Breakfast Briefing: Wealth Planning- Is the Future Onshore?

About

 

 


Agenda

 

 

08:15 am Registration & Breakfast
09:00 am Panel Discussion followed by Q & A
10:30 am – 11:00 am Networking

 

 


logistics

Date and Time

Date: Monday 23rd September • 2013
Time: 8:00 am – 11:00 am

Venue

Carlton Club

Address: 69 St James's Street, London, SW1A 1PJ

Telephone: +44(0) 020 7493 1164


Speakers

Andrew Goodman

Partner, Private Client Team

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

Global Relations Partner

PwC

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

Partner, Private Client Department

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

Sean Coughlan

Managing Director

Asiaciti Trust Group

Sean Coughlan is the managing director of the Asiaciti Trust Singapore office, a firm he joined in late 2010 after a 20 year career in trust and fiduciary services in Jersey. In his last position Sean was managing director of the international trust operations of a major international private bank.

He has also held senior positions with both independent trust companies and major international banks including directorships of trust companies in Jersey, Singapore and Switzerland. During this time Sean has advised many international private clients on the benefits and uses of trusts and other similar vehicles for estate planning and wealth preservation.

Sebastian Dovey

Former Managing Partner and Co-Founder

Scorpio Partnership

Sebastian is managing partner and co-founder of Scorpio Partnership, established in 1998. The firm is the pre-eminent strategic R&D business hub of the global wealth industry and as of 2014 is owned by Aon Group. Over two decades it has established the now accepted practice of studying the financial habits of the rich and their advisors globally to assist corporate clients in becoming more profitable. In this, Sebastian supports the multinational teams around him in managing their development and execution of creative strategic recommendations surrounding marketing, client journey, business development, brand, M&A, strategy and business efficiency in companies that serve the wealthiest in the world.


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