Jersey Finance Annual Private Wealth Conference 2016

Jersey Finance Annual Private Wealth Conference 2016

Wednesday 27 Apr 2016, 12:30 - 19:00

Location: 8 Northumberland Avenue, London, UK

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

Wednesday 27 Apr 2016, 12:30 - 19:00

Location: 8 Northumberland Avenue, London, UK

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

Entitled ‘Guiding Lights’ the conference, once again held at the award-winning 8 Northumberland Avenue, London, will see expert speakers and panellists from the private wealth world discuss key topics in front of an audience of private wealth practitioners.

Former BBC economics editor and current chief UK and Europe asset management market strategist at J.P. Morgan, Stephanie Flanders, will also be returning to the event to deliver a keynote speech and question expert panellists.

The half-day conference, introduced by Jersey Finance CEO Geoff Cook, will include two discussion sessions led by Stephanie. The first will address the question of the role of social responsibility in wealth management and debate what advisers must do to ensure clients understand their obligations and what action should be taken when errors occur. The second will tackle trust legislation and ask whether it is still fit for purpose since its inception 30 years ago.

 

Speakers

Geoff Cook

CEO, Jersey Finance

Geoff Cook

Geoff joined Jersey Finance as Chief Executive in January 2007.  In promoting the finance industry of Jersey, Geoff visits many of the world's leading finance centres on a regular basis, highlighting the strengths of Jersey as a financial jurisdiction and updating Government officials, regulators, finance professionals and international investors on legal and regulatory developments and service innovations offered by Jersey.

Read more

In addition to speaking at Jersey Finance hosted events, Geoff is a regular speaker and contributor to conferences and seminars around the world and he writes frequently on the issues affecting Jersey and other finance centres in leading magazines. As a result of his blog and the articles he has authored, Geoff has featured in media such as the Financial Times, The Economist, BBC Radio 4, BBC World Service and Bloomberg TV.

Previous to his role at Jersey Finance, he was Head of Wealth Management for HSBC Bank Plc, based in London, and responsible for the delivery of Financial Planning Services to the 10 million HSBC customers in the UK.  His earlier career was spent at a senior management level with HSBC Bank plc in the UK and as Head of Personal Financial Services and Deputy to the Chief Executive at HSBC Bank International Limited in Jersey.


Stephanie Flanders

Keynote Speaker

Stephanie Flanders

Stephanie Flanders graduated from Newsnight to become Economics Editor for all BBC output, at a time of considerable upheaval, covering all aspects of the financial crisis. She has since joined JP Morgan as Chief Market Strategist.

Stephanie originally worked at London Business School and The Institute for Fiscal Studies. She then became a leader writer and economics columnist with the Financial Times, before heading off to America.

As a speechwriter and a senior advisor to the US Treasury, Stephanie was closely involved at the centre of the world’s biggest economy. She also reported for the New York Times and edited the UN's Human Development Report.

Her blog, Stephanomics, won the 2010 Harold Wincott Foundation's Award for online journalism. She was also its Broadcaster of the Year for 2011 and the Political Studies' Association's Broadcaster of the Year for 2012. She was elected to the governing council of the Royal Economic Society in 2007 and became a visiting fellow of Nuffield College, Oxford in 2008.


Jason Sharman

Professor, Griffith University in Brisbane, Australia

Jason Sharman

Jason Sharman is a Professor at Griffith University in Brisbane, Australia with the Centre for Governance and Public Policy. From January 2017, he will take up the Sir Patrick Sheehy Chair in International Relations at Cambridge. Sharman’s research is focused on the regulation of global finance, especially as it relates to money laundering, corruption, tax and international financial centres. His 2014 book Global Shell Games (co-authored with Mike Findley and Dan Nielson), tested beneficial ownership standards by impersonating a range of would-be money launderers, corrupt officials and terrorist financiers and soliciting offers for prohibited anonymous shell companies from 3700 providers in 180 countries. Sharman has earlier worked as a consultant with the World Bank, Financial Action Task Force, Asia-Pacific Group on Money Laundering and several private sector groups.


Salpy Kouyoumjian

Partner, Boodle Hatfield LLP

Salpy Kouyoumjian

Salpy Kouyoumjian is a Partner at Boodle Hatfield. She has a strong international client base and specialises in providing international tax and structuring advice to ultra-high net worth entrepreneurs (and the trustees and financial institutions who service them) in relation to their multi-jurisdictional private and business assets. She has extensive expertise in advising clients from Russia, the CIS and the Middle East on international and cross border taxation, long-term asset protection/risk management and family/business governance.

