Liverpool Private Wealth Roadshow

Liverpool
14-15 May 2025
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Liverpool Private Wealth Roadshow

Liverpool
14-15 May 2025
0
days
0
hours
0
minutes
0
seconds

Gain access to expertise on Guernsey as a globally recognised leader in private wealth, family office management and structuring from our specialist delegation in Liverpool. 

The delegation will share their expertise on Guernsey's strengths and excellent reputation that stems from the island’s breadth and depth of expert professional service providers and range of flexible structures.

In Guernsey, individuals and families can easily manage their wealth, investments and philanthropic endeavours in a safe, secure and stable environment with close proximity to London and access to global markets.

If you have any queries on this event, please contact Rowan Stone

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.

Roadshow Supporters

Speaker

David Clarke

Head of Client Services Lancaster

David Clarke FCG, TEP, joins as Head of Client Services, bringing 23 years of experience in trust and corporate services, working with bank-owned, private equity, and listed providers.

With a background supporting high-net-worth individuals, family offices, and corporate clients across multiple jurisdictions, David’s expertise spans corporate governance, employee share schemes, and business process re-engineering.

A Chartered Governance Fellow and STEP-qualified professional, he also holds an MSc in Corporate Governance, an MBA, and a PRINCE2 qualification.

Speaker

Andrew Munro

Counsel Carey Olsen

Andrew has almost 25 years' experience. His practice covers all core areas of offshore non-contentious practice. He has managed many large and complex transactions on behalf of trustees as well as advising them on M&A, financing, corporate, competition and regulatory matters in the trusts industry. 

He works across a range of structures including private, corporate, charitable, purpose and commercial trusts, foundations, family offices, partnerships and companies. 

Andrew has also gained experience as a director of Guernsey regulated financial services businesses and listed vehicles.

Speaker

Rowan Stone

UK (North of England) Business Development Representative Guernsey Finance

Rowan joined the agency in June 2024 as Northern England Representative. His role includes developing the profile of Guernsey in northern England and promoting key products and services across investment funds, private wealth, insurance and pensions.  

Bringing more than two and a half decades’ experience as a strategic brand marketer to the role, Rowan has worked with international clients across numerous sectors in the advertising and marketing services industries. 

Born and raised in Guernsey, Rowan was educated at Elizabeth College and the Lancaster University Management School. He also spends time in his role as Owner of iamrowan Ltd, a Manchester-based brand marketing strategy consultancy and new business facilitator, and as Chairman of The St James’s Club - a Private Members Club in Manchester.