Jersey Finance Annual Private Wealth Conference 2018

Wednesday 25 Apr 2018, 12:30 - 19:00

Location: 8 Northumberland Avenue, London, UK

Pricing: £315 for Jersey Finance Members, complimentary for London delegates

Wednesday 25 Apr 2018, 12:30 - 19:00

Location: 8 Northumberland Avenue, London, UK

Pricing: £315 for Jersey Finance Members, complimentary for London delegates

Entitled 'An Open World', the 2018 Jersey Finance Private Wealth Conference will bring together a range of world-class private wealth professionals to discuss how Jersey differentiates itself through digital innovations as a private wealth management centre now and in the future.

Artificial intelligence (AI) has been a fascinating concept of science fiction for decades and financial services are getting closer to making AI a reality – opening a world of opportunity within the industry.

The 2018 Private Wealth Conference will explore how developments in AI and other technologies are affecting family office structures globally and across generations.

With innovation in technology moving at breakneck speed and more power in our pocket than ever before, expert speakers will examine how family office structures are adapting to meet the needs of both Generation X and Y and how the industry is responding in an increasingly dynamic environment. It will also explore future trends in alternative asset classes and wealth distribution.

Speakers will discuss how Jersey is differentiating itself through digital innovations as a private wealth management centre now and in the future.

Delegates will have the opportunity to comment and interact with content throughout the event.

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.


Professor Nick Bostrom

Director, Future of Humanity Institute, University of Oxford

Professor Nick Bostrom

Nick Bostrom is one of the world’s leading thinkers on the implications and potential effects of artificial intelligence and developments in technology. He is the author of the acclaimed Superintelligence and is the founding Director of Oxford University’s Future of Humanity Institute.

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Born and raised in Sweden, and intellectually curious from childhood, Nick studied a wide range of subjects in parallel including physics, computational neuroscience, and mathematical logic as well as philosophy and was subsequently expelled from Umeå University psychology department for studying too much. He studied physics and neuroscience in London, where he also dabbled in standup comedy and theatre.


Since then Nick has founded the Future of Humanity Institute (part of the Oxford Martin School) which takes a multidisciplinary look through mathematics, philosophy and science and looks at the big-picture questions for humanity and global priorities. He also directs Oxford’s Strategic Artificial Intelligence Research Centre, co-founded the World Transhumanist Association, and was involved in the founding of the Institute for Ethics and Emerging Technologies to stimulate wider discussion about the implications of future technologies, in particular technologies that might lead to human enhancement.


Nick now takes a global platform to lead discussions on areas such as AI and its effects on humanity and the world. He highlights the need to examine the implications of these developments, warning that overlooking just one area of significant impact could undermine all the previous hard work in the area. These areas stretch from the philosophical and ethical to the purely rational when considering the possibilities of human enhancement, human-like reasoning and learning, machine intelligence and the advent of AI that improves itself without human interference.


Despite the high-level of work Nick is involved with, he has a natural ability to make these ideas relevant, understandable, and even entertaining. His international best-selling, influential book, Superintelligence, examines how the brain alone led to the human dominance of the planet. Should something surpass human intelligence, we could then be reliant on it for our survival in the way gorillas now rely on humans more than other gorillas. Humanity’s one advantage: we’re there first and get to set the conditions for intelligence to come. The book has been praised by some of the most respected voices in technology and science, and has been cited by the likes of Stephen Hawking, Elon Musk and Bill Gates in the debate over AI.


Nick has also been listed twice on Foreign Policy's Top 100 Global Thinkers list and featured on Prospect magazine’s World Thinkers list, one of the youngest people to appear.
 


Jonathan Evans, Lord Evans of Weardale KCB DL

Director General, MI5 (2007-13)

Jonathan Evans, Lord Evans of Weardale KCB DL

Jonathan Evans served as head of MI5, the Security Service for six eventful years. During his time in charge he dealt with the rising threat of digital infiltration and the risk it posed to national security, infrastructure and the economy. Joining the Service after university, Jonathan worked on counter-espionage investigations. He moved to protective security policy and advised other Government departments on the protection of classified information. He also led strategy and policy changes within the Service itself.


