WealthBriefing European Awards 2017

Gillian Austin-King

Senior Programme Manager, CS-MIP Programme

HSBC Bank

Gillian is a chartered accountant, a chartered banker and a member of the CISI with MBAs in both banking and finance, and degrees in economics and law. Gillian started off in audit with Price Waterhouse before moving into industry post-qualification. She spent several years working for various financial institutions as well as working for a number years as a senior management consultant, before moving to a role as head of change at a small private bank. Gillian is currently heading up the cyber security programme for global payments at HSBC.

Eric Barnett

Director

EFG Bank UK

Eric Barnett is an independent non-executive director of EFG Bank UK Limited, having previously been chief executive officer of Kleinwort Hambros, the UK private bank formed from the old SG Hambros and Kleinwort Benson businesses for 11 years 2007-2018. He has over 30 years’ experience in Wealth Management, with a particular focus on commercial and strategy, and has been behind a number of well-known acquisitions in the sector. He is also currently working with a challenger bank in the SME sector.

Hans-Peter Borgh

Group Head of Wealth Management, Member of the Management Board

Banque Internationale a Luxembourg

Hans-Peter Borgh was appointed head of wealth management of Banque Internationale a Luxembourg in November 2015. Hans-Peter’s responsibilities include leading BIL’s private banking and investment related activities in Denmark, Dubai Luxembourg, Sweden and Switzerland. A banker with 20 years experience, Hans-Peter joined BIL from ABN AMRO where he was chief commercial officer Asia & Middle East. Prior to that he was regional head of affluent banking Asia Pacific at ANZ. Hans-Peter started his career at ABN AMRO where he held positions in Amsterdam, London, New York, Hong Kong and Zurich.

Tom Burroughes

Group Editor

ClearView Financial Media

Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry leaders, writing features and comment pieces, and has spoken at conferences in London, Guernsey and Vienna, among other locations. He has discussed the industry’s issues on Reuters television and the BBC. Previously, Tom was wealth management editor of The Business, the weekly UK magazine run by the Telegraph Group, from 2007 to 2008. Before that, he was a correspondent in various roles at Reuters, the global newswire. Between 1994 and 2000, he was a reporter for Market News International, a New York-headquartered newswire.

Etienne D'Arenberg

Partner

Bank Mirabaud

Etienne d’Arenberg, born 1967, is a Limited Partner at Mirabaud since 2011. He joined the group in 1999 and has developed a very significant portfolio of private clients, including large families and entrepreneurs, who learnt to appreciate his strong investment convictions, his holistic approach to assessing their environment, and his very close attention to their needs.

In 2016, he took over the management of the UK market for the group and sits on the board of Mirabaud Europe Ltd, the European bank of the group. In 2019, in the context of Brexit, Etienne moved to the UK to follow more closely the development of the UK political, legal and tax environment.

Starting his career at the Compagnie Générale des Eaux, one of the world's largest utilities at the time, Etienne joined in 1995 Creditanstalt Investment Bank (CAIB) in Vienna as a Managing Director focusing on CEE countries and in charge of the group wide asset management and of the private equity departments.

Etienne d’Arenberg sits on or chairs several charity boards, most notably linked to music, in Switzerland, Europe and United Kingdom and sits on the board of his own family's Family Office. He holds a MSc (Mgt) from Boston University and graduated from the Hotel Management School of Lausanne. He speaks fluently French, English, German and Italian and has a fair knowledge of Spanish and Dutch.

Mark Hussein

Chief Executive Officer, HSBC Life (UK) and Head of UK Insurance

HSBC Bank

Mark Hussein was appointed CEO, HSBC Life (UK), and Head of UK Insurance in November 2015. Prior to that Mark was appointed to spearhead the strategy for global commercial insurance and investments in 2011. Mark left the group in 2007 to join Kleinwort Benson as head of private wealth management UK and the Channel Islands. He was a member of the Kleinwort Benson group regional executive committee and sat on the board of Kleinwort Benson Trustees. Mark’s responsibilities included the expansion and strategic development of the organisation’s private wealth management business from its London hub and network of regional offices. Mark also had responsibility for the international PWM and private fiduciary business. Prior to joining Kleinwort Benson, Mark spent 13 years with the HSBC Group.

Penny Lovell

CEO Private Investment Office

Sanlam

Penny has more than 20 years experience advising private clients, families and charities and joined Sanlam to develop their high net worth and family office offering in September 2017. Prior to this she held various executive roles in wealth management. At Close Brothers she was head of private client and responsible for marketing and distribution across the various business channels. Before that she was managing director at Rothschild. Penny was also head of business development and marketing at Fleming Family & Partners where she also covered philanthropy and financial education. Penny also sits on the boards of Pennies, The Digital Charity Box, Prism the Gift Fund and the development board for Park Theatre.

Olivier Maugarny

Head of Offering and Sales

BNP Paribas Wealth Management

After seven years as a consultant Olivier joined the BNP Paribas group in 1990.  In 1994 he was appointed managing director of BNP Paribas Equities France and in 2000 moved to BNP Paribas Private Banking as head of the advisory desk. Oliver has been global head of investment services for the business line since 2004. As such he covers the conception and marketing of products, advisory and discretionary portfolio management, as well as fiduciary and wealth planning services for wealth management entities worldwide. He has also been in charge of the sales and marketing function since 2010 and has been a member of BNP Paribas Wealth Management’s executive committee since 2004.

