The Inaugural WealthBriefing Channel Islands Awards 2022 | ClearView Financial Media Ltd. | 7 December 2022 | Grand Jersey Hotel & Spa, Esplanade, St Helier, Jersey JE2 3QA, Jersey

For those new to the awards, the categories are focused around three main areas
• Experts (individuals and teams)
• Products
• Services for wealth managers and clients/ institutions of all sizes and types

There are two judging panels for the awards.

This is to ensure that at all times commercially sensitive information is kept confidential and to avoid conflicts of interest.
• Panel of trusted advisors who will be responsible for judging the family office, private banking and investment categories.
• Panel of family office and banking professionals judge the trusted advisor and technology categories.
• We very much hope you take part and look forward to seeing you at the 2022 Awards Ceremony which this year will be held in Jersey.

2022 Speakers

ADVISORS:

Andy Smith
Head of the Jersey branch & Head of Trust and Corporate Banking, Investec

Andy Smith
Head of the Jersey branch & Head of Trust and Corporate Banking, Investec

Michael Betley
Managing Director, Ocorian

Michael Giraud
Head of Fiduciary Services, Standard Bank Group

Nick Cawley
Global Head - Private Clients, Ocorian

Peter Niven
Independent Non Executive Director, Various

Phil McIlwraith
Chief Executive Officer, Kleinwort Hambros

Robert Monticelli
Senior Director - Private Client Services, JTC

Steve Dyson
Director, Investment & Wealth Management Consultants

Steven Bowen
Managing Director Jersey & Head of Channel Islands, ZEDRA

Toby Birch
Senior Investment Manager, Gower Financial Services

Zoe Cousens
Vice President , Global Funds, Northern Trust

PRIVATE BANKERS:

Bruce Weatherill
Chief Executive, Weatherill Consulting

James Fleming
Vice Chairman, VAR Capital

Martin Heale
Director, Schroder US Wealth Management

Sean Kiernan
CEO and Founder, Greengage

2022 Sponsors

HEADLINE SPONSOR:
• KLEINWORT HAMBROS

CATEGORY SPONSORS:
• ProFundCom
• smartKYC