WHO WE ARE

We’re challenging the status-quo.

We’re a marriage of past and present. Forward-thinking and innovative, but acknowledging our industry’s history.

We’re the first Expat Financial Adviser to charge a flat-fee, regardless of your background, circumstances or wealth.

All our clients pay the same transparent, fixed fee for our services, eliminating any conflicts of interest that arise from commissions or hidden charges.

Our entirely independent status enables us to access an unrivalled range of investment options and financial products from various providers.

This freedom allows us to deliver the most bespoke solutions for our clients, without being limited to in-house offerings or predetermined choices.

We strongly believe that this unbiased approach, coupled with our expertise and experience, empowers us to provide you with the highest quality financial advice.

Our People

James Rayburn

Founding Partner

  • James is deeply passionate about pioneering change in the world of financial advice. He holds extensive knowledge and experience in delivering value to his clients, following several Partner positions in both the UK & abroad.

    James is highly qualified in multiple jurisdictions, ensuring the best quality of advice to his clientele. These include:

    - BSc Degree in Economics (University of Bristol)

    - Diploma in Regulated Financial Planning (CII, UK)

    - Certificate in Financial Services (CII, UK)

    - Series 65 Uniform Investment Adviser Law (NASAA, USA)

    - AMF Certification (AMF, France)

    - European Financial Planning Certificate (EFPA, EU)

    The Wealth Genesis is a culmination of this experience, and represents a bold vision to challenge the status-quo in the offshore advice space by delivering a client proposition that has never existed.

Jack Camille

Partner

  • Jack brings a wealth of experience and knowledge at the Partner level with a proven track record in the international financial services industry.

    He demonstrates expertise in complex cross-border planning, client communication and technical expertise in implementing tailor-made portfolios.

    Jack obtained a Bachelor’s degree in Business Management from Oxford Brookes University.

    Furthermore, he holds various professional qualifications including, AMF Certification (Autorité des Marchés Financiers France) and the IAD Level 4 Diploma in Investment Advice from the Chartered Institute of Securities & Investment (CISI), highlighting his proficiency in regulatory compliance and investment advisory services.

Ian Jamieson

Partner

  • A former Senior Partner at St James’ Place with over 25 years of industry experience, Ian has helped highly successful people in all walks of life by giving them uncomplicated, sensible advice - aligning their finances to what’s truly important to them.

    Ian believes everyone should have their own written financial plan which reflects their personal goals and aspirations.

    His philosophy is simple - to put the individual at the heart of everything we do at The Wealth Genesis.

Adam Reyneke

Financial Adviser

  • Now based in Portugal, Adam has been in the financial services industry for over a decade helping clients with their unique financial concerns.

    He believes proper advice starts with attentive listening.

    As a South African Expat himself, Adam is perfectly positioned to advise his clients internationally.

    Being a Certified Financial Planner, he has the technical knowledge and tools to help clients understand the intricacies of cross-border financials.

    When Adam isn’t at work, his time is spent with his family, Maria, Marco and Sofia. If the kids allow, he enjoys the riskier side of mountain bike trails and visiting the local “tasca”.

Olivia Stedman

Head of Client Liaison

  • Olivia Graduated from Loughborough University with a BSc in Banking, Finance and Management.

    Her career began at Goldman Sachs, where she worked in the derivatives team as an analyst.

    She subsequently moved to the largest Wealth Manager in the UK, St. James' Place, where she was head of administration for a senior Partner practice.

    Olivia's attention to detail is second to none, and she prides herself on the service she provides to clients.

    Outside the office, Olivia has experience in various fields including theatre, performing arts, language teaching and tree surgery!

Kirsten Ringelmann

Client Liaison

  • As part of the Client Liaison team, Kirsten ensures that your journey with The Wealth Genesis is as seamless and stress free as possible every step of the way.

    With a degree in journalism and 8 years of experience as a writer, Kirsten is a master of communication and infuses this passion to her client relationships.

    Kirsten is now based in Cape Town and can be found hiking, surfing or painting in her spare time.

Emily Ball

Client Experience

  • Emily leads the creative direction behind The Wealth Genesis.

    Working with the advice team, Emily innovates a historically stubborn industry to make the client experience as seamless as possible.

    By integrating processes, streamlining forms and improving compliance functions, Emily helps to deliver our client proposition.

Genesis [γένεσις] noun: the origin or mode of creation of something.

  • The Wealth Genesis is fully regulated to provide investment and insurance advice across all EU member states.

    We also hold an unrestricted investment license in Mauritius, which allows us to service clients outside of the EU.

    All license numbers and information can be found in our footer.

  • The work we do for a pension transfer or setting up an investment account does not change with the size of the investment, so we feel it’s right to charge all our clients the same initial fee - £3,000.

    We’re passionate about providing value to our clients, which is also reflected in our industry leading annual management fee.

  • We never directly handle client money.

    All investments are held with FCA regulated custodians with billions under management, which are also fully covered by the Financial Services Compensation Scheme (FSCS) in the UK

    Wealth without security loses it’s meaning. That’s why we operate several layers of protection for all our clients to ensure assets are protected to the highest degree.

  • The partners of the Wealth Genesis have over 75 years experience of advising clients between them.

    Every adviser is UK qualified to provide investment and pension advice.

    All members of our advice team hold additional qualifications around the world.

  • Managing your finances in a foreign country can be complex due to differences in regulations, tax systems, and investment options.

    A specialist expat financial adviser can play a vital role in ensuring your investments and retirement accounts are in the right places for your country of residence.

  • The Wealth Genesis provides holistic and bespoke financial advice to expats around the world.

    This includes all types of investment accounts and international retirement planning.

    For the full list of services provided, simply follow the ‘help me invest or ‘help me retire’ tabs on our menu.

After all, it’s your wealth, not ours.