10th Annual Business and Finance Conference

Stuart originally joined BPP CI as a tutor in 2011 and, after 4 years as a senior tutor and ACCA Programme Manager, moved to State Street in order to gain more experience in Guernsey’s fund industry. Whilst there he was Assistant Vice President in the Client Services team, responsible for a range of listed and unlisted private equity funds. He re-joined BPP in 2017 when a senior position became available. Stuart is a Fellow of the Association of Chartered Certified Accountants and an Associate Fellow of the Higher Education Academy.

Stuart’s experience in the fund industry is broad, spanning 10 years in fund accounting, financial reporting, operational and regulatory compliance, board management, corporate secretarial and administration. This experience is invaluable when it comes to designing and delivering courses in the Professional Development arena across areas such as fund accounting, fund structuring and asset classes, emerging regulation, Anti Money Laundering and compliance. Stuart also delivers numerous courses for the ACCA, Chartered Governance Institute and ACA qualifications, with a focus on strategy, law and audit.

Prior to Liberum, Stephen established and led Walkers’ Channel Islands Regulatory & Risk Advisory Group following its merger with Guernsey law firm AO Hall, where he worked for over 12 years. His practice there included all aspects of financial services regulation and he was ranked as a rising star by Legal 500.

Stephen was called to the Bar of England & Wales in 2008 with a Harmsworth Scholarship, he holds an LLB from the College of Law and a BA (Hons) in Politics from the University of Exeter.

Rachid has worked at KPMG for eleven years in both the Guernsey and Hong Kong offices. He specialises in delivering audit and assurance services to financial services clients predominantly in the investment management industry - including funds listed on the LSE, the AIM of the LSE and alternative investment funds, comprising private equity, renewable energy and hedge fund structures. He has been involved in the delivery of transaction services engagements for new fund clients in relation to obtaining a listing on preferred exchange. In attestation services, Rachid has worked in ISAE 3402 and AAF 01/06 type reporting. He is a member of the Institute of Chartered Accountants in England and Wales (ACA).

Prior to joining BPP, James was a senior manager at a Big 4 audit firm where he qualified as a Chartered Accountant. During his time as an auditor he was primarily responsible for serving clients in the Insurance industry. His portfolio also included real estate and debt funds listed on the London Stock Exchange, as well as private funds, fiduciaries, wealth managers, trust & company and utilities. He was also one of the Financial Services lead facilitators on internal training courses.

Jo leads Deloitte’s tax practice across the Channel Islands and has worked in tax for around 27 years mainly within professional practice but also within industry. She is a qualified Chartered Accountant and Chartered Tax Advisor and has experience in both corporate tax and VAT. She has considerable experience with a focus on corporate and international tax for a wide range of financial services clients, including investment funds and private equity houses. Projects range from local Guernsey and Jersey tax compliance and advice, VAT advisory as well as advice on international tax principles such as residence, permanent establishment, withholding tax and the impact of double tax treaties. Her experience also covers transaction work on disposals, acquisitions and re-organisations.