Brexit is one of the most important developments to affect the European wealth management industry in years and senior figures from the industry will discuss how the sector moves forward, what changes must be considered and what sort of opportunities present themselves. This Breakfast Briefing will attempt go move beyond superficial headlines and drill down into specific details that practitioners need to understand in the months and years ahead.
08.15 – 09.00 Registration and refreshments
09.00 – 10.30 Panel session and Q&A
10.30 – 11.00 Networking
Date and TimeDate: Tuesday 27th September • 2016
Time: 8:15 am – 11:00 am
Address: 69 St James's Street, London, SW1A 1PJ
Telephone: +44(0) 020 7493 1164
Dr Jean-Philippe Chetcuti, B.A., LL.M.(Warwick), LL.D., TEP
Chetcuti Cauchi Advocates (Member of Finance Malta)
The firm's practices revolve around using Malta as a business and financial centre for international wealth planning, asset structuring, and business activity from the European Island state. Over the years the firm has built a strong financial services practice offering various solutions with regards Hedge Funds, Forex, Investment Services, Binary Options and Electronic Money Institutions EMIs. The financial services regulatory team has advised a number of professional investor funds following varied investment strategies with respect to their Malta setups. The team assists clients with all aspects of their authorisation processes, including the drafting of documentation, negotiations with regulatory authorities and generally project manage license applications for financial businesses. Post-licensing, they advise clients with respect to their license conditions and other compliance matters.
Dr Chetcuti is the Chairman of the Maltese branch of STEP, the Society of Trust & Estate Practitioners, a member of the Malta Chamber of Advocates and sits on the executive council of the Institute of Financial Services Practitioners. He is also a co-founder and secretary of the MAFE Malta Association of Family Enterprises and has led proposals for the enactment of a world first Family Business Act in Malta and a member of Finance Malta.
Director, International Business Development
Kate joined Guernsey Finance in April 2015 and is responsible for leading international business development work in South East Asia, North America and Europe, with a particular focus on evaluating and developing new geographical markets. She is also involved in identifying and implementing development strategies around emerging financial products and attracting new companies to Guernsey.
Boston Multi Family Office
Alex is the CEO of Boston Multi Family Office, an independently owned group with offices in the Isle of Man, Malta, and Dubai offering family office, capital introduction, and senior recruitment services. Responsible for performance and operations across the international group, Alex is an experienced executive with particular expertise in financial services and technology companies. He started his career with listed company Brooks Macdonald as a financial accountant, later taking a directorship within the group. He has since held several influential leadership positions at both start-ups and large corporates, including time as a Management Consultant with BT and CFO of boutique wealth management firm Mountstone Partners. Alex joined Boston in early 2014 as the COO and played a major part in the group’s international diversification strategy before stepping into the top leadership position in 2016.
Nadine has been practicing in the field of immigration law for over 10 years. She is considered an authority on high net worth immigration. She works with high net worth individuals, third party advisors in the private wealth industry and governments on global citizenship and residency planning. She was instrumental in establishing the Fragomen Worldwide Private Client practice which provides immigration advice and assistance to high net worth individuals on global residency and citizenship solutions. Nadine is a frequent speaker and contributor to media studies on high net worth immigration and global citizenship and residency planning. She was also founding member and member of the advisory board of the Investment Migration Council (IMC).
Rod is Managing Director of LendInvest Capital, the funds management division of LendInvest, the world's largest marketplace lender for real estate. LendInvest is bringing technology to the £1.2 trillion UK mortgage market, which has to date been an entirely offline market. LendInvest spun out of Montello, an offline short-term mortgage lender, in 2013 as the first marketplace lender to allow retail investors the opportunity to invest in a mortgage. Today LendInvest investors have lent over £640 million against over 2,300 properties making LendInvest one of the fastest-growing (and most profitable) marketplace platforms in the world. The company also has significant institutional backing; in the summer of 2015, LendInvest received the largest Series A investment in a UK FinTech business, receiving £22m ($34m) from listed Chinese technology business Beijing Kunlun. More recently, in March 2013, LendInvest secured a £17m ($25m) Series B investment from Atomico, the VC fund led by Skype founder, Niklas Zennstrom. LendInvest Capital is a leading UK real estate fund manager (regulated by the FCA), offering two funds and managing a number of committed bank funding lines and managed accounts. The business has grown significantly over recent years and now has assets under management in excess of £300m, with investments in short-term real estate backed loans, joint ventures and co-investments. Before joining LendInvest in spring 2015, Rod was a Senior Director at CBRE in the capital advisory business.
ClearView Financial Media
Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver of their bi-annual Wealth Management Report. Bruce is now CEO of Weatherill Consulting providing advice on client centricity and wider strategic matters to wealth managers. He is the author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status and a number of other thought leadership reports. Bruce is chairman of ClearView Financial Media and a non-executive of a number of companies including Fidelity Holdings UK, The Wisdom Council, ComPeer and JDX Consulting.