Middle East Private Wealth Roadshow - Jeddah

Jeddah
20-23 May 2024
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Middle East Private Wealth Roadshow - Jeddah

Jeddah
20-23 May 2024
0
days
0
hours
0
minutes
0
seconds

Forge new connections in the private wealth industry by connecting with us at our Middle East private wealth roadshow in Jeddah, Saudi Arabia. 

Our expert delegation, comprising James Crawford, International Business Development Director, Aaron Russell-Davison, Guernsey Finance Middle East Representative, Angela Calnan of Collas Crill, and Jeremy Mann of Verfides (Guernsey) Limited will hold a series of meetings with private wealth lawyers and intermediaries in this key market. The delegation will also be hosting a roundtable dinner on 21st May. 

The delegation will be on hand to discuss how Guernsey’s extensive trust and company industry offers solutions for all types of clients, with industry leading and innovative products suited to the next generation of wealth holders. 

Guernsey’s breadth and depth of products and services offer the new generation of HNW’s many options for high level financial planning and asset management. The island also boasts a long history of financing philanthropy and the transition to net zero, allowing clients to fully explore how their wealth can be used for a positive impact in the world.  

To find out more about what Guernsey has to offer, please book a meeting with Aaron Russell-Davison.  

Roadshow Supporters

Speaker

Angela Calnan

Partner Collas Crill

Angela is a Partner in Collas Crill's Private Client and Trusts team in Guernsey.

Her core strengths are in establishing, reorganising and winding up Guernsey trust and foundation structures (including pension and gratuity schemes) and assisting trustees in navigating the administration of those structures in accordance with their fiduciary duties.

As a former litigator prior to moving to Guernsey, Angela is great at spotting thorny issues early and assisting trustees and beneficiaries to resolve conflict before things escalate into litigation.

Day to day, Angela's caseload is very varied. Recently she has established private trust companies and private trustee foundations with multiple underlying trusts and companies for both domestic and international families in conjunction with some of the UK's leading City firms. She has established multi-million dollar pensions and end of service gratuity schemes for multiple UAE companies and she has also assisted trustees in deliberating 'momentous decisions' and mediating the interests of warring beneficiaries.

Prior to settling down in Guernsey in 2012 she practiced law in the UK, Singapore and Dubai and this has enabled her to not only build a wide and diverse professional network but also to have a cultural appreciation of many of the clients and intermediaries that she works with which gives her a real edge in terms of building rapport.

Angela has been a Solicitor of England & Wales since 2003 and an Advocate of the Royal Court of Guernsey since 2020.

Speaker

James Crawford

International Business Development Director Guernsey Finance

James is responsible for implementing Guernsey Finance's business development strategy to promote the island as a global finance specialist and connect Guernsey’s industry in its chosen target markets.

He has more than 25 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.

Speaker

Aaron Russell-Davison

Middle East and Asia Representative Guernsey Finance
Aaron has a wealth of industry expertise through a 30-year career in finance and banking. He has previously held the role of Standard Chartered Bank’s Global Head of Debt Capital Markets and, since retiring from this position in 2015, has worked extensively as a Non-Executive Director (NED). Notably he was an NED at Amana Bank PLC – a leading Islamic Bank – where he also chaired the Board Integrated Risk Committee.
Speaker

Jeremy Mann

Managing Director Verfides

Jeremy has been in private client financial services working with UHNWI for over 30 years predominantly in fiduciary and corporate services serving clients across the world.  He is a Chartered Secretary, Chartered Fellow of the Securities and Investment Institute and a member of the Society of Trust and Estate Practitioners, and has interests in corporate governance and wealth planning.  Jeremy is a Guernsey man who joined Verfides in 2022 when they expanded their service offering into Guernsey, and bring to the team experience of several global businesses obtained in various jurisdictions.  

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