South Africa Private Wealth Roadshow

South Africa
16-20 September 2024
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Connect with us at our South Africa private wealth roadshow in Johannesburg and Cape Town to learn what Guernsey has to offer in this key market. 

A specialist delegation comprising Grant McLeod, Guernsey Finance South Africa Representative, James Crawford, Guernsey Finance International Business Development Director, Jim Elliott, CEO at Invicta Wealth Solutions, Chris Trower, Sales Consultant at Canaccord Genuity Wealth Management, Mark Savage, Tax Director at BDO, Marcél Treurnicht, Private Capital & Trust Lawyer at Walkers and Alf McKnight, International Business Consultant at Overseas Trust and Pension, will hold a series of meetings, as well as attending the International Investing Symposium on 19 September. 

During the Symposium, James Crawford will be taking part in a jurisdictional discussion as a representative of Guernsey, and Jim Elliott will be discussing the role and complexity of an international trustee.  

Connect with our delegation to learn how Guernsey’s extensive trust and company industry offers solutions for all types of clients, with industry-leading and innovative products such as purpose trusts, the third route to the private investment fund, and Guernsey foundations.  

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. 

To find out more about what Guernsey has to offer, please book a meeting with Grant McLeod. 

Roadshow Supporters

Speaker

Grant McLeod

South Africa Business Development Representative Guernsey Finance
Grant was appointed as South African Representative for Guernsey Finance in March 2021. He has more than two decades of financial services experience in senior business development roles in South Africa, UK and the Cayman Islands. He was educated in the UK and South Africa. He has worked in private banking, wealth management and fiduciary services in South Africa in a number of senior roles representing global companies. As well as a BCom from the University of Witwatersrand, Grant holds a UK accounting and South African CFP qualification, and is a member of CII and CISI in the UK.