Miami Private Wealth Roadshow

Miami
23-25 October 2024
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Miami Private Wealth Roadshow

Miami
23-25 October 2024
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Connect with our delegation at our private wealth roadshow in Miami to take part in discussions on ‘Wealth in Transition’ and the benefit of Guernsey’s extensive private wealth sector.  

The delegation will host a series of meetings in Miami, as well as attending the 13th annual STEP Miami Summit, which we are proud to once again support as Captured Moments sponsor.   

Rupert Pleasant, Chief Executive of Guernsey Finance, will be joined by Jonathan Gamble, United States Business Development Representative and Adaliz Lavarello, Executive Director at Cannon Asset Management Limited. 

Together, they will share their expertise on Guernsey’s long-established tradition of providing specialist wealth management services for sophisticated clients and their families.   

Connect with our delegation at the two-day event, or book a meeting, to hear more about what makes Guernsey a globally recognised leader in private wealth, family office management and structuring.  

To find out more about what Guernsey has to offer in this key market, please book a meeting with Jonny Gamble. 

Roadshow Supporters

Speaker
Delegate

Jonny Gamble

United States Business Development Representative Guernsey Finance

Jonathan joined Guernsey Finance in 2022 as the US representative, where he spends about four months of the year, primarily in New York and Miami. His role looks to connect intermediaries from the US (and Latam) to relevant contacts on-island. He attends various conferences and seminars, organises roadshows with Guernsey delegates, as well as attending individual meetings.

He is an independent consultant and non-executive director, working with a number of firms in the fiduciary and wealth management industry. Prior to this appointment, he worked at Asset Risk Consultants (‘ARC’) for more than 20 years, in a number of director roles. Jonathan holds both the fellow and chartered wealth manager designations from the Chartered Institute for Securities & Investment as well as a qualified member of the Society of Trust and Estate Practitioners (STEP). Amongst other roles, he is a STEP Guernsey Committee member and is a trustee of the Elizabeth College Foundation, and has held a number of listed and non-listed non-executive positions.

Speaker
Delegate

Adaliz Lavarello

Director Cannon Asset Management

Adaliz has been in the fiduciary business for more than 29 years, working for large corporate fiduciary businesses in Guernsey including Credit Suisse Trust Limited, Deloitte, Kleinwort Hambros and Deutsche Bank. She has had the opportunity to gain significant experience working with UHNWIs, their families and advisors across the globe, providing bespoke solutions on succession planning, asset protection, family governance, philanthropy and tax efficiency.

Adaliz has worked closely with Latin America, European, Middle East, and African clients spending some time working in the Cayman Islands and London.

Speaker
Delegate

Rupert Pleasant

Chief Executive Guernsey Finance

Rupert’s career in financial services has taken him around the globe, living and working in London, Hong Kong, Cape Town, Zurich, Geneva, and Guernsey. His background is in private banking and trust and corporate services, where he has held a number of senior management roles in global companies. As well as an MBA from the University of Cape Town, Rupert holds a law degree, and is a member of STEP, CISI and the Institute of Directors.

Rupert sits on a number of local government and industry committees, and represents Guernsey at TheCityUK, BVCA, AIC and the City of London Corporation. In his spare time, Rupert is Chairman of the Guernsey Rugby Academy.