Jersey Finance Africa Roadshow - Johannesburg

Tuesday 30 Oct 2018, 13:45 - 19:00

Location: Johannesburg Stock Exchange, Africa

Pricing: Tickets are complimentary

Tuesday 30 Oct 2018, 13:45 - 19:00

Location: Johannesburg Stock Exchange, Africa

Pricing: Tickets are complimentary

The 2018 Jersey Finance South Africa Roadshow will bring together a range of world-class private wealth and funds professionals to discuss key topics within the private wealth and funds industries.

Historically, Jersey Finance’s activity in South Africa has focussed on the private wealth sector, however as we are seeing more and more interest in the market from a funds perspective, this event will cover a range of topics from both the private wealth and funds/capital markets sectors, with a specific focus on foreign direct investment (FDI).

Led by Geoff Cook, Chief Executive, and Allan Wood, Business Development Director, Jersey Finance, this 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. Additionally, how Jersey supports Africa capital raising will be explored.

The event will also feature a keynote speaker and panel sessions with several leading private wealth and funds industry experts, who will offer their insights on a number of recent trends and themes.

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

Book now

Speakers

Geoff Cook

Chief Executive, Jersey Finance

Geoff Cook

As CEO of Jersey Finance, Geoff Cook works closely with governments, regulators, financial professionals and investors, to promote the Island’s award-winning finance industry, whilst highlighting legal and regulatory developments, as well as innovations in products and services that make international trade and investment easier to do.

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In addition to leading Jersey Finance hosted events, bringing together industry professionals, politicians and regulators to provide an open forum for debate, knowledge sharing and networking, Geoff speaks at and contributes to conferences and seminars around the world. He frequently contributes to leading publications – as well as writing a regular Jersey Finance CEO blog. In promoting Jersey’s finance industry, Geoff features in media such as the Financial Times, the Wall Street Journal, the Economist, BBC Radio, the BBC World Service and Bloomberg TV.

Geoff joined Jersey Finance in 2007 with a strong career background in the London banking world, having held senior-level roles in wealth management and financial planning. Geoff is a Chartered Director, a Fellow of the ifs School of Finance, a Fellow of the Chartered Institute for Securities & Investment and a Member of the Society of Trust and Estate Practitioners.


Allan Wood

Business Development Director - Africa, Jersey Finance

Allan Wood

Allan joined Jersey Finance as Business Development Director following 5 years with Barclays Wealth & Investment Management in Jersey. Allan has over 25 years’ financial service experience in Jersey and the UK. 

Jersey Finance works in partnership with local government to promote Jersey as a well-regulated, internationally responsible jurisdiction. 

Allan’s key objective is to build connectivity with key influencers in the funds, banking, private wealth and capital markets industries to promote the awareness of Jersey as a well-regulated, internationally co-operative and leading international finance centre. His primarily focus is on the following markets South Africa, Kenya and Nigeria.

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Prior to Jersey Finance Allan was Vice President and leader of the Jersey International business within Barclays Wealth & Investment Management division based in Jersey. Previous to this he spent 20 years with Royal Bank of Scotland and has extensive experience managing business units, teams and clients within the international arena. Professionally, he is a member of the Chartered Institute for Securities & Investment (CISI).

Allan is also a committee member for two Jersey Foundations the Grace Crocker Family Support Foundation and Jersey 2 Africa 4 Football Foundation.


Michael Honiball

Director, Head of International Tax, Werksmans Attorneys

Michael Honiball

Michael is a Director in the Tax Department of Werksmans Attorneys specialising in international tax, based in Johannesburg. He has over 26 years of experience as a tax lawyer and has acquired an in-depth knowledge of Trust Law and Exchange Control Law.

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Previously, Michael was a Partner at Webber Wentzel, where he was the Head of the International Tax Team for Webber Wentzel in South Africa. Prior to this, he was a Director of KMPG South Africa where he headed up first the International Tax Department, and subsequently the Transfer Pricing Department, for KPMG in South Africa. 

Michael is an attorney and conveyancer of the High Court of South Africa and is also a Professor of Taxation at the University of Johannesburg, where he lectures in international tax law and transfer pricing. Michael is also a practising solicitor of the Senior Courts of England and Wales. 


Raulin Amy

Partner, Ogier

Raulin Amy

Raulin is a partner in the Corporate and Commercial team and is also the Practice Partner of Ogier's Jersey office. Raulin is involved in a wide range of local and international corporate M&A, capital markets transactions including several high profile IPOs, joint ventures, restructuring transactions as well as advising on private equity and other related matters. He has a particular interest in the real estate and natural resources sectors although his clients range from banks, airlines, mining companies and infrastructure funds right through to local trust companies and utilities in Jersey. He is also a member of the banking team undertaking predominantly borrower side work for corporate clients.

