.png)
STEP JERSEY BRANCH ANNUAL CONFERENCE
15 October 2026
The 36th STEP Jersey Conference is taking place on
Thursday 15th October 2026
Radisson Blu Waterfront Hotel
8.15 am - 4.45 pm
Earlybird ticket pricing:*
Earlybird Member Price £210
Earlybird Non Member Price £250
Earlybird Student/Retired Price £195
*Earlybird offer ends Friday 25th September
Standard ticket pricing:
Standard Member Price £260
Standard Non Member Price £295
Earlybird Student/Retired Price £235
STEP SPONSOR PARTNERS
STEP Jersey relies on sponsorship to be able to put on our professional events.
The 2026 Conference is sponsored by the following businesses:
.png)
NAVIGATING GLOBAL TRANSFORMATION
2026 AGENDA
08.15 Networking Breakfast
09.00 Kathryn Abraham, STEP Jersey: Chair's Welcome
09.10 Grant Thornton, Sponsor's Welcome
09.15 Joel Waterhouse, STEP Global Update
09.30 Panel Session 1: Trust Law and Regulation in Motion| Cases, Changes & Conversations
James Sheedy, Collas Crill
Stephen Alexander, Mourant
TBC, Walkers
10.05 Coffee Break
10:35 KEYNOTE - Geoff Cook, Geoff Cook Advisory: Shifting Tides | Geopolitics and the Offshore World
11.20 Georgina Guy, Nick Andjel, Freya Marks, Brown Advisory: Markets in Motion | Navigating Global Volatility
11.45 Panel Session 2: Jersey’s Competitive Edge | The Future of Trust & Private Wealth
David Eacott, JFSC
Amy Bryant, Jersey Finance
Kirsty Pearson, Government of Jersey
12.30 Lunch Break
13.30 Henry Armelin, Tax Director, Grant Thornton: Where in the World? Navigating Tax Residence for Cross-Border Families
13.55 Panel Session 3: STEP Next Gen: Evolving Attitudes to Wealth
Elinor Boote, Charles Russell Speechlys
Adam Fellows, Harneys
Michael Davies, Appleby
Declan Falla, LGT Wealth Management
14.35 Coffee Break
15.05 Felix Hales, Sotheby's: Weird and Wonderful | Alternative or Luxury Asset Ownership
15.30 Philip Shaw, Chief Economist, Investec: Economic and Investment Update
15.55 Panel Session 4: Expect the Unexpected | Contingency with Confidence
David O'Brien, PwC
Stuart Richford, Optifi
Henry Godsal, Savills
TBC, Butterfield
16.40 Thanks and close
2026 CONFERENCE SPONSORS
STEP Jersey is grateful to the following sponsors for their support
SAPPHIRE
(Headline Sponsor)
Grant Thornton Channel Islands is a leading provider of assurance, tax, advisory and private client services, with offices in Jersey and Guernsey and a team of more than 300 professionals. As the Channel Islands member firm of Grant Thornton International, it combines local knowledge with access to a global network of independently owned firms in over 140 countries.
Working with private clients, family offices, fiduciary businesses and international organisations, Grant Thornton delivers practical, forward-thinking advice tailored to complex and evolving needs. Its collaborative approach and longstanding presence in the Channel Islands have helped build trusted relationships across the financial services industry
.png)
PLATINUM
(Eco Sponsor)
Lloyds International supports corporates and institutions across the Crown Dependencies and internationally, through a network of relationship team, combining local understanding with global expertise to provide long-term support, helping clients achieve their aspirations.
Clients benefit from core banking solutions such as lending, deposits, transaction banking, and risk management services. Our locally based relationship teams support clients in accessing specialists to provide bespoke financial service solutions, such as tailored cash management, international trade, treasury, risk management, and advisory services. We also offer extensive expertise in capital markets, financial markets, and private equity, catering to the diverse and often complex needs.
GOLD
(Carbon Balance Sponsor)
Cazenove Capital (Channel Islands)
We are part of the Schroders Group, and a leading provider of wealth management services to private clients, family trusts, companies, charities and pension plans.
We develop strategies and establish the structures needed for the future management of your wealth. Our attitude to managing clients’ wealth is measured and intelligent, with a consistent focus on delivering strong risk-adjusted returns.
We believe that companies have the ability to enhance their long-term performance through an understanding of the Environmental, Social and Governance (ESG) issues affecting their business.
SILVER
(Breakfast Sponsor)
Titan Wealth provides investment management and wealth planning services for private clients, families, trusts and professional intermediaries. Combining investment expertise with innovative technology, Titan Wealth offers tailored solutions designed to preserve and grow wealth across generations.
With a long-term approach to investing, Titan Wealth specialises in building diversified portfolios aligned to clients' individual objectives and attitudes to risk. Its focus on personal service, disciplined investment management and transparent solutions makes it a trusted partner for clients navigating an increasingly complex financial landscape.
BRONZE
(Stand Sponsor)
Enhance is an independent Channel Islands consultancy specialising in governance, risk, compliance and regulatory advisory services for the financial services sector. Working with fiduciary businesses, investment firms and regulated entities, Enhance helps organisations strengthen governance frameworks, manage regulatory change and achieve practical, proportionate compliance solutions.
Drawing on extensive industry experience, the team provides pragmatic advice tailored to each client's business, supporting firms as they respond to evolving regulatory expectations while maintaining a strong focus on operational effectiveness, resilience and good governance.
BRONZE
(Stand Sponsor)
Vega Technology is an established financial technology company with a mission to put good data at the heart of people-centric businesses.
We believe the the two biggest assets in your business are your people and your data. Powering your people with strong data makes them more efficient, freeing up their time to focus on client relations and deliver value where it matters most.
We support businesses as they embrace digital transformation by interfacing with their existing technology or enabling complete cloud migration.
We use our core values every day to guide how we serve our clients and support our people and partners
BRONZE
(Stand Sponsor)
From client onboarding, KYC and Project Management to Time Tracking, Billing and Documents Management, Zygos is a complete solution for the modern professional services practice.
- For Law Firms
Run cases, manage client relationships and handle time-tracking, billing and compliance, all within one secure cloud-based system
- For TSCPs
Manage entities with activity history, automate compliance, score client risk and handle multi-currency billing, all in one streamlined platform
- For In-House Teams
Gain full visibility over legal matters, structure and document expiration while collaborating securely across teams and departments.
- For Accountants
Manage clients and time, streamline billing and meet regulatory needs with tools built to support multi-entity, multi-currency environment.
Visit getzygos.com to learn more.
TERMS AND CONDITIONS
BOOKINGS
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. Cancellations up to 21 days prior to the event may be refunded, less the administration fee. 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.
Disclaimer
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.