Guernsey Private Wealth Forum 2025 - Panel 1

Paul is a highly regarded financial services professional with more than 35 years of international experience, principally in the areas of fiduciary and administration and insolvency. He is currently an independent fiduciary consultant advising both individuals and families and institutions, and is a Non-Executive Director of Praxis Group Limited.  Paul is also a Commissioner of the Guernsey Financial Services Commission.

Paul has actively supported the growth and development of the finance sector in Guernsey and has been a committee member and chair of the local STEP branch, the Guernsey Association of Trustees and, most recently, as chair of the Guernsey International Business Association (GIBA). He is a Fellow of Chartered Accountants Australia and New Zealand, and a member of STEP. Previously, Paul was a senior executive of Butterfield Group from 1998 to 2023 based in Guernsey.

I joined the Chief Investment Office in 2022 as part of the acquisition of Punter Southall Wealth. I contribute to the investment process through asset allocation and strategy. I chair Canaccord's Fixed Interest and ESG committees, and co-chair the Strategic Investment Committee responsible for asset allocation. I have worked in the financial industry for over 10 years, having started my career at Henderson Global Investors. I then went on to work for Man Group’s Fund of Hedge Funds business, Financial Risk Management Limited, before being seconded to Man Solutions Limited in 2015.

I am a CFA Charterholder and hold the CFA Society’s Certificate in ESG Investing. I was also named one of Citywire Wealth Manager’s Top 30 under 30 in April 2021.

Alex is an expert in the psychology of investing, and leverages insights from behavioural finance, which studies how psychological, social, cognitive and emotional factors influence investment decisions. In his global role he helps UHNW individuals and families with the behavioural and emotional aspects of investment decision-making over the course of the market cycle, supporting them to reach their long term goals of protecting and growing wealth.

He has integrated this deep into the Barclays Private Bank Wealth Management wealth philosophy, so that the organisation as a whole can better understand and support each and every client with their individual needs. Prior to joining Barclays in 2017, Alex worked at a behavioural economics consultancy, designing behavioural experiments to help clients understand consumer decision-making, particularly in retail finance. Alex holds an MPhil in Economics from the University of Cambridge.

Alice is a Portfolio Manager at Cazenove Capital and is responsible for managing investment portfolios for HNWI and UHNW, focusing on Sports Professionals, Entertainers and Creatives. Alice graduated the University of Leeds with an International degree in Economics. She holds the Investment Management Certificate (IMC) and the CISI Chartered Wealth Manager qualification.