Led by Faizal Bhana, Jersey Finance’s Director for the Middle East, Africa and India, we are delighted to host this family wealth management focussed event.
Relevant to Saudi-based managers of private wealth and family offices, this event will hear from Faizal, alongside a panel of Saudi and international private wealth industry experts. Their insights will provide key insights on tax and structuring considerations, family dynamics and the critical importance of carefully considered governance and succession plans, and the role of the family office.
Please note that there is also the opportunity to attend this same event in Riyadh on 15 November, please click here if you would prefer to register for the Riyadh event.
For more information, please contact a member of our Events Team.
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.
Abdullah Mahmoud Nadeem Managing Director, Troy Advisors
Managing Director at Troy Advisors, a boutique advisory firm established in 2013 with presence in Jeddah, and Dubai. Troy works closely with GCC family groups on strategic capital allocation & performance management. 18 years of experience in strategic advice, capital deployment, and financial management: Multi-year family business transformation programs. Global, multi-asset class family portfolio management. Private equity investment and management. Buy-side/ Sell-side mergers and acquisitions advice, including multi-billion SAR transactions. Director, Ithmar Capital, Dubai UAE.
Ismael Hajjar Associate Partner | MENA EY Private Leader | Family Enterprise, Family Office Consulting
Ismael Hajjar is the EY Private Leader for the MENA region and an advisor to ambitious owners, entrepreneurs and CEOs of leading private, fast growth and family enterprises. He also founded and currently lead EY MENA family enterprise and family office award-winning consulting practice which specializes in assisting successful families, entrepreneurs and family offices across MENA managing risks, preserving and growing wealth. EY Private encompasses EY flagship entrepreneurship program, Entrepreneur of the Year, which runs in over 50 countries worldwide; the Winning Women program, targeting female Founders; and a focus on Private Clients, Family Enterprise, Start Ups and IPO-bound companies. Ismael started his career in Luxembourg and has been serving international families for over 15 years. He joined EY in 2011 and is now a Dubai-based Associate Partner, currently acting as trusted advisor to a number of successful families across MENA.
Mike Rainey Partner Corporate, Finance and Investments, King & Spalding
Mike Rainey advises lenders and borrowers in connection with their financing needs, focusing on project finance in the GCC and real estate finance and investment in the GCC and Europe. Mike advises on transactions using both conventional and Shari'ah-compliant financing. Ranked by The Legal 500 U.K. and The Legal 500 EMEA both as a "leading individual" and for his Islamic finance practice, Mike is also listed in the 2016 Chambers Global guide for Islamic finance, and in the 2016 Chambers Europe and Chambers U.K. guides for banking and finance.
Nabil A. Issa Partner Corporate, Finance and Investments, King & Spalding
Nabil A. Issa is a partner in the Corporate, Finance and Investments Group of King & Spalding, working from the Dubai and affiliated Riyadh offices. Mr. Issa's experience includes work in the areas of Shari'ah-compliant funds, joint ventures, foreign investment, private equity, privatizations, venture capital, and real estate industry transactions. He is particularly known of his development and innovative fund and investment structures for real estate and private equity/venture capital investments in Saudi Arabia and the U.A.E. He received his JD and Graduate Certificate in Islamic Law from the University of Pennsylvania and was previously a Fulbright Fellow at UAE University in Al Ain. He is regularly ranked among the leading corporate and funds lawyers in the GCC in publications such as Chambers Global, Legal 500, and IFLR.
Lynda O'Mahoney Business Development Director, Ocorian
Lynda has been in Dubai for over 16 years and has developed a very strong sense of cultural differences, regional sensitivities and the importance of long-standing relationships built on trust in these markets. During her time in the region Lynda has worked with clients and intermediaries in the UAE, Saudi Arabia, Kuwait, Bahrain, Jordan, Qatar, Oman, Lebanon, Egypt and India. As Business Development Director, Lynda is responsible for maintaining and enhancing Ocorian’s existing relationships and client base in the Gulf and identifying new business opportunities – with particular focus on delivering solutions to private clients, corporates, asset managers, institutions and government entities around the region. Lynda has a 1st class Honours Degree in Business Studies and holds an Islamic Finance Qualification and Investment Advice Certificate.
Pete Unwin Director, Private Wealth, IQEQ
Pete has over 25 years’ experience with private clients and corporate services. He is responsible for overseeing a range of management activities (including leading the Middle East Team) and regularly has oversight of family wealth and complex cross-border transactions. Pete joined the Group in 2014 from a leading multi-family office and so has a wealth of experience dealing with families. He has been involved in strategic planning for family governance, including succession planning and family constitutions, and is well versed in the establishment, administration and governance of multi-jurisdictional structures for holding a variety of business interests, investments, lifestyle / luxury assets and philanthropic activities.
- Faizal Bhana, Director for the Middle East, Africa and India, Jersey Finance
- Abdullah Mahmoud Nadeem, Managing Director, Troy Advisors
- Ismael Hajjar, Associate Partner, EY
- Moderator: Michael Rainey, Partner, King & Spalding
- Nabil Issa, Partner, King & Spalding
- Peter Unwin, Client Director, IQ-EQ
- Lynda O’Mahoney, Client Director, Ocorian
Q&A and Close
Networking and Buffet