About Us

The Team at OCG

James Thompson MBA / FPC James Thompson graduated in 1998 with an MBA from Kingston Business School. He also graduated in 1996 with a BA in Economics/French from Kingston University, and he obtained his Financial Planning Certificate (1, 2, 3) in 1997. James has over twelve years of experience in the financial services industry at Swiss Bank Corp, Hill Samuel, and as an independent financial advisor specialising in offshore products for British citizens living overseas. He currently manages a large portfolio of clients in many countries, offering them each customised advice based on their individual risk/investment profiles and on the latest market trends. James founded OCG in 2006.

Nigel Shepard-James Nigel Shepard-James began his career in 1979, working for Phillips Petroleum 66 in Portland Sq London UK. Nigel spent the next 25 years working and developing projects in Asia, The Middle East, and the United States. More recently Nigel worked for Sigmer Technologies at the Innovation centre Sussex University. Nigel currently resides in Paris where he is OCG’s Business Development Manager.

Jonathan Cook, MBA Jonathan Cook is a Canadian citizen who has been living in France since 1989. Jonathan has an MBA from the University of Ottawa and a DESCAF from the Ecole Supérieure de Commerce de Grenoble. Jonathan spent 13 years at American Express, working in various roles in Amex’s card, insurance, and banking units: management accounting, project management, and business development support. Jonathan is currently an independent consultant specialising in business planning & financial analysis and marketing support for finance-related companies in Europe and Asia. Jonathan is OCG’s Manager of Operations.

Samantha Jones, MBA Samantha worked in management consulting helping multinationals move forward their business model ready for the digital age. She began her career in music completing her MMus at Paris IV Sorbonne and soon gained a passion for International business. She graduated from ENPC (Ecole Nationale des Ponts et Chaussées) in 2003 passing by Boston where she completed her MBA at Harvard Business school. Samantha also studied a Masters at The Fletcher School of Law & diplomacy. She is now an OCG consultant.

Caveat

OCG is now regulated to provide financial services within the European Union via passporting as a full member of IAW. Our registration and professional indemnity certificates are posted below. In addition, a full product matrix is available upon request which confirms the individual products accessible in each EU country.

We also confirm that OCG/IAW can provide our products and services to any expatriates outside the EU, with the exception of residents of the United States of America, Singapore, Hong Kong, and the Philippines. OCG will not provide any financial advice to the residents of the four countries listed above.

IAW Passporting Letter

OCG Passporting Certificate

OCG Professional Indemnity Certificate

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