Jersey Finance Private Wealth Conference 2022

Chris Patten is Chancellor of Oxford University. He is the author of First Confession: A Sort of Memoir, What Next? Surviving the Twenty-First Century, Not Quite the Diplomat: Home Truths About World Affairs and East and West: The Last Governor of Hong Kong on Power, Freedom and the Future. When MP for Bath (1979-92) he served as Minister for Overseas Development, Secretary of State for the Environment and Chairman of the Conservative Party. He was Governor of Hong Kong from 1992 until 1997, Chairman for the Independent Commission on Policing after the Good Friday Agreement in 1998 and European Commissioner for External Relations from 1999 until 2004. The Observer has described him as 'the best Tory Prime Minister we never had'. © Stuart Simpson / Penguin Random House

Retail expert Mary Portas has advised government, transformed both luxury and high street stores, written books and produced a host of retail and business-themed TV programmes. The Chief Creative Officer of her own retail consultancy, and author of Work Like a Woman: A Manifesto For Change, she delivers an inspiring message of how businesses and individuals can adapt, transform and lead. A determined, passionate advocate for British retail, Mary is at the forefront of making the nation better consumers and the country’s shops better businesses. Starting her career the shop floor, she rose through the ranks of retail giants John Lewis, Harrods and TopShop. She was then appointed Creative Director at the struggling Harvey Nichols store. With the aid of cutting edge artists, designers, and a TV show called Absolutely Fabulous, Mary turned it into a retail powerhouse and was on the board of the company by the age of 30.

James is the Managing Partner and a co-founder of Tribe Impact Capital. He’s been in wealth management for over two decades, starting at UBS where he looked after private clients. He then founded Ledbury Research, helping wealth management organisations to understand their clients and provide them with a better service. Ledbury worked with eight of the ten largest global wealth managers and this experience was part of James’ drive to build a more effective solution. He has a Master’s in Economics and holds the CFA designation. James is a Board Trustee at UnLtd, the UK’s largest supporter of social entrepreneurs.

Peter brings over 15 years’ industry-leading experience and insight advising corporate, private client and government clients. With a proven track record in building and protecting clients’ reputations, Peter provides strategic advice on global positioning, campaigns and issues and crisis management. A fluent Mandarin speaker, Peter co-founded Farrant Group in 2021, where he is Managing Director, advising on complex reputation management briefs across multiple jurisdictions. Peter is a recommended adviser in Spear’s 500 for reputation management. Previously Peter worked for a London-based strategic communications firm and, prior to that, within a major consultancy, based in Beijing and London. Peter holds a Master’s degree in International Relations from the University of St Andrews and an MA in Politics from the University of Glasgow.

An experienced private wealth advisor, Emily provides international tax and private wealth advice to families and trustees of family trusts on a variety of issues. Her areas of expertise include establishing wealth preservation structures such as offshore trusts, foundations and companies, family governance and business succession planning, advice on residence and domicile, the reporting of beneficial ownership and structuring the acquisition and ownership of UK residential property. Many of Emily’s clients are international, meaning much of her work has a cross border element, and entrepreneurial, requiring her to advise on both the personal and business aspects of her clients' lives.

Rosie is a Partner and portfolio manager. She looks after direct client relationships, manages portfolios and has responsibilities in investment research. Her clients range from resident domiciled and non-domiciled individuals to pension funds, trusts and offshore structures with international tax considerations. She is a Chartered Financial Analyst (CFA) Charterholder, a member of the Chartered Institute for Securities and Investment, and has a degree in Economics from the University of Durham. She joined James Hambro & Partners in 2013, having previously worked at HSBC Investments and UBS.

He is Chief Executive, Philanthropy Impact. Its purpose is the increase philanthropic giving and social investment and to encourage impact investing across Europe by working with professional advisors to ultra-high net worth and high net worth individuals to grow and enhance the quality of the support they give to their clients, the UK’s wealthiest individuals, around philanthropy and social/impact investment. Philanthropy Impact is a membership organisation for private client advisors, wealth management, private banking, independent financial advice, tax and legal sectors; as well as individual philanthropists and social investors, trusts and foundations, charities and social enterprises. The organisation acts as a knowledge hub and centre of excellence offering events, specialist knowledge sharing, CPD certified training, voluntary standards and sector and government liaison.

Aidan leads Edelman Smithfield’s financial services practice, a team of highly skilled and experienced corporate communications experts specialising in the promotion and protection of financial institutions and professional services operating in the UK. Drawing on over 15 years of communications experience, Aidan provides reputation services to his clients relating to corporate positioning, crises and issues management, thought leadership and reactive commentary. Aidan has particular expertise in conceiving thought leadership platforms to differentiate brands from their peers, and generating quality media coverage with impact. Aidan specialises in banking, insurance, mortgages, professional services, pensions, asset management, fintech and digital assets.

Charlotte is the voice of the firm both internally and externally; as a leading light in the private client industry, she works closely with her broad network of intermediaries to ensure that the business is always evolving to best meet client needs. This includes everything from chairing the firm’s Risk Committee, to creating new initiatives designed to keep CapGen at the forefront of an-ever changing industry. Recently, this has led her to establishing and leading the Responsible Capital initiative; a business-wide program to ensure that CapGen is actively meeting today’s social and environmental challenges. She regularly features in the trade and national press as an expert in working with family capital and is currently writing a book on how families and their advisors can get the best out of the investment industry.

Jordan is a Client Partner at Artorius where he looks after a number of wealthy families based both in the UK and overseas. Managing and overseeing their entire financial affairs, he works with his clients to understand their long-term objectives in order to develop, implement and manage an appropriate wealth management strategy to meet their desired outcomes, which will typically span multiple generations. Key to his role is providing continuous oversight and monitoring across the family’s entire wealth providing them with transparency and visibility over their affairs, allowing for effective decision making and good governance, working in collaboration with their Trustees, Lawyers, other professional advisors.

Matt advises a wide range of UK and international clients, from individuals, families, trustees, beneficiaries and family offices on a wide range of private client issues, including UK tax, estate and succession planning. Matt acts for high net worth individuals and families including business owners, professional executives and entrepreneurs. Matt advises on the establishment and use of trusts and other wealth holding structures, and also on the succession of family trusts and businesses and governance issues. He also advises on Wills and wider estate and succession planning issues.

Dickon is the Chief Executive Officer for Themis, an award winning financial crime platform that helps organisations manage their financial crime risk exposure. Before joining Themis, Dickon held a number of senior positions in banking and wealth management including as the COO and then CEO of First Abu Dhabi Bank in the UK. He was also the COO of a Jersey Trust Co and has enjoyed supporting Jersey Finance and their members for many years. Dickon has worked and travelled extensively in the Middle East, as well as the UK, Europe & Americas. Dickon is also the Finance Chair of the UK Modern Slavery Training Delivery Group (a national committee reporting jointly to the Home Office and Department for Business, Energy and Industrial Strategy, with close links to the National Crime Agency). He is also a member of Transparency International, holds an ICA International Diploma in Anti-Money Laundering and an MA (Hons) from the University of Edinburgh.