Guernsey Private Wealth Forum

8 Northumberland Avenue
16 October 2024
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Guernsey Private Wealth Forum

8 Northumberland Avenue
16 October 2024
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Registration for the Guernsey Private Wealth Forum 2024 is now closed due to the event reaching full capacity in its roundtable format.

Join us and our very special guest Steven Bartlett, host of Europe’s No.1 Podcast, ‘The Diary of a CEO at the 2024 Guernsey Private Wealth Forum.

‘Wealth in Transition’ is the theme of the Forum and will explore the nature of change within families across the globe.  

Experts will discuss approaches to the wealth transition, including succession planning, the benefits and drawbacks of family constitutions, managing complex family relationships and global families, settlor control, and Guernsey’s experience with these evolving trends. 

There will be two panel discussions, the first is titled Approaching a Changing World and will explore the impact of global events on the private wealth industry, as well as the importance of a diverse portfolio and effective jurisdictional choice. 

The second panel, titled A New Generation, will focus on how young entrepreneurs are generating their wealth and the trends among this new cohort of wealth holders. 

Panellists will discuss emerging industries bringing new opportunities to the fore, including technological developments, entertainment and sport, as well as the changing family dynamics of the modern family. 

Guernsey is a responsive and well-respected hub for global clients, with a proven track record of international engagement and alignment with respected standards, providing a secure and stable environment for the management of bespoke, sophisticated private wealth structures.  

With five decades of experience as a premier jurisdiction for private wealth, this is a not-to-be-missed event for private client advisors, private client services lawyers and anyone working in a family office who is keen to learn more about what Guernsey has to offer. 

If you have any queries on this event, please contact Rosie Courtney.

With special thanks to our Legacy (Keynote) Sponsor, Heritage (Drinks Reception) Sponsor and Horizon (Carbon Offset) Sponsor

With thanks to our media partners:

Legacy (Keynote) Sponsor

Heritage (Drinks Reception) Sponsor

Horizon (Carbon Offset) Sponsor

Beacon Sponsors

Main Event Programme - Wednesday 16 October 2024
14:00
Registration check in & networking

Check in with the registration team to obtain your delegate badge and make your way into The Ballroom to find your allocated table. Your table number will be noted on your delegate badge.

14:30
Welcome address
Rupert Pleasant Photo
Rupert Pleasant
Chief Executive
Guernsey Finance
14:40
Introduction
Edwin Smith Photo
Edwin Smith
Editor-in-Chief -
Spear's
14:50
Panel 1: Approaching a changing world
Sehjal Gupta Photo
Sehjal Gupta
Director
Menzies LLP
Neil Hoolahan Photo
Neil Hoolahan
Director
Grant Thornton
Clem Hutton-Mills Photo
Clem Hutton-Mills
Managing Director
Goldman Sachs
Hannah Kalveks Photo
Hannah Kalveks
Senior Counsel
Macfarlanes
15:20
Panel 2: A new generation
Alexa Collis Photo
Alexa Collis
Partner
Harbottle & Lewis
Catherine Grum Photo
Catherine Grum
Founder
Catherine Grum Consultancy Ltd
Callum McCutcheon Photo
Callum McCutcheon
Director
PwC Channel Islands
Hannah Wailoo Photo
Hannah Wailoo
Partner
Withers LLP
15:50
Afternoon break

Enjoy some light refreshments at your allocated table

16:30
Keynote - fireside chat

Sponsored by Carey Olsen

Steven Bartlett Photo
Steven Bartlett
Entrepreneur, Speaker, Investor, Bestselling Author and the Host of Europe's No.1 Podcast ‘The Diary of A CEO'
17:30
Drinks reception & networking

Sponsored by Fort

19:00
Event close
Speaker
Keynote

Steven Bartlett

Entrepreneur, Speaker, Investor, Bestselling Author and the Host of Europe's No.1 Podcast ‘The Diary of A CEO'

Steven Bartlett is a British Entrepreneur, speaker, investor, bestselling author and the host of Europe’s No.1 Podcast, ‘The Diary of a CEO’ - an unfiltered journey into the remarkable stories and untold dimensions of the world’s most influential people, experts and thinkers.

Steven is an accomplished investor in the health and wellness space with notable investments including Huel - UK’s fastest growing e-commerce company internationally, ZOE - the personalised nutrition programme created by the world’s top scientists, and wearable technology brand WHOOP. Steven's other investments focus on blockchain technologies, biotech, space, Web3 and social media.

Steven co-founded Flight Group - a media, marketing and investment company consisting of Flight Fund, Flight Ventures, Flight Story, Flight Studio, Flight Talent and Flight Tech.

Steven also co-founded thirdweb – a software platform backed by Shopify and Coinbase that makes it easy to build web3 applications.

In August 2023, Steven released his #1 Sunday Times best selling book, “The Diary of a CEO: The 33 Laws of Business and Life”. He joined the BBC's hit TV business show Dragons’ Den for a third series, as the youngest ever Dragon in the show’s history.

Steven is particularly focused on inspiring a new generation of entrepreneurs and creators from a BAME background and much of his work after winning the "British Black Entrepreneur of the year” award focused on disadvantaged schools and communities. 

He has partnered with His Majesty's Prison Service to distribute The Diary of a CEO podcast via their in-cell technology to motivate and encourage young adults. This year he has also partnered with The Ministry of Defence to distribute the podcast, offering key content in the health, wellness and motivational space to help educate and inspire UK Armed Forces and Defence personnel during training and on the front line.

Steven has been listed on the Powerlist, which captures the most influential Black Britons and aims to celebrate the achievements of the most influential people of African, African Caribbean and African American heritage in the UK.

Speaker
Introductory Speaker

Edwin Smith

Editor-in-Chief - Spear's

Edwin Smith is the Editor-in-Chief of Spear's, the multi-award winning media brand for high-net-worth individuals. His writing has also appeared in the Telegraph, Guardian, Daily Mail, Evening Standard, Spectator, Esquire, Wired, Private Eye and other national titles. He is regularly invited to comment on the world of private wealth by media outlets and companies ranging from wealth management firms to superyacht builders.

Speaker
Moderator

Elaine Gray

Partner and Head of Dispute Resolution and Litigation - Carey Olsen (Guernsey) LLP

Elaine is Partner and Head of Carey Olsen's dispute resolution and litigation team in Guernsey and is also Deputy Managing Partner of the Guernsey firm. She advises clients on commercial and trust litigation and has been involved in some of the most noteworthy cases in the island.

Her practice also includes regulatory, employment, data protection, competition, and intellectual property matters.

Elaine is ranked as a leading individual by The Legal 500 for Dispute Resolution.

Panel 1: Approaching a changing world

Panel 2: A new generation

Registration for the Guernsey Private Wealth Forum 2024 is now closed due to the event reaching full capacity in its roundtable format.

 

Financial Times

See FT resources below:

Spear's

See Spear's resources below: