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Following on from our inaugural and highly successful 2018 “Women in Wealth Management” event in Riyadh, this series of events in 2019 builds on last year’s insights.

With the United Arab Emirates and the GCC region seeing continued growth of women’s key roles in the workforce, in engaging and managing wealth and in taking significant financial decisions at corporate level, the series will cover a range of important topics that resonate with women leaders in the UAE.

The event will feature a keynote speech from Sir Anthony Ritossa, Chairman of Ritossa Family Office, Raja Al Mazrouei, Executive Vice President of FinTech Hive at the Dubai International Financial Centre (DIFC), and Diana Hamade, Founder and Managing Partner of Diana Hamade Attorneys at Law.

Additionally, the event will also feature a panel session with several leading private wealth experts, who will offer their insights on international trends in regulatory and legal architecture on wealth preservation and structuring and the changes ahead. This will include exchange of information and international fiscal transparency initiatives.

It will also provide an overview on the industry’s wealth structuring strategies for private clients and give our select participants tools to help identify and choose suitable advisory.

Led by our Deputy CEO, Amy Bryant and our GCC-based Director, Ella Moldoveanu, this event offers the opportunity to network with a range of leading members of the Jersey, Dubai and London advisory communities, including wealth practitioners, lawyers, investment managers, fund managers and other finance professionals.

This is an excellent opportunity for the audience to engage with leading industry professionals and to ask pertinent questions in a discreet and exclusive setting.

Agenda

Agenda

Agenda

Agenda

15.30

Registration, Networking and Canapés

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Welcome Introduction

  • Amy Bryant, Deputy CEO, Jersey Finance
  • Mihaela ‘Ella’ Cornelia Moldoveanu, Director, Gulf Region, Jersey Finance
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16.00
16.15

Keynote Regional Speakers:

  • Sir Anthony Ritossa, Chairman Ritossa Family Office
  • Raja Al Mazrouei, Executive Vice President of FinTech Hive at the Dubai International Financial Centre (DIFC)
  • Diana Hamade, Founder and Managing Partner of Diana Hamade Attorneys at Law
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Panel Session

  • Siobhan Riley, Partner, Carey Olsen
  • Nina Johnston, Managing Director, Equiom (Isle of Man)
  • Lucia Perchard, Client Director, Highvern
  • Paula Evans, Assistant Manager, Islamic
    Finance and Funds Group, VG
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16.35
17.20

Audience Q&A

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Closing Remarks
Jersey Finance

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17.35
17.40

Networking

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Event Ends

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18.30
Venue: Capital Club DIFC, Dubai
Speakers
Raja Al Mazrouei

Raja Al Mazrouei Executive Vice President of FinTech Hive at the Dubai International Financial Centre (DIFC)

Raja Al Mazrouei is an executive graduate from Harvard Business School; she holds an MBA in Global Leadership and Management from the United Arab Emirates University and a Bachelor’s degree in Business Information Technology from the Higher Colleges of Technology in the UAE. Raja is a board member of the Harvard Business School MENA and Central Asia Advisory Board based in Boston, the Vice President of Harvard Business School Club for the GCC and Director of Dubai Fintech Ventures.

Diana Hamade

Diana Hamade Founder and Managing Partner of Diana Hamade Attorneys at Law

Diana Hamade is a UAE lawyer and the Founder & Managing Partner of Diana Hamade Attorneys at Law, a private practice law firm in the UAE focusing on Family Businesses and Succession Planning. Diana is regularly hosted as a speaker and trainer on subjects relating to family businesses, wealth planning and governance and authors various chapters in legal publications with regards to the laws of the UAE. Diana is a fellow of the International Bar Association (IBA), International Academy of Family Lawyers (IAFL) and is a member of the Society of Trust and Estate Practitioners (STEP).