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He is a director of Ogier Corporate Finance Limited, which acts as sponsor to issuers listing securities on The International Stock Exchange (formerly the Channel Islands Securities Exchange), and has significant experience in listing securities both on The International Stock Exchange and the Cayman Stock Exchange.

Raulin is an English Solicitor, Advocate of the Royal Court of Jersey and Notary Public. A member of the Jersey Law Society, he joined Ogier in 2000 and became a partner in 2007. He gained his LLB Hons from the University of Birmingham, England in 1996.


Richard Gray

Chief Investment Officer, Dolfin

Richard Gray

Richard recently joined Dolfin as Chief Investment Officer. Prior to this, he was the Co-Head of ACPI’s Institutional Wealth Management Division, responsible for managing and growing their institutional client base. Before joining ACPI, Richard was the Head of Credit Suisse’s Special Situations Team and was Co-Head of their Multi-Asset Group.


 

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Prior to a career in financial services, Richard was an Officer in the Coldstream Guards where he gained extensive operational experience globally, serving both in combat and peace-keeping roles. He has a Law degree from King’s College, London University, where he also won a Hardwicke Scholarship to Lincoln’s Inn. Richard is a founding trustee of the Shackleton Foundation which provides charitable grants to those social entrepreneurs endeavouring to help the disadvantaged youth in society.


Robin Stevens

Senior Advisor, Crowe UK

Robin Stevens

Robin joined Crowe in 2010 as a Corporate Finance Partner and is Head of Capital Markets for Crowe in the UK. He is based in London but travels extensively to service an international client base. 


Robin provides corporate finance advice to companies operating in the UK and overseas, assisting clients who are seeking to join international capital markets, and advising clients wishing to raise finance, grow by acquisition or those entering into cross-border joint ventures or strategic alliances. He has acted on more than 160 IPO'S and capital market transactions‎, including more than 70 involving overseas businesses. 
 

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Robin regularly lectures on corporate finance and capital markets issues to business audiences in Europe, North America, Africa, South East Asia and the Middle East.


He also acts as a non-executive director and consultant to emerging companies‎ operating in the UK and abroad. 
 


Mike Jones

Director of Policy, Jersey Financial Services Commission (JFSC)

Mike Jones

As Director of Policy, Mike is responsible for developing, implementing and reviewing the commission’s regulatory policy to ensure that Jersey remains recognised as a well-regulated and cooperative jurisdiction. This entails working closely with domestic and international policy makers, developing new and enhancing existing domestic laws, regulations, codes and guidance. 

Mike returned to the JFSC in early 2009 as Deputy Director, Securities after a two-year secondment to the Australian Securities and Investments Commission (ASIC) in Sydney. Mike lead ASIC's hedge fund supervision area and was also appointed to lead a taskforce into allegations of market misconduct. 

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Prior to joining ASIC, Mike had been at the JFSC for six years in a variety of roles and also with Deloittes in London in their regulatory consulting area.

Mike is a chartered member of the Chartered Institute for Securities and Investments, holds the Certificate and Diploma in Company Direction from the IoD, the Investment Advice Certificate and the Diploma in Investment Compliance. He is also a member of the Toronto International Leadership Centre for Financial Sector Supervision and regularly represents Jersey at international fora such as IOSCO where he currently is a member of Committee 5, 8 and the European Regional Committee.

Mike was responsible for the Island’s response to the AIFMD Directive. He previously worked on the group tasked with redrafting the IOSCO principles and methodology in relation to Collective Investment Funds and Hedge Funds.


Jenni Kitching

Private Company Services Associate Director, PwC

Jenni Kitching

Jenni is a chartered accountant (SA) and associate director of PwC, who has been with the firm for the past 17 years. She is a trusted business advisor consulting in the private company services market sector, specializing in family business consulting, trusts and estates, and providing accounting and tax compliance services to high net worth individuals and their families. Jenni is the lead for the PwC Africa NextGen club, and forms part of PwC’s Family Business Centre of Excellence.

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Her clients are predominantly from the agricultural industry, but she also has experience with medical professionals, non-profit organizations, retail and manufacturing businesses. 

Jenni is passionate about helping individuals and families in successfully building their businesses, while managing the dynamics associated with family businesses and business families. She achieves this by building lasting relationships that create trust between herself and her clients.


