7.45 Breakfast – sponsored by UBS
8.25 Welcome, Stephen Alexander, Chair STEP Jersey
8.30 Keynote Speech, Tony Pitcher, Chair of STEP Worldwide
9.00 Economic Update, Rohit Ahluwalia, LGT Wealth Management
9.40 Panel Session - Providing Good Client Service
Moderator: Emma Roberts, Managing Director, Entrust
Phil Eyre, Managing Director, Leaders Consultancy
Clem Hutton-Mills, Private Wealth Advisor, Goldman Sachs
Emily Osborne, Partner, Stephenson Harwood
11.10 Offshore Round Up
Emily Mailer, Consultant, Howard Kennedy
Natasha Stourton, Partner, Withers
Emma Holland, Partner, Stewarts
11.50 Family Offices Session
Dhana Sabanathan, Partner, Michelmores LLP
Richard Cobb, Senior Partner, Michelmores LLP
12.45 Closing comments
12.50 Lunch – sponsored by Landytech
13.50 Panel Session - Investing for Financial Return and Broader Impact
Moderator: Fiona Whitehead, Associate Director, UBS
Chris Moorcroft, Partner, Harbottle & Lewis
David Postlewaite, Associate Director, KPMG
Russell Waite, Group Director, Affinity Investments
14.50 Creative Investment Solutions for a Complex World
Damien Maltwood, Quilter Cheviot,
15.35 Current Developments - US Focused
Greg Crawford, President & CEO, Crawford Trust
Iain Younger, Partner, EY
Rob Paul, Head US Family Office, London & Capital
16.15 Data Trusts
Amy Taylor, COO, Digital Jersey
Emma German, Digital Jersey
Rachel Harker, Technology Development Consultant, Digital Jersey
16.55 Closing Comments
17.15 - 19.15 Post Conference Networking Drinks at the Petit Pomme Restaurant - sponsored by Crawford Trust
2023 CONFERENCE SPONSORS
STEP Jersey is grateful to the following sponsors for their support
As of 12 June 2023, UBS formally acquired Credit Suisse, less than three months after discussions about combining the two banks were started by the Swiss Federal Department of Finance, Swiss Financial Market Supervisory Authority (FINMA) and the Swiss National Bank. The transaction marked an exciting and challenging new chapter in our history, which has seen more than 370 financial institutions combine to form what UBS is today, as well as for Switzerland and the global financial industry.
In Jersey, we offer Trust and Banking and Investment Services to private clients and financial intermediaries.
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry: for our expertise, advice and execution, our contribution to society, our work environment, and our business success
For more information please visit https://www.ubs.com/je
Landytech is a London and Paris-based financial technology company empowering trust companies to unlock the power of their data.
It's solution, Sesame, is the trust reporting software that is rewriting the playbook for fiduciaries. Save time with automated bookkeeping and data consolidation. And take your investment monitoring and reporting to the next level with near real-time access to all portfolio data in one intuitive platform.
Landytech's founders have extensive finance experience in institutional asset management, and the company is backed by high-profile City professionals. That’s led to fast growth, with revenue and headcount doubling year-on-year after a successful Series A round, and award wins from HFM and WealthTech100.
For more information on how Sesame is shaping the future of trust book-keeping and investment monitoring, visit landytech.com.
Quilter Cheviot has a heritage that dates back to 1771.
As one of the largest discretionary investment management firms across the UK, Ireland and Channel Islands, we have managed bespoke investment portfolios for individuals and families for generations. We are focused on helping you invest for a lifetime of opportunities and challenges.
The Jersey office opened in 1973 and our offshore operation has proved very successful, particularly with private clients and professional intermediaries.
We are experts in many areas, with individuals and families trusting our expertise for generations.
To learn more visit www.quiltercheviot.com
Led by Nevada trust company pioneer and veteran Greg Crawford, Crawford Trust specializes in complex estate planning and optimization. However, we have no issues with keeping it simple.
Leveraging Nevada’s industry-leading trust and tax laws, Crawford Trust collaborates with attorneys, CPAs, financial advisors, insurance professionals, and directly with the families we serve in administering trusts per the terms of trust documents.
Crawford Trust is headquartered in Dayton, Nevada. However, we serve as Nevada trustee facilitating domestic and international families with multigenerational successive planning while preserving and protecting legacies under Nevada’s robust trust and tax laws.
To read more visit https://www.crawfordtrust.com
Affinity Private Wealth is an independent wealth management company, enabling clients to align values with their wealth. We provide advice, structuring and investment solutions; including guidance on charitable giving and investing sustainably. Privately owned, our interests are wholly aligned with clients.
Our ethics and values are at the core of everything we do. We were the first UN Global Compact participant in Jersey, consistent with Affinity’s commitment to sustainability. Our primary focus is to understand our client’s requirements and aspirations, relating these to their finances. Our goal is to provide relevant advice, founded on a relationship of trust, with clear and timely communication.
To learn more visit https://affinitypw.com/
TERMS AND CONDITIONS
Please read this section carefully
Registration: You will receive an email confirmation in advance of the conference, if you do not receive an email confirmation, please let us know. If you request an invoice this will be raised on receipt of your booking and our payment terms are 14 days. Payment of invoices can be made by BACS.
Cancellations: All cancellations must be made in writing. A fee of 100% will be levied in respect of any cancellation made less than 14 days prior to the commencement of the event. A fee of 50% will be levied for cancellations made between 21 and 14 days prior to commencement. A substitute delegate from the same firm can be named at any time.
STEP Jersey will levy a booking fee for paying by credit/debit card and/or raising an invoice. Booking fees are non-refundable.
Special arrangements: If you have any special requirements, please inform us at the time of registration.
In the event that STEP Jersey postpones the Event, any payment the Delegate has made to STEP Jersey as at the date of postponement will be credited towards the rescheduled date. If the Delegate is unable to attend the rescheduled event or if STEP Jersey cancels the Event indefinitely, the Delegate shall be entitled to receive 100% refund of all sums paid to STEP Jersey.
Delegates are advised to take out the appropriate travel insurance.
STEP Jersey shall not be responsible for any loss or damage as a result of substitution, alteration, cancellation or postponement of an event due to an event of force majeure, unforeseen occurrence or any other event that renders performance of this event inadvisable, illegal, impracticable or impossible.
For purposes of these booking conditions an event of force majeure shall include but shall not be limited to: adverse weather, government restrictions and/or regulations; war or apparent act of war; terrorism or apparent act or threat of terrorism; civil disorder; disturbance and/ riots; curtailment; suspension and/or restriction on transportation facilities/means of transportation; or any other emergency or circumstances outside a party's reasonable control.