Dubai Pensions Roadshow 2020
International Business Development Director - Guernsey Finance
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.
Managing Director - Julius Baer
Craig is Head of Investment Management at Julius Baer in Guernsey and a member of the Branch Management Board. Prior to joining Julius Baer in 2016, Craig spent eight years at Credit Suisse where he served on four different boards across the UK and Guernsey. For five of these years, Craig headed up the Investment Management business in the UK, Channel Islands and Gibraltar. He is also Chartered Wealth Manager and was featured in the Citywire Top 100 for Wealth Management in 2017, 2018 and 2019.
Group Partner - Collas Crill
Angela heads Collas Crill’s fiduciary practice in Guernsey and leads its Middle East Practice Group.
She is regarded as the 'go to' lawyer in Guernsey for Middle East private client work and foundations. She establishes, reorganises and terminates offshore dynastic structures (i.e. structures involving a combination of trusts, foundations and companies).
Having lived and worked in the UAE for a number of years, those structures are often (but not exclusively) for Middle Eastern families and commonly involve a family business and UK/UAE residential real estate.
Angela also advises DIFC and onshore UAE companies about their end of service gratuity obligations and assists them to establish offshore trusts in Guernsey to fund those obligations. Notably, in 2020 Angela drafted the first Guernsey "off the shelf" trust solution for DIFC companies and Guernsey trustees to use if they wish to opt out of the Dubai Government's "DEWS" Scheme.
Angela also advises Guernsey trustees on their duties and on matters of risk when taking on, administering and exiting trust and foundation structures. She has a particular interest in avoiding and resolving trust disputes in conjunction with her dispute resolution team in Guernsey
Director - Zedra
Elaine is a fellow of the Institute of Chartered Certified Accountants and has over 17 years’ experience in the financial services sector including audit, accounting and tax roles.
She has spent the past decade focusing on corporate trusts, specifically in Employee Benefit and Share Ownership Trusts and related incentives structures for a variety of companies.
Elaine has extensive tax and legal Compliance knowledge and has worked with many corporate clients and their employees from incentive plan implementation to vesting and other value "lifecycle" events.
Elaine’s clients include some of the largest companies on the London Stock Exchange, including the FTSE 100, FTSE 250, as well as private companies with institutional shareholders.
International Director - BWCI
Carl is the International Director of BWCI. He is a key member of BWCI’s international team and specialises in advising on international pension plans and other international employee benefits issues.
He earned the Diploma in International Employee Benefits from the Pensions Management Institute (PMI) in 2001 and is one of the leading international experts in applying FATCA and the Common Reporting Standard to pension plans and other financial institutions.
Carl Chairs BWCI’s Governance Group and in 2016 became a Certificate Member of the PMI, having completed the PMI’s Certificate in DC Governance.
He also serves as the Executive Director of Abelica Global the international organisation of consultants and actuaries. Carl joined BWCI in 2011 after transferring from a leading US actuarial consulting firm. He is a fellow of the US Society of Actuaries.