Salpy has considerable experience in designing and establishing bespoke international asset-holding and wealth management structures including private trust companies, limited partnerships, family offices, pooled investment vehicles and investment management/advisory structures. Salpy also has extensive expertise in Sharia compliant wealth structuring.

Prior to joining Boodle Hatfield, Salpy spent 5 years at Clifford Chance and then 10 years at Baker & McKenzie where she was a partner in the Wealth Management team. Salpy is fluent in Arabic, French and Armenian.


Camilla Stowell

Managing Director, Coutts Private Office

Camilla Stowell

Camilla joined Coutts Private Office in 2007 with a mandate to manage a portfolio of Ultra High Net Worth clients. She has built an impressive 20 years’ plus experience in the wealth management industry, previously in client management roles at Lloyds Private Banking, Drummonds, and Schroders Private Bank. In May 2015 she was appointed Managing Director of Coutts International and Coutts Private Office, continuing to work closely with a portfolio of clients, whilst overseeing the management of the businesses, alongside strategic and propositional developments as a member of the Private Banking Executive Committee. Camilla won Private Banker International “Outstanding Young Private Banker” 2012. She has a BA Hons Philosophy & Politics Durham University and the Securities Institute Diploma​


Siobhan Riley

PARTNER, CAREY OLSEN

Siobhan Riley

Siobhan Riley is a partner of Carey Olsen. She acts for many Channel Islands-based trust companies, advising on issues relating to the establishment and operation of private and commercial trust structures. She also acts for a number of private trust companies, family offices and high net-worth individuals and is regularly instructed by lawyers around the world to advise on matters of Jersey trust law. She also advises on operational issues for financial services businesses in the Island.

Siobhan is a frequent speaker at conferences and seminars on trust and employment law and writes articles for industry journals. She was a member of the Jersey Finance working group reviewing the promotion of Jersey as a centre for philanthropic structures.

Read more

Siobhan was included in the recent Citywealth IFC Power Women Top 200, recognising leading and influential women in government, private wealth, private client advisory and philanthropy across international financial centres. She is also consistently recognised as a leading individual by Legal 500 and Chambers and Partners.


Steve Meiklejohn

Steve Meiklejohn

Steve is an adviser to trustees and private clients in respect of trust and fiduciary structures.  In addition to acting for a range of significant private clients on their estate planning, Steve advises trustees on complex trust questions. Also, Steve is increasingly involved in establishing new and innovative charitable and philanthropic structures in anticipation of Jersey’s new Charities Law coming into full effect.  The other main string to Steve’s bow is advising trustees on the establishment of employee incentive and pension structures.

Steve sits on the Working Party considering trust law reform in Jersey and is a regular speaker at conferences on trust and fiduciary issues. Steve is recognised as a leading individual in the latest editions of Legal 500 and Chambers. Private Client Practitioner has recognised Steve as a leading lawyer in the private client profession and in their 50 Most Influential 2015 list.


Gilead Cooper QC

Wilberforce Chambers

Gilead Cooper QC

Before coming to the Bar, Gilead enjoyed a brief career in publishing, editing books on photography, popular science and astronomy. He also spent a couple of years teaching in pre-revolutionary Iran. After completing his pupillage, he worked in the Litigation Department of Freshfields before taking up a tenancy at 7 New Square. He now practises at Wilberforce Chambers, which he joined in December 2015.

“An unsurpassed advocate at the Chancery Bar,” (Chambers & Partners 2016), Gilead specializes in international trust and estates litigation. He has a particular interest in cases involving Art and Cultural Property.


Zillah Howard

Partner, Bedell Cristin

Zillah Howard

Zillah is a partner at Bedell Cristin in Jersey with more than 25 years' experience in international private client work.  She provides Jersey law advice in relation to trusts, foundations and philanthropy, and works with settlors, beneficiaries, trustees and leading law firms on wealth structuring and estate planning issues.  She advises extensively on the establishment and reorganisation of complex and high value structures, the use of settlor reserved or granted powers, and the use of private trust companies. 

Zillah is an active member of working groups which help to shape trusts, foundations and charities law in Jersey, and a member of the Society of Trust and Estate Practitioners (STEP).  She was recognised as "best in offshore" for the fourth year in succession at the Euromoney Europe Women in Business Law Awards in 2015. The Chambers 2016 directory describes Zillah as "first-class, phenomenally bright and always available.  She is at the top of her game" and includes her in band one of their "leaders in their field" listing.


