Jersey Finance is delighted to be a sponsor of STEP Arabia Conference 2022 two-day conference in Abu Dhabi, taking place from Sunday 6 – Monday 7 November.
Jersey Finance will also be Platinum Sponsor of the 2022 STEP Arabia Brunch Conference, which will take place on Monday 7 November.
Furthermore, Faizal Bhana, Director – Middle East, Africa and India, at Jersey Finance will be hosting a family governance focussed panel discussion with Keith Dixon, Partner – Carey Olsen, James Campbell, Partner – Ogier, and Lucia Perchard, Head of Family Office Product – Apex Group Ltd.
Additionally, Faizal would be delighted to connect with contacts old and new. To arrange a meeting with Faizal ahead of the event, kindly use the contact profile above.
With the pace of implementation of UAE foundations growing at an exponential rate, this year STEP take a look at the broader GCC to see what is happening in Saudi Arabia and in Bahrain.
STEP also consider regional cryptos, as well as a UAE structuring and tax update.
In the wake of the high profile inheritance dispute regarding the late Majid Al Futtaim, they have a family governance panel to see what lessons can be learned to avoid some of the issues for the heads of other GCC families.
The objective of this conference is to provide delegates with the latest regional legacy planning developments and practical examples from leading industry experts, as well as a taste of the potential solutions under consideration.
For more information, please contact our events team.
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.
James Campbell Partner, Ogier
Described by leading legal directory Chambers and Partners as "one of the thought leaders in trust law" and named a Leading Individual by Legal 500, James has significant experience advising professional trustees, family offices, intermediaries and high-net worth families on all aspects of Jersey trusts, foundations and estate planning together with all related company and commercial law issues. He has significant experience working with clients and their advisors in the Middle East and in advising on Sharia compliant fiduciary structures.
Keith Dixon Partner, Carey Olsen
Keith Dixon is a partner in Carey Olsen's Trusts & Private Wealth group in Jersey. He regularly advises a mix of global and institutional trustees, family offices and high net worth private clients on commercial and private trusts, foundations, charitable and not-for-profit organisations, succession, pension and estate planning issues as well as on associated regulatory and compliance matters. Keith has practised Jersey law since 1994. Initially he had a broad common law practice and following his call to the Bar in Jersey he represented several major institutions in a variety of contentious and non-contentious matters before the Royal Court of Jersey. He has written for several journals and frequently speaks at seminars and conferences on trust law and private client matters.
Lucia Perchard Head of Family Office Product, Apex Group
Lucia has over 25 years experience providing a personal and practical approach to the collaborative creation and ongoing administration of services and structures for Family Offices. In her role with Apex Lucia is responsible for the delivery of Family Office service lines from across the growing 50 global locations. The role oversees the development and implementation of innovative and practical solutions that enable both families and their businesses to grow. This involves working across all aspects of the Apex Group be they Financial such as Digital Banking, Funds such as the bespoke Jersey Private Fund, to Corporate such as Family Investment Companies and Foundations. Together with the teams based in all the major jurisdictions new remedies to both new and historic problems are developed and put into practice to meet the developing needs of family offices.