Rosalyn Breedy

Managing Director
Breedy Henderson

Rosalyn Breedy, is a Corporate, Funds and Financial Services lawyer and Managing Director of Breedy Henderson. She has 30 years of experience working in private practice, investment banking and at […]

Sabila Din

CEO & Founder
Din Consultants

Sabila is CEO and Founder of Din Consultants, HQ in London and is an accomplished global business management, marketing and gender specialist. She works with global private banks, elite family […]

Sebastian Dovey

The Courageous Ideas Partnership

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 […]

David Durlacher

Julius Baer

David is responsible for Julius Baer’s business in the UK and Republic of Ireland. He is a director of the board of Julius Baer International Limited. He joined Julius Baer […]

Chris Fisher


Chris Fisher is chief executive of Multrees, a business formed in 2010 to provide independent and un-conflicted custody, trading and administration services to independent asset managers. Chris has over 25 […]

Gilly Green

Wealth Management Business Advisor

Gilly is known as an inspirational leader in the Wealth Management sector and has been the proud holder herself of the Leading Individual Adviser Award 2021. Gilly has spent more […]

Xavier Isaac


I am a co-founder and CEO of Accuro Group. In 2017 I led the management buyout that galvanized Accuro as the independent, values-driven and award-winning business it is today. I […]

Ross Jennings

Head of Sales and Relationship Management
RBC Wealth Management

Ross Jennings is head of sales and relationship management for RBC Wealth Management. Based in London, Ross is part of RBC Wealth Management’s International Operating Committee and leads the sales […]

Vincent Lecomte

Co-Head of Wealth Management
BNP Paribas Wealth Management

A graduate of ESCP Europe, Vincent Lecomte held several positions in the consulting field before joining Paribas’ securities services business in France in 1992. He then moved to Germany, where […]

Keith MacDonald

Senior Advisor Wealth Management

Keith is Senior Adviser Wealth Management for EY, helping to develop their brand and business, having led EY’s Wealth Management and Private Banking business for over 10 years. He is […]

Philip Marcovici

Offices of Philip Marcovici

Philip Marcovici is retired from the practice of law and consults with governments, financial institutions and global families in relation to tax, wealth management and other matters. Philip was the […]

Daniel Martineau

Executive Chairman
Summit Trust International

Daniel worked in management positions in leading trust companies in Canada prior to taking up roles in offshore trust companies in Nassau, Jersey and Geneva with Coutts International Private Bank. […]

Grant Parkinson

Head of Consumer, Private and Business Banking, Europe
Standard Chartered Private Banking

Grant Parkinson is the Head of Consumer, Private and Business Banking for Europe. He joined Standard Chartered in 2020 as Head of Private Banking for Europe, Middle East and Africa, and […]

Ray Soudah

Chairman and Founding Partner

Ray Soudah is the founding partner and chairman of MilleniumAssociates, the independent international M&A and Corporate Finance Advisory firm, based in Switzerland and the UK. Founded in 2000, the firm […]

Iain Tait

Partner & Head of the Private Investment Office
London & Capital

Iain joined London & Capital in in 2006 and became a Partner in 2008. He heads the firm’s Private Investment Office, which he founded in 2012. The Private Investment Office provides […]

David Wilson

Schellenberg Wittmer

David Wallace Wilson heads Schellenberg Wittmer’s private wealth team in Geneva and is regarded as a leading practitioner in this field. He is listed Tier 1 by Chambers and Partners HNW […]

Ian Woodhouse

Lead Wealth Management Business Model Transformation and Thought Leader for Europe

Ian Woodhouse is Lead Wealth Management Business Model Transformation and Thought Leader for Europe at Accenture. He helps our clients to evolve their future business models to deliver growth and business value […]

Dr Ariel Sergio Davidoff

Partner and board member of successful companies
Lindemann Rechtsanwälte

Ariel is a self-employed Partner at Swiss law firm LINDEMANNLAW looking after the legal requirements of international and Swiss UHNWI entrepreneurs, their companies and families. His clients are from the […]

Steve Young

Senior Director, EMEA & APAC
SS&C Advent

Steve brings with him over 35 years of experience in the investment management industry. He provides a blend of business understanding combined with an extensive knowledge of the technology and […]


Oliver Balmelli

Deputy CEO & Head of Private Banking
EFG Private Bank

Oliver is the Deputy CEO and Head of Private Banking of EFG Singapore. He is a senior banker and business leader with almost 30 years of industry experience. Oliver’s success […]