Jonathan then moved into counter-terrorism, worked at the Home Office, and was closely involved in the development and implementation of VIP security policy. From the late 90s he was directly involved in countering the threat from international terrorism and was appointed to the Security Service's Management Board as Director of international counter terrorism - ten days before the 9/11 attacks on the World Trade Centre.

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Having left MI5, Jonathan now focuses his work on risk and cybersecurity. Dealing in the corporate and wider world he looks at the nature and severity of potential threats from terrorism, commercial rivals, activists and everyday trouble-makers. He asks key questions any organisation should be able to answer regarding what they’re trying to protect, how, what the threat is, and what provisions are in place. He also urges businesses to look beyond the technical in terms of strategy and responsibility and to look at unexpected weaknesses from human error to supplier security and the internet of things.

Away from the digital world Jonathan analyses wider geopolitical risks to businesses working or investing in sensitive or unstable parts of the world. He also looks at how these risks are dealt with. Amongst a number of positions Jonathan now holds he has non-executive roles at HSBC, the National Crime Agency, and Ark Data Centres. 


Dominic Samuelson

Chief Executive Officer, Campden Wealth

Dominic Samuelson

Dominic is CEO of Campden Wealth which he joined in 2006. Campden is a family-owned, global membership organisation providing education, research and networking opportunities to families of substantial wealth, supporting their critical decisions helping to achieve enduring success for their enterprises, family offices and financial wealth. Campden further enhanced its international reach and community with the acquisition of the Institute for Private Investors (IPI), the leading membership network of private investors in the United States, founded in 1991 and with the establishment of Campden Family Connect PVT. Ltd a joint venture with the Patni Family in Mumbai, India in 2015.

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Previously, Dominic was Director, Corporate Development at The Wall Street Journal Europe and Founder & Managing Director, Dow Jones Conferences for Dow Jones & Co. He also served as Communications Director at the Adam Smith Institute and Events manager at Euromoney Publications PLC.  


Andrew Shirley

Partner, Knight Frank

Andrew Shirley

Andrew Shirley joined Knight Frank, the world’s leading privately owned property consultant, 10 years ago and since then has edited The Wealth Report, the firm’s most important annual thought-leadership publication. Andrew also compiles the Knight Frank Luxury Investment Index, which tracks the value of 10 asset classes, including art, wine and classic cars. When not pulling together The Wealth Report, helping to launch it in far flung parts of the world or delving into the world of luxury investments, Andrew works closely with Knight Frank’s rural property teams, tracking UK and global farmland markets as well as writing and editing The Rural Report magazine.


Salpy Kouyoumjian

Partner, Boodle Hatfield LLP

Salpy Kouyoumjian

Salpy Kouyoumjian is a partner at Boodle Hatfield specialising in personal tax and structuring advice to UHNW individuals in connection with their multi-jurisdictional private and business assets.  Salpy has extensive expertise in advising clients from the Middle East, Russia and the CIS on international taxation, succession planning, asset protection/risk management and family/business governance.

Salpy's experience includes designing international asset-holding structures including PTCs, limited partnerships, pooled investment vehicles and Sharia compliant wealth structures.  She has also established single and multi-family offices in a number of jurisdictions. Salpy is fluent in Arabic, French and Armenian. 


Richard Gray

Co-Head, Institutional Wealth Management, ACPI

Richard Gray

Richard Gray joined ACPI in June 2014 and is the Co-Head of its Institutional Wealth Management division. He is responsible for managing and growing ACPI’s institutional client base. This involves delivering ACPI’s broad investment expertise and products to institutional investors, as well as the development of complex investment solutions for partner financial organisations, globally. He is also involved in the analysis and subsequent structuring of liquid and illiquid investment.

