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
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
The Private Office
Head of Family Office Services
London Central Portfolio
Brooks Macdonald
Director, Financial Planning
Executive Director
Group Managing Director
Chawker & Co
Consultant
