Private Client Circle of Trust UK
2 May 2024
to 3 May 2024
Ashdown Park Hotel & Country Club, UK
Circle of Trust is an exclusive event and is by invitation only. Entering its third year the Circle of Trust event is chaired by Katrina Williams of Accuro, Dylan Samuel of Lombard Odier, Chris Moorcroft of Harbottle & Lewis and Imogen Buchan-Smith of EY.
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.
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.
This Circle is supported by:
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Confirmed attendees to the Circle of Trust UK 2024 will be added below
Delegates
Imogen Buchan-Smith (Advisory Board)
Director
EY
Chris Moorcroft (Advisory Board)
Partner
Harbottle & Lewis
Dylan Samuel (Advisory Board)
Executive Vice-President
Lombard Odier
Katrina Williams (Advisory Board)
Client Services Director
Accuro
Gemma Beattie
Private Wealth Advisor
Goldman Sachs
Alberto Brazzalatto
Partner
Maisto e Associati
James Campbell
Partner
Ogier
Daniel Channing
Director
Crestbridge Family Office Services
Sarah Cormack
Partner
Mills & Reeve
Joe Crome
Head of Business Development and CAF American Donor Fund
CAF
Katie Douglas
Associate Director
Highvern
Sophie Dworetzsky
Partner
Charles Russell Speechlys
Emma Furzer
Senior Trust Manager
Highvern
Edward Garrett
Head of Private Clients
CAF
Catherine Grum
Founder
Catherine Grum Consultancy Ltd
Kim Hinds
Executive Director
London & Capital
Jodi Hill
Deputy Head of Private Client Services
JTC
Emma Heelis-Adams
Partner
Burges Salmon
Roger Holman
Partner
Blick Rothenberg
Hannah Hughes
Partner
Wiggin Osborne Fullerlove
Joe Johnson
Director
Evelyn Partners
Katherine Jory
Executive Director
Goldman Sachs
Hannah Keens
Tax Director
KPMG
Michael Lewis
Partner US/UK Tax Services
EY
Natasha Oakshett
Partner
Withers
Nigel Mifsud
VP, Senior Strategic Relationship Manager
Butterfield
Laurence Morgan
Partner
Boodle Hatfield
Rupert Morris
Partner
Walkers
Victoria Nahmany
Head of Wealth Planning Europe
Pictet
Graeme Privett
Partner
Rawlinson & Hunter
Paul Rondel
Director
Alex Picot Trust
Alexa Saunders
Partner
Carey Olsen
Stuart Sarre
Senior Trust Officer
Imperium Trust
Sophie Voelcker
Partner
Kingsley Napley
Claire Weeks
Partner
Maurice Turnor Gardner
Agenda
9.30am
10.00am
Advisory Board Welcome
Dylan Samuel - Executive Vice President - Lombard Odier
Katrina Williams - Client Services Director - Accuro
Chris Moorcroft - Partner - Harbottle & Lewis
Imogen Buchan-Smith - Director - EY
Format: Square
10.10am
Proposed Changes to the Non-Dom Regime: Client's Reaction
11.10am
Refreshment Break
11.40am
Proposed Changes to the Non-Dom Regime: Industry Reaction
12.40pm
Lunch
Interactive Roundtables
2.00pm
Philanthropy: The Key to Next-Gen Engagement – Hosted by CAF
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)
2.40pm
Supporting the Next Generation of Wealth Holders- Hosted by Guernsey Finance
Rupert Morris - Partner - Walkers (Guernsey)
Stuart Sarre - Senior Trust Officer - Imperium
3.20pm
Refreshment Break
3.35pm
Working with Family Offices
Catherine Grum - Founder - Catherine Grum Consultancy
Katrina Williams - Client Services Director - Accuro
4.15pm
Closing Summary
6.00pm
Drinks Reception
7.30pm
Dinner
9.30am
Morning Refreshments
Format: Square
10.00am
Liquidity Events: Transitioning from Business Ownership to Asset Management
11.00am
Refreshment Break
11.30am
Hot Topics
12.30pm
Lunch & Close of Event
Essential Information
Venue
Ashdown Park Hotel & Country Club
Wych Cross
Nr Forest Row
East Sussex RH18 5JR
United Kingdom
Accommodation
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
Dress Code
Business casual
Location
Event Location
Contact
Attendance, Booking & General Queries
For general enquiries please contact
Maddi Briggs on +44 (0) 20 3398 8545
or email maddi@thoughtleaders4.com
Partnership
For partnership enquiries please contact
James Baldwin-Webb on +44 (0) 20 3398 8546
or email james@thoughtleaders4.com
Venue & Logistics
For venue & logistics enquiries please contact
Ewan Brown on +44 (0) 20 3433 2292
or email ewan@thoughtleaders4.com