South Africa Private Wealth Roadshow

South Africa
3/11/2024-3/15/2024 March
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Connect with us at our South Africa private wealth roadshow in Johannesburg and Cape Town to learn what Guernsey has to offer in this key market. 

A specialist delegation comprising Rupert Pleasant, Chief Executive of Guernsey Finance, Grant McLeod, Guernsey Finance South Africa Representative, and Lauren Ker, Managing Director at Clermont Trust, will hold a series of meetings with tax advisers, bankers, local wealth managers and intermediaries. 

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. 

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

Roadshow Supporters

Speaker

Lauren Ker

Managing Director Clermont Trust

Lauren Ker is the Managing Director of Clermont Trust (Guernsey) Limited. Lauren has extensive experience with working with high-net-worth individuals and families particularly in Southern Africa. Born in South Africa, Lauren is a member of the South African Institute of Chartered Accountants and holds a Masters in Commerce with a Specialisation in Tax through the University of Cape Town.

Speaker

Grant McLeod

South Africa Representative Guernsey Finance
Grant was appointed as South African Representative for Guernsey Finance in March 2021. He has more than two 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.
Speaker

Rupert Pleasant

Chief Executive Guernsey Finance

Rupert’s career in financial services has taken him around the globe, living and working in London, Hong Kong, Cape Town, Zurich, Geneva, and Guernsey. His background is in private banking and trust and corporate services, where he has held a number of senior management roles in global companies. As well as an MBA from the University of Cape Town, Rupert holds a law degree, and is a member of STEP, CISI and the Institute of Directors.

Rupert sits on a number of local government and industry committees, and represents Guernsey at TheCityUK, BVCA, AIC and the City of London Corporation. In his spare time, Rupert is Chairman of the Guernsey Rugby Academy.