South Africa Private Wealth Virtual Roadshow 2021

Tuesday 11 - Wednesday 12 May

South Africa Private Wealth Virtual Roadshow 2021

Delegates

Grant McLeod

South Africa Consultant - Guernsey Finance

Grant was appointed as South African Representative for We Are Guernsey in March 2021. He has more than 2 decades of financial services experience in senior business development roles in South Africa, UK and the Cayman Islands. He was educated in the UK and South Africa. He has worked in private banking, wealth management and fiduciary services in South Africa in a number of senior roles representing global companies. As well as a BCom from the University of Witwatersrand, Grant holds a UK accounting and South African CFP qualification, and is a member of CII and CISI in the UK.

Mark Savage

Tax Director - BDO Limited

Mark is a Tax Director in the BDO’s Guernsey practice, having joined BDO 2012 after more than 20 years of working in international tax in the UK and Eastern Europe.

Mark advises individuals and companies on all aspects of Guernsey, UK and international tax, particularly issues related to cross-border investments and holdings, especially into the UK. This includes working with Guernsey resident and UK resident non-domiciled private clients in respect of their non-UK interests. He also advises corporates and investment funds, particularly private equity backed funds, captive insurers and managers and the real estate and hospitality industries.

James Hollowell

Director: Private Clients, International - Brooks Macdonald

James joined Brooks Macdonald in 2012 and manages the private client arm of its international business.

James worked at Spearpoint before its acquisition by Brooks Macdonald and, prior to this, at Baronsmead Partners LLP as a Business Development Director and Bank of Ireland as Head of Offshore Sales and Marketing. He has over 25 years' experience in financial services.

James is a Member of the Chartered Insurance Institute (CII) and the Personal Finance Society.

Chris Adkins

Client Director - Intertrust Group

Chris Adkins is an experienced Trust and Corporate Services Director with a demonstrated history of working in the financial services industry. Skilled in trusts, financial planning, wealth management services, trust services, and high-net-worth individuals.

Anton Seatter

Director – Employer Solutions - JTC

Anton is a director in JTC’s Employer Solutions business. He has over 20 years’ experience in working with corporates on all aspects of their retirement and reward arrangements. Prior to joining JTC in 2021, Anton spent many years at Royal Bank of Canada within its Wealth Management and Investor & Treasury Services divisions.

Rupert Morris

Partner - Walkers (Guernsey) LLP

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.