Sir Anthony Ritossa

Sir Anthony Ritossa Chairman Ritossa Family Office

Sir Anthony, Chairman of Ritossa Family Office, has over 30 years of international financial markets and investment experience. Before his family office role, Sir Anthony is recognised for his distinguished Wall Street career in New York. He has held senior executive positions at Nomura, Barclays Capital, Morgan Stanley, BNP Paribas, and Bankers Trust (acquired by Deutsche Bank). Sir Anthony is a frequent speaker at various International Investment Conferences and sits on several advisory boards.

Siobhan Riley

Siobhan Riley Partner, Carey Olsen

Siobhan is the head of Carey Olsen’s trusts and private wealth team in Jersey. 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. Siobhan also advises on operational issues for local financial services businesses, including employment and outsourcing arrangements.

Nina Johnston

Nina Johnston Managing Director, Equiom (Isle of Man)

As Managing Director, Nina is responsible for the overall operation and performance of Equiom (Isle of Man). She also plays a leading role in Equiom’s Middle Eastern client service offering and has established relationships with a number of high profile clients and wealth intermediaries in the region. With more than 25 years in the industry, Nina has amassed a broad range of complex transactional experience and she continues to be the high-level point of contact for a number of Equiom’s key clients. She is a member of the Society of Trust and Estate Practitioners.

Lucia Perchard

Lucia Perchard Client Director, Highvern

Lucia is a Client Director at Highvern with over 20 years’ experience in the Trust industry. Lucia works with complex structures for high and ultra high net worth families across the globe. She has focussed predominantly on the Middle East Market and regularly travels across the GCC to meet with the families she works with. Lucia is a fully qualified member of the Society of Trust and Estate Practitioners (STEP) and provides tuition for students studying for qualifications in both the Society of Trust and Estate Practitioners and the Institute of Chartered Secretaries.

Paula Evans

Paula Evans Assistant Manager, Islamic Finance and Funds Group, VG

Women and Wealth Management panellist Paula Evans is Assistant Manager in VG’s Islamic Finance and Funds Group. Paula is a specialist in Islamic Finance, with expert knowledge of real estate structures and brings a wealth of experience to the team. Paula holds the CISI Islamic Finance certificate and the CIMA Diploma in Islamic Finance qualifications.

Sponsors

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.

Carey Olsen has one of the largest trusts and private wealth teams in the offshore world. Our global reach, scale and experience mean that we are perfectly positioned to assist and advise on the most demanding and complex cases concerning wealth planning and asset protection as well as the more straightforward day-to-day instructions.

Equiom is a global professional services provider offering end-to-end wealth protection and business support services to private clients, corporate clients and funds.

Equiom’s portfolio in the UAE is wide-reaching with 4 offices in the region, each an expert in their respective field.

Equiom (Isle of Man) Limited (DIFC Branch), regulated by the DFSA, is responsible for the promotion of a full range of trust and fiduciary services. The company’s offering aims to meet the individual requirements of clients including high net worth individuals, family offices and corporations.

www.equiomgroup.com/middle-east

For information on the regulatory status of our companies, please visit equiomgroup.com/regulatory

HIGHVERN is an award winning, independent fiduciary business with a 50 year heritage of providing a world class service. Our global client base encompasses Private Clients, Corporates, International Family Offices and Private Capital Funds.

At Highvern, client relationships are at the heart of our business. Our primary focus is to provide a high quality experience delivered through a senior dedicated team that understands each client’s goals and partners with them for the long-term.

We source and work with a number of leading legal, tax, accounting and property advisers as well as banks and wealth managers to ensure our clients benefit from an expertly qualified team at all times.

VG is one of Jersey’s largest, independent and privately owned fiduciary and administration solution providers.

We form and administer trusts, companies, foundations, partnerships and funds, both private and regulated. We are particularly recognised for our award-winning Islamic finance expertise, having been active in this sector since 1996.

Established in 1982, we provide bespoke solutions for clients including families and family offices, entrepreneurs, corporates, fund managers and financial institutions. Our aim is to delight you.

It’s as simple as…delivering excellence.

VG is committed to diversity and women in wealth and leadership.