Mike Capraro

Head of Business Development, Zedra Fund Services Limited

Mike Capraro

Mike has worked in the financial services industry since 1985, starting his career at Old Mutual in South Africa. He relocated to Jersey in 2000 and has worked as a director of fund management and fiduciary services companies since that time. 

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Mike has extensive experience across most conventional and numerous non-conventional asset classes. He is Head of Business Development at Zedra Fund Services Limited and acts as a director on a number of fund structures in Jersey and the Cayman Islands.  

Mike also has a master’s degree in Business Administration, an International Capital Markets Qualification and an Advanced Certificate in Compliance. 


David Sauermann

Regional Manager - Johannesburg, Old Mutual International SA

David Sauermann

David is a regional manager for Old Mutual International SA in Johannesburg. He has worked within the financial services industry for more than 30 years dealing with financial advisers. More than 20 of these years were spent specialising in the offshore investment arena, mostly with Old Mutual international.

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David has a B.com Honours in finance from the University of South Africa and a Higher Diploma in Tax from the University of Johannesburg. His dissertation topic was “The tax consequences for South African residents who hold assets abroad either in their personal capacity of via offshore trusts”.


René Miles

Managing Director, Novare Capital

René Miles

René is a director of Novare Capital, Novare CIS and Novare Wealth and has more than 22 years’ experience in the industry. 

She began her career in 1992 as an advocate for the Johannesburg Bar Association, before joining Liberty Life in 1996, where she held various positions including regional legal advisor, regional development manager and regional broker division manager.  

 

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René then joined PSG Group Limited in 2000 as head of legal, compliance and product development, and with responsibility for the management of all aspects of the group’s life license. In 2002 she was appointed managing director of PSG Escher Life, where she gained experience in business management across a number of licenses.  

In 2004 she was appointed director of investments, legal, compliance and HR at Channel Life, before being appointed managing director of PSG FutureWealth in 2006. In 2010, she was then promoted to managing director of the life, LISP and unit trust business of PSG Asset Management Administration Services.  

In 2012, René took a sabbatical and consulted to PSG Asset Management Administration Services, Novare Investments and African Unity Limited. She then joined Novare Investment Solutions in 2014 as managing director responsible for the set-up of a management company for the Novare group.  


Programme

1.45 pm - Registration and networking lunch


2.30 pm - Opening remarks and a presentation from Geoff Cook, Jersey Finance 


3.00 pm - Panel session: The Perfect Storm: Regulation, Taxation and Governance 

  • Moderator: Richard Gray, Dolfin
  • Michael Honiball, Werksmans Attorneys
  • Mike Jones, Jersey Financial Services Commission
  • Jenni Kitching, PwC South Africa
  • David Sauermann, Old Mutual International SA   


3.45 pm - 30-minute networking and coffee break


4.15 pm - Presentation: Jersey’s value to Africa – Allan Wood, Jersey Finance


4.45 pm - Panel session: Jersey Supporting African Capital Raising

  • Moderator: Allan Wood, Jersey Finance
  • Raulin Amy, Ogier (Jersey)
  • Mike Capraro, Zedra Fund Services Limited
  • René Miles, Novare Capital
  • Robin Stevens, Crowe Clark Whitehill LLP (London)

 

5.30 pm - Closing remarks – Geoff Cook, Jersey Finance


5.35 pm - Drinks reception


7.30 pm - Event close

Event Sponsors

STM Jersey

STM Jersey

Sponsor of the Networking Lunch

 

We are a boutique Trust Company where personal service is at the heart of our client relationships. We take pride in delivering flexible, affordable and contemporary solutions.

Our approach
As Trustees and Directors, we are free to decide which Tax, Legal & Investment Managers best meet the needs of our Clients. This allows us to remain impartial and work closely with the most suitable advisers and service providers when implementing tailor-made solutions.

Service
With a small team of dedicated high calibre professionals we are responsive and nimble in our approach. We are not burdened with multiple layers of management or the need to refer decisions outside of those administering and managing our client relationships. Our aim is to simplify, as far as we can, a complicated area of the law and to provide benefit. We realise that without continually adding value through the trusted relationship, we will lose your business. 

As innovators in our field we continue to develop new financial products and services, keeping pace with ever-changing financial and fiscal environments to ensure we remain at the forefront in servicing an international client base whose needs cover a broad spectrum of assets and activities under management

STM Jersey forms part of the LSE listed STM Group Plc.

Standard Chartered

Standard Chartered

Sponsor of the Networking Drinks

 

Standard Chartered


Venue

Johannesburg Stock Exchange

Exchange Square 2 Gwen Lane Sandton 2031, South Africa


 

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 Officer at Jersey Finance

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