Manchester Private Wealth Roadshow

Manchester
7-10 October 2024
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Connect with our delegation at our private wealth roadshow in Manchester to take part in discussions on ‘Wealth in Transition’ and the benefit of Guernsey’s extensive private wealth sector. 

The delegation will hold a series of introductory meetings, host a presentation lunch on Tuesday 8 October and attend a PCD Dinner on 10 October, all themed against the backdrop of internal and external changes to the private client world. 

Rowan Stone – Guernsey Finance’s dedicated Business Development Representative for the North of England – will be joined by Elena Gogh, Partner at Bedell Cristin, Neil Hoolahan Tax Director of Grant Thornton, Ray Tully, Head of Strategy & Growth at Orbitus Trustees, and James Crawford, International Business Development Director at Guernsey Finance. 

Together, they 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 Rowan Stone. 

Roadshow Supporters

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

Elena Gogh

Group Partner Bedell Cristen

Elena is a group partner in Bedell Cristin's International Private Client practice in Guernsey, and has extensive wealth planning experience in designing and establishing bespoke asset holding structures, including trusts, foundations and private trust companies for private and business assets. Elena is recognised by Chambers & Partners and Legal 500 for the quality of her advice, and practised for many years in some of the leading private client teams in London.
She works with individuals, trustees, government bodies, international financial institutions and family offices, advising on complex trust matters and regulatory issues

 

Speaker

Neil Hoolahan

Director Grant Thornton

Neil is a Director in Grant Thornton's Channel Islands tax team and specialises in offshore trust and company tax advisory and compliance services. 

At present, Neil is advising clients on the implications of the proposed changes to the taxation of non-domiciliaries and what impact these changes will have on trust structures in the Channel Islands. Neil also leads Grant Thornton's tax information exchange service line and has a deep understanding of the US FATCA and OECD Common Reporting Standards.

Neil has been listed as one of the Citywealth's Top 100 Global Tax Professionals of 2023 and was named Citywealth's Future Leaders Accountant of the Year in 2018.

Speaker

Rowan Stone

UK (North of England) Representative Guernsey Finance

Rowan joined the agency in June 2024 as Northern England Representative. His role includes developing the profile of Guernsey in northern England and promoting key products and services across investment funds, private wealth, insurance and pensions.  

Bringing more than two and a half decades’ experience as a strategic brand marketer to the role, Rowan has worked with international clients across numerous sectors in the advertising and marketing services industries. 

Born and raised in Guernsey, Rowan was educated at Elizabeth College and the Lancaster University Management School. He also spends time in his role as Owner of iamrowan Ltd, a Manchester-based brand marketing strategy consultancy and new business facilitator, and as Chairman of The St James’s Club - a Private Members Club in Manchester. 

Speaker

Ray Tully

Head of Strategy and Growth Orbitus Group

Ray Tully joined Jupiter as Head of Strategy and Growth in May 2024. He began his career in banking, spending 20 years with AIB in Dublin before moving to Guernsey in 1996 to take up a Commercial Assistant Manager role with RBSI. At RBSI, Ray managed loan portfolios in the property and investment sectors and was part of the Business Development team.

In 2006, Ray transitioned to the fiduciary sector, joining Praxis Group in Guernsey as Head of Marketing and Business Development. There, he played a key role in expanding the group's international presence from 1 to 16 offices. Notably, he helped the funds business grow into a sector leader, which was later sold to Sanne Group Plc for over £50 million in 2021. 

Ray also served as a credit consultant to Sequoia Economic Infrastructure Income Fund for over five years while at International Fund Management Ltd, a Praxis Group company. He later became Managing Director of Praxis Corporate Finance Ltd, providing debt solutions to the group's clients. In his final two years at Praxis, Ray was Group Head of Growth, a member of the Executive Committee (EXCO), and part of the Investment Committee. In 2023, Ray successfully set up the Praxis Dublin office. He now brings his extensive experience to Orbitus Group, drawn by its 30-year track record and established foundations in Funds, Trust, Corporate, and Pensions.