Private Wealth Workshop

Les Cotils
10 June 2025
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Guernsey Finance International Business Development Director James Crawford and South Africa Representative Grant McLeod will host an annual South Africa and Guernsey Private Wealth Thought Leadership Workshop in Guernsey with guests from South Africa both physically present and virtually across the private wealth sector.   

The guests will be on hand to discuss South Africa market trends and recent developments, considerations regarding distributions to South African beneficiaries, navigating hedge fund selection and the role of platforms in helping integrate trust and company structures.  

If you have any queries on this event, please contact Grant McLeod.

Code of Conduct at Events

Guernsey Finance is committed to bringing members together in a professional environment to collaborate and network. We have established this code of conduct as a framework and a guide to expectations, providing guidelines to participants and ensuring that all participants understand what behaviour is expected and what behaviour will not be tolerated at a Guernsey Finance event.
Thought Leadership Private Wealth Workshop - Tuesday 10 June 2025
08:15
Registration
08:45
Welcome Address and Introduction
Grant McLeod Photo
Grant McLeod
South Africa Business Development Representative
Guernsey Finance
09:00
Speaker Session #1 - Bedrock Family Office

Considerations regarding distributions to South African beneficiaries and their children

10:00
Coffee break and networking
10:30
Speaker Session #2 - OWP

SA Offshoring trends and recent developments.

11:30
Coffee break and networking
12:00
Speaker Session #3 - Fairtree

Exhibits A through Z:  Providing the perils of overconfidence

13:00
Networking Lunch
14:00
Speaker Session #4 - Ninety One

Role of platforms in helping integrate trust and company structures

15:00
Event Close
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

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.
Speaker

Andrew Wellstead

Partner OWP

Andrew is a highly regarded South African tax practitioner. He has significant tax experience in a number of fields including finance transactions, corporate transactions and/or restructures, international tax and tax compliance work, including voluntary disclosure and disputes.  He also has significant experience from an exchange control perspective in relation to cross border transactions and ownership of crypto assets.

Andrew is widely recognized as being commercial and innovative when attempting to solve client problems. He also has good relationships with various regulators where interactions are necessary noting that he has over 15 years’ experience in providing complex employees’ tax advisory services to large and complex South African companies.

He was ranked by Chambers and Partners in South Africa for Tax, 2018-2022.

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