Trusts top agenda at Jersey Finance Private Wealth Conference

Jersey Finance has confirmed the line-up of speakers for its Annual Private Wealth Conference featuring leading tax and legal experts who will address hot topics for high net worth clients from trust legislation and its relevance today to private wealth management and social responsibility

The conference will be held in central London on 27 April at 8 Northumberland Avenue.

Keynote speakers include Stephanie Flanders, chief market strategist for the UK and Europe for JP Morgan Asset Management who will address the macroeconomic and political outlook, while Steve Meiklejohn, a specialist trust adviser and partner at Ogier, will consider the changing trusts landscape and critical issues for high net worth individuals.

There will be two expert panels, the first focusing on social responsibility and wealth management, and the second on whether current trust legislation is fit for purpose, followed by Q&A sessions.

The conference will wrap up with a light-hearted assessment of the political dimension by leading comic and impersonator Rory Bremner.

Panel discussions

This first expert panel will address the role of social responsibility in wealth management. The discussion will look at the responsibilities that come with wealth, what advisers must do to ensure clients understand their obligations and what action should be taken if and when errors occur. Panellists will also discuss the key trends affecting the private wealth arena and what these might mean for future generations.

The panel will include the following speakers:

  • Salpy Kouyoumjian, partner, Boodle Hatfield LLP;
  • Camilla Stowell, managing director, Coutts Private Office;
  • Siobhan Riley, partner, Carey Olsen; and
  • Jason Sharman, professor, Griffith University Brisbane.

The second discussion, once again led by Flanders, will see a panel of professionals tackle trust legislation, questioning whether, 30 years since its inception, it is still fit for purpose considering the significant changes to private wealth environment over that time.

This will include debates over beneficiaries’ rights to information, the variation of trusts by the court and consideration of arbitration provisions in trust disputes.

The panel members are:

  • Steve Meiklejohn, partner, Ogier;
  • Gilead Cooper QC, Wilberforce Chambers; and
  • Zillah Howard, partner, Bedell Cristin.

What you need to know

Date: Wednesday 27 April 2016, 12:30 - 19:00

Location: 8 Northumberland Avenue, London, UK

Pricing: £315 for Jersey Finance Members, complimentary for London delegates

Register for the event at Jersey Finance Guiding Lights – Annual Private Wealth Conference

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