Highvern
Outsourcing your Family Office - Does it work?
23 Feb 2024
Location: 12:00-1:00pm UK Time Virtual Event (Zoom) Members: FREE to attend - Book by 23 Feb Non Members: Register above as a member and attend for FREE - Book by 23 Feb
Highlights
Led by HIGHVERN, this webinar unravels the evolving landscape of wealth management. Our panellists will delve into the rise of the Outsourced Chief Investment Officer (OCIO) Role, exploring how family offices and trustees effectively manage complexity and potential conflicts in their investment strategies.
Director & Head of Family Office
Highvern
Richard is a Director of Highvern and Head of Family Office. He qualified as a Chartered Accountant in 1997 and holds an MBA from Warwick University. As well as having expertise in financial accounting and strategic financial planning, Richard has devoted the last 20 years of his career to the Family Office sector. He was the Director of a prominent Single Family Office from 2002-2012 and led the Multi-Family Office division of a prominent international fiduciary services firm from 2013 to 2021, dealing with Ultra High Net Worth individuals and their families from many jurisdictions including Europe, the US, the UAE and Russia. He has specific expertise in private equity, luxury assets, cryptocurrencies and philanthropy. At Highvern, Richard is responsible for managing some of the more complex client relationships, often with innovative structures. He is frequently asked to write articles for leading publications and regularly speaks at international conferences on specific issues relating to Family Offices.
Highvern
Founder
Catherine Grum Consultancy
Catherine Grum Consultancy
CEO
Wimmer Family Office
Per Wimmer is an astronaut, an adventurer and explorer, a philanthropist, entrepreneur, global financier, author and private island owner (WimmerIsland.com). Per Wimmer’s story is about being an explorer, a pioneer, a record maker, pushing the boundaries, discovering and making dreams reality. Not just for Per himself through his exciting adventures and trip to space but also to inspire children around the globe to live out their dreams, whatever their dreams may be. Turning what appears to be a far-fetched dream into reality. He is a person who has packed three lives into one – “a true Indiana Jones meets 007 James Bond” as one commentator stated.
Per Wimmer is expected to be the first private Dane in space. He has successfully completed his space training, including weightlessness/ zero-g training, flying Russian MIG-25 over Siberia at an altitude of 80.000 feet (24 Km) at Mach 3 (3 times the speed of sound) and L-39 fighter jets, passed medical exams and carried out space launch simulations in both Russian and American centrifuges. He is a Founding Astronaut with Sir Richard Branson’s Virgin Galactic since joining in 2005 and will be on one of the first commercial rocket flights to space onboard SpaceShipTwo. He was previously also scheduled first astronaut on the XCOR Lynx and with Space Adventures (signed up in 2000).
Per is passionate about space and a well respected member of the international space and adventure community as illustrated by his Fellowship at the New York Explorer’s Club, The Royal Aeronautic Society (Companion Member) and The Scientific Exploration Society (Honorary Advisory Board Member). He is a friend of Apollo 11 Moonwalker Astronaut, Buzz Aldrin. On July 15 2019, at the Kennedy Space Centre, together with Buzz Aldrin and Charles Duke, Apollo 16 and CapCom Apollo 11, Per received following advice from Charles: “Forget about focusing on the Zero-G experience. Just look out of the window. The Earth is so beautiful from space.” On Dec 9 2022, Per and Charlie Duke became weightless together in a Boing 727 on a zero-g flight out of Kennedy Space Centre. On Sept 22 2022, Per did another zero-g training sessions on an Airbus together with French European Space Agency astronauts Thomas Pesquet and Jean-Francois Clervoy.
On Oct 6, 2008, Ralph Mitchell and Per Wimmer successfully completed the world’s first tandem sky dive over Mount Everest, the highest point on Earth. After six days of trekking, Ralph and Per flew in a Pilatus Porter airplane to an altitude of 29.500 feet (ca 9000 meters), just above the peak of Mount Everest (8848 meters), jumped out in minus 50 degrees C and free fell for sixty seconds before opening the parachute and landing at the Drop Zone at 12.350 feet (ca. 4000 meters). Pushing the boundaries, helping writing the manual (as opposed to following one), exploring, discovering, being a pioneer, carrying out first time adventures together with fellow adventures and deploying and acquiring education in a wider sense is what drives Per.
WimmerSpace further includes adventure travelling. Per has been living with the Indians of the Amazon forest; involved in a world landspeed record attempt and been driving a modified F-104 Starfighter Jet on Black Rock Dessert, Nevada, and high speed cars on the Bonneville Salt Flats, Utah; visited the remote Easter Islands; been diving in the Galapagos Islands; been trekking the Inka Trail to Macchu Pichu; been skiing at the highest skiing facility in the world at 5.500 m in Bolivia; walking on live volcanos in Hawaii; been hang gliding over the beaches of Rio de Janeiro; been riding cross-country USA on a Harley Davidson motorbike and back (total of 9.000 miles) and been diving with sharks in Fiji. In March 2022, Per did his own “Top Gun” experience by flying out in the Pacific Ocean on a C2 Greyhound Navy plane landing on and doing a catapult take-off from the US aircraft carrier USS Nimitz.