Rory Bremner

The political dimension

Rory Bremner

Rory Bremner is Britain’s best-loved impressionist. With a repertoire of over one hundred characters, he impersonates everyone from film stars to chatshow hosts, sportsmen to newsreaders and politicians to fellow comedians.

His series Rory Bremner…Who Else? and Bremner, Bird & Fortune, have been among the sharpest satire shows on television. Rory frequently appears in one-off topical specials including Between Iraq and a Hard Place, and Silly Money, a four part satirical documentary on the global banking crisis. He frequently appears on a range of both comic and serious programmes including Question Time, The One Show, QI, and This Week. He was a regular on BBC 2’s Mock the Week and partnered Erin on the Saturday night hit Strictly Come Dancing.

Rory has also hosted Breakfast with Frost, written diaries for the Daily Telegraph and The New Statesman, and translated a number of operas including Kurt Weill’s Der Silbersee for Broomhill Opera (he speaks fluent German, French and Spanish). He's even achieved charttopping status with his single 19 Not Out (performed with the BBC cricket commentary team).

He has twice won the British Comedy Award for Top Male Performer as well as BAFTA’s Best Light Entertainment Award.


Programme

12:30 - Registration and Networking Lunch


13:45 - CEO Welcome

  • Geoff Cook, Chief Executive, Jersey Finance

An introduction from your conference host, Jersey Finance.


13:50 - Keynote Speaker

  • Stephanie Flanders, Chief Market Strategist for the UK and Europe for J.P.Morgan Asset Management.

14:15 - Speaker - The Big Issues

  • Geoff Cook, Chief Executive, Jersey Finance

14:25 - Speaker - Solving the Beneficial Ownership Conundrum

  • Jason Sharman, Professor, Griffith University Brisbane

14:40 - Discussion session – Lighting the Way

This expert panel will address the question of the role of social responsibility in wealth management. The discussion will look at the responsibilities that come with wealth, what advisers must do to ensure clients understand their obligations and what action should be taken if and when errors occur. Panellists will also discuss the key trends affecting the private wealth arena and what these might mean for future generations.

PANEL:

Stephanie Flanders, Moderator

  • Salpy Kouyoumjian, Partner, Boodle Hatfield LLP
  • Camilla Stowell, Managing Director, Coutts Private Office
  • Siobhan Riley, Partner, Carey Olsen
  • Jason Sharman, Professor, Griffith University Brisbane

Q&A Session


15:10 - Networking Afternoon Tea Break


15:40 - Speaker

  • Steve Meiklejohn, Partner, Ogier

15:55 - Discussion session – Illuminating the landscape

Our second discussion, once again led by Stephanie Flanders, will see our panel of professionals tackle trust legislation, questioning whether, 30 years since its inception, it is still fit for purpose considering the significant changes the private wealth environment has undergone in that time. This will include debates over beneficiaries’ rights to information, the variation of trusts by the court and consideration of arbitration provisions in trust disputes.

PANEL:

Stephanie Flanders, Moderator

  • Steve Meiklejohn, Partner, Ogier
  • Gilead Cooper QC, Wilberforce Chambers
  • Zillah Howard, Partner, Bedell Cristin

Q&A Session


16:25 - Closing Address

  • Rory Bremner, The political dimension

16:55 - Closing Remarks followed by Networking Drinks Reception

  • Geoff Cook, Chief Executive, Jersey Finance

The networking drinks reception will run until 7pm

Event Partners

Jersey Association of Trust Companies

Jersey Association of Trust Companies

With around 70 member firms, the Jersey Association of Trust Companies (JATCo) is the industry body representing the majority of businesses in the trust sector. JATCo is consulted on a regular basis by the States of Jersey Government and the Jersey Financial Services Commission in relation to matters that may affect the industry, and acts as a conduit for industry views on governmental and regulatory initiatives. Although it is not itself a promotional body, it works closely with Jersey Finance in relation to their promotional activities and holds an annual JATCo financial seminar on topics of interest to the trust sector.

The Wealth Management Association

The Wealth Management Association

The Wealth Management Association (WMA) is a trade association that represents 184 wealth management firms (full members) and associate members who provide professional services to our full member firms.

WMA members firms look after over £670 billion of wealth for over 4 million retail investors.

WMA full members deal in stocks, shares and other financial instruments for individuals, trusts and charities through a range of services spanning execution only, advisory and discretionary fund management.

The WMA exists to support its members and their clients through education and engagement, advocacy and influence, research and analysis and by playing an active role as a facilitator and thought leader.

WMA firms operate across more than 580 sites, employing over 32 000 staff. These firms also run over 5.5 million client portfolios and carry out over 20 million trades a year.

