The Circle of Trust forum is an exclusive TL4 event and is by invitation only. The event is chaired by Marcus Parker of Stewarts and Emily Osborne of Stephenson Harwood. Entering its fourth year at the luxurious Hotel & Spa, The Fairmont Windsor, we look forward to welcoming senior level private client practitioners for one and a half days of comprehensive discussion.
This exclusive invitation only event, involves facilitated discussions across 1 and a half days of content.
We have been working with a charing commitee the event to come up with the invite list and areas of discussion. Designed to be interactive and as inclusive as possible, there are no set-piece presentations or panel sessions with the focus being on open discussion.
Introducing the Co-Chairs for 2025: Emily Osborne (Stephenson Harwood) & Marcus Parker (Stewarts)
Meet the Advisory Board for 2025: Fiona Poole (Maurice Turnor Gardner), Richard Joynt (Highvern), Dominic Lawton-Smith (Saffreys), Sevyn Kalsi (Bedell Cristin) & Victoria Yates (Collas Crill).
The event will run in 2 broad formats: Horseshoe & Interactive roundtables, whereby we are expecting all attendees to be involved throughout. There will be assigned topic leaders for each session to get the conversation amongst all attendees started.
Given the format this is very much fluid, and we are keen to take suggestions from attendees up until the event itself as to what you would like to have covered.
Confirmed attendees to the Circle of Trust UK 2024 will be added below
Dylan Samuel - Executive Vice President - Lombard Odier
Katrina Williams - Client Services Director - Accuro
Chris Moorcroft - Partner - Harbottle & Lewis
Imogen Buchan-Smith - Director - EY
Joe Crome - Head of Business Development and CAF American Donor Fund - CAF (Charities Aid Foundation)
Edward Garrett - Head of Private Clients - CAF (Charities Aid Foundation)
Rupert Morris - Partner - Walkers (Guernsey)
Stuart Sarre - Senior Trust Officer - Imperium
Catherine Grum - Founder - Catherine Grum Consultancy
Katrina Williams - Client Services Director - Accuro
Ashdown Park Hotel & Country Club
Wych Cross
Nr Forest Row
East Sussex RH18 5JR
United Kingdom
Accommodation is included in the ticket price for Thursday 2 May only.
Should you not require accommodation please let us know ASAP.
To extend your stay please contact us
Business casual
For enquiries please contact
Rachael Mowle on +44 (0) 20 3398 8560
or email rachael@thoughtleaders4.com
For general enquiries please contact
Maddi Briggs on +44 (0) 20 3398 8545
or email maddi@thoughtleaders4.com
For partnership enquiries please contact
James Baldwin-Webb on +44 (0) 20 3398 8546
or email james@thoughtleaders4.com
For venue & logistics enquiries please contact
Ewan Brown on +44 (0) 20 3433 2292
or email ewan@thoughtleaders4.com