Asia Private Wealth Roadshow

04 - 13 November 2019

Asia Private Wealth Roadshow 2019

Delegates

James Crawford

International Business Development Director

James has recently joined Guernsey Finance as International Business Development Director. He is responsible for implementing the business development strategy, which is to promote the island as a global finance specialist and connect Guernsey’s industry in its chosen target markets. James has more than 20 years' experience in the fiduciary sector, where he worked for international banks and independent trust companies based in the Channel Islands, Switzerland and the UAE.

Craig Whitman

Managing Director

Craig moved to Guernsey in 2001 from Cape Town, South Africa and joined Swoffers as an Open Market Negotiator in 2002, later becoming a Director and shareholder in 2007. He led the successful re-build of the Company’s Management and Lettings Department, which now boasts a dedicated and professional team of letting and property management agents. Believing in the provision of a tailored and comprehensive service to clients, Craig’s 17 years of experience in Guernsey’s Open Market has led him to be well-respected in his field and instrumental in the sale of some the island’s most prominent Open Market properties.

Graham Basham

Group Partner

Graham Basham, ACIB (Trustee), TEP is a Group Partner of the Aspida Group, as well as a director of the Beauvoir Group. Graham has extensive practical experience working with a number of large institutions such as Lloyds Bank, Deutsche Bank and Canadian Imperial Bank of Commerce. This was primarily in the fiduciary industry in the UK, Cayman Islands and Guernsey, focusing on private clients. During his 42 years in the business, this has expanded into the funds area and he now heads the entire Guernsey business which includes Compliance, Company Secretarial, Corporate Services and Business Incubation.

Graham is an Associate, Chartered Institute of Bankers (Trustee Diploma), an Associate of the Society of Trust & Estate Practitioners, and a member of the Institute of Directors.

Graham holds a variety of directorships both executive and non-executive for a number of investment, fund and private client companies. He is closely involved with a number of property funds and his directorships also include several local trust companies.

Jo Stoddart

Director

Having been brought up in England, Jo spent 17 years living and working in Paris, initially in international banking before taking on a challenging role with IMG McCormack, organising professional sports events in France and Belgium. This was followed by several years at the OECD arranging conferences and seminars in Paris and Central Europe. Following a short spell in London, the family relocated to Jersey where Jo started working in commercial estate agency. She was able to continue her agency work when the family moved four years later to Guernsey and she developed a particular interest in working alongside those who were considering relocation, either for business or for personal reasons.

In 2010 Jo founded a successful pan-island relocation consultancy and has worked with a broad range of HNWIs and companies relocating their family, business or staff to Jersey and Guernsey. During this time Jo also became actively involved in the global mobility industry, serving on the board of the British Association of Relocation Professionals and subsequently being elected as Chair. Seeing the need for a government agency to promote the benefits of Guernsey and to facilitate introductions to politicians, civil servants and the business community, Jo encouraged the establishment of Locate Guernsey in 2015 and took the helm of the organisation herself in November 2018. Jo is a passionate ambassador for Guernsey and her extensive personal and professional experience of relocation is of tremendous benefit to Locate Guernsey’s clients.

Joanna Cameron

Investment Director

Having worked in investment management for five years, Joanna has always built and managed investment portfolios around her clients’ specific needs. She manages discretionary and advisory investment portfolios for private clients, trusts and corporates, both in Guernsey and overseas – working alongside our Private Bank to deliver comprehensive wealth management solutions for clients who either have Guernsey-based structures, or who require offshore services.

A Chartered Member of the Chartered Institute of Securities and Investments, Joanna holds both the Chartered Wealth Manager Qualification and the Level 4 Investment Advice Diploma. Among her current projects is a structure for a corporate client that will encourage investment in African food producers, with the aim of addressing food shortages in the region.

Peter Webber

Client Director

Peter Webber is a wealth manager with over 25 years of experience in the finance industry working in London, Geneva, Chicago, Jersey and Guernsey. His expertise covers offshore investment structuring, investment management and banking. He graduated from the University of Buckingham with a BSc (Hons) in Business Management and holds both the Chartered Wealth Manager qualification from the CISI and the Institute of Directors Certificate & Diploma in Company Direction.

Rupert Morris

Partner

Rupert is a partner at Walkers Guernsey and heads up the Private Capital & Trusts Team in Guernsey. Rupert qualified as a Guernsey Advocate in 2010 and specialises in all forms of trust and private client work.

Prior to joining Walkers in 2017 Rupert practiced as a Guernsey Advocate in the Fiduciary and Litigation departments of two leading offshore firms from 2007 to 2017. Before moving to Guernsey he was in practice as a solicitor at a leading commercial firm in the North-West of England.

Kate Clouston

Global Relationship Manager

Kate joined the Collas Crill team in February 2019 following four years as Deputy CEO of Guernsey Finance. In this role, Kate was privileged to work with firms across all sectors of industry including funds, private client, insurance, banking and professional services. During her time with Guernsey Finance, she helped identify new opportunities for the industry and assisted in bringing new clients to Guernsey from around the world.

Before moving to the island Kate lived in Hong Kong for several years, where she completed her MBA with Ivey alongside Mandarin studies with the University of Hong Kong.

Previous to this, Kate was a political analyst with the world’s oldest think tank in London, the Royal United Services Institute, where she helped with significant research projects on issues such as the UK/NATO defence policy and coordinating humanitarian operations in Afghanistan. After graduating from Georgetown University, Kate worked as a researcher for Rt Hon Oliver Letwin MP before completing an MSc from the London School of Economics and Political Science.

As Global Relationship Manager at Collas Crill, Kate's main role is to develop new business opportunities for the firm and build upon our growing international network. Her significant experience with the Chinese market will help connect private clients, family offices and businesses with our team of experts, who can advise on a range of issues including investment funds, inter-generational wealth transfer and international expansion. Fluent in French, Italian and Spanish, as well as Mandarin, Kate will also be working alongside the Business Development and Marketing team to continue to develop the firm's profile in North America and Europe.

Kate has been recognised by Citywealth in its Leaders List (2018) and as one of the publication's Powerwomen (2015, 2016, 2017).