Lockton Companies
Partner - Head of Private Clients
UMBRA International
Managing Director, Founder
Castellet Consulting FZE
Founder & Director
Saunderson House
Chartered Financial Planner
Netwealth
Client Adviser
Asset Risk Consultants (ARC)
Managing Director, Jersey
Director
John Lamb Hill Oldridge
Broking Director
Sequent
Executive Vice Chairman
Director, Guernsey
Deloitte
Associate Director
KPMG
Senior Manager - Family Matters
MASECO Private Wealth
Co-founder and Managing Partner
Strabens Hall
Client Director
Navitaur
Managing Director
Chief Investment Officer
Managing Partner
RFR
CEO
Wealth Manager
I.G. Advisors
Ogier
Director, Head of Private Wealth, Asia
Cazenove Capital
Head of Impact
Wealth Planner
Partner
Alpha Capital
Senior Wealth Manager
Stonehage Fleming
Partner - Head of Wealth Planning
VAR Capital
Family Business Succession & Governance Adviser
Fiduciary Trust Company International
The Private Office
UBS Wealth Management
Global Head of Philanthropy Services
Rockefeller Philanthropy Advisors
President, CEO
Butterfield Mortgages
Brown Philanthropy Advisors
President
Jersey Finance
Deputy Chief Executive
Independent Philanthropy Professional
Independent consultant
Diana Chambers: The Family Wealth Mentor
Family Wealth Mentor
Swoffers
Tribe Impact Capital
Chief Impact Officer
Cambridge Family Enterprise Group
Founder and Chairman
Dietel & Partners
Philanthropy Insight
J.P. Morgan Private Bank
Executive Director, Head of The Philanthropy Centre for EMEA
Schroders Wealth Management
Head of Commercial Marketing, UK & Global Markets
FG Consultants
Owner
Shipman Financial Planning
