Breakfast Briefing: Wealth Planning- Is the Future Onshore?

Andrew Goodman is a partner in the Private Client team at international law firm Taylor Wessing.  He specialises in all aspects of personal tax and estate planning, particularly trusts, the structuring of family wealth and related litigation.  Andrew regularly acts for multinational families with cross-border investments and succession issues as well as professional trustees in Jersey, Guernsey, Bermuda and the Cayman Islands.  His practice covers the wide spectrum of advice required by the international client, including bespoke trust and investment holding structures, family offices and private charities.  His trust practice includes particular expertise in high-value applications for Court approvals and variations as well as contentious trust and estate litigation.

Matthias Memminger is a partner at PricewaterhouseCoopers and has been working as a management consultant since 1995 (Mitchell Madison Group, Accenture and b&m management).

Matthias’ core competency is strategic consulting for European-based banks. He has extensive experience in the field of regulations, particularly with the implementation as well as the impact of business models. In addition to his partner role within PwC, Matthias is the global PwC co-lead for RRP. He is also is the global client relationship partner for UBS at PwC.

Rupert Ticehurst is a partner in the Private Client Department of Berwin Leighton Paisner based in London. He joined BLP in 2011 from Herbert Smith. His practice includes tax, trusts and succession planning, litigation and charities. Rupert is also a Protector and a Trustee of a number of trusts and has a particular interest in trust protectors.

Rupert was voted one of City Wire’s ‘Top 10 Lawyers wealth managers need to know 2010’, ‘Lawyer of the Year 2008’ by Citywealth and ‘Best Private Client Legal Tax & Trusts Advisory’ by Spear’s Wealth Management in 2007

Trident Trust is a leading independent provider of corporate, fiduciary and fund administration services, employing over 900 staff globally who work with leading financial institutions, professional advisors, EAM’s, family offices and international businesses. Trident has been present in Asia for over 25 years and established its Singapore office in 2010.

Sean is the Managing Director of the Singapore operation and has overall responsibility for the day-to-day management of a growing team of over 80 staff. The Singapore team has been named WealthBriefing Asia’s “Best Independent Trust or Fiduciary Company in South East Asia” a total of seven times, so Sean is well-placed to evaluate this year’s entrants!

Sean has held senior positions at both independent and institutional trust companies during his 30-year career, which spans both Asia and Europe. He has advised many international high net worth clients on the use of trusts and other estate planning vehicles. Sean is a Fellow of the Association of Chartered Certified Accountants and a qualified Trust & Estate Practitioner.

Sebastian Dovey is an entrepreneur, thought leader and board director in the fields of global wealth management, consumer insight, technology, scale-up companies and business management. Seb was the co-founder in 1998 of Scorpio Partnership, an award-winning global management consultancy and insight data business. This was acquired by Aon PLC in 2014. Seb is currently Chairman of F2 Strategy, and holds non-executive board roles at FiComm, Entrepreneurs Investment Office, and Angel Academe Nominee. He also holds advisory board seats at Moneyhub, Align 17 and Silver Lane. Separately, Seb is the Chairman of the Global Client Experience Innovation Committee for a major international bank and advises two sizeable financial families on their strategic growth for their investment offices.

Seb’s expertise spans 25 years of developing high-impact commercial strategies for private banks, global banks, asset managers, family offices, technology firms, service providers, aggregators and start-up initiatives. Seb is the 2018 winner of the Wealth Briefing Thought Leader of the Year award and he is Thought Leader-In-Residence for Fitch Learning worldwide. He is a regular commentator on the wealth management industry in the press and at conferences and academies, and has chaired and presented leading industry events in Asia, Europe and the United States. He has been a lecturer at The Swiss Finance Institute (formerly the Swiss Banking School) for its executive MBA programme. He serves as board member of the London School of Economics Generate initiative focused on entrepreneurship in the social sciences and is on the editorial board of WealthBriefing.