TL4
Virtual

New Hands at New Tillers: How to Play the Generation Game

14 Nov 2022

Location: 12.00pm - 1.00pm | Virtual Event (Zoom)
Members: FREE to Attend - Book by 14 Nov
Non Members: Register in Menu Above & Attend FREE of Charge - Book by 14 Nov

New Hands at New Tillers: How to Play the Generation Game

Highlights

We are in the largest world transfer event since the second world war so how are we planning on passing down our money? The last two to five years we have seen the biggest transition of corporate entities so what are our predictions with what happens next.

In this session, our experts will explore a variety of topics including:

  • Corporate vs Private Wealth debate
  • Governance framework
  • Post-death event issues
  • Unusual asset classes
  • Responsibilities as advisors to the next generation dealing with wealth

Our Panel of Experts:

Dan Bisson
Managing Director, Channel Islands
Suntera Global

Dan is responsible for the Suntera Global business across Guernsey and Jersey. Previously the Managing Director of Nedgroup Trust, which was acquired by Suntera in April 2022, Dan also led the Trust Management Committee and was a member of the Private Wealth Executive Committee.

Dan is based in Guernsey and has over 20 years’ experience in the global fiduciary and corporate sector. Previously employed at Butterfield Trust, he also spent nine years at RBC Wealth Management International where he held a number of senior strategic roles including managing director of wealth preservation and family governance, and head of fiduciary management.


Dan Bisson
Dan Bisson Managing Director, Channel Islands
Suntera Global
Rajah Abusrewil
Group Partner
Walkers

Rajah Abusrewil advises local and international fiduciaries, family offices and UHNWIs on all aspects of wealth structuring, specialising in matters of Guernsey and Bermuda law. Rajah has extensive experience both in private practice and in-house, and has worked in London, Bermuda, Cayman and Guernsey, with more than fifteen years' experience.


Rajah Abusrewil
Rajah Abusrewil Group Partner
Walkers
Mo Baluchi
Senior Manager
Standard Bank

Highly experienced Commercial Director and Executive Client Advisor with a track record of successful results in building, enhancing and servicing strategic distribution alliances within the international financial services industry (mainly within EMEA).

Credentials include Chartered Wealth Manager and Chartered FCSI designation; Member of the Institute of Directors and STEP; Co-Founder and Vice Chair of the Channel Islands Wealth Management Association (CIWMA) established in 2020.

Current role involves enablement of access for private and institutional clients, families, intermediaries and private offices to Standard Bank Group and Melville Douglas capabilities primarily focused on the Wealth & Investment proposition. Also a Member of the Investment Oversight Committee and SB Family Office Council.


Mo Baluchi
Mo Baluchi Senior Manager
Standard Bank

Partnership

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We can provide bespoke value adding partnerships. We will work in partnership with you to develop a bespoke marketing solution to meet your objectives across varying events and thought leadership content. We will ensure that you gain value through the right medium, focused on your desired audience, with a true partnership that delivers value to your marketing needs. Want to know more?

Please contact James on +44 7739 311749  or email james@thoughtleaders4.com.

Contact Us

If you are interested in this event and would like some more information before making your decision to attend please contact Maddi on +44 7825 557739 or email maddi@thoughtleaders4.com