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Richard joined ACPI from Credit Suisse where he was the head of their Special Situations team and co-head of Credit Suisse’s Multi-Asset Group. Prior to that Richard was an investment analyst at Credit Suisse and UBS. Richard managed the utilities research franchise at Credit Suisse, was co-head of UBS’s highly ranked utilities research team and before that he was co-head of UBS’s software & services research team. Richard also spent time as an institutional portfolio manager with Threadneedle Investment Managers, responsible for £500m+ actively invested in UK small- and mid-cap technology, energy and growth companies. As an investment banker at Deutsche Morgan Grenfell (subsequently Deutsche Bank) Richard provided investment banking services for major public and private companies.


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.
 


Harvey Cammell

Deputy Chairman, Bonhams UK

Harvey Cammell

As Deputy Chairman of Bonhams UK and Group Director of Private Collections, Estates and Valuations, Harvey has a broad knowledge of fine and decorative arts developed over a 25 year career in the auction business. Directly responsible for managing private client collections throughout the UK and Europe, Harvey works with clients on the long term valuation of their collections and advises them on the sale of individual items as well as large multi-category collections.

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Harvey has overseen Bonhams' largest and most successful 100% sold single owner collection auctions from the three day Savoy sale, the two day on-site sale at Trelissick House in Cornwall, the contents of Lord Harlech's Welsh Estate, and the Jackie Collins Collection in Los Angeles. His management of other private art collections includes the sale in lieu of tax of The Henry Rothschild Collection to The Shipley Art Gallery.

Harvey is a senior auctioneer, member of the RICS and STEP affiliate.


James Haithwaite

Client Services Director, First Names

James Haithwaite

An experienced professional with over 26 years in the trust and fiduciary industry, James has worked in both bank-owned and independent trust companies and within private client and corporate departments - managing teams in both areas. As a director with First Names Group, James is responsible for a private client team that administers structures holding investment portfolios, real estate, private companies and alternative assets. He is also the Group’s expert on providing independent services to classic car collectors looking to acquire, maintain, restore, transport, exhibit and dispose or trade their classic cars or collections, as these vehicles became a separate asset class in their own right.

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James is a fully qualified chartered secretary and is a member of both the Institute of Chartered Secretaries and Administrators (ICSA) and the Society of Trust and Estate Practitioners (STEP).


Naomi Rive

Group Director, Highvern

Naomi Rive

Naomi Rive is a Group Director and Head of Family Office at independent trust and funds business, Highvern.  A lawyer by training, Naomi was called to the English Bar in 1999 and re-qualified as a Jersey Advocate in 2003.  During her time as a Partner of law firm, Appleby, Naomi provided wealth-structuring advice to high net worth individuals, international private banks and trust companies.  In 2014, Naomi joined Coutts & Co Trustees (Jersey) Limited where she was a Board Director and a part of the senior management team.  The business was subject to a management buy-out in late 2016 in which Naomi played a key role and this led to the business being re-branded as Highvern Trustees.   

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Naomi works closely with clients and their independent legal, tax and investment advisers to ensure the establishment and implementation of robust and sustainable wealth planning structures.  Naomi has considerable experience of providing trustee services in connection with complex trust structures and sitting on the board of directors of private trust companies. Naomi is Chair to STEP in Jersey and sits on the Jersey Finance Trusts Law Working Party.  She is also a former adjunct-professor of trusts at the Jersey Institute of Law.


Catherine Grum

Head of Family Office Services, KPMG

Catherine Grum

Catherine has worked with enterprising families and family offices for over 12 years across multiple disciplines.

At KPMG she leads our Family Office practice. Her role ranges from supporting families who are establishing of a family office for the first time and need help clarifying their objectives and identifying the right model, through to long-established operations managing a range of complex assets and the interests of multiple generations. She is also brought in as a subject matter expert where colleagues are providing audit, tax and advisory services to established family offices.

