This Brexit series podcast examines the impact of Brexit on wealth management, personal wealth advisors, Britain and EU investors.

Brexit’s Impact on Investors and Wealth Management


In this Brexit series podcast, Dave Plaskow examines the impact of Brexit on investors and wealth management as he speaks with Timothy Speiss, EisnerAmper’s Partner In-Charge of the Personal Wealth Advisors Group and VP of EisnerAmper Wealth Planning. Speiss gives his in-depth perspective on how Brexit might impact British-EU investors and vice versa and how global investors are approaching Brexit. He also discusses client questions on Brexit, including high net-worth clients, wealth management impact, possible additional regulations, potential risks and opportunities.



Dave Plaskow: Welcome to another episode of EisnerAmper’s Brexit Podcast series, where we examine the fallout from Britain’s exit from the European Union. Our focus today is Brexit’s impact on investors and wealth management. As such, we’re happy to have with us Timothy Speiss. Tim is the Partner In-Charge of EisnerAmper’s Personal Wealth Advisors Group, and Vice President of EisnerAmper Wealth Planning. So, if there’s anyone who can shed light on this area it’s Tim. Tim, welcome.

Timothy Speiss: Thank you.

More Podcasts in This Series
Brexit at a Crossroads

Europe is heating up as London, the EU, the UK and Luxembourg focus on Brexit. Theresa May presented a new Brexit plan after her loss last week in Parliament. US asset management clients are asking how they will distribute products with the UK base right now with Brexit looming.

Brexit Update - September 2018

EisnerAmper’s Transfer Pricing Practice Leader gives us the latest on Brexit, including the Irish border and the customs duties implications, the increasing likelihood of a hard Brexit, Theresa May, the EU and U.K. positions and what he’s advising clients.

Brexit Update

EisnerAmper’s podcast series digs a little deeper on accounting and finance issues. This Brexit update focuses on Theresa May, how close the UK and the European Union are on each issue and Brexit negotiation barriers around Ireland and Northern Ireland after Brexit.

Timothy Speiss is Co-Leader of EisnerAmper's Personal Wealth Advisors Group and Vice President of EisnerAmper Wealth Planning LLC. He chairs our Asia Practice and is a member of the firm’s community service group, EisnerAmper Cares.

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