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Jersey | 03. 12. 2019

2019 Private Client & Wealth Management Conference

The definitive Private Client & Wealth Management event of the year.

The Private Client & Wealth Management industry faces a host of challenges, including technological developments, enhanced fiduciary responsibility, and a variety of regulatory burdens. This event will feature presentations from industry experts, across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.

2019-12-03 09:00:00 2019-12-03 17:00:00 Europe/London 2019 Private Client & Wealth Management Conference Radisson Blu Waterfront Hotel BPP Events events@bpp.com
Schedulealt

Overview

The Private Client & Wealth Management industry faces a host of challenges, including technological developments, enhanced fiduciary responsibility, and a variety of regulatory burdens. This event will feature presentations from industry experts, across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.

Designed in collaboration with industry and experts from the CI, UK and Europe, this event is essential for those wanting to keep up to date with key developments in investment and wealth management.

Speakers will present for around 20 minutes, after which there will be an interview with the conference chairman who will also encourage questions from the audience. This conference will also feature panel discussions with a selection of speakers.

Pricing & discounts

Price: £350

We offer the following discounts for this event:

  • 20% for CISI members
  • 10% for JADO, JBA, Jersey Chamber, JFA, IoD and STEP members
2019-12-03 09:00:00 2019-12-03 17:00:00 Europe/London 2019 Private Client & Wealth Management Conference Radisson Blu Waterfront Hotel JIBS Events bookings@jerseyibs.com
Representationalt

Event Schedule

Registration & Refreshments

08:30 – 09:00

Chairman's opening address

Christopher Usher, Global Head of AML & Financial Crime Education at BPP Professional Education

09:00 – 09:15

Jersey’s SRI Journey

Amy Bryant, Deputy CEO at Jersey Finance

09:15 – 09:45

How green is your garden? Are your portfolios really ethically & socially responsible?

09:45 – 10:15

Panel discussion: Here to stay – why you should get on the ESG train

Christopher Usher (Chairman), Russell Waite & further speakers to be confirmed

10:15 – 10:45

Break

10:45 – 11:15

The (R)aging Bull - where are we in the currency economic cycle

Co-presenting: Dan McAlister, CEO of LGT Vestra Jersey and Rohit Ahluwalia, Head of International Investment Solutions at LGT Vestra

11:15 – 11:45

International Savings Plan – an opportunity for Jersey?

Peter Culnane, Director and Head of Pensions at Fairway

11:45 – 12:15

Panel discussion: Asset allocation considerations for different client objectives

Christopher Usher (Chairman), Dan McAlister & further speakers to be confirmed

12:15 – 12:45

Lunch break

12:45 – 13:45

What impact will blockchain have on the asset and wealth management industry?

13:45 – 14:15

Disrupting finance – how digital banking is changing client perceptions

14:15 – 14:45

Panel discussion: How can financial services thrive in an age of digital disruption and heightened regulation?

Christopher Usher (Chairman), Christopher Griffin & further speakers to be confirmed

14:45 – 15:15

Break

15:15 – 15:45
Plus

Developments in the high value residency and citizenship-by-investment market

Eric Major, Chief Executive Officer of Latitude Consultancy Limited

15:45 – 16:15
  • HVR offerings
  • CBI offerings
  • latest trends in the $3 billion Investment Migration industry

How should UK economic fundamentals influence investment decisions

Peter Doherty, Managing Partner and Chief Investment Officer at Tideway Investment Partners

16:15 – 16:45

Chairman's closing remarks

Christopher Usher, Global Head of AML & Financial Crime Education at BPP Professional Education

16:45 – 17:00
2019-12-03 09:00:00 2019-12-03 17:00:00 Europe/London 2019 Private Client & Wealth Management Conference Radisson Blu Waterfront Hotel JIBS Events bookings@jerseyibs.com
Representationalt

Event Speakers

Chris Usher 400 X 400

Chris Usher

Global Head of AML and Financial Crime Education at BPP Professional Education

Chris has over 20 years’ experience in international financial services, working both in the UK and offshore, for major financial institutions such as Barclays Wealth and Santander.

Formerly an International Investment Manager he advised both individuals and corporate entities on complex investment scenarios. He now specialises in delivering training in investment management, taxation and regulatory matters in international finance centres around the world.

Chris is a specialist chairman of a number of high-profile events, including conferences such as the Annual Compliance & Economic Crime Symposium and the International Taxation Conference. As an expert in the financial crime risks posed to international offshore financial centres, Chris was invited to speak at the Association of Certified Anti-Money Laundering Specialists (ACAMS) conference on the topic of ‘Understanding the Criminal Vulnerabilities of Offshore Products and Services’.

400 X 400 Amy Bryant

Amy Bryant

Deputy CEO at Jersey Finance Limited

Amy joined Jersey Finance as Strategic Projects Manager in December 2011, becoming Chief Operating Officer in January 2014. In September 2017 Amy was appointed Deputy Chief Executive Officer of Jersey Finance.

Amy was born and educated in Jersey and subsequently went on to study at Durham University where she graduated with an honours degree in Natural Sciences. Before Jersey Finance Amy was a Tax Manager with PwC in the Channel Islands. While working within the tax team Amy was admitted to the Chartered Institute of Taxation as a Chartered Tax Advisor. Amy initially qualified as a Chartered Accountant within PwC’s Assurance team working on audits of a number of banks, financial institutions and public sector bodies.

