Home to an extensive private wealth sector, Guernsey is perfectly placed to host discussions on the impacts of internal and external changes to the private client industry. 

Aptly timed on the evening before the Guernsey Private Wealth Forum, these roundtable discussions will focus on approaches to the wealth transition, including succession planning, managing complex family relationships and Guernsey’s experience with these evolving trends. 

Guernsey Finance International Business Development Director James Crawford, United Kingdom Representative, Jo Kitcat and Business Development Executive Jodie London will be joined by delegates from Guernsey’s expert financial services sector, as well as private client specialists based in London. 

Delegates include Helen Bougourd Director of Trust and Corporate Services at TMF Group and Matt Juniper, Head of Fiduciaries, Funds & Commercial, Crown Dependencies at Lloyds Banking Group. 

Guernsey is globally recognised as a leader in private wealth, family office management and structuring. The island is home to an ecosystem where individuals and families can easily manage their wealth, investments and philanthropic endeavours in a safe, secure and stable environment. 

To find out more about what Guernsey has to offer in this key market, please contact Jo Kitcat.