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


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 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

Event Schedule

Registration & Refreshments

08:30 – 09:00

Chairman's opening address

Chris Usher, Managing Director (Jersey) of BPP CI

09:00 – 09:15

Jersey’s SRI Journey

Amy Bryant, Deputy CEO at Jersey Finance

09:15 – 09:45

Investment reasons why it is important to make sure your garden is green

Mark Clubb, Senior Investment Manager at Team Asset Management

09:45 – 10:15

One of Mark Clubb's 12 rules for investing is:

“Good companies tend to make good investments, bad companies ultimately become bad investments”

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

Chris Usher (Chairman), Russell Waite, Victoria Hoskins & Michaela Seimen Howat

10:15 – 10:45


10:45 – 11:15

The (R)aging Bull – where are we in the current 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
  • Economies and markets since the Great Financial Crisis
  • Where are we now?
  • What should investors be looking at?
  • What is our Game Plan?

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

Chris Usher (Chairman), Dan McAlister, Euan Dangerfield & Dr Ruzhen Li, CFA

12:15 – 12:45

Lunch break

12:45 – 13:45

GDPR and trusts: how do data protection rights impact the basic principles of disclosure in trusts law?

Mathew Cook, Counsel at Mourant

13:45 – 14:15

The future for fiduciaries – the evolving role of the Trust industry

Richard Laignel, Managing Associate at Ogier & Henry Wickham, Counsel at Ogier

14:15 – 14:45
  • Co-ordinating the regulatory landscape – added responsibilities for fiduciaries
  • Catering for the needs and desires of the next generation – sustainable investments, digital assets, engaging with technology
  • A change to traditional structuring – development of family offices, hybrid structuring
  • Potential growth spaces – geographical and product areas for development

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

Chris Usher (Chairman), Christopher Griffin & Mathew Cook

14:45 – 15:15


15:15 – 15:45

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

UK Rate Expectations

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

16:15 – 16:45

Chairman's closing remarks

Chris Usher, Managing Director (Jersey) of BPP CI

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

Event Speakers

Chris Usher 400 X 400

Chris Usher

Managing Director (Jersey) of BPP CI

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

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 has 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 Henry Wickham Hires

Henry Wickham

Counsel at Ogier

Henry advises professional trustees, intermediaries, family offices and high-net worth families in the Channel Islands and internationally on all aspects of Jersey trusts, foundations and estate planning and related corporate law issues.

He has considerable experience in estate planning, advising on complex restructurings and the impact of international sanctions upon companies and trusts. Henry also advises in relation to corporate migrations, philanthropic structures, pension and employee reward scheme matters.

Henry has featured in the Citywealth Leading Lawyers Estate Planning Category and in 2017 was named Lawyer of the Year IFC Associate in the Citywealth Future Leaders Awards.

400 X 400 Richard Laignel Hires

Richard Laignel

Managing Associate at Ogier

Richard is a member of the Private Wealth team in Jersey and advises a wide range of professional trustees, intermediaries, family offices and private clients on the establishment, ongoing operation and restructuring of private and commercial trusts, including the drafting of trust instruments, supplemental documentation and the establishment and use of private trust companies. He also has significant experience in relation to corporate migrations and reinstatements and has advised on a number of pension and employee reward scheme matters. Richard features in the Citywealth 2019 Future Leaders Top 100: Super Advisors list and is one of eprivateclient's top 35 under 35 in the Channel Islands.

400 X 400 Matthew Cook

Mathew Cook

Partner at Mourant

Mathew acts on a wide-range of high-profile and multi-jurisdictional banking, corporate, funds, financial crime, trust and property disputes. In addition, he advises regularly on regulatory issues, including compliance with the local regulatory regime, anti-money laundering legislation, data protection issues and sanction compliance. In relation to data protection, Mathew has advised for a number of years on data protection compliance in respect of data transfers and disclosure, and also dealing with contentious requests for personal data disclosures.

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.

400 X 400 Mark Clubb

Mark Clubb

Senior Investment Manager at Team Asset Management

Born in Preston, Lancashire, England in 1960, Mark has a BA (Hons)degree in Economics and Business Studies, CISI level 6 in Private Client Investment Advice and Management and ICA Advanced Certificate in Compliance. Mark began his career in 1981 at the London based internationally respected firm of stockbrokers Hoare Govett. Starting as a company analyst Mark went on to build a 27-year career in investment banking. During this time, he would go on to hold various senior management roles working for UBS Philips and Drew and BZW (latterly Credit Suisse First Boston).