Follow WMA on Twitter.


Event Media Partners

Accountancy Magazine

Accountancy Magazine

CCH Daily incorporating Accountancy Live provides independent news, analysis and insight on the accounting profession with a strong emphasis on technical content for accountants. Our authors are experts in tax, accounting and audit, working in practice and business, in senior partner roles and on the front line as finance directors and heads of tax.

Our core topic areas are tax, accounting and audit, covering breaking news, analysis and insight, as well as comment and blogs from leading practitioners across the accounting profession.

The rebranded CCH Daily incorporating Accountancy Live delivers all the news and insights you need to keep abreast of technical changes, but now with additional news content and extra functionality, such as expert updates via a 7am eAlert as well as the regular afternoon newsletters for registered users.

In addition to breaking news stories and analysis on the key issues facing accountants, tax advisers and finance teams, CCH Daily incorporating Accountancy Live will continue to cover the full range of technical analysis and insight from top authors and commentators, and in-depth reports into topical tax, accounting and audit topics, as well as the annual Top 75 Firms Survey, FTSE 100 and FTSE 250 Auditors Survey, and a series of sector reports.

From a technical perspective, subscribers will be able to access substantially more technical content with a live feed of technical updates including alerts about changes to HMRC guidance, the latest statutory instruments and updates to the tax code, including Finance Bills, plus a brand-new offering of case reports covering the most topical First Tier and Upper Tier Tribunal tax cases, written by tax experts and providing unparalleled insight into the implications of tribunal rulings on current tax law.

In addition to a daily news feed, we offer a range of CPD modules and an exclusive CPD Tracker, where you can record your reading and module completion. This data is then downloadable as a .csv or Excel file so that it can be submitted as part of your annual CPD requirements.

IFC Review

IFC Review

IFC Media is a leading publishing house for the global wealth management industry.  Its stable of publications includes the annual IFC Review, a definitive guide to developments in over 30 international finance centres, and the industry defining quarterly IFC Economic Report.

These flagship publications are supplemented with in depth regional guides such as IFC Caribbean alongside jurisdiction and technical supplements, for example, IFC Malta, IFC Guernsey and Citizenship by Investment 2015.

Written exclusively for IFC Media by experts in the field, all IFC Media content is archived on our website ifcreview.com, which also houses the IFC weekly e-journal and news bulletins, conference calendar and workinwealth industry job board making it an extensive library and one stop shop for comment, reference material, news and technical analysis from the offshore industry. 

As its extensive portfolio of industry magazines and guides grows IFC Media is proving to be a unique voice and educator for the offshore industry and beyond.


Workinwealth.com

Workinwealth.com

Workinwealth.com - The Dedicated Jobs Board for the Offshore Finance Industry.

Updated daily, workinwealth.com offers onshore and offshore practitioners alike the latest vacancies from across the industry.

Featuring jobs in sectors such as Corporate and Fiduciary, Fund and Investment, International Tax Planning, Private Client and Trusts, Private Banking and Wealth Management and many more in locations such as London, Dubai, the Channel Islands, Hong Kong, Singapore, Europe and the Caribbean to name but a few.

Register now to create custom job alerts matching your criteria to receive the latest jobs direct to your inbox at a frequency of your choosing.


Eprivateclient

Eprivateclient

Eprivateclient is the only news service for private client practitioners in the UK and UK offshore and is dedicated to bringing you the best analysis, news and insight from the heart of the industry. Our subscribers include lawyers, accountants, trustees and fee-based IFAs.  

You will have access to, morning and bulletins that will keep you up to date with the latest developments and trends affecting you and their clients. Industry analysis that will enable you to identify the opportunities and threats facing your firm and develop unique services that give you the competitive advantage. Annual rankings and ratings including the Top 25 Law firms, the 50 Most Influential list and Top 35 Under 35 ratings. Commentary and opinion from experts and influencers who share their knowledge and expertise on how to survive and thrive market changes and new laws. 


Trusts & Trustees

Trusts & Trustees

Trusts & Trustees is the leading international journal on trust law and practice, publishing 10 issues a year. The most significant source of information in its field, the journal is essential for all trusts practitioners and lawyers, and includes unique specialist coverage of the full range of trust topics around the world, a focus on the law underlying international trusts practice, and material from and relating to all the main onshore and offshore financial centres.


Spear's

Spear's

Spear's is the multi-award-winning wealth management and luxury lifestyle media brand whose flagship magazine has become a must-read for the ultra-high-net-worth (UHNW) community. Described as a cross between Forbes and Vanity Fair by Ben Goldsmith, with its own wit and outlook, it is also required reading for the affluent financial services community, including the bankers, lawyers and family offices who advise the wealthy.