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Prior to joining KPMG, Catherine established and ran a multi-family office for Salamanca Group and sat on the board of its Geneva, Jersey and Mauritius trust companies. 

Whilst Catherine is not acting as a practising solicitor now, her career started at Allen & Overy LLP where she worked from 2003 to 2009 in the firm's Private Client Department, providing wide-ranging legal and tax advice to UHNWIs, family businesses and family offices.

Catherine is regularly interviewed on Family Office related matters and has received multiple industry awards including STEP Young Practitioner of the Year, Private Asset Management Top 40 under 40 and EPrivateClient's 50 most influential.

 


Ella Lister

Founder and CEO, Wine Lister

Ella Lister

Ella, who founded Wine Lister in May 2016, was already well respected in the industry for her accomplishments as a wine writer, fine wine market analyst and consultant. Following a degree from Oxford University in French and Italian, Ella started her career as an Investment Banker at Lazard in London.

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As her passion for wine intensified, she started writing about wine in 2009, first for The World of Fine Wine, and subsequently for the Financial Times and Decanter. She also consulted to private clients on their wine collections and was Fine Wine Strategy Consultant to Octavian for four years. Wine Lister was born from Ella’s desire to see a more comprehensive, logical and progressive wine rating system; combining her passion for wine with her analytical spirit.


Amy Bryant

Deputy Chief Executive Officer, Jersey Finance

Amy Bryant

Amy joined Jersey Finance as Strategic Projects Manager in December 2011, becoming Chief Operating Officer (COO) in January 2014. In September 2017 Amy was appointed Deputy Chief Executive Officer (DCEO) of Jersey Finance.

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Amy was born and educated in Jersey and subsequently went on to study at Durham University where she graduated with an honours degree in natural sciences.

Previous to Jersey Finance Amy was a tax manager with PwC in the Channel Islands where she specialised in the taxation of offshore funds and Jersey corporate vehicles and provided international structuring advice to a global client base. Whilst working within the tax team Amy was admitted to the Chartered Institute of Taxation as a Chartered Tax Advisor. Amy initially qualified as a chartered accountant within PwC’s Assurance team working on the audits of a number of banks, financial institutions and public sector bodies.

As DCEO at Jersey Finance, Amy’s role has extended her existing responsibilities as COO and Head Of Strategic Projects to encompass CEO deputising responsibilities across the entire organisation.


Programme

12.30 - Registration and Networking Lunch


13.30 - CEO Welcome

  • Geoff Cook, Chief Executive, Jersey Finance

13.50 - Discussion Session - Adapting for the Future

Family Offices are professionalising at a faster rate than ever before, attracting a broad range of experienced professional advisers. Coupled with the rise in artificial intelligence and future technologies, this panel will discuss how family office structures are adapting to meet the needs of future generations. Our expert speakers will focus on core areas of increased importance to family offices such as investment management, consolidated financial reporting, concierge, cyber security and wealth education.

Moderator: Lisa Springate, Head of Technical, Jersey Finance

  • Salpy Kouyoumjian, Partner, Boodle Hatfield LLP
  • Dominic Samuelson, Chief Executive, Campden Wealth
  • Naomi Rive, Group Director, Highvern
  • Catherine Grum, Head of Family Office Services, KPMG

14.30 - Interview

  • Interviewer: Amy Bryant, Deputy Chief Executive Officer, Jersey Finance
  • Jonathan Evans, Lord Jonathan Evans of Weardale KCB DL, Director General, MI5 (2007-13)

14.50 - Networking Afternoon Tea Break


15.30 - Discussion Session – Vital Valuations

During this panel session we expect a lively debate on the relative merits of ‘emotive’ asset classes, including classic cars, wine and art. Experts will discuss trends in diversification and ongoing development in technology which may affect private client decision-making, and valuations of alternative asset classes for private trusts and foundations. Involving the audience’s opinion as well as their own, our panel of experts from diverse professional backgrounds and experiences are:

