The CEO of Philanthropy Impact, the Director General of the Jersey Financial Services Commission, the CEO of Digital Jersey, and the newly appointed Chief Officer - Financial Services, Digital and Enterprise at the States of Jersey are among the final group of speakers to be confirmed for BL Events’ Jersey Private Client Conference.
The event – ‘A Brave New World’ – is produced in partnership with Zedra, and is sponsored by Benest Corbett Renouf, Microgen Financial Systems and Optimus Group.
It will take place from 9am-3.15pm on Thursday 25 May 2017 at the Royal Yacht in St Helier.
The conference will bring together leading practitioners from Jersey and beyond to discuss the challenges, opportunities and issues that are dominating the private client space right now.
The full speaker line up is as follows:
• Nainish Bapna, CIO, Veddis
• David Benest, Managing Partner, Benest Corbett Renouf
• Sam Bryans, CEO, PlainSail Technologies
• Richard Corrigan, Chief Officer – Financial Services, Digital and Enterprise, States of Jersey
• Ashley Cox, Managing Director, Zedra Jersey
• Sally Edwards, Global Head, Private Client and Trusts, Ogier
• Julie Fairclough, Director, Zedra Jersey
• Simon Foster, Chief Financial Officer, TY Danjuma Family Office
• Aonghus Fraser, Group Chief Technology Officer, C5 Alliance
• Miles Geffin, Legal Director, Mishcon de Reya
• Catherine Grum, Head of Family Office Services, KPMG, London
• Tom Hall, Director, Head of Philanthropy Services UK, UBS
• John Harris, Director General, Jersey Financial Services Commission
• Wendy Martin, Partner, EY
• Reginald Mills, Head of Corporate Finance Partnership EMEA, Deutsche Bank
• Tony Moretta, CEO, Digital Jersey
• Matthew Norman, CEO, Kenjiro Private Office
• Kellyann Ozouf, Partner, Collas Crill
• John Pepin, Chief Executive, Philanthropy Impact
• Christopher Scholefield, Partner, Viberts
• Michael Strachan, Managing Director, IAM Advisory
• Justin Woodhouse, Tax Partner, PwC
Carl Methven, CEO of BL Events, commented: “With the conference only a matter of weeks away, we are delighted to have confirmed such a high-calibre group of speakers and panelists. These people are at the top of their professions and, we are certain, will have some fascinating insights.”
The conference will comprise a variety of sessions and panels covering wide-ranging subjects:
• The new face of the private client Jersey is doing business with HNWIs and families from a broad range of geographies, all of whom have varied needs and requirements. With the very nature of ‘family’ and the private client changing day by day, how must Jersey adapt and innovate in order to stay relevant?
• Alternative investments An examination of alternative asset classes and how they can be used in client portfolios.
• High-net-worth divorce It may be a headline-grabbing subject, but divorce can be incredibly messy when wealth is involved. How are practitioners on both sides working to protect their clients/ensure that a fair settlement is achieved?
• Review of the latest issues in the areas of trusts, taxation and regulation, including changes to the law both in Jersey and beyond.
• Technology How does the Jersey private client industry need to adapt and innovate if it is to stay competitive in the global market. Indeed, exactly how should trust/private client practitioners be using technology most effectively?
• Philanthropy What are the trends in this area, and how is philanthropy breaking new ground? Is impact investing the prevalent trend, and what about philanthropy on a smaller scale?
• The future As the world changes, what are the challenges and opportunities in the private client space? Where is the competition coming from, where are the biggest opportunities likely to emerge, and what does Jersey need to do in order to capitalise on them?
The delegate rate for the event is £295. Discounts are available on multiple bookings. Five hours of CPD are also available.
A booking form and more information on the schedule can be found on the dedicated website www.jerseyprivateclient.com – or by emailing Carl Methven at events@blglobal.co.uk. Tickets are also available through Eventbrite