He has been Involved in hundreds of corporate transactions, ranging from mergers and acquisitions to fundraising's including listings and IPO’s. Many of these involved international companies both large and small, various industries and differing sizes and levels of complexity. He engaged with international stock markets but also the private equity and venture capital markets.

Mark has a deep understanding of corporate capital structures, the internal financial workings, management initiatives and controls of companies and the relationship between company performance and long-term share price behaviour. Having to interface with institutional investment managers over those years has also given Mark an extensive knowledge of various investment styles, strategies and disciplines. He has also operated in the extremes of stock market conditions, including the UK recessions of the early 80s, early 90s and of course the credit crisis of 2008/9.

In 1997 Mark, together with six partners, founded London based investment banking boutique Altium Capital Partners. Following a management buyout of Altium in 2008, Mark returned to Jersey and secured a position at private client stockbrokers, Collins Stewart, later acquired by Canaccord Genuity Inc. This marked the beginning of a second career in investment management. He has built a 10-year track record of consistent market competitive portfolio returns investing in global equities. Mark is extremely experienced and disciplined. He is extensively well read and the subjects of investing and investment practices are his passion.

400 X 400 Victoria Hoskins

Victoria Hoskins

Investment Director at Rathbone Greenbank Investments

Victoria is an Investment Director with over 19 years’ experience in providing and managing investment solutions for charity and pension fund trustees, as well as for individuals. Victoria is a Chartered Fellow of the CISI. As an experienced trustee, she is currently a co-opted trustee for the Edward Gostling Foundation, Advisor to the Stroke Association Investment Committee and formerly for the Lankelly Chase Foundation, an early adopter of the United Nations-backed Principles for Responsible Investment, latterly chairing the Investment Committee.

Victoria joined Rathbones in 2015 from Barclays Wealth, where she was senior director for the London Charity Team advising boards on the implementation of their investment policies, including ethical and social investment considerations. From 2007 to 2010, Victoria was Regional Investment Director for London and the South East responsible for the Gerrard Investment Management business, equating to £2 billion of private client, charity, pension and court of protection portfolios.

400 X 400 Michaela Seimen Howat

Michaela Seimen Howat

Sustainable Investing (SI) Strategist in the Chief Investment Office – Wealth Management at UBS AG

Michaela Seimen Howat is a Sustainable Investing (SI) Strategist in the Chief Investment Office – Wealth Management. She joined UBS in April 2018 from Scope Ratings, a European credit rating agency, where she was a senior analyst for financial institutions. At Scope Ratings she led a project team for the assessment and implementation of ESG criteria in the credit rating process.

Michaela has more than 15 years of international experience in the credit and debt markets. Prior to joining Scope Ratings, Michaela was a rates strategist within the Investment Banking Divisions of Royal Bank of Canada, Barclays and UBS in London where she covered Supranationals, Sub-Sovereigns & Agencies, as well as Covered Bonds. She was responsible for advising institutional clients with a global coverage. Michaela also worked in counterparty risk management for financial institutions at UBS in London and, from 2003 until 2006, she worked as a bank analyst for Moody’s in Frankfurt and London.

Michaela studied Economics with a focus on International Business Relationships and International Market Management at the Universities of Passau and Muenster, Germany, and received a Master's degree.

400 X 400 Euan Dangerfield

Euan Dangerfield

Client Director at Cazenove Capital

Euan joined in 2011 from the investment consulting firm ARC, where he was managing director of the Jersey Office. Since 1993, Euan has built up a broad experience serving the investment needs of individuals and trustees from both offshore and onshore jurisdictions.

Euan was on the PAM Awards judging panel for seven years. Before returning to Jersey in 2003, Euan headed the private client discretionary team at Royal Bank of Canada in London and has previously worked for Mourant, HSBC and Hill Samuel. He is a qualified Chartered Fellow of the Securities Institute.

400 X 400 Ruzhen Li

Dr Ruzhen Li, CFA

Head of Consultancy at Enhance Group

Dr Li has over 13 years of experience in researching investment managers to advise international families and associated entities on complex investment affairs. She combines her academic diligence, professional training, and her skills as a qualified hypnotherapist in her research to select the best talents the industry has to offer. Dr Li started her career with Deloitte after completing her PhD on full scholarship, she then co-led a Management Buyout of the investment consulting and advisory business, which is now part of Alvarium. Dr Li is a native Mandarin speaker and has an in-depth understanding of the culture and a strong business network in China. Dr Li enjoys career and life coaching and is a visiting lecturer for Brunel University.

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