The Third Annual WealthBriefing Channel Islands Awards 2024

Robert is a Senior Director within JTC’s Private Client Services division and is responsible for a team that manages a
diverse portfolio of high net worth international clients.

He has a strong focus on client service and oversees a number of structures incorporating various asset types
ranging from real estate to yachts and aircraft. Robert’s role also encompasses business development in Southern
Africa, where he carries out a regular visitation programme.

Robert is an experienced trust and estate practitioner with over 35 years’ experience in the financial services sector,
of which nearly 20 were spent working with AIB Trust in Jersey.

Ian is an experienced board and executive advisor/partner to wealth and asset managers; family offices, software firms and fin-techs helping to achieve and accelerate their path to be future ready and well positioned ahead of the next wave of industry and competitive disruption. Ian provides industry, strategic, client centric and modern technology assessment, focus and implementation insights, drawing on my extensive network and wide-ranging business and technology model approaches and change experience to optimise growth, resilience and performance. Ian is recognised as a trusted advisor, having supported a range of firms both as an independent advisor, partner and as an executive of major technology and business consulting brands including EY,IBM, PwC and Orbium ,a software platform integrator, sold to Accenture in 2019 where he then held a wider European wealth industry business and technology transformation advisor role across key markets and clients, until 2023, when he became an independent board advisor and partner.

Steve is a founding director of Investment & Wealth Management Consultants (“IAWMC”) who provide a full spectrum of consulting services, from strategic advice through to delivery for wealth managers, private banks, family offices, asset managers, software vendors and service providers.

Steve has over 30 years’ experience in the Financial Services’ industry and has held senior positions in the Wealth Management sector as Operations Director for Schroders Private Bank and Head of Product Development for State Street's Wealth Manager Services division. In addition, he has worked at The Bank of New York
where he managed their enterprise level global banking relationships and at Citisoft Consultants where he was Head of European Business Development.

Steve is a regular keynote speaker at Wealth Management events and is often quoted in the press. He also serves on the judging panel for a number of prestigious industry awards covering the UK, Channel Islands and Switzerland and has been included in the Top 100 Most Influential People in Service Provision for Alternative
Investment Firms for the past 3 years.

By utilising his extensive network of contacts and market knowledge, Steve is able to add value to start-up & scale up Fintech companies and private equity organisations.

Andy is the Head of Investec Bank in Jersey and has overall responsibility for the banking relationships to Investec’s Financial Intermediary clients in Jersey. Andy has 39 years banking experience, the last 24 years offshore, 18 years of which has been providing banking and debt solutions to regulated companies in Jersey. Andy started his career at RBS group and joined Investec in September 2014.

Sean is the Founder and CEO of Greengage. He has extensive experience in financial services, having worked in various executive management positions. He founded Greengage after working at the first bank in the world to offer crypto products to clients, Falcon Private Bank, where he served as the COO and Interim CEO of the London operation until leaving to establish Greengage.  

 Prior to that he held management positions at Clariden Leu, a division of Credit Suisse, and Zurich Financial Services. Mr Kiernan has an MBA from the University of St. Gallen and a BSc from Georgetown University. 

Bruce is a chartered accountant with over 40 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 Ten Lifestyle Group Plc as well as a non-executive of a number of companies including , The Wisdom Council and ComPeer.

James Fleming has enjoyed a long career in banking and finance. He is currently a Non-Executive
Director and adviser to several small companies across the Wealth Management, Debt Advisory and
Commercial Real Estate sectors. Previously James was Head of International Private Banking at
Coutts & Co and then Chief Executive and Vice Chairman of Arbuthnot Latham & Co Limited. More
recently, he was Chief Executive of Sandaire, the Multi-Family Investment Office that was sold to
Schroders in December 2020. James started his career with Hambros Bank.

UCC alumnus Henry Baye began his banking career as an International Graduate with Standard Chartered. Over the course of a storied 25-year career in the sector he has held leadership positions in Barclays Bank Ghana and Merchant Bank Ghana, gathering insights across a broad range of sectors. Henry’s areas of experience include distribution, wealth management and personal lending. His early work with Standard Chartered focused on delivering a wide range of initiatives for Ghana and the West Africa region, including leading transformation projects and the launch of Standard Chartered’s first ever digital bank in Cote D’Ivoire.

Henry was appointed Chief Executive Officer of Standard Chartered Bank in Jersey in August 2019. Since his appointment he has helped to steer the bank through the COVID-19 crisis while remaining ever vigilant of the threat of financial and cybercrime.

Phil McIlwraith is the Branch Manager for SG Kleinwort Hambros Bank Limited, Jersey Branch. Phil joined the Kleinwort Hambros Group in 1990. He has held senior management roles in various areas, including Treasury, Investment Management, Risk, Fiduciary and Commercial, both in Jersey and in London.  Phil was appointed CEO in December 2021.  Phil is a member of the boards of SG Kleinwort Hambros Bank Limited and SG Kleinwort Hambros Trust Co (CI) Ltd.  Phil is also a member of the Executive Committee of SG Kleinwort Hambros. Phil holds a first class BsC in Financial Services from the University of Manchester, and is a Chartered Fellow of the CISI.
Outside of work, Phil enjoys watching and playing many other sports.  Phil is married with two children and is a keen reader, amateur meteorologist and an occasional writer of fiction.

