Overview

We were delighted to announce the agenda and keynote speech for our WealthBriefing GCC Region Summit, which took place on Thursday 14 May 2015 at the Mina A’Salam Hotel in Dubai.

Covering areas essential to wealth management professionals in the GCC region across three panels, including developments in international finance centres and how private banks in the region should react to inflows of capital and client demands, delegates heard a plethora of leading experts discuss matters integral to the growth of their business.

As part of this business-critical event, STEP Arabia gave the keynote speech, “The DIFC Wills & Probate Registry: First Impressions And Practical Perspectives” – presented by Yann Mrazek, chair of STEP Arabia.

The long-awaited DIFC Wills and Probate Registry is now live. Aiming at addressing with certainty succession and inheritance matters of non-Muslims with assets in Dubai, it represents a fundamental step forward for the jurisdiction. This speech addressed how it works, its key features and its mechanisms, as well as what can be learnt from its first weeks of operation.

Agenda

08:00 - 09:00 Registration and breakfast
09:00 - 09:20 Keynote Speech: The DIFC Wills & Probate Registry: First Impressions And Practical Perspectives
09:25 - 10:25 Panel session:Jurisdictional Wealth Structuring In The Age Of Transparency
10:25 - 10:55 Networking and refreshments
10:55 - 11:55 Panel session:What Can Wealth Managers Do To Help Their Advisors Shine?
12:00 - 13:00 Panel session:GCC Economic Outlook: The Flow Of Capital And Adjusting Your Value Proposition
13:00 - 14:00 Lunch and networking

Logistics

Date and Time

Date: Thursday 14th May - 2015
Time: 8:00 am – 2:00 pm

Venue

Mina A’Salam Hotel, Dubai

Address: Al Sufouh Rd, Jumeriha 6, Dubai, United Arab Emirates

Telephone: +971 4 366 8888

About our Sponsors

Sponsors


Speakers

Christophe Lalandre

Managing Director, Dubai Office

Lombard Odier (Dubai)

Christophe Lalandre began his career at BNP Paribas in Paris and then moved to London, specialising in equity trading and asset management. He was then appointed in Paris as head […]

David Russell

QC

Outer Temple Chambers

David Russell QC commenced legal practice in 1974. He is admitted to practise in Australia, England and Wales, the courts of the Dubai International Financial Centre, New York (as a […]

Fiona McClafferty

Senior Manager, Private Client Services

Deloitte

Fiona McClafferty is part of the recently launched Deloitte Private initiative. Fiona and the rest of the team are based in Dubai, but cover the Middle East firm’s 26 offices […]

Gary Hales

Business Development Director

Jersey Finance

Gary is business development director for GCC and India, having joined Jersey Finance in May 2012. Prior to being in the GCC, Gary was based in London for Jersey Finance […]

George Triplow

MENA Wealth & Asset Management Leader

EY

George is the MENA Wealth & Asset Management Leader for EY based in the UAE. His 15 years of experience spans the financial services sector, focussed primarily on banking, asset […]

Khaled Sifri

Chief Investment Officer

Emirates Investment Bank

Khaled Sifri is the chief executive of Emirates Investment Bank, a boutique private bank with cutting-edge investment banking advisory services headquartered in Dubai, UAE. Khaled has held this position since […]

Martin Engdal

Market Strategist & Director of Business Development, EMEA

Advent

Martin Engdal is market strategist and director of business development, EMEA, Advent Software. Martin has been with Advent for 10 years and has worked in several senior sales and business […]

Michael Chahine

Founder and CEO

Nexgen Desert Green Consultancy

Michael Chahine invested his 35 years experience in global finance, corporate and investment management in Nexgen Desert Green Consultancy, a management consultancy focused on family businesses and wealth management solutions, […]

Siddarth Bhandari

Head of Investment Solutions

Emirates NBD

Siddarth Bhandari is the head of investment solutions, wealth management at Emirates NBD Group. Siddharth has over 19 years of experience in private banking, capital makers and asset management, having […]

Stuart Hamon

Executive Director

Dominion

Stuart is a qualified lawyer and accountant, with over 25 years experience in the financial services industry, planning and implementing international structures for both private and Corporate clients. Having gained […]

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and […]

Yann Mrazek

Managing Partner

M/HQ

Yann is the Managing Partner of M/HQ. He chiefly focuses on private wealth and immigration practice. He has vast experience advising successful individuals and entrepreneurial families with Middle Eastern exposure […]


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