Richard Grasby


Richard Grasby is a Partner in Appleby’s Hong Kong office, leading the Private Client, Trusts and Family Office practice. Richard advises trustees, ultra-high net worth individuals, private trust companies and […]

Steven Seow

Executive Director
Singapore Consultancy

Steven Seow is the founder and executive director of Singapore Consultancy. He has more than 16 years of working experience in banking and consulting. Prior to running Singapore Consultancy, he […]

Nick Xiao

CEO, Hywin International
Hywin Wealth

Dr. Nick Xiao is the Chief Executive Officer of Hywin International, the Hong Kong subsidiary of Hywin Holdings Ltd (NASDAQ: HYW). Xiao runs the international business of Hywin Holdings Ltd […]

North America

Lisa Featherngill

National Director of Wealth Planning
Comerica Bank

Lisa leads a team of highly experienced and credentialed professionals who provide customized financial, business transition and wealth transfer planning advice. Lisa has advised UHNW individuals and multi-generational families for […]

Thomas J Handler

Partner Chairman, Advanced Planning and Family Office Practice Group
Handler Thayer

Mr. Handler is an advanced planning attorney focused on taxation, estate planning, and business planning for executives, family offices, and family businesses. He has authored numerous professional articles and lectured […]

Charles Lowenhaupt

Managing Member
Lowenhaupt & Chasnoff

Charles A. Lowenhaupt is a recognized leader in managing wealth for ultra-high net worth families. He is also Chairman and CEO of Lowenhaupt Global Advisors. Charles has a Bachelor of […]

Edward V. Marshall

Global Head of the Family Office And HNW Group

Edward V. Marshall is the Global Head of the Family Office and HNW Group at Dentons, the world’s largest law firm. Prior to joining Dentons, he helped build and grow […]

Jamie McLaughlin

Founder and Chief Executive
J. H. McLaughlin & Co.

In 2010, Jamie McLaughlin founded J. H. McLaughlin & Co., LLC, a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, […]

Steve Prostano

Partner, Head of Family Advisory Services
PKF O’Connor Davies

Steve is an innovator and thought leader in the global financial services industry. He has built leading MFOs and asset management firms and has advised industry leaders and UHNW families […]

Joseph W Reilly Jr

CEO and Founder
Circulus Group

Mr. Reilly is an investment and strategy consultant to family offices and the host of the Private Capital Podcast. He was the co-founder and founding president of the Family Office […]

Mark Rinaldi

PKF O’Connor Davies

Marc Rinaldi is partner-in-charge for financial services at PKF O’Connor Davies, LLP. He has held that role since August 2005, and is based in New York. Prior to this, he […]

April Rudin

Founder and President
The Rudin Group

The Rudin Group founder April Rudin is a widely acknowledged top marketing strategist for the financial-services and wealth-management sectors. Her firm designs bespoke marketing campaigns for leading wealth-management firms, fintechs, […]

Avi Sharon

Executive Vice President and Product Strategist

Mr. Sharon is an executive vice president and product strategist based in the New York office. He is responsible for broad business management as well as developing and leading strategic […]

Brian Shapiro


Brian is Founder and CEO of ALTSMARK. He brings nearly 30 years of alternative asset class experience to his latest venture, a leading portfolio management, risk, reporting and data aggregation, […]

Ford Smith

Senior Portfolio Manager
Heirloom Investment Management

Ford Smith is a senior investment professional with significant experience in client relations, portfolio management and business development. Currently he is Senior Portfolio Manager with Heirloom Investment Management. Previously he […]

William Trout

Director of Wealth Management
Javelin Strategy & Research

William Trout is a thought leader on North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise on platform automation; portfolio management and […]

David Wieland

CEO and Co-Founder
Realized Holdings

Before Realized, David founded Centrist Capital, a boutique venture capital firm. Prior to Centrist, David co-founded Mission Residential, a fully-integrated real estate investment firm that owned and operated 12,500 apartment […]

Susan Winer

Co-founder and Chief Operating Officer
Strategic Philanthropy

Susan is Principal and Co-founder of Strategic Philanthropy, Ltd. Since 2000, Strategic Philanthropy, Ltd., has provided customized support to high net worth individuals, families and closely held companies to help […]

Michael Zeuner

Managing Partner
WE Family Offices

Having joined WE Family Offices as one of its three managing partners in 2013, Michael Zeuner oversees the firm’s US business. A management consultant by training, Michael has considerable experience […]