Virtual Conference

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Thu Oct 8 CDT (over 1 year ago)
In your timezone (EST): Thu Oct 8 10:00am - Thu Oct 8 7:00pm
Location Virtual Conference
Region Americas

Why Attend?
As we enter a new decade the Private Wealth sector must prepare to face new challenges, born from political uncertainty, digital disruption and regulatory restraints. The priorities of the global private wealth body are also changing, making way for new areas of investment, including non-traditional markets, impact investment and philanthropic ventures. Furthermore, the issue of reputational risk is paramount - driving the regulatory and transparency debate.

These disruptions could impact your clients decisions regarding how they run their business and where they locate, they will also alter the expectations and responsibilities of the trust adviser.

Join us in Jersey to discuss private client market trends and the practical impact for Private Client advisers.

What will we cover?
• The future of offshore: 2020 and beyond
• International Private Client – Annual update
• Future Markets for The Channel Islands
• Economic Substance
• Family Office and Next Gen Planning
• Impact Investing and Philanthropic Ventures
• Data Protection and Trusts
• Future of Anti-Bartlett clauses
• Trends and changes to property structures on island

Who should attend?
• Lawyers
• Trust Advisors
• Accountants
• Tax Advisors
• Wealth Managers
• Private Bankers
• Insurance Advisors


2020 Speakers

Matthew Braithwaite
Partner, Wedlake Bell

Michael Cash
Partner, Penningtons Manches

Jonathan Conder
Partner, Macfarlanes

Sarah Cormack
Partner, Mills & Reeve

Paul Eastwood
Tax Director, KPMG Channel Islands Limited

Dawn Goodman
Partner, Withers

Hugh Gunson
Senior Associate, Charles Russell Speechlys LLP

Sianne Haldane
Head of Planned Giving Philanthropy, Cancer Research UK

Jessica Henson
Senior Associate, Bryan Cave Leighton Paisner

James Lawson CFA
Partner & Co-Founder, Tribe Impact Capital LLP

Chris Moorcroft
Partner, Harbottle & Lewis

Ed Powles
Partner, Maurice Turnor Gardner

James Quarmby
Partner, Stephenson Harwood

Helen Ratcliffe
Partner, Bircham Dyson Bell

Jennifer Ridgway
Partner, Michelmores

Ian Rumens
Global Head of Private Wealth, Intertrust Services Limited

Jonathan Shankland
Partner, RadcliffesLeBrasseur

Lisa Springate
Head of Legal and Technical, Jersey Finance

Peter Steen
Partner, Mishcon de Reya

Thomas Wiese
Executive Managing Director, Lombard International

Stephen Woodward
Barrister & CTA, Three Stone

Sponsors & Partners

2020 Sponsors and Exhibitors

• Lombard International
• Intertrust

• Eprivate Client
• IFC Media