Lockton Companies
Partner - Head of Private Clients
UMBRA International
Managing Director, Founder
Castellet Consulting FZE
Founder & Director
Strabens Hall
Senior Client Adviser
Asset Risk Consultants (ARC)
Managing Director, Jersey
Director
John Lamb
Managing Partner
Rothschild Trust
Executive Vice Chairman
Director, Guernsey
Davidson & Co
Head of Private Client Services
Chief Investment Officer
Angus Advisory Group
Founder & CEO
The International Stock Exchange Group
CEO & Director
Stonehage Fleming
Partner - Head of Wealth Planning
Alpha Capital
Partner
Deloitte
Family Business Succession & Governance Adviser
Butterfield Mortgages
CEO
Savills
Rockefeller Philanthropy Advisers
President, CEO
Jersey Finance
Deputy CEO
Diana Chambers: The Family Wealth Mentor
Family Wealth Mentor
Swoffers
Andurand Family Office
Shipman Financial Planning
States of Guernsey
Treasurer
VALUEworks AG
Head, Family Advisory
RFR
Hywin Wealth
First Wealth
Evercore Wealth Management
Partner, Chief Wealth & Fiduciary Officer
Sancus BMS Group
Chief Executive Officer & Co-Founder
JP Morgan
Vice President
RiverPeak Wealth
Managing Director
Executive Director, Head Business Development, Marketing
Brooks Macdonald
Director, Financial Planning
Navitaur
Saunderson House
MASECO Private Wealth
Cadell + Co
KPMG
Head of Family Office Services
London & Capital
London Central Portfolio
Creechurch Capital
Independent Investment Consultant / Consultant Portfolio Manager
Tcam
Joint CEO and CIO
SPF Private Clients
Digital Director
Partner, Business Development
Center for Effective Philanthropy
President
Tilney
Rowan Dartington
Executive Chairman