Moderator: Richard Gray, Co-Head of Institutional Wealth Management, ACPI

  • Harvey Cammell, Deputy Chairman, Bonhams UK
  • James Haithwaite, Director, First Names Group
  • Andrew Shirley, Partner, Knight Frank
  • Ella Lister, Founder and Chief Executive, Wine Lister

16.10 - Short film

Introduction: Geoff Cook, CEO, Jersey Finance


16.30 - Keynote

  • Professor Nick Bostrom, Director, Future of Humanity Institute, University of Oxford

17.00 - Closing Remarks (Geoff Cook) followed by Networking Drinks Reception


19.00 - Event ends

Event Media Partners

FT

FT

The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. The FT has a record paying readership of more than 910,000.

Professional Wealth Management

Professional Wealth Management

Published by the Financial Times, Professional Wealth Management (PWM) specialises in analysing the growth strategies of private banks and the regional financial centres in which they operate. 

PWM carries the latest analysis of private banks, wealth managers, and regional financial centres, along with in-depth reporting on asset allocation, the fast-moving regulatory agenda, digital operations and technology, with input from a broad range of thought leaders. In an industry driven by regulation, technology and economic disruption, PWM provides strategic advice and information to key decision-makers. 

Visit PWM
 


IFC Review

IFC Review

IFC Media is the leading publishing house for the global wealth management industry. The company provides a comprehensive archive of expert commentary, analysis and technical articles. IFC Media publications include the flagship IFC Review which is produced once a year, the biannual IFC Economic Report and regional reviews such as the annual IFC Caribbean. We also publish a range of supplements including, Invest Africa, and Asia Pacific Review, as well as a range of bespoke jurisdiction guides such as IFC Guernsey. Visit www.ifcreview.com for the complete archive of IFC Review material.


Philanthropy Impact

Philanthropy Impact

Philanthropy Impact supports moving towards a world where individuals and families engage in philanthropy and social investment, supported by their professional advisers. Our mission is to develop the skills and knowledge of professional advisers about philanthropy and social investment to prepare them to meet the changing needs of their clients who want their advisers to support them on their philanthropic journey. We provide training, resources, bespoke events and platforms to support the development of the philanthropy sector.
 


thewealthnet

thewealthnet

thewealthnet is designed to meet the information needs of those involved in the creation and preservation of private wealth – and is typically the first with the latest news. We deliver daily up-to-the-minute bulletins on the latest changes and developments in the wealth management market, from people moves to new product launches and M&A activity.

We also provide commentary and analysis of the events shaping the future of the sector, as well as profiles of the leading participants in the market, together with in-depth studies of the key issues facing both clients and their advisers.

For anyone searching for an individual, a product or service, a company or a generic topic, our fully searchable archives provide a ready and reliable source, currently with over 6,000 stories dating back to 1997. Whether you are searching for an individual, a product or service, a company or a generic topic, you will find what you need in our archives.


Eprivateclient

Eprivateclient

eprivateclient is the leading website and news service for private client practitioners, including lawyers, accountants, trustees and fee-based IFAs.

The regulatory environment in which private client practitioners operate is becoming ever more pressured, fuelled by the seemingly relentless pace of legislative change. The business challenges are also growing. Practitioners are faced with changing forms of competition, more knowledgeable and sophisticated clients – and fast evolving technology.

Updated daily and with the option of either a daily, or weekly news bulletin, eprivateclient not only delivers the latest news, but also incisive analysis and features that examine the people, businesses and trends in this increasingly fast-changing sector.

eprivateclient is also the only place to see the annual rankings of eprivateclient’s Top Law Firms, Top Family Law Firms, Top Accountancy Firms, Top Trust Companies, Top 35 Under 35 and 50 Most Influential. In addition, subscribers also receive eprivateclient’s annual jurisdictional reports, covering the world’s leading offshore financial centres.
 


