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Jersey Finance is proud to partner with Trowers & Hamlins, once again, to co-host a family business-focused breakfast roundtable event in Bahrain in October 2024.

The roundtable will be led by Faizal Bhana, Director – Middle East, Africa, Jersey Finance and Brian Howard, Resident Managing Partner, Trowers & Hamlins will focus on managing conflict in family businesses.

This exclusive breakfast roundtable event will feature a first-class line-up of family office experts from Bahrain, the wider Gulf region, and further afield.

Richard Jordan, Partner, Head of Private Wealth, Trowers & Hamlins will moderate the roundtable discussions, which will explore:

  • Common legal and practical strategies to avoid conflict
  • Legal implications of a conflict on inheritance
  • Practical outcomes and consequences of dispute impacts
  • Alternative dispute resolution

Our invitation-only event is aimed at the Bahrain, Gulf and internationally-based professional advisory communities and family offices.

More information on speakers and agenda to follow shortly.

Please contact our events team if you would like to attend this roundtable event.

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By registering for this event, you are agreeing to your information being shared with our joint event host Trowers & Hamlins. Full details of their privacy policy can be viewed here. Should you not wish for your information to be shared, please email our events team.

Speakers

Faizal Bhana › Director – Middle East, Africa and India, Jersey Finance
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Faizal is a UK qualified lawyer and for many years has worked and advised, and is a trusted advisor to institutions, corporates and families across the Middle East, Africa and India. Faizal specialises in banking and finance and has advised corporates, family offices and families including on their international investment and holding structures.

Faizal is responsible for developing the strategy for Jersey Finance’s engagement in Africa, the Middle East and India. He is focussed on his key markets, regularly travelling to all these countries, liaising and working with key stakeholders, including public and private institutions, corporates and families, building long-term mutually beneficial relationships.

Brian Howard

Brian Howard Managing Partner, Trowers & Hamlins

Brian is the resident managing partner in Trowers & Hamlins' Bahrain office and heads its corporate team in Bahrain as well its international funds practice. He has 20 years' experience working with clients from or investing in the GCC. He advises clients in respect of public and private company mergers and acquisitions, corporate structuring and regulation (including corporate finance, company and group structuring, shareholders' and joint venture arrangements, constitutional documents and corporate governance) in addition to a broad range of commercial and contractual matters. Brian also advises a number of banks, private equity clients and sovereign wealth institutions in respect of Bahraini and offshore fund establishment in addition to international private equity investments and disposals. In addition, Brian works on development of board and management incentive platforms, employee benefit trusts, board charters and associated policies for several banking institutions.

Richard Jordan

Richard Jordan Head of International Private Wealth, Trowers & Hamlins

Richard is the Head of International Private Wealth for Trowers & Hamlins. Richard has over 25 years of experience discreetly helping sovereign families, SFOs and UHNW individuals and families with the creation of offshore structures across the globe, and advising on matters of family governance, asset structuring, succession, international conflict of laws, international probate and on the application of UK tax where appropriate.

Deborah Howard

Deborah Howard Partner, Trowers & Hamlins

Deborah is a Partner in Trowers' Bahrain office where she has been for 18 years, having previously worked in their London and Oman offices. Deborah specialises in international dispute resolution and litigation and has many years of experience working in the region on high profile complex cross border disputes.
Much of Deborah's client work and experience includes acting as lead partner in litigation both in Bahrain and Saudi Arabia including a number of recent high-profile cases in the Bahrain Chamber for Dispute Resolution.

David Welford

David Welford Partner and Head of Dispute Resolution Middle East, Ogier

David is Head of Dispute Resolution in the Middle East and Practice Partner of Ogier's Dubai of f ice. He is a barrister with broad experience of commercial and financial disputes, with a focus on cross -border company, trusts, insolvency and restructuring matters. He has particular experience of interim remedies including asset freezing, disclosure and receivership orders, especially in the context of multi-jurisdictional disputes. Previously, David practised at the Commercial Chancery Bar in London. Before coming to the law he worked as a corporate finance analyst at Perella Weinberg Partners in London.

