Lockton Companies
Partner - Head of Private Clients
UMBRA International
Managing Director, Founder
Castellet Consulting FZE
Founder & Director
Netwealth
Client Adviser
Asset Risk Consultants (ARC)
Managing Director, Jersey
Director
John Lamb
Managing Partner
Sequent
Executive Vice Chairman
Director, Guernsey
KPMG
Senior Manager - Family Matters
Strabens Hall
Saunderson House
Associate Director
Chief Investment Officer
RFR
CEO
Managing Director
Angus Advisory Group
Founder & CEO
MASECO Private Wealth
Wealth Manager
Sancus BMS Group
Chief Executive Officer & Co-Founder
Stonehage Fleming
Partner - Head of Wealth Planning
Alpha Capital
Partner
Navitaur
VAR Capital
Deloitte
Family Business Succession & Governance Adviser
The Private Office
Butterfield Mortgages
Rockefeller Philanthropy Advisors
President, CEO
Director – Private Office Consulting
Jersey Finance
Deputy Chief Executive
Diana Chambers: The Family Wealth Mentor
Family Wealth Mentor
Swoffers
Andurand Family Office
Shipman Financial Planning
States of Guernsey
Treasurer
Savills
VALUEworks AG
COO & Head of Family Advisory
Hywin Wealth
First Wealth
Evercore Wealth Management
Partner, Chief Wealth & Fiduciary Officer
JP Morgan
Vice President
RiverPeak Wealth
Andersen
Head of Family Office Services
London Central Portfolio
Brooks Macdonald
Director, Financial Planning
Executive Director
Group Managing Director
