07.45 Networking Breakfast, Sponsored by Prime Portfolio
08.25 Welcome, Fiona McFarlane, STEP Jersey Chair, RBC
08.30 Keynote Speaker: Filippo Noseda, Partner, Mischon de Reya
09.00 Economic Round Up: Jamie Black, Partner, Sarasin and Partners
09.40 Panel Session: Women in Private Wealth
- Lucia Perchard, Client Director, IQEQ
- Shelley Kendrick, Managing Director, Kendrick Rose
- Emma Roberts, Managing Director, Entrust
- Catherine Grumm, Head of Family Office Services, BDO
- Hetal Sanghvi, Partner, Edwin Cole
10.50 Refreshments and Networking
11.10 Offshore Trust Round Up: Richard Wilson, QC, Serle Court
11.50 5AMLD and the Origins of the TRS: Laura Harper, Partner, Kingsley Napley
12.30 Closing Comments
12.45 Lunch in the Harbour Room, Sponsored by Landytech
13.45 Welcome from the Afternoon Chair, Christine Brown, LGL Group
13.50 Panel Session: Context Emerging Digital Assets
- Amy Bryant, Deputy CEO, Jersey Finance
- George Pearmain, Director of Financial Crime Strategy, Government of Jersey
- Jessica Osman, Business Development Manager, Digital Jersey
- Antoaneta Proctor, Partner, Private Client, Wedlake Bell LLP
- Christopher Griffin, Partner, Carey Olsen
15.15 Refreshments and Networking
15.35 Probate in Jersey - Execution of Wills, Electronic Signing, Remote Witnessing,
Investments for Probate:
- Donna Withers, Head of Wills & Probate, Bedell Cristin
- Michael Bull, Investment Manager Quilter Cheviot
16.15 Considerations for Trusts with US beneficiaries and proposed changes to
US Estate tax and trust law, Paula Jones, Lawyer, Paula M Jones Law Offices, Inc
16.55 Closing Comments
17.00 Close and Thanks
17.00 - 18.30 Post Conference Networking Drinks at the Petite Pomme, Pomme d'Or Hotel
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2021 CONFERENCE SPONSORS
STEP Jersey is grateful to the following sponsors for their support
Prime Portfolio is a prime London mainly residential property agency based in Victoria. We invest on behalf of UK and international private clients in private homes and rental properties. Our director, John Vaughan, has been advising on the prime London market since 1990 and is amongst the most experienced London advisors. Our service is fully integrated comprising investment advice and acquisition services, letting, management, building construction, refurbishment and eventual sale. We also provide in-house accountancy services and have strong relationships with trusted legal, tax, finance, surveying and valuation professionals with whom we frequently work.
We let and manage, refurbish and sell, a substantial portfolio of London residential properties.
To learn more visit www.primeportfolio.com
Landytech is a financial technology company incorporated in 2018 offering investment reporting solutions to asset managers, family offices and fiduciaries. The company has 40+ staff composed of developers and financial experts. We are leveraging years of experience in developing financial databases, reporting capabilities, risk analytics and software applications. We were pioneers in very large scale financial instrument databases and data processing for investors.
We have gathered a diverse team of experts in Technology and Investment. We have 12 different nationalities and multiple professional backgrounds in various industries to avoid ‘a one single view’. Our teams work together with a same aspiration of building a transformational solution in an industry which has been lagging others in terms of digital transformation.
To learn more visit www.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
Sarasin & Partners take a global, long-term, thematic approach to investing – with responsible investment at its core. We identify powerful trends that will shape the investment landscape for years to come, and embed stewardship into our investment process. You can invest in our global equity, multi-asset, fixed income and real estate strategies.
Our global, thematic approach to investment is underpinned by sustainability, because we believe that investment has the power to grow and protect wealth in a way that benefits society.
We invest on behalf of charities, individuals, intermediaries and institutions. Operating as a partnership, our interests are aligned with yours. For more than 35 years, investors from around the world have trusted us with managing their assets, which now amount to £19.3 billion*. Together, we are securing tomorrow.
To find out more go to www.sarasinandpartners.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.
The well-being and safety of the local community has always been, and always will be, the highest priority for the STEP Jersey branch. During this unprecedented time, STEP Jersey is proactively monitoring the status of the COVID-19 (Coronavirus) outbreak, and relying on facts presented by the Public Health Authority and the World Health Organization.
STEP Jersey will continuously monitor news, guidelines, and regulations that could impact the upcoming conference at short notice. Any changes or revisions to holding the conference as scheduled will be communicated to those who have registered and subsequently made known through all of STEP Jersey's communication channels.
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.