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
Sequent
Executive Vice Chairman
Director, Guernsey
Deloitte
Private Client Advisor
KPMG
Senior Manager - Family Matters
MASECO Private Wealth
Co-founder and Managing Partner
Delfin Private Office
Partner
Strabens Hall
Associate Director
Chief Investment Officer
RFR
CEO
Wealth Manager
Managing Director
Angus Advisory Group
Founder & CEO
Executive Director
Loh Family Office Limited
Founder
Managing Partner
Cazenove Capital
Wealth Planner
Alpha Capital
Sancus BMS Group
Chief Executive Officer & Co-Founder
Navitaur
VAR Capital
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
Barclays Private Bank
Head of Marketing
FG Consultants
Owner
Shipman Financial Planning
States of Guernsey
Treasurer
Savills
VALUEworks AG
COO & Head of Family Advisory
Hywin Wealth
Senior Wealth Manager
First Wealth
Evercore Wealth Management
President & CEO
Stonehage Fleming
Partner - Head of Wealth Planning
JP Morgan
Vice President
