The Gibraltar Summit will focus on the key concerns of Wealth Management Professionals and their clients when considering how best to achieve each of their unique objectives.   The day will be made up of a series of panel sessions upon which C-suite Executives will discuss key issues of concern.   The panels will include:
  • Asset Allocation strategies and how Wealth Managers can utilise unique products.
  • Examining tax structures for maximum efficiency.
  • Consideration of how wealth structuring can help preserve wealth to meet client objectives.
  • Estate Planning – in particular, advantages in family governance issues.
  • Examining the current market and identifying future opportunities in real estate.
What makes this event unique is that it is an invitation only Summit, in which the audience and panel can freely share ideas.   As with all WealthBrefing events education is at its core, this allows for frank and open discussions as well as great networking opportunities within this peer group. CPD Hours are accredited.


08.15-09.00 Registration: Coffee, Breakfast & Networking 09.00-09.05 Chairman’s Welcome 09.10-09.25 Keynote: Gibraltar as a Finance Centre – How can Wealth Managers Harness Gibraltarian Potential? 09.30-10.15 Panel: Global Macro Environment – Who is Open for Business and catering for tax optimisation of your client’s Assets? 10.20-11.05 Panel: Selecting the Trust Structure to Match Your Clients Needs 11.05-11.35 Networking Break 11.35-12.20 Panel: Investment Strategies and Asset Allocation in an Uncertain World 12.25-13.10 Panel: Family Governance and Succession Planning Vehicles 13.10-14.15 Networking Lunch 14.15-15.00 Panel: Property in a Post Brexit World – Exploring Where the Opportunities are 15.05-15.20 Closing Keynote 15.20-15.45 Networking and finish  


Date and Time

Date: Thursday 27th April - 2017
Time: 8:15 am – 3:45 pm


Gibraltarian Government Office in London

Address: Gibraltar House, 150 Strand London, WC2R 1JA

Advisory Panel

Bruce Weatherill

Chief Executive

Weatherill Consulting

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 […]

Stephen Harris


ClearView Financial Media

Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance […]

About our Sponsors

Featured Sponsors



Ashley King-Christopher


Charles Russell Speechlys

Ashley’s practice mainly covers the structuring of international private wealth holding/ protection and operating business structures; with an emphasis on advising active Single Family Offices and their Principals/families on their […]

Carlos Ibàñez

Head of Investments, Lombard Odier

Lombard Odier

Carlos began his professional career in 1994 in the middle office and junior sales teams at Banque Paribas in Madrid, Spain. He then moved to BNP Paribas in London, where […]

David Inglesfield

Managing Director of ZEDRA, London

David is a highly experienced business leader with many years’ successful experience in HNW client business leadership. Having held a variety of directorship positions for numerous financial firms, David has […]

Egon Von Greyerz

Founder & Managing Partner

Matterhorn Asset Management

Egon started his working life in Geneva as a banker and thereafter spent 17 years in the UK as Finance Director and Executive Vice-Chairman of Dixons Group Plc.  During that […]

Joey Imossi

Business Development Director

Fiduciary Group

Joey joined the Fiduciary Group in 2002 having been previously involved in his family’s business which included interests in the Shipping, Motor and Tourism sectors and was instrumental in the […]

Jonathan Gomez

Director of Capital Markets


Jonathan is currently the Director of Capital Markets at LendInvest. His remit is to grow, diversify and optimise the funding sources available to LendInvest to enable loan book growth, increase […]

Louis Montegriffo

Co-Founder and Managing Director

BMI Group Estate Agents

Louis is co-founder and Managing Director of BMI Group, a leading real estate agency and development consultant based in Gibraltar. Louis has been a key player in the property sector […]

Michael Carlton

Chief Executive, BetVictor

Gibraltar Summit

Michael received his degree from Guildhall University, London and then qualified as a chartered accountant with EY.  Having gained a varied cross disciplinary experience at EY he joined BetVictor (formerly […]

Miles Dean

Managing Partner

Milestone International Tax Partners LLP

Miles co-founded Milestone in 2008 where he acts for a wide range of clients and is regularly retained by trustees to provide advice on cross border tax issues relating to […]

Paul Astengo

Senior Executive

Gibraltar Finance

Paul joined Gibraltar Finance in February 2013, tasked with growing the private client proposition, which includes tax residence schemes, trust and company management and banking areas. He has over 30 […]

Stefan Velvick

Senior Client Manager, Private Clients/Charitable Trusts

Gibraltar Summit

Based between CAF’s Kent and London offices, Stefan has worked at the Charities Aid Foundation (CAF) for 25 years. He has fifteen years experience as a Client Manager building relationships […]

Stephen Reyes

Tax partner & Managing partner of Deloitte Gibraltar

Deloitte Gibraltar

Stephen is a tax partner and managing partner of Deloitte Gibraltar. Stephen advises on all aspects of Gibraltar tax, both corporate and personal, and specializes in advising international clients on establishing […]