New York Private Wealth Roadshow

New York
3/11/2024-3/15/2024 March
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Forge new connections in the private wealth industry by connecting with us at our US private wealth roadshow in New York. 

Our expert delegation, comprising James Crawford, Guernsey Finance International Business Development Director, Jonny Gamble, Guernsey Finance US Representative, and Steven Ward, Managing Director at Aquitaine, will hold a series of meetings with private wealth lawyers and intermediaries in this key market. 

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 such as purpose trusts, the third route to the private investment fund, and Guernsey foundations. 

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. 

The delegation will also be attending the STEP New York conference on 14 - 15 March. 

To find out more about what Guernsey has to offer, please book a meeting with Jonny Gamble. 

Roadshow Supporters

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

Jonny Gamble

United States Representative Guernsey Finance

Jonathan joined Guernsey Finance in 2022 as the US representative, where he spends about four months of the year, primarily in New York and Miami. His role looks to connect intermediaries from the US (and Latam) to relevant contacts on-island. He attends various conferences and seminars, organises roadshows with Guernsey delegates, as well as attending individual meetings.

He is an independent consultant and non-executive director, working with a number of firms in the fiduciary and wealth management industry. Prior to this appointment, he worked at Asset Risk Consultants (‘ARC’) for more than 20 years, in a number of director roles. Jonathan holds both the fellow and chartered wealth manager designations from the Chartered Institute for Securities & Investment as well as a qualified member of the Society of Trust and Estate Practitioners (STEP). Amongst other roles, he is a STEP Guernsey Committee member and is a trustee of the Elizabeth College Foundation, and has held a number of listed and non-listed non-executive positions.

Speaker

Steven Ward

Managing Director, Aquitaine Trust

Steve has worked in the Guernsey finance industry since 1991 and trained with a big four accountancy firm. Steve’s specialty is providing tailored solutions for high-net-worth individuals with a particular focus on structures for international families. He sits on the boards of client companies, family offices as well acting as a protector for family trusts.

Steve was listed in the excellence category of the Private Client Global Elite Directory for 2024.