Further he has visited the following 85 countries: Algeria, Antigua & Barbuda, Anguilla, Argentina, Australia, Austria, Bahamas, Barbados, Belgium, Bolivia, Bosnia-Herzegovina, Botswana, Brazil, British Virgin Islands, Cambodia, Cameroon, Canada, Cayman Island, Chile, China (incl Hong Kong & Macau), Columbia, Costa Rica, Croatia, Cuba, Cyprus, Czech Republic, Denmark (incl Greenland), Dominica, Dominican Republic, Ecuador, Egypt, Eswatini (formerly Swaziland), Fiji, Finland, France, Gambia, Germany, Greece, Curacao, Iceland, Ireland, Italy, Jamaica, Kazakhstan, Lebanon, Lesotho, Luxembourg, Mexico, Monaco, Morocco, Namibia, Nepal, Netherlands, Norway, Oman, Panama, Paraguay, Peru, Poland, Portugal, Qatar, Russia, Saint Barths, Saint Kitts & Nevis, Saint Martin, Saint Vincent & The Grenadines, Saudi Arabia, Senegal, Serbia, Singapore, South Africa, Spain, Sweden, Switzerland, Thailand, Trinidad & Tobago, Tunisia, Turkey, Uruguay, United Arab Emirates, USA, Uruguay, Venezuela, Vietnam, Zambia, Zimbabwe.
Philanthropist Per Wimmer through WimmerSpace has over the years supported numerous charities financially and otherwise various charities, both through more organised twelve months school programs in the UK and Denmark as well as on ad hoc basis. For instance, when skydiving Mount Everest, WimmerSpace supported two local orphanages in Nepal via UNICEF and Global Angels. Any new adventure Per contemplates would always have a local and/or relevant charity attached in view of tying in with the WimmerSpace mission supporting charitable needs and inspiring children to live out their dreams as Per makes his adventure dreams reality. Space charity can have many forms: In Sept 2007, Per was bowling for charity with Natalie Imbruglia against Kylie Minogue and Sir Richard Branson, London. That same year, Per became the first founding member of Buzz Aldrin’s ShareSpace Foundation. The year before, Per co-produced a modified version of “The Lions Sleep Tonight” in Danish labelled “Wimmer Way” about Per’s trip to space with Danish band Bamses Venner.
Professionally, Per owns and runs his own merchant bank, Wimmer Financial which he founded on the 50th anniversary of Sputnik day, Oct 4, 2007. His investment bank specializes in finance within global real estate, natural resources, industrials and other hard asset areas. In 2020, Wimmer Financial won the Real Estate Investment Bank of the Year at the REFI Awards (ahead of UBS, Credit Suisse and BNP).
Per also runs Wimmer Family Office with a focus on wealth preservation and fund allocations. In 2019, Wimmer Family Office won the Best Family Office 2019 award and nominated Best International Discretionary Fund Manager and Per Wimmer was nominated the Personality of the Year 2019 at the International Investment Awards, London. In 2017, Wimmer Family Office won the Institutional Asset Management Awards 2017.
Wimmer Family Office
Client Advisor
Saranac Partners
Tom is a Client Advisor at Saranac Partners. He advises a diverse group of European entrepreneurs and families across their investment and broader financial affairs.
Working with his entrepreneurial clients, Tom provides expertise to business owners from the growth stages of their businesses through to major liquidity events and beyond. Tom has a particular interest in supporting and connecting the European technology community.
Prior to joining Saranac in 2017, Tom worked with a variety of domestic and international clients at Barclays and Bank Leumi.
Tom holds a BA in History & Politics from Durham University
Saranac Partners
Director (Jersey)
ARC
Andrew joined the team in 2019, excited to work with a unique financial services product that genuinely solves client problems. He provides advisory services for large trusts and family investment companies.
Andrew’s passion is giving clients the service they objectively need, as when he put a large client into a bespoke, flexible, less expensive solution than the one they had been using and watched them perform better under most market conditions. With his background in engineering, Andrew is no stranger to uncovering solutions to seemingly impossible challenges.
ARC
Agenda
Speakers:
Per Wimmer - CEO - Wimmer Family Office
Tom Spencer - Client Advisor - Saranac Partners
Catherine Grum - Founder - Catherine Grum Consultancy
Andrew Hartle - Director (Jersey) - ARC
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 or email maddi@thoughtleaders4.com