Event Sponsorship Packages


Event Sponsors

Carey Olsen

Carey Olsen

Sponsor of the Keynote Speaker and Exhibitor

Carey Olsen is a market leading offshore law firm operating out of the key offshore financial centres of the British Virgin Islands, the Cayman Islands, Guernsey and Jersey.   We also have offices in Cape Town, Hong Kong, London and Singapore.

We provide legal services in relation to all areas of corporate and finance, trusts and private wealth, investment funds, restructuring and insolvency and dispute resolution.

Our Trusts & Private Wealth Group looks after a range of private clients and professional trustees.  We work closely with onshore advisers to provide clients with structures which achieve their objectives be it the protection of family wealth for future generations, arranging charitable donations or funding philanthropic initiatives.

Carey Olsen

@CareyOlsen

Carey Olsen LinkedIn

Equiom

Equiom

Sponsor of Networking Lunch

Equiom is a global fiduciary services provider with offices in some of the world’s premier International Financial Centres, including Jersey, Guernsey, Hong Kong, the Isle of Man and Malta. We create innovative and effective structures to protect private and corporate clients’ wealth.
Our experienced and highly qualified teams offer services in specialist sectors including trust, corporate, property, family office, eBusiness, yachting, aviation, crewing, tax and VAT.
We are an award-winning, independent company focused on strategic thinking and quick responses to clients’ requirements. We continually seek to develop our products   to provide an unrivalled range of opportunities for clients.

 

Equiom

Equiom LinkedIn

Equiom Twitter


Moore Stephens Trust and Corporate

Moore Stephens Trust and Corporate

Sponsor of Networking Lunch

Moore Stephens Jersey is an independent, established provider of trust and corporate services from a well-regulated, stable offshore jurisdiction.

Our team offers experience, expertise and an efficient, consistent and precise service. We work across multiple jurisdictions using our insight and knowledge to deliver innovative solutions, tailored to your requirements.

Being an independent member of Moore Stephens International network allows our clients to benefit from access to international tax advice, a global reach, cross border expertise and advice, and an in-depth cultural and technical understanding of different markets around the world.

 

Moore Stephens

Moore Stephens Twitter


Vistra

Vistra

Exhibitor

Vistra's specialist colleagues provide tailored trust, fiduciary, fund and corporate services. We form strong, trusted connections with our clients, based on a deep understanding of their professional worlds, drawn from our extensive experience of working in those same worlds – across finance, structuring, law, and accounting.

Our approach is always personal. We develop perceptive solutions to the often complex needs of each individual client, from international corporations to high net worth individuals.

With over 2,600 professionals in 42 countries, we always go further for clients, from forming new connections to navigating new jurisdictions, to maximise what is possible in international business.

Vistra

Vistra Twitter

Vistra LinkedIn


Affinity Private Wealth

Affinity Private Wealth

Exhibitor

Affinity is an independent trust, investment and wealth structuring company helping clients preserve and grow their assets for themselves and across generations. Our founders and employees are professionals with many years experience in caring for clients and expertise in managing, structuring and transacting in financial instruments.

Our primary focus is to truly understand our client’s requirements and aspirations and relate these to their finances. Our goal is to provide relevant advice with individual attention, founded on a relationship of trust, with clear and timely communication. We deliver on our promises, take pride in what we do and make our clients’ lives simpler. 

Affinity Private Wealth

Affinity Twitter

Affinity LinkedIn


Estera

Estera

Sponsor of the Pads & Pens

We are Estera, a world-leading provider of offshore fiduciary and administration services.

Established for over 25 years, our strong legal heritage, rooted in our previous partnership with Appleby, and resolute commitment to the delivery of service excellence is what sets us apart.

Independent and truly global, we have over 350 dedicated, professional and highly qualified employees creating and supporting smart and integrated fiduciary solutions.

Our unique understanding of the complexities surrounding the world of fiduciary services inspires us to achieve the best possible results for our clients. This, combined with our commercial acumen, attention to detail and responsiveness, enables us to meet our clients’ needs on time, every time.

Supported by a corporate structure and ownership model that instils a collaborative, nimble and forward-thinking culture, we are focused on the quest for growth and progression and are committed to preserving our integrity every step of the way.

Estera

Estera LinkedIn

Estera Twitter


Venue

8 Northumberland Avenue, London

8 Northumberland Avenue, London, WC2N 5BY


 

Social Coverage

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

2015 Highlights