Jersey Finance is proud to be a Platinum sponsor of the 2024 STEP Arabia conference 2024 in Dubai on 11 November.
Faizal Bhana, Jersey Finance’s Director – Middle East, Africa and India, will moderate a panel of the following local and international practitioners (including representatives from Jersey-based firms) to discuss MENA regional structures for international assets:
- Moderator: Faizal Bhana, Director – Middle East, Africa and India, Jersey Finance
- Daniel Channing, Executive Director, Crestbridge Family Office Services
- Paul Roper, Director, Private Wealth, VG
- Nina Auchoybur, Managing Director UAE, Ocorian
- Leonie Kerswill, Managing Director, Advisory Services, Sanctuary
Joe Moynihan, Jersey Finance’s Chief Executive Officer, and An Kelles, Director – GCC, will also attend the event and would be delighted to connect with old and new contacts.
Please click on the following links to arrange a meeting with Joe, Faizal, or An before the event.
For more information, please contact our events team.
Faizal Bhana › Director – Middle East, Africa and India, Jersey Finance
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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.
Nina Auchoybur Managing Director, UAE, Ocorian
Nina is the Managing Director of Ocorian Corporate Services (DIFC) Limited, a company established in the DIFC and overviewed by the DFSA. Nina has been leading the firm’s operations in the Middle East for the past 14 years and is responsible for its growth and operations with a special focus on developing its private and corporate client offering and ensuring outstanding delivery of client services. Nina is the Managing Director of Ocorian Corporate Services (DIFC) Limited, a company established in the DIFC and overviewed by the DFSA. Nina has been leading the firm’s operations in the Middle East for the past 14 years and is responsible for its growth and operations with a special focus on developing its private and corporate client offering and ensuring outstanding delivery of client services. She started her career at PricewaterhouseCoopers in Mauritius and headed the operations department of a banking financial institution for 2 years.
Paul Roper Director, Private Wealth, VG
Paul is a Director of Private Wealth at VG in Jersey, Channel Islands. With more than 30 years’ experience in international legal and financial spheres, he is well-respected as a key advisor, relationship partner and trustee to ultra-high net worth and high net worth families across the world. With vast experience of international structures, Paul acts in a number of different capacities for private families and corporates as Director, Non-Executive Director and Trustee. He also acts as Homme d’Affaires to families who rely on his global experience and technical expertise. An expert in South African wealth, tax, and structures for expatriated and currently resident families, Paul initially qualified as an Advocate of the High Court of South Africa and in his early career he worked as a State Advocate and consultant to governments.
Leonie Kerswill Managing Director, Advisory Services, Sanctuary
Leonie is the head of tax and advisory at Sanctuary, a boutique private client advisory firm based in Dubai. She has extensive experience of advising wealthy individuals, their families and family offices on their tax and financial affairs including structuring multi-jurisdictional assets and businesses, succession planning and UK taxes. Leonie also heads the Family Office and Fiduciary teams providing advice and services to family offices, trusts and foundations. Recently much of her advice has focussed on the possible consequences for clients of the proposed new tax legislation in the UK and also how they could be impacted by UAE corporate tax. Prior to joining Sanctuary Leonie was a partner in PwC, London, and moved to PwC’s Middle East firm in 2013 to concentrate on advising families from the UAE and the wider GCC region.
Daniel Channing Executive Director, Crestbridge Family Office Services
In his role as Executive Director and Board Member, Daniel is a key part of the senior leadership team of Crestbridge Family Office Services based in Jersey. He has over 15 years’ experience working with global UHNW families and family offices. Daniel has specific expertise supporting UHNW families and family offices implement and manage effective family succession planning solutions. Daniel joined Crestbridge Family Office Services from a global private bank where he held responsibility for the Wealth Planning and Advisory services for the LEVANT region. Daniel is key to cementing exceptional and long-standing relationships with client families and family office clients and is responsible for ensuring the continued creation of bespoke strategies to preserve and enhance clients’ global asset portfolios and succession plans. Daniel holds TEP accreditation with STEP and an advanced certification in Family Business Advising.