Guernsey Private Wealth Forum 2025

15 October 2025
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Guernsey Private Wealth Forum 2025

15 October 2025
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About
Programme
Speakers
Sponsors
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More Information
Media Partner
Registration for the Guernsey Private Wealth Forum 2025 is now closed due to the event reaching full capacity. 
To be added to the waitlist please contact Rosie Courtney for more information

Join us in London for the 2025 Guernsey Private Wealth Forum, which this year is titled: From Startup to Legacy: Building and Preserving Wealth.  

The event will present unique insights into the world of "new" wealth management and the challenges within the "emerging" industries of tech, sport, social media and entertainment. As the definition of an entrepreneur changes, the focus of the 2025 forum will be on how these industries are evolving to ensure long-term stability and support families and wealth generators. 

The panel sessions will discuss such innovations as the Family PIF and to the passion asset industry that allow Guernsey to offer the flexible products and expert solutions to meeting the developing landscape. 

With Guernsey boasting five decades of experience as a premier jurisdiction for private wealth, this is a not-to-be-missed event for private client advisors, private client services lawyers and anyone working in a family office who is keen to learn more about what Guernsey has to offer.   

Guernsey is a responsive and well-respected hub for global clients, with a proven track record of international engagement and alignment with respected standards, providing a secure and stable environment for the management of bespoke, sophisticated private wealth structures.   

More information about the speaker lineup, including the keynote, will be available soon. 

If you have any queries about this event, please contact Rosie Courtney.

Contact Rosie

With special thanks to our Legacy Sponsor (Keynote) and Heritage Sponsor (Drinks Reception):

Code of Conduct at Events

Guernsey Finance is committed to bringing members together in a professional environment to collaborate and network. We have established this code of conduct as a framework and a guide to expectations, providing guidelines to participants and ensuring that all participants understand what behaviour is expected and what behaviour will not be tolerated at a Guernsey Finance event.
View code of conduct

Legacy Sponsor (Keynote)

Beauvoir Group Logo
Beauvoir Group

Heritage Sponsor (Drinks Reception)

Fort Management Services Limited Logo
Fort Group

Beacon Sponsor (Gold)

Ogier Logo
Ogier
Suntera Global Logo
Suntera Global
Main Event Programme - Wednesday 15 October 2025
14:00
Registration check in & networking

Check in with the registration team to obtain your delegate badge and make your way into The Ballroom to find your allocated table. Your table number will be noted on your delegate badge.

14:25
Welcome address
Rupert Pleasant Photo
Rupert Pleasant
Chief Executive
Guernsey Finance
14:35
Introduction
14:55
Panel 1: Building Wealth
Alexander Joshi Photo
Alexander Joshi
Head of Behavioural Finance
Barclays Private Bank
Juliet Young Photo
Juliet Young
Partner
Schillings
15:25
Afternoon break

Enjoy some light refreshments at your allocated table

16:00
Panel 2: Preserving Wealth
Gillian Browning Photo
Gillian Browning
Deputy Director General
Guernsey Financial Services Commission
Kerrie Le Tissier Photo
Kerrie Le Tissier
Country Head - Guernsey
HIGHVERN
Helen McGhee Photo
Helen McGhee
Partner
Joseph Hage Aaronson & Bremen LLP
16:30
Keynote - fireside chat

Sponsored by Beauvoir Group

17:25
Closing remarks
Rupert Pleasant Photo
Rupert Pleasant
Chief Executive
Guernsey Finance
17:30
Drinks reception & networking
19:00
Event close
Speaker
Welcome address

Rupert Pleasant

Chief Executive Guernsey Finance

Rupert moved to Guernsey as a boy and was educated in the island. His career in financial services has taken him around the globe, beginning in London, moving onto Hong Kong, Cape Town, Zurich and Geneva, before returning to Guernsey. His background is in private banking and trust and corporate services, where he has held senior management roles in a number of 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 the Senior Leadership Council of TheCityUK, as well as at the BVCA and AIC. In his spare time, Rupert is President of the Guernsey Rugby Academy and a Freeman of the City of London.

Panel 1: Building Wealth

Panel 2: Preserving Wealth

Speaker
Closing remarks

Rupert Pleasant

Chief Executive Guernsey Finance

Rupert moved to Guernsey as a boy and was educated in the island. His career in financial services has taken him around the globe, beginning in London, moving onto Hong Kong, Cape Town, Zurich and Geneva, before returning to Guernsey. His background is in private banking and trust and corporate services, where he has held senior management roles in a number of 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 the Senior Leadership Council of TheCityUK, as well as at the BVCA and AIC. In his spare time, Rupert is President of the Guernsey Rugby Academy and a Freeman of the City of London.

Literature

View Publications
Literature
Private Wealth
Guernsey

Why Guernsey for Private Wealth?

11 months ago
Literature
Private Wealth
Guernsey

Foremost in Family Offices

6 years ago
Literature
Sustainable Finance
Guernsey

Guernsey: A Leading Centre of Substance

4 years ago

Thank you for signing up to this event.

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Check out the gallery below from the 2024 Guernsey Private Wealth Forum. Photos by Chris Renton Photography.

Financial Times

See FT resources below:

Digital At The FT Deck 2025

FT Wealth Media Kit 2025

Investors Chronicle Media Kit 2025