Private Wealth Forum
14 October 2020 - Online
2:00PM - 3:00PM
Following the success of our virtual events in 2020, we are pleased to confirm that the 2020 Guernsey Private Wealth Forum will be staged as an online webinar on the afternoon of Wednesday 14 October.
Our annual Private Wealth Forum showcases Guernsey’s long-established and vibrant private wealth sector, and offers a platform for industry experts to discuss the important issues in the industry.
The theme for this year's event is 'Emerging from Crisis - Reshaping Family Offices'. To state that 2020 is a year of uncertainty is an understatement. Against a backdrop of the coronavirus pandemic, political turmoil in Hong Kong, the US elections and the threats of kidnap or cyber-attack, family offices are reflecting and preparing for a new operating environment. They may be embracing the opportunities provided by remote working or dealing with the challenges that this might pose, considering succession planning for wealth transfer to the next generation or ensuring that they have a robust governance structure.
These topics will be discussed by our panel of industry experts, moderated by our Chief Executive, Rupert Pleasant.
CPD certificates available on request, please contact Emily Lowe.
Click the on-demand image below to relive the webinar
Carey Olsen is a leading offshore law firm and the largest legal practice in Guernsey. Our services include: banking and finance, corporate, insurance, investment funds, trusts and private wealth, regulatory, dispute resolution, employment, pensions and commercial and residential property. We are the leading legal adviser to funds domiciled in Guernsey, advising 82% of the entire Guernsey market by AUM at 30 June 2019 (Monterey Insight 2020).
Our ESG practice supports both grass roots projects and global impact investors. We work with asset managers, fund managers, institutional investors, investment banks, private equity houses, family offices, charities, sovereign wealth funds, HNWIs and intermediaries and provide advice on the legal aspects of sustainable investment and its implications on governance and compliance processes. For further information please visit www.careyolsen.com
IQ-EQ is a leading investor services group that brings together a rare combination of global technical expertise and deep understanding of client needs. We have the ‘know how’ and the ‘know you’ to provide a comprehensive range of compliance, administration, asset and advisory services to investment funds, multinational companies, family offices and private clients operating worldwide. Our group employs 3,400+ people in 23 jurisdictions across four continents and has assets under administration (AUA) exceeding US$500 billion.
We strongly believe that valuing both IQ and EQ is essential for our people, our clients and our business.
We recognise that our clients need a service provider with the scale to navigate complex regulations and requirements across multiple diverse jurisdictions. We have the ‘know how’ to keep on top of regulatory compliance and the resources to act fast. We use cutting-edge technology and robust processes to provide the best service. Our in-house training programme constantly develops our teams’ knowledge and skills. Whatever our clients want to achieve, we have the know how to deliver it.
We also know that trust and longevity form the basis of successful partnerships with our clients. Clients like having a single contact they know and who also knows them. We have this ‘know you’ talent. We assign a dedicated relationship manager to each client who remains their main point of contact throughout their relationship with us. Our people have the ability to anticipate and understand our clients’ needs. Whatever our clients want to achieve, we have the know you to make it happen.