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 Kingdom of Saudi Arabia and the GCC 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 events will cover a range of important topics that resonate with women leaders in the KSA.

The event will feature keynote speeches from Ms Kholoud Al Dosari, Executive Manager, Chartered Financial Analyst Society, Saudi Arabia & Board Member of the Northern Trust Corporation Saudi Arabia, Dr Taghreed Al Saraj, best-selling author, international public speaker, and certified female leadership coach and Ms Nahid Ghazzawi, VP & Deputy Regional Head of Saudi Fransi Capital.

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, Jeddah 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.

We encourage you to reserve your place early at our Jeddah “Women and Wealth Management 2019” event.

Agenda
Agenda
Agenda

Agenda

19.45

Registration, Networking and Canapés

More

Welcome Introduction

  • Amy Bryant, Deputy CEO, Jersey Finance
  • Mihaela ‘Ella’ Cornelia Moldoveanu, Director, Gulf Region, Jersey Finance
More
20.30
20.45

Keynote Regional Speakers

  • Ms Kholoud Al Dosari, Executive Manager, Chartered Financial Analyst Society, Saudi Arabia & Board Member of the Northern Trust Corporation Saudi Arabia
  • Dr Taghreed Al Saraj, Best-selling author, international public speaker, and certified female leadership coach
  • Ms Nahid Ghazzawi, VP & Deputy Regional Head, Saudi Fransi Capita
More

Panel Session

  • Siobhan Riley, Partner, Carey Olsen
  • Laura Brown, Director, Equiom Jersey
  • Lucia Perchard, Client Director, Highvern
  • Paula Evans, Assistant Manager Islamic Finance and Funds Group, VG
More
21.00
21.45

Audience Q&A

More

Closing Remarks

Jersey Finance

More
22.15
22.20

Networking and Canapés

More

Event Ends

More
23.00
Save agenda as PDF
Venue: British Consulate, Jeddah
Speakers
Ms Kholoud Al Dosari

Ms Kholoud Al Dosari Executive Manager, Chartered Financial Analyst Society, Saudi Arabia & Board Member of the Northern Trust Corporation Saudi Arabia

Kholoud brings a diverse background that includes nearly 14 years of experience in Strategic Investments, with a proven track record working with HNI. She currently sits on the Board of Directors of Northern Trust Saudi Arabia. Also, she is on the Board of Advisors of several Saudi companies including Burhan Almarifa, Connect Global Consultancy and recently been appointed as the CFA Society Saudi Arabia Executive Director and Member of the Board. During her career she worked for Alwaleed Bin Talal Foundation her work included facilitating initiatives with global partners like the Bill and Melinda Gates Foundation and the Clinton Initiative. She later worked for BrainTower an international consultancy with regional presence.

Dr Taghreed Al Saraj

Dr Taghreed Al Saraj Best-selling author, international public speaker, and certified female leadership coach

Dr Taghreed Alsaraj is a Saudi education and entrepreneurship consultant with vast international educational experience within the UK, USA, Saudi Arabia, Turkey and Japan. She is now back working in Saudi Arabia after she was the first Saudi female to work at the University of California Berkeley as she was vice chair of Berkeley Entrepreneurship Program and a Research Fellow there. As well as being a best-selling book author, an international public speaker, and a certified female leadership coach with a passion for entrepreneurship, Dr Taghreed’s articles are featured on Arab News.

Ms Nahid Ghazzawi

Ms Nahid Ghazzawi VP & Deputy Regional Head of Saudi Fransi Capital

With more than 15 years of experience in the field of banking and investments, Nahid Ghazzawi is currently the Vice President, Deputy Regional Head of Saudi Fransi Capital (SFC) – the investment arm of Banque Saudi Fransi – Wealth Management Department. Previously, she served as a Senior Investment Adviser, managing a portfolio of high net worth and ultra-high net worth clients, including corporate by serving their investment needs, providing financial solutions and Investment products starting from the traditional to the alternative Investments in cooperation with SFC team and third parties.

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.

Laura Brown

Laura Brown Director, Equiom

As Client Services Director, Laura is responsible for the delivery of all aspects of client services in Equiom’s Jersey office. She has more than 20 years’ experience in the trust and corporate offshore services industry. Her expertise includes management of complex structures for a large number of international high net worth clients including trading, investment structures and residential and commercial properties. Laura supports Equiom’s Middle Eastern offering by developing relationships with clients and intermediaries in the region.

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 www.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.

More Events
STEP Asia 2019

Location: Marina Bay Sands, Singapore

05/11/2019 - 06/11/2019
STEP Arabia 2019

Location: Dubai

17/11/2019