Event Sponsors

Carey Olsen

Carey Olsen

Sponsor of the Keynote Speaker and Exhibitor

Carey Olsen is a leading offshore law firm. We advise on Bermuda, British Virgin Islands, Cayman Islands, Guernsey and Jersey law across a global network of nine international offices.

We are a full-service law firm working across banking and finance, corporate and M&A, investment funds and private equity, trusts and private wealth, dispute resolution, insolvency and property law.

Our Trusts & Private Wealth Group has the scale and experience to resource the establishment of many offshore trust vehicles, from the straightforward to the more complex structures, to assist with wealth planning and asset protection. We also advise on the on-going administration and operation of offshore trusts.

Carey Olsen

@CareyOlsen

Carey Olsen LinkedIn

Hawksford

Hawksford

Sponsor of the Coffee House

Hawksford is an international and award-winning corporate, private client and funds business trusted by our clients to administer and structure their private and commercial wealth. Hawksford offers a comprehensive range of services and solutions to and for trusts, companies, foundations, partnerships, family offices and investment funds. We also provide listing services, wills and probate, succession planning and employee solutions.

Our blend of expertise and experience, mixed with enthusiasm and entrepreneurialism, enables us to meet our clients’ expectations consistently. Independent and focused on the future, we help clients to make the most of their business and private wealth decisions across our international offices.

Hawksford

Hawksford Twitter

Hawksford LinkedIn


Quilter Cheviot

Quilter Cheviot

Exhibitor

Quilter Cheviot is one of the UK’s largest discretionary investment management firms with over £23 billion of assets under management (as at 30 September 2017). Based in 13 locations across the UK and Ireland with an offshore presence in Jersey and a representative office in Dubai, Quilter Cheviot offers a comprehensive range of investment services.

 

Quilter Cheviot has developed investment solutions to meet the needs of more than 40,000 clients and designs portfolios which are tailored specifically to their requirements and risk profile. Transparency and trust is at the very heart of everything we do for our clients.

 

Quilter Cheviot


Vistra

Vistra

Exhibitor

Ranked among the top four corporate service providers globally, Vistra is a versatile group of professionals, providing a uniquely broad range of services and solutions. Our capabilities span across international incorporations to trust, fiduciary, private client services, and fund administration.

We employ over 3,500 professionals across 44 jurisdictions throughout the Americas, Europe, Middle East, and Asia Pacific.

As a leading global player with expert industry knowledge and location specialists, Vistra has a deep understanding of the professional worlds of our clients, and a proven track record of offering highly versatile solutions, providing the people, processes, and products that help our clients get the most from their international business.

Vistra

Vistra Twitter

Vistra LinkedIn


Fairway Group

Fairway Group

Exhibitor 

Fairway Group's vision is to be the partner of choice for trust, funds and pensions by putting our clients first. As an independent, owner-managed fiduciary group we are able to provide continuity to clients through a director-led, dedicated team and a proactive and nimble service. We can be trusted to get it right every time.

Our client retention rate is a testament to the strength of our offering, authenticity of the unrivalled service we aim for and the energy that we invest in our relationships. We take great pride in providing our clients with innovative solutions backed by administrative and technical excellence.

Fairway Group

@fairwayjersey

Fairway Group Careers

 

 


VG

VG

Exhibitor

It’s as simple as… speaking to people you know and trust

VG is a leading independent provider of fiduciary and administration solutions based in Jersey.

The head of every successful family wants to grow, protect and ultimately distribute his or her wealth. VG’s Private Client Team will partner with you and your advisers to help you achieve those aims with efficient and cost effective solutions.

We can also help with your succession planning to minimise the impact of issues such as foreign inheritance taxes, probate formalities and confidentiality concerns, enabling you to pass on your wealth to future generations as smoothly as possible.

