ThoughtLeaders4 Private Client: Guernsey

The Unmissable 3rd Annual Edition 

26th September 2023 - The Duke of Richmod Hotel Guernsey

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Agenda

ThoughtLeader4 Private Client: Guernsey | 26 September 2023

Registration
9.00am

Chair's Opening Remarks
9.30am

Bryony Cove, Partner
Farrer & Co

Keynote
9.40am

Richard Martin, Principal Consultant
Byrne Dean

Regulatory Update: What will / should keep you up at night
10.20am

  • Sanctions
  • Privacy
  • Transparency
  • Public registers of ownership
  • Are the Channel Islands over regulated?

Nin Ritchie, Group Partner
Collas Crill (Guernsey)

Saima Hanif KC, Barrister
3VB

Hermione Williams, Barrister
New Square Chambers

Tom Cornell, Associate
Debevoise & Plimpton

Refreshment Break
11.00am

How politics and economics affects the acceptance of UHNWs worldwide and whether we can start to predict any future trends
11.20am

  • Why low tax regimes are more accepted in some countries than others
  • Wealth taxes
  • Inheritance taxes
  • Citizenship by investment

Beatrice Puoti, Partner
Stephenson Harwood

Alasdair Wilson, Managing Associate
Harbottle & Lewis

Ed Jenkins, Vice President
Bank J Safra Sarasin Ltd, Guernsey

Who is Watching the Watchmen?
12.00pm

  • Criminalisation of tax advisors
  • Enabler legislation
  • What is the role of gate keepers of advice
  • Legislation changing and tightening globally

Neil Swift, Partner
Peters & Peters

Waqar Shah, Partner
Kingsley Napley

Lunch
12.40pm

Responsible Stewardship of Wealth
1.45pm

  • Philanthropy for next gen 
  • Pressures for the wealthy to give back to society
  • ESG/Impact investing

Joe Donohoe, Director
ARC (Jersey)

Matthew Braithwaite, Partner
Wedlake Bell

Catherine Grum , Founder
Catherine Grum Consultancy

Dylan Samuel, Executive Vice President
Lombard Odier

Nick Wood, Business Partner
Sarasin & Partners

Another Crypto Session? What is the Practical Reality of Crypto and Digital Wealth
2.25pm

  • Law commission – commercial reality
  • What is the practical reality of crypto trading 

Ben Lee, Partner, Digital Assets
Andersen

Dean Armstrong KC, Barrister
Maitland Chambers

Stress testing trust processes and structures: Can anything be bombproof?
3.05pm

Judith Swinhoe-Standen, Associate
Stewarts

James Lister, Partner
Stevens & Bolton

Richard Manyon, Partner
Payne Hicks Beach

Paul Hardwick, Senior Counsel
Macfarlanes

Refreshment Break
3.45pm

Trusts & Divorce: Do the Firewalls mean we don’t need to think about Divorces?
4.05pm

  • Succession planning
  • Trust Structures
  • Family Dynamics
  • Funds vs Trusts

Caroline Tayler, Partner
Taylor Wessing

Bryony Cove, Partner
Farrer & Co

Stacey Nevin, Partner
Kingsley Napley

How do we / should we adapt our advice when a client is lacking capacity
4.45pm

Suzanne Marriott, Head of Art & Luxury
Charles Russell Speechlys

Monika Byrska, Partner
Howard Kennedy

Alicia Tan, Associate
Farrer & Co

Chair’s Closing Remarks
5.25pm

9.00am
Registration
9.30am
Chair's Opening Remarks
Bryony Cove - Partner - Farrer & Co
9.40am
Keynote
Richard Martin - Principal Consultant - Byrne Dean
10.20am
Regulatory Update: What will / should keep you up at night
  • Sanctions
  • Privacy
  • Transparency
  • Public registers of ownership
  • Are the Channel Islands over regulated?
Nin Ritchie - Group Partner - Collas Crill (Guernsey)
Saima Hanif KC - Barrister - 3VB
Hermione Williams - Barrister - New Square Chambers
Tom Cornell - Associate - Debevoise & Plimpton
11.00am
Refreshment Break
11.20am
How politics and economics affects the acceptance of UHNWs worldwide and whether we can start to predict any future trends
  • Why low tax regimes are more accepted in some countries than others
  • Wealth taxes
  • Inheritance taxes
  • Citizenship by investment
Beatrice Puoti - Partner - Stephenson Harwood
Alasdair Wilson - Managing Associate - Harbottle & Lewis
Ed Jenkins - Vice President - Bank J Safra Sarasin Ltd, Guernsey
12.00pm
Who is Watching the Watchmen?
  • Criminalisation of tax advisors
  • Enabler legislation
  • What is the role of gate keepers of advice
  • Legislation changing and tightening globally
Neil Swift - Partner - Peters & Peters
Waqar Shah - Partner - Kingsley Napley
12.40pm
Lunch
1.45pm
Responsible Stewardship of Wealth
  • Philanthropy for next gen 
  • Pressures for the wealthy to give back to society
  • ESG/Impact investing
Joe Donohoe - Director - ARC (Jersey)
Matthew Braithwaite - Partner - Wedlake Bell
Catherine Grum - Founder - Catherine Grum Consultancy
Dylan Samuel - Executive Vice President - Lombard Odier
Nick Wood - Business Partner - Sarasin & Partners
2.25pm
Another Crypto Session? What is the Practical Reality of Crypto and Digital Wealth
  • Law commission – commercial reality
  • What is the practical reality of crypto trading 
Ben Lee - Partner, Digital Assets - Andersen
Dean Armstrong KC - Barrister - Maitland Chambers
3.05pm
Stress testing trust processes and structures: Can anything be bombproof?
Judith Swinhoe-Standen - Associate - Stewarts
James Lister - Partner - Stevens & Bolton
Richard Manyon - Partner - Payne Hicks Beach
Paul Hardwick - Senior Counsel - Macfarlanes
3.45pm
Refreshment Break
4.05pm
Trusts & Divorce: Do the Firewalls mean we don’t need to think about Divorces?
  • Succession planning
  • Trust Structures
  • Family Dynamics
  • Funds vs Trusts
Caroline Tayler - Partner - Taylor Wessing
Bryony Cove - Partner - Farrer & Co
Stacey Nevin - Partner - Kingsley Napley
4.45pm
How do we / should we adapt our advice when a client is lacking capacity
Suzanne Marriott - Head of Art & Luxury - Charles Russell Speechlys
Monika Byrska - Partner - Howard Kennedy
Alicia Tan - Associate - Farrer & Co
5.25pm
Chair’s Closing Remarks

Event Partners

Knowledge Partner

Sarasin & Partners
Event Partner

New Square Chambers
Media Partner

IFC Media

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