Arabia Private Wealth Roadshow STEP

Dubai
11-14 November 2024
0
days
0
hours
0
minutes
0
seconds

Arabia Private Wealth Roadshow STEP

Dubai
11-14 November 2024
0
days
0
hours
0
minutes
0
seconds

Connect with us at our Middle East private wealth roadshow in Dubai and Riyadh to learn what Guernsey has to offer in this key market.

Our specialist delegation comprises Guernsey Finance’s Aaron Russell-Davison and James Crawford as well as experts from Guernsey’s private wealth sector. The delegation will hold a series of meetings, attend the STEP Arabia conference on 11 November and sponsor a PCD HNW Dinner in Riyadh on 12 November.

Guernsey’s breadth and depth of products and services offer the new generation of HNWI’s many options for high level financial planning and asset management. The island also boasts a long history of financing philanthropy and the transition to net zero, allowing clients to fully explore how their wealth can be used for a positive impact in the world.  

Connect with Guernsey’s providers at the 2024 STEP Arabia conference, which we are pleased to support as Gold Sponsor of the Welcome Reception, to hear about what makes Guernsey a globally recognised leader in private wealth, family office management and structuring.  

If you have any queries on this event, please contact Aaron Russell-Davison

Roadshow Supporters

Speaker

Jon Bulloch

Head of Institutional Coverage AstonCM

A seasoned finance professional, with over 20 years of corporate and investment banking experience across foreign exchange and finance gained at blue-chip banks including Barclays, HSBC and Santander. Jon has a proven track record of building and developing relationships with large corporates, institutional clients and family offices. He brings extensive industry knowledge to drive growth, influence partnership opportunities and help our clients achieve their goals. Outside of work, Jon is married with two teenage children and plays competitive sports including squash and golf.

Speaker

Angela Calnan

Partner Collas Crill

Angela is a Partner in Collas Crill's Private Client and Trusts team in Guernsey.

Her core strengths are in establishing, reorganising and winding up Guernsey trust and foundation structures (including pension and gratuity schemes) and assisting trustees in navigating the administration of those structures in accordance with their fiduciary duties.

As a former litigator prior to moving to Guernsey, Angela is great at spotting thorny issues early and assisting trustees and beneficiaries to resolve conflict before things escalate into litigation.

Day to day, Angela's caseload is very varied. Recently she has established private trust companies and private trustee foundations with multiple underlying trusts and companies for both domestic and international families in conjunction with some of the UK's leading City firms. She has established multi-million dollar pensions and end of service gratuity schemes for multiple UAE companies and she has also assisted trustees in deliberating 'momentous decisions' and mediating the interests of warring beneficiaries.

Prior to settling down in Guernsey in 2012 she practiced law in the UK, Singapore and Dubai and this has enabled her to not only build a wide and diverse professional network but also to have a cultural appreciation of many of the clients and intermediaries that she works with which gives her a real edge in terms of building rapport.

Angela has been a Solicitor of England & Wales since 2003 and an Advocate of the Royal Court of Guernsey since 2020.

Speaker

James Crawford

International Business Development Director Guernsey Finance

James is responsible for implementing Guernsey Finance's business development strategy to promote the island as a global finance specialist and connect Guernsey’s industry in its chosen target markets.

He has more than 25 years' experience in the fiduciary sector, where he worked for international banks and independent trust companies based in the Channel Islands, Switzerland and the UAE.

Speaker

Rhona Humphreys

Director Imperium Trust

Rhona is a Group Director of Imperium Group Holdings having joined the company in 2012 in the combined role of Client Services Director and Chief Operating Officer of the Guernsey Trust Company. 

Rhona has 30 years’ experience in the Guernsey fiduciary sector, managing clients from multiple jurisdictions and many varied asset types. 

Previously Rhona was a Director of a locally-based Trust Company, where she was responsible for the organisation’s trust and company management and administration team. This included work relating to property investment, employee benefit trusts, trading relationships, pension products, limited partnerships and New Zealand trusts, to name a few. 

Rhona also has experience running managed trust services for third parties who want the benefits of being in Guernsey whilst not wishing to establish their own trust companies. 

She plays large part in developing policies and procedures, enabling efficient and effective client service, whilst maintaining an appropriate level of control over a client’s affairs. 

Rhona is a member of STEP, a Fellow of the Institute of Directors, and previously the Chairman of the Guernsey Association of Trustees. 

In her spare time, Rhona enjoys playing badminton, year-round sea swimming, and travelling abroad on holiday. 

Speaker

Joe Milward

Senior Manager | TAX KPMG in the Crown Dependencies

Joseph is a Senior Tax Manager with KPMG in the Crown Dependencies. Joseph’s primary area of expertise rests in the field of UK and Guernsey taxation of trusts, foundations, estates and HNW/UHNW private clients; however, Joseph is equally well placed to advise on matters relating to general taxation issues such as corporate, personal, business, and international tax. Specific areas that Joseph has recently advised on include relocations and international mobility, restructuring of high value residential real estate, and wealth transfers in respect of multi-generational structures.

Aside from advising clients on their tax affairs, Joseph also provides family governance and succession planning advice to assist families who are looking to establish family offices or restructure their affairs as their personal aspirations grow in line with their business or family requirements. Joseph is a member of both the Association of Chartered Certified Accountants and Chartered Institute of Tax.

Speaker

Aaron Russell-Davison

Middle East Business Development Representative Guernsey Finance
Aaron has a wealth of industry expertise through a 30-year career in finance and banking. He has previously held the role of Standard Chartered Bank’s Global Head of Debt Capital Markets and, since retiring from this position in 2015, has worked extensively as a Non-Executive Director (NED). Notably he was an NED at Amana Bank PLC – a leading Islamic Bank – where he also chaired the Board Integrated Risk Committee.