Guernsey Private Wealth Forum

The Power of Capital
Tuesday 05 October 2021

Guernsey Private Wealth Forum

Headline Sponsors

Carey Olsen

Carey Olsen

Carey Olsen

Carey Olsen is the largest law firm in Guernsey with the largest Trusts and Private Wealth team in the island. We are the only Guernsey law firm ranked as a Tier One firm for trusts and private wealth in both the Legal 500 and the Chambers HNW Guide, the leading independent legal research publishers. We were also named as "Offshore Law Firm of the Year", 2019 and 2020 at the Chambers HNW Awards.

Our global reach, scale and experience means that we are perfectly positioned to assist on the most demanding and complex cases concerning wealth planning and asset protection as well as the more straightforward day-to-day instructions. We understand the longevity of trusts and private wealth matters and we represent professional trustees, private individuals and families, banks, law and accountancy firms, financial institutions and charities from all over the world.

Our lawyers work across a range of structures including private, corporate, charitable, purpose and commercial trusts, foundations, family offices, partnerships and companies. We advise on settlor reserved power trusts, private trust company arrangements, pension and employee benefit schemes, wills and matters of inheritance, international estate planning, regulatory advice and trust-related disputes. For further information please visit www.careyolsen.com.

Ogier

Ogier

Ogier

Ogier provides legal advice on Guernsey, BVI, Cayman, Jersey and Luxembourg law. Our network of locations also includes Hong Kong, London, Shanghai and Tokyo.

Ogier’s Trusts Advisory Group specialises in private client, dispute resolution and corporate law, drawing together experts with substantial experience across BVI, Cayman, Guernsey and Jersey law to provide a seamless contentious and non-contentious advisory service which also includes relevant corporate support.

Ogier is the only firm to receive a top-tier ranking across its Guernsey, Cayman and Jersey private wealth and contentious trusts services in the Chambers HNW Guide 2021.

Gold Sponsors

Carey

Carey

Carey

We are Carey, experts in private wealth, corporate and fund services. Our fresh approach to administration sets us apart from our peers.

We believe open and creative partnerships with our clients and their advisors achieve far greater outcomes than traditional, reactive approaches to trust administration. We provide every service one would expect from a modern fiduciary firm but the important difference is the overlay of our cultural values.

Here, our wide experience in private wealth is reinforced by our comfort in challenging traditional concepts and approaches to achieve the optimum result. Our partnership principle involves sitting on the same side of the table as our clients, sharing one mind-set.

Carey works with clients and intermediaries from around the globe. Whether that relationship is large or small, we value the long-term opportunities that can develop.

Challenge Expectation – Create Opportunity – Achieve More

IQEQ

IQ-EQ

IQEQ

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.

Praxis

PraxisIFM

Praxis

PraxisIFM’s Private Wealth teams specialise in the establishment and administration of a wide range of structures and provide solutions to achieve objectives such as asset protection, wealth and succession planning as well as for philanthropy.

Each client has a unique set of personal, family and business circumstances which play a significant part in determining their financial needs, aspirations and expectations.

All our solutions and products are specifically designed to meet the requirements of UK and international individuals and families.

Our values

We pride ourselves on long term relationships with our clients, their advisors and professional intermediaries.

Our people

We believe our people are our most valuable resource. It’s our people who establish personal connections with our clients so that we can better understand their needs. They enable us to build long-term relationships to ensure we continue providing high levels of personal service to every client.

We have provided private client services in Guernsey since 1983 and are part of the global PraxisIFM Group.

Trust Corporation International

Trust Corporation International

Trust Corporation International

Trust Corporation International has firmly established itself as one of Guernsey’s leading fiduciaries, specialising in proactive planning, wealth administration and corporate services. Characterised by independence and professionalism, the in-house technical expertise, director-led ethos and low director-to-staff ratio sets us apart. Our team has earned a reputation for administering complex and high-value structures which tend to sit outside the traditional comfort zone of many offshore fiduciaries.

Our objective is to be the "best in class" in each of our practice areas. We offer a carefully considered service, based upon proven experience and our professional backgrounds. We provide our clients, their advisers and family offices with exceptional service and believe that earning and maintaining trust is paramount.