VG Website

VG Jersey

@VGJSY

VG LinkedIn


Highvern Trustees

Highvern Trustees

Sponsors of the Cybersecurity Session

Highvern Trustees is a leading provider of wealth structuring, governance and advisory services to an international client base of high-net-worth individuals, their families and businesses. It offers senior industry expertise and client focus, developing long-term, sustainable client relationships by working closely with and getting to know the individual requirements of every client with whom it works.

At the end of 2017 the Highvern Group launched a new boutique fund services business. Highvern Fund Administrators provides a complimentary high quality, bespoke and precise service to its clients. 

Both businesses benefit from market-leading technology, a truly independent ownership structure and staff with a shared vision to respond to client needs in a flexible, timely and constructive manner.

Highvern Trustees Limited

Highvern Trustees Limited LinkedIn

 


Moore Stephens Trust and Corporate

Moore Stephens Trust and Corporate

Sponsor of Networking Lunch

Moore Stephens in the Channel Islands has over 40 years’ experience in delivering efficient wealth structuring solutions for private and corporate clients.

Our independence allows us to provide a bespoke service that is tailored to the needs of each of our clients and is focused on enhancing and preserving their wealth for the future.

As a member of the Moore Stephens International network, we can provide an in-depth cultural and technical understanding of different markets around the world.

Moore Stephens

Moore Stephens Twitter

Moore Stephens LinkedIn 


Whitmill Trust Company Limited

Whitmill Trust Company Limited

Sponsor of the Networking Drinks Reception

Twenty five years of experience in serving and supporting private clients across the globe has earned Whitmill a reputation as a trusted advisor for clients and their professional advisors who require a flexible, expert and reliable partner to coordinate their financial and family affairs.

Our private clients range from entrepreneurial individuals to families and we have extensive experience in managing wealth from trust and estate planning to family governance and succession.

This blend of ‘corporate style’ service with a defined focus and personal interaction underpins our traditional private client relationships.

Whitmill Trust

Whitmill LinkedIn 

 


Dominion

Dominion

Sponsor of the Pads & Pens

 

Established in 2001, Dominion has grown to become one of the leading providers of innovative and compliant solutions in private wealth, pensions and trust and corporate services from within Europe, the United States of America and United Kingdom.

 

With over 100 staff across our offices with the principals being qualified accountants, lawyers, investment or tax specialists, Dominion delivers through its’ people.

 

Recognising that one size does not fit all, we continually strengthen our knowledge of the industry in which we operate, in order to deliver services which accurately reflect the specific needs of our client base.

Dominion

Dominion LinkedIn

 


Estera

Estera

Sponsor of the Lanyards

Established for over 25 years, we are a leading global provider of corporate, trust, fund and accounting services.

 

Our private wealth team works closely with clients and their professional advisors to deliver flexible, client-driven and commercially-focused solutions. With more than 500 people in 12 jurisdictions, our technical experts have the specialist skills and experience required to support the needs of individuals, families, corporations and financial institutions around the world.

 

Our collaborative approach, technical capability and drive to exceed expectations in service delivery is what sets us apart.

 

Estera

Estera LinkedIn

Estera Twitter


Bedell Cristin

Bedell Cristin

Wi-Fi Sponsors

 

We prevent and solve problems.

 

Our highly-experienced international private client team work with clients from all over the world to provide clear legal advice on trusts, foundations and related corporate law. Our clients are mainly trustees, fiduciaries, family offices, settlors, beneficiaries and their advisors, and we help to mitigate risks to prevent future problems.

 

Clients benefit from our specialist expertise and ability to provide creative solutions and robust advice in an ever changing environment.

 

Should clients find that they are facing challenges, our expert litigation and contentious trusts team can guide them through the often complex legal process to resolve their issues.

 

Bedell Cristin


Venue

8 Northumberland Avenue, London

8 Northumberland Avenue, London, WC2N 5BY


 

Get in touch

 

Contact our Events Team

Jasmine Hamilton

Jasmine Hamilton

Events Assistant at Jersey Finance

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

Georgina Matthews

Georgina Matthews

Events Manager at Jersey Finance

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