Asia Private Wealth Roadshow STEP

Singapore
11-14 November 2024
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Asia Private Wealth Roadshow STEP

Singapore
11-14 November 2024
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hours
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Connect with our delegation at our private wealth roadshow in Singapore to take part in discussions on managing changing families and the benefits of Guernsey’s extensive private wealth sector.  

Rupert Pleasant, Guernsey Finance Chief Executive, will be joined by Joanna Caen, Partner at Carey Olsen, Jo Stoddart, Director at Locate Guernsey, Jacob Cockcroft, Chief Commercial Officer at Butterfield, David Gilmour, Group Managing Director at Imperium and Paul Blackwell, Client Engagement Director at Praxis.

The delegation will host meetings and a roundtable lunch exploring what makes Guernsey a globally recognized leader in private wealth, as well as attending the STEP Asia conference on 12 and 13 November. 

At the conference, Guernsey representative Joanna Caen will present a session titled ‘The flexibility of the non-intervention principle: when does the Court decide to do more than bless a Trustee's decision?’  

This 30-minute session will explore the circumstances in which Courts have accepted trustees' surrender of discretion and/or taken a more interventionist approach. 

Together, the delegation will share their expertise exploring how the macro situation facing families, including new industries of wealth generation and complex family relationships, require innovative solutions to wealth planning in both products and customer service.   

To find out more about what Guernsey has to offer in this key market, please book a meeting with our International Business Development Director James Crawford  

 

 

Roadshow Supporters

Speaker

Paul Blackwell

Director

Paul graduated with a degree in law from Jesus College, University of Oxford and a Masters in Japanese studies from the University of London.

Shortly after graduating he embarked on a career as a chartered tax adviser with Arthur Andersen in London. In 2003 Paul moved to Deloitte LLP in Guernsey, where he led the private client tax practice across the Channel Islands.

In 2012 Paul moved to the fiduciary services sector joining Praxis in 2015 where he is now Client Services Director. Paul brings with him over 20 years of experience in advising offshore fiduciaries and high net worth individuals on international structuring with a particular focus on administering complex structures for an international client base.

Paul's background in tax and accountancy makes him extremely well positioned to understand the issues faced by fiduciary structures as international law, regulation and client circumstances evolve. He is well equipped to work alongside his clients and their advisers to ensure that, as situations change, the structures continue to remain fit for the purposes for which they were established.

Paul has specialist knowledge of real estate holding structures and the sports and entertainment industries among other areas.

Speaker

Jacob Cockcroft

Chief Commercial Officer Butterfield Bank

Jacob is the Chief Commercial Officer for Butterfield in the Channel Islands. Jacob initially joined the Butterfield Group in 2019, looking at client focused processes on a global basis. Prior to joining Butterfield, Jacob was a Partner at Campion Willcocks Compliance, a risk & compliance consultancy. He has also worked for KPMG in the UK, holding several roles including leading their Anti-Bribery and Corruption service for Banks. He started his career in corporate intelligence, advising companies operating in emerging markets. Jacob holds a MA in Modern History from University of Oxford and a MSc in History of International Relations from London School of Economics.

Speaker

David Gilmour

Chief Executive Officer Imperium Trust Company Limited

David founded Imperium in October 2011. He is the Group's Chief Executive Officer. David is a Chartered Accountant and Chartered Director and has significant experience in complex tax structuring, pension planning and sourcing, structuring property and bank financing.

David has over 15 years in the private client industry after successful roles at NM Rothschild and another Guernsey independent Trust Company. In these roles, David oversaw Private Client and Family Office investments, accounting and day-to-day administration and was able to build up an extensive network of contacts from the legal, advisory, and banking sectors.

Imperium has an international client focus, and David travels extensively within his role. As a result, David has developed an excellent contact and client base in the UK, Middle East, India, Eastern Europe and East and South Africa.

David enjoys travelling and experiencing new cultures and has experienced several extended trips overseas. He enjoys reading history and studying financial markets. David is a keen sportsman and regularly participates in rowing, squash, football and snooker. He is also a strong supporter of Scotland at football and rugby union.

Speaker

Jo Stoddart

Director Locate Guernsey

Jo is the Director of Locate Guernsey and was appointed to the role in 2018. Having previously lived in the UK, Paris and Jersey and along with founding the Channel Islands' first independent relocation consultancy in Guernsey and Jersey, she has a wealth of knowledge about the relocation process.

"I work to a clear plan to help HNWs, entrepreneurs and business owners to discover the benefits of living in Guernsey and establishing their business here. I believe that being easily accessible, reliable and responsive - while being a good listener and sensitive to the needs of others - all stand me in good stead."