Silver Sponsors

Albecq

Albecq Trust Company Limited

Albecq

An independent, owner-directed trust company operating from Guernsey, Albecq prides itself on being approachable and knowledgeable in the establishment and ongoing support of different types of corporate and trust structures.

Our senior management team has over 100 years' experience in providing support and assistance to families and individuals throughout Europe and the Middle East. We listen to your exact circumstances, concerns and requirements so that we can suggest the best structure for you and your family.

We offer a range of services, including company secretarial, trustee and family office services as well as the provision of company officers, general and limited partners, trustees and protectors.

Imperium

Imperium

Imperium

Imperium Trust was established in 2011 to provide a wide range of professional services to both private individuals and corporate clients. Our dynamic team brings levels of energy and a passion for service excellence that set us apart from our competitors.

We are an independent, privately owned fiduciary & fund services company based in Guernsey, Jersey & London.

Our highly tailored and innovative approach to individual client needs draws on the considerable and disparate expertise of our staff, whose experience spans the full spectrum of financial services, we have gained a reputation for being approachable and for developing close personable relationships with clients and introducers alike. Our independent status, having no affiliation to a banking organisation, a legal or accountancy practice or an investment institution, means that Imperium’s service is wholly impartial.

Our client base includes both private individuals and corporate organisations and work ranges considerably in terms of levels of complexity. Whilst we manage many complex multi-jurisdictional structures for private individuals, we are equally happy to administer single-property entities. Similarly, our corporate clients range from small owner-managed companies to multi-national organisations.

Flexibility and service delivery is at the core of what we do and who we are.

JTC

JTC

JTC

JTC is a publicly listed professional services business with expertise in private client, fund and corporate services.

We have been helping private clients for over 33 years, protecting and nurturing private capital in real estate, financial and non-financial assets across countries and generations.

Our independence and experience enables us to bring an objective perspective to the complexities of wealth administration and through our network of 26 international offices we have particular expertise in providing services to private clients in Africa, the Americas, Asia, Europe and the Middle East.

Mourant

Mourant

Mourant

We provide exceptional trusts and private client services covering both contentious and non-contentious matters in Guernsey, Jersey, BVI, Cayman and Hong Kong. Our highly regarded International Trusts & Private Client team includes some of the most renowned litigators and legal advisers in the offshore world.

Our expert team advises trustees, high-net-worth individuals and family offices on wealth structuring, estate planning and trust and foundation set-up and administration. This covers the trust and foundation lifecycle – from design and implementation of new structures through to the transformation and consolidation of older ones.

We advise on hundreds of trusts and foundation structures every year, and are also directly involved in shaping the development of the law. This means that we’re able to offer our clients the most up-to-date thinking and expertise in wealth structuring in the market.

Saffery Champness

Saffery Champness Registered Fiduciaries

Saffery Champness

Security, stability, integrity - Saffery Champness is a leading independent fiduciary and corporate service provider that also offers fund and tax services to clients all over the world. The firm was established in Guernsey in 1977 and in Switzerland in 2008. In October 2018 a presence in the Dubai International Financial Centre was established. In 2020 a Cayman offering (as a registered controlled subsidiary of a licensed Cayman trust company) was launched. Across these offices more than 140 highly skilled professionals work in partnership with clients and their advisers to deliver a proactive and bespoke service. We pride ourselves on building long term relationships with our clients, wherever they are located in the world.

Media Partners

Managers Of Wealth

Managers of Wealth

Managers Of Wealth

Spears

Spears

Spears

Spear’s is the multi-award-winning wealth management and luxury lifestyle media brand whose flagship magazine has become a must-read for the ultra-high-net-worth (UHNW) community. It is also required reading for the affluent financial services community, including the bankers, lawyers and family offices who advise the wealthy.

Since its launch in 2006, Spear's has established itself as Europe's leading wealth management authority, as well as for its witty and incisive commentary on arts, business and lifestyle. Using print, digital, events, awards and research-based products and services, Spear's is uniquely placed to connect financial and luxury brands to this exclusive and elusive audience.