Richard Nunnelly

Vice Chairman

Floreat Wealth Management

Richard spent his early career as a bonds fund manager and analyst with BZW but then spent close to two decades in The British Army. Returning to fund management he became a director at Mercury Asset Management and Cazenove Capital Management. He then became a director of Singer & Friedlander followed by two years in Perth with Braveheart Ventures. Recalled to London he spent five years as head of philanthropy with DSP concurrently working with a major UK-based single-family office. Now vice chairman at Floreat, Richard is chairman of Impact Investment Partners and sits on the London School of Economics investment committee.

Nick Perryman

Managing Director

UBS Wealth Management

Nick has 20 years experience in the wealth management sector. He currently serves as head of wealth management for Global Emerging Markets at UBS in London, where he leads a team of 100 professionals covering clients in Central & Eastern Europe, Middle East, Latin America and Asia-Pacific. In addition, he is also responsible for the firm’s Financial Intermediaries business, and philanthropy proposition in UK and Jersey. Prior to this, for five years, Nick was head of Investment Products & Services, responsible for the investment offering for over GBP30bn of client assets booked in UK and Jersey. Nick joined UBS in 2002, after spending five years at another wealth management firm.

John Reed

Chairman

EFG Private Bank

John Reed has 36 years experience in the financial services industry, over 20 of these at board level. Following his early career with Midland Bank, John spent 14 years with Hambros Bank. Following the firm’s acquisition by Societe Generale, he became group head of risk, then group chief operating officer. His last full-time role was as chief executive of private bank Arbuthnot Latham where he subsequently became a non-executive director. John has held many non-executive director roles, including at Tesco Bank, and today is a non-executive director of five banks and financial services businesses. He recently joined the board of Ford’s in-house bank, FCE Bank.

Michael Reed

Managing Director, Multi-Family Offices

RBC Wealth Management

Mike Reed is managing director, multi family offices for RBC Wealth Management’s international business.

Based in London, Mike has overall responsibility for multi-family offices, and as part of the sales and relationship management team plays a key role in developing its client strategy. He started his career in the Canadian financial services industry and worked as a private client advisor.  Since joining RBC, Mike has held several roles including head of affluent and retirement client strategy and managing director for the RBC Trust Company.

Tom Slocock

Managing Director - Head of International Product Development and Origination

iCapital Network

Tom is a Managing Director and Head of International Product and Origination at iCapital Network, responsible for the development and expansion of the firm’s product offering in markets outside the United States. Tom has almost 30 years of experience within wealth management working with clients and managing teams, businesses, and global product classes. Prior to joining the firm, Tom spent 11 years at Deutsche Bank Wealth Management, most recently as head of the Global Funds Group, overseeing the sourcing, research, structuring, marketing, and servicing of both traditional and alternative fund offerings across all client franchises. Previously, Tom was CEO of Deutsche Bank’s UK wealth management business. Before joining Deutsche Bank, Tom spent a decade at Credit Suisse, where his last role was as the London Head of International Private Banking. He started his career in wealth management at Goldman Sachs in London. Tom holds a BA/MA degree in Zoology from Oxford University and completed the Senior Executive Programme at London Business School.

Matthew Spencer

Head of Business Development and Marketing

Close Brothers Asset Management

Matthew is a highly effective leader of business development teams with unique experience of managing external and internal growth strategies across brands nationally and internationally. He is managing director, head of business development and marketing at Close Brothers and a member of the management committee. He has extensive experience at executive level developing and implementing strategy whilst personally leading new business growth. Matthew has previously held senior positions at Deutsche Bank, Coutts and Credit Suisse.

Iain Tait

Partner & Head of the Private Investment Office

London & Capital

Iain became a Partner of London & Capital in 2008 and heads the firm's Private Investment Office, which he founded in 2013. The Private Investment Office provides wealth management services for some of the firm’s largest clients.

Prior to joining London & Capital, Iain ran his own wealth management business for five years, in association with Zurich Financial Services Limited, where he built and maintained a significant high net worth client base. Before that, he was a partner at Freeman, Farmer and Anderson Company at only 27.

He has been awarded the Investment Management Certificate, a Diploma in Financial Planning and a BA Hons degree from The University of Manchester. He has been named in CityWealth’s ‘Top Private Bankers & Investment Managers’ leaders list for the past 3 years and was named in PAM ‘Top 40 under 40’ in 2013.

Jean-Louis Tourne

CEO

Bank Insinger de Beaufort, UK Branch

Jean-Louis Tourne’s international corporate banking experience began as a swap trader in New York. His subsequent career has seen him appointed as head of corporate banking at BNP in Los Angeles and Taiwan, and as the firm’s deputy head of wealth management in Singapore and then head of wealth management in Bahrain, Taiwan and Greece (including a position as Chief Executive of Piraeus Wealth Management, a joint venture between BNP Wealth Management and Piraeus Bank).

He has been posted in London since 10/2012.

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 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, JDX Consulting and Ten Group.