As Chief Executive Officer of Crestbridge Family Office Services, Heather leads the business’ strategy, culture and values and manages a number of key client relationships.

Based in Jersey, and with over 25 years in the UHNW sector, Heather is one of the industry’s most recognised and experienced professionals. One of the founders of Crestbridge Family Office Services in 2013, she has played a central role in transforming it into a successful and diverse venture working with clients in multiple international jurisdictions, while also helping establish Crestbridge Fiduciary in the US.

A trained lawyer, Heather has dedicated her career to working with UHNWIs, their families and institutions to provide a comprehensive range of family office services to families and corporate clients . She also has extensive experience in the management of client and intermediary relationships.

Heather is a regular recipient of industry accolades, earning a place on ePrivateclient’s “Top 50 Most Influential List” for the last five years and was the winner of the “CEO” category in the 2024 WealthBriefing European Awards.  She also received the “Female Leadership” award in the 2022’s Channel Islands WealthBriefing Awards. She is also listed in the 2024 and 2023 Private Client Global Elite Directory.

As managing director of FCM, a regulated trust & corporate service provider, John ensures that the team at FCM provide service excellence to both private wealth and corporate services clients across the globe. As a Chartered Accountant he has more than 35 years’ experience in the finance industry across pure finance, M&A projects, operations and compliance. He joined FCM in 2017 and quickly realised that he was managing a talented and professional team in the UHNW space who were adept at looking after their clients incredibly well with a focus on delivering personal service, something he has always been a firm believer in.

John is responsible for ensuring that FCM runs as effectively and efficiently as practicable while also looking after the strategic direction of the business through business development, acquisitions and new business streams.

Michelle has had extensive experience in the last thirty years dealing with different markets and cultures in a number of jurisdictions globally which helps her to build solid, strong relationships with clients, intermediaries and her team.   Her leadership skills were tested far beyond anything she could ever have imagined in September 2017 when the British Virgin Islands were hit by Hurricanes Irma and Maria.  This required strong leadership to motivate and  support the team, all of whom reacted to the disaster in different ways, to provide uninterrupted client service and manage a disparate team in different parts of the globe until the local office was up and running again.  Business Continuity Planning is now one of Michelle’s specialties.    Michelle is passionate about providing clients with a personalized level of service going back to the old values of trust management that she learned from her father as a Trustee, whilst at the same time understanding and balancing the needs of the business and managing risk.   She is looking forward to embarking on a new opportunity within Jersey.

Elizabeth Shaw is a Trust Director at Affinity Private Wealth where she manages key client relationships and leads sustainable initiatives within the fiduciary business.

Elizabeth’s focus is on understanding clients’ requirements and aspirations and providing advice founded on trust and clear communication, ensuring their assets are preserved and enhanced across generations. She also embodies Affinity's values of aligning interests with clients and maintaining a commitment to sustainability.

Elizabeth began her career in Scotland, gaining extensive experience as a private client lawyer both onshore and offshore. With an LLB Bachelor of Laws (with options in Accountancy) degree, STEP qualification as a Trust and Estate Practitioner, and initial investment exams under her belt, Elizabeth’s technical training is extremely well rounded. She is renowned among intermediaries for her technical expertise and her ability to explain complex issues clearly to private clients.

Having a keen interest in developing and recognising talent, Elizabeth thrives on mentoring and coaching her team. She taught the Private Client course on the Scottish Diploma in Legal Practice before relocating to Jersey and is delighted to have the opportunity to support and recognise local Jersey businesses and individuals.

Kate is an experienced financial services, banking and finance professional. As the Managing Partner of Voisin Law and Partner in charge of the Banking and Funds practices of Voisin, she advises on the establishment of investment vehicles ranging from single investor/corporate group structures to retail collective investment funds.

Kate’s regulatory and funds practice specialises in the legal, regulatory and corporate governance aspects of investment vehicles, collective investment funds, holding companies and managers. Kate and her team aim to provide practical, honest solutions to what are often complex legal and regulatory issues. They aim to take the worry out of setting up these structures.

Kate’s banking and finance practice focusses on advising on large corporate borrowing transactions, predominantly relating to commercial real estate groups borrowing from conventional lenders and debt funds. The debt is regularly £100m +, often involves 30+ corporate entities and multiple lenders providing senior and mezzanine debt at various points across the group.

Whilst Kate deals with a wide variety of investment vehicles from plain property investments to CLO’s, she has a particular interest in property holding structures, impact investment and Sharia’h compliant investment vehicles.

Wendy is a Private Wealth Director at VG Trust & Corporate Services Limited and has enjoyed a 25+ year career in the private wealth arena based in Jersey, Channel Islands.  Wendy is passionate about building lasting and  trusted partnerships with families and entrepreneurs globally whilst ensuring that  client’s needs are met with the optimum efficiency.