Africa Private Wealth 2017 - Johannesburg

Monday 13 Nov 2017, 13:30 - 19:00

Location: Johannesburg Stock Exchange, Africa

Pricing: Tickets are complimentary

Monday 13 Nov 2017, 13:30 - 19:00

Location: Johannesburg Stock Exchange, Africa

Pricing: Tickets are complimentary

Entitled ‘Jersey: A Valued Partnership’, our 2017 Johannesburg private wealth event will take place on Monday 13 November at the Johannesburg Stock Exchange.

Led by Allan Wood, Business Development Director, Jersey Finance, this private wealth focused event will explore the common issues facing many HNW families and businesses, such as the transition of wealth from one generation to the next, current tax implications, and the need for good corporate governance.

Daniel Silke, one of South Africa’s leading political economy analysts and most passionate keynote speakers, will deliver an insightful presentation on political and economic trends from a South African, African and global perspective.

The lunch-time event will also feature two panel sessions with several leading industry experts, who will offer their insights on a number of recent trends and themes. The first, ‘Wealth Structuring in a Transparent World’, will explore some of the key issues currently shaping the private wealth landscape, such as global tax transparency, CRS, South Africa’s tax amnesty, succession planning and the recent UK measures affecting offshore ownership. Meanwhile, the second panel session, “Diversification/traditional investments vs alternative investments”, will provide fresh insights into the UK property market, international investment portfolios and alternative assets such as classic cars, which have been rapidly increasing in value.

This event will provide plenty of opportunities to network, and is set to attract a broad range of members of the local advisory community, including wealth practitioners, lawyers, investment managers and other finance professionals, so we encourage you to book your place early.

Please note, secure parking will be available at 24 Central Parking, Gwen Lane, Sandown. 

 

Book now

Programme

1.30 pm - Registration, networking and lunch

 

2.30 pm – Opening remarks

  • Allan Wood, Business Development Director, Jersey Finance

 

Key note - 'Stability or Volatility: South Africa, Africa and the World in 2018'

  • Daniel Silke, Political Economy Analyst, Futurist and Author

 

Panel session - ‘Wealth Structuring in a Transparent World’

  • Moderator – Daniel Silke, Political Economy Analyst, Futurist and Author
  • Liz Henson, Senior Tax Partner, PwC (London)
  • Robert Monticelli, Director – Private Client Services, JTC Group
  • Dean Douglas, Client Services Director, First Names Group
  • Andrew Wellsted, Director, Norton Rose Fulbright

 

4.05 pm - Networking coffee break

 

Panel session – ‘Diversification/Traditional Investment vs Alternative Investment’

  • Moderator – Richard Gray, Head of Institutional Wealth, ACPI
  • James Haithwaite, Client Services Director, First Names Group
  • Tony Galetti, Founder, CEO, Knight Frank
  • Bernard Drotschie, Deputy Chief Investment Officer, Melville Douglas Investments

 

Closing remarks

  • Allan Wood, Business Development Director, Jersey Finance

 

5.45 pm – Drinks reception

Event Sponsors

Standard Chartered

Standard Chartered

Sponsors of the Networking Lunch

Standard Chartered

ACPI

ACPI

Sponsors of the Networking Drink Reception

ACPI is an investment management partnership, majority owned by its senior investment professionals. We are headquartered in London, but operate globally.

We provide sophisticated investment management solutions for institutions, individuals, family offices, charities, corporations,foundations and trusts across the world. ACPI has been recognised by independent organisations such as Morningstar & Citywire
for outstanding performance across a range of product offerings. We now manage circa US$4.0bn in assets and employ more than 70 people.

ACPI was founded in 2001 by Joseph Sassoon and Alok Oberoi, both formerly partners of Goldman Sachs. Joseph now teaches at Georgetown University in Washington, but Alok remains executive Chairman of the ACPI group. Brett Lankester joined ACPI from Goldman
Sachs’s Wealth Management business in 2007 and serves as ACPI’s group CEO. We have a well-established and highly experienced investment team, headed by portfolio managers whose investment careers have, in most cases, spanned three or more market cycles.
ACPI focuses upon capital preservation and active portfolio management on a total returns basis. 

The partnership employs asset management professionals across the asset and investment spectrum including equities, fixed income, multi-manager, principal investments and alternatives.

ACPI


Venue

Johannesburg Stock Exchange

Exchange Square 2 Gwen Lane Sandton 2031, South Africa


 


Public Transport

Public Transport


Taxis

Taxis


Hotels

Hotels


Restaurants

Restaurants

Get in touch

 

Contact our Events Team

Georgina Matthews

Georgina Matthews

Events Manager at Jersey Finance

Tel: +44 (0)1534 836008
Email: georgina.matthews@jerseyfinance.je

Jasmine Hamilton

Jasmine Hamilton

Events Assistant at Jersey Finance

Tel: +44 (0)1534 836013
Email: jasmine.hamilton@jerseyfinance.je