business governance in Asia
Shawn Wang, Director & Head of Trust Services at Ocorian sits down with Zac Lucas, Private Client Lawyer & Partner at Spencer West, to discuss how they are helping family offices navigate both family & business governance across Asia.
Episode 1: Cyber, physical & human threats to family offices
Michael Harman, Commercial Director at Ocorian, sits down with Toro Solutions CEO, Peter Connolly, to discuss the cyber, physical, and human threats targeting family offices in today’s risk landscape, and how these can be mitigated.
Speak to the experts to learn more about our Private Client service offering

Lynda O'Mahoney
Global Head of Commercial Directors - Private Clients
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Novia Lu
Commercial Director - APAC

Michael Harman
Commercial Director - UK & Channel Islands

John Felicite
Commercial Director - Africa

Leevyn Isabel
Commercial Director - Middle East