Aslam Shareef

Aslam Shareef Managing Director, Fairway Kuwait

Aslam Shareef is Managing Director of Fairway Kuwait. He has a wealth of knowledge of the offshore funds industry having been involved in the finance industry for over 15 years; he is an Associate of the Institute of Chartered Accountants of India and holds a diploma in Fund Administration. Aslam has a wide range of experience across financial services businesses, and his experience on the boards of various regulated entities and managed client entities puts him in good stead. Prior to Fairway, Aslam was a financial regulator within the funds supervision division of the Jersey Financial Services Commission. Aslam spent 7 years in audit before moving into the Funds industry, where he was responsible for a fund administration department.

Danielle Alexandra Mciver

Danielle Alexandra Mciver Chief Product Officer, The Family Office Co BSC

Danielle is Chief Product officer at The Family Office Co BSC in Bahrain, and is currently focusing on the firm’s wealth planning support to clients in the region, as part of the firm’s holistic approach to wealth management. She relocated to Bahrain at the start of the year having worked with GCC clients for 10 years+. Before joining The Family Office, Danielle held a leadership role at a US headquartered bank based in Europe, and prior to this a senior management role at an offshore Trust firm. Danielle is an Accountant, Chartered Governance Professional, and has an MBA from Cass Business School in London.

Wajdi Al Jallad

Wajdi Al Jallad Managing Director, Keypoint

Having started his career in professional advisory services in 1995 with a ‘Big 4’ firm, Wajdi founded the Keypoint group in 2006. As managing director of the Keypoint group, his primary business focus includes advising clients on structuring (and re-structuring) businesses - including trusts, funds, joint ventures and limited liability entities – and their ongoing administration and compliance with Bahrain’s business regulations and legislation. A bilingual Bahraini national, Wajdi fosters close relationships with key decision makers – helping him to develop an unmatched regional network – and has a deep understanding of regional statutory frameworks and differing corporate cultures and needs. Widely recognised as a key decision maker in both Bahrain and Jordan with an unrivalled business network, Wajdi is licensed as a real estate broker by Bahrain’s Real Estate Regulatory Authority (RERA).

Event Partners

Trowers is an international law firm with over 170 partners and more than 1000 people located across the UK, Middle East and Asia.

During our long history, we have held fast to the values and characteristics – such as service, quality, integrity and innovation – that have made us not only a leading law firm, but an inclusive and exciting place to work and establish a career. Some 240 years on, these attributes remain solidly embedded in our culture and our ways of working.

We are well known for being experts in the sectors our clients work in and getting to the crux of the issues they face. This gives us the best foundations to extend our thinking beyond the day to day delivery of transactional and advisory legal services and provide our clients with fresh thinking and commercially-driven solutions.

Agenda

Agenda

Agenda

Agenda

8.30 am

Registration and Networking Breakfast 

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Welcome from Trowers & Hamlins 

  • Brian Howard, Partner, Trowers & Hamlins 
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9.00 am
9.05 am

Welcome from Jersey Finance 

  • Faizal Bhana, Director – Middle East, Africa and India, Jersey Finance 
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Roundtable Session with Speaker Interventions 

  • Moderator: Richard Jordan, Partner, Trowers & Hamlins 
  • Deborah Howard, Partner, Trowers & Hamlins
  • David Welford, Partner and Head of Dispute Resolution Middle East, Ogier
  • Aslam Shareef, Managing Director, Fairway Kuwait
  • Wajdi Al Jallad, Managing Director, Keypoint
  • Danielle McIver, Chief Product Officer, The Family Office Company BSC
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9.10 am
10.10 am

Closing Remarks and Optional Networking 

  • Faizal Bhana, Director – Middle East, Africa and India, Jersey Finance 
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Event Ends 

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11.00 am
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