400 X 400 Eric Major

Eric Major

Chief Executive Officer of Latitude Consultancy Limited

Mr Major is one of the world's foremost specialists in residency and citizenship-by-investment, an industry pioneer with over 25 years in the Investment Migration field. Mr Major led the launch of many well-known offerings, including the Malta Individual Investor Programme and the Anguilla High Value Resident Programme. Over the span of his career, he and his team have raised over USD 4 billion in capital in over a dozen countries, including Canada, the United Kingdom, Malta, Hong Kong and many Caribbean island nations.

In 2017, he founded Latitude Consultancy Limited, a firm providing residency and citizenship solutions to international private clients, as well as advising governments on how to attract significant Foreign Direct Investments to their shores through such programmes.

400 X 400 Peter Culnane

Peter Culnane

Director and Head of Pensions for Fairway

Peter is Director and Head of Pensions for Fairway’s pension and employee benefits business and has been working in the offshore finance industry since 1997.

Throughout his career, he has accumulated substantial experience within the UK, Jersey and international pension arenas. His background in investment management, international financial planning and as a pension trustee is the ideal foundation for his leading role.

Peter’s expertise spans the personal and corporate pension markets, including the structuring of multi-jurisdictional pension schemes and international pension transfers.

In 2003, Peter became the first Certified Financial Planner in the Channel Islands and he has also represented both the domestic and international pension industry in Jersey, as a key member of numerous working groups responsible for advising the States of Jersey in relation to legislative change.

Peter is a Fellow of the Securities & Investments Institute, an Associate of the Institute of Financial Planning, a Member of the Institute of Directors and is a Certified Financial Planner.

400 X 400 Peter Doherty

Peter Doherty

Group CEO of Tideway Investment Group

Peter joined Tideway in 2010 to lead the firm's asset management team and is now the Group CEO and controlling shareholder of Tideway Investment Group.

As CIO of Tideway Investment Partners LLP, Peter oversees Tideway UCITS Funds ICAV and is the Portfolio Manager on the GBP Hybrid Capital Bond Fund, GBP Credit Fund and Real Return High Income Fund.

Born in Sheffield, Peter graduated from Oriel College, Oxford with a degree in Engineering and has 30 years' experience in the fixed income credit markets. He has held Senior positions at Goldman Sachs, Bear Stearns and Bank of America.

400 X 400 Dan Mc Alister

Dan McAlister

CEO of LGT Vestra Jersey

Dan is the CEO of LGT Vestra Jersey. As well as responsibility for the Jersey operation, Dan also manages portfolios for both institutions and private clients. He has more than 20 years’ experience in the offshore investment industry. He is a CISI Chartered Fellow and a CIAIA Charterholder.

400 X 400 Rohit Ahluwalia

Rohit Ahluwalia

Head of International Investment Solutions at LGT Vestra

Rohit is the Head of International Investment Solutions at LGT Vestra. Rohit had a Masters of Arts in Economics from the Carleton University and a BComm in Finance and Economics from the University of Toronto. Rohit has been a CFA Charterholder since 2010.

400 X 400 Russell Waite

Russell Waite

Investment Director at Affinity

Russell has direct responsibility for building and implementing the investment strategies available to clients of Affinity.

A Chartered Fellow of the Chartered Institute for Securities and Investment, Russell was formerly Head of Investments for a private bank, where he worked for 11 years, and prior to this was an Assistant Director at SG Hambros. He moved to Jersey in 1991, having completed a Lloyds Bank graduate training programme, and worked for the bank developing their client base in the UK, Europe and southern Africa.

Russell enjoys the beach, reading, gardening and running in an on-going attempt to keep fit. His teenage daughter is committed to teaching him to surf whilst he is committed to encouraging his young son to follow him in becoming a life-long Nottingham Forest fan.

400 X 400 Chris Griffin

Christopher Griffin

Partner at Carey Olsen

Chris has broad experience of both general international corporate and funds work with particular expertise in private equity and hedge funds, having spent ten years in the City at two leading international firms and a large hedge fund.

Chris advises on all aspects of fund and corporate transactions, including the legal and regulatory aspects of fund launches, and joint ventures. He also has considerable experience in dealing with the Jersey Financial Services Commission in navigating investment vehicles through the Jersey regulatory approval process as part of the Jersey funds team. He also spearheads Carey Olsen's crypto practice, having advised on a series of token offerings/ICOs, crypto funds and crypto exchanges.

He is rated as a Leading Lawyer - Highly regarded in IFLR1000 2019.

2019-12-03 09:00:002019-12-03 17:00:00Europe/London2019 Private Client & Wealth Management ConferenceRadisson Blu Waterfront HotelJIBS Eventsbookings@jerseyibs.com

Radisson Blu Waterfront Hotel

Rue de L'etau, St Helier, St. Helier JE2 3WF

2019-12-03 09:00:00 2019-12-03 17:00:00 Europe/London 2019 Private Client & Wealth Management Conference Radisson Blu Waterfront Hotel JIBS Events bookings@jerseyibs.com