Thursday 16th June 2022
Beau Sejour - Dave Ferguson Hall
8.15 a.m. - 5.00 p.m.
into the Future of Fiduciary
Earlybird Bookings* until 13 May 2022
Non Member £225
Bookings* from 14 May 2022
Non Member £280
*All bookings subject to an administrative booking charge -
STEP Guernsey is a locally registered Non Profit Organisation and is self funding.
08.15 - Networking Breakfast
09.00 - Greta Pender, STEP Guernsey Deputy Chair, welcome, awards and sponsor introduction
09.10 - Simon Hodges, Director of Policy, STEP Global Update
09.20 - Laila Arstall, Carey Olsen "Managing Risk in the Fiduciary Industry"
09.55 - John Shenton, Andrea Harris and Ben Rhodes, Grant Thornton “Tax, Accounting and Insolvency"
10.30 Coffee Break
11.00 Adie Hale, FIU Update
11.20 Charisma Lyall, GFSC Update
11.40 KEYNOTE James Lister, Stevens & Bolton "Gender Identity in Family Trusts"
13.30 Modern Trusts Microsessions:
Stephanie Brobbey, Good Ancestor Movement & Matt Braithwaite, Wedlake Bell
"Philanthropy and Social Purpose"
Sangna Chauhan, Charles Russell Speechlys “Can we choose who we act for?”
David Cooney, Walkers "NFTs: What do Trustees need to know?"
15.20 Coffee break
15.40 Panel Session "When the Family Business becomes the Family's Business"
Moderated by Elaine Gray, Carey Olsen
Ed Powles, Maurice Turnor Gardner
Gillian Ralston Jordan, JTC Group
Paul Sarosy, Hassium Asset Management
Sangna Chauhan, Charles Russell Speechlys
Matt Braithwaite, Wedlake Bell
16.55 Closing remarks and thanks
Click here for more information about our Speakers
2022 CONFERENCE SPONSORS
STEP Guernsey is grateful to the following sponsors for their support
Carey Olsen is a leading offshore law firm advising financial institutions, corporations and private clients on Bermuda, British Virgin Islands, Cayman Islands, Guernsey and Jersey law from a network of nine international offices.
Carey Olsen’s roots in Guernsey go back to 1898. Today they are the largest law firm in Guernsey, offering their clients the full range of corporate and finance, investment funds, dispute resolution and litigation, trust and private wealth as well as property legal advice. They work alongside all of the major international law firms, accountancy firms and insolvency practitioners and their clients include global financial institutions, investment funds, private equity houses, multi-national corporations, sovereign wealth funds, high net worth individuals, family offices, directors, trustees and private clients. They also provide a comprehensive range of legal services under the laws of Alderney and Sark.
To learn more visit www.careyolsen.com
Aspida Group are a leading support and advisory business. We focus on helping you define, mitigate and manage risk, whilst you focus on growing your business.
Our Compliance, Risk Management and Assurance services are built around highly qualified and skilled staff providing multi-jurisdictional support tailored to fit your needs. We can bring you the most up-to-date processes and procedures used within the financial services world.
Formed from the merger of Active and Optimus Group, Aspida has been providing business support services across a range of jurisdictions since 2002 and prides itself in its commitment to its people and the communities it operates in.
To learn more visit www.aspidagroup.com
EXPERT, TAILORED SERVICE.
Where it is needed. How it is needed.
Ocorian is a global leader in fiduciary, private client and corporate services, fund administration and capital markets.
No matter where in the world our clients' hold financial interests, or however they are structured or need to be supported, we will provide a tailored and personalised solution that is individual to their needs and fully compliant to the needs of their stakeholders, regulators and the investment itself.
Our extensive experience in establishing and managing complex, high-value structures helps protect, preserve and plan for the future of our clients’ personal and family wealth.
Mourant is an international and globally-integrated firm and a law firm-led, professional services business with over 60 years' experience in the financial services sector.
We advise on the laws of the British Virgin Islands, the Cayman Islands, Guernsey and Jersey and provide specialist entity management, governance, regulatory and consulting services.
We bridge the gap between legal advice and its implementation, taking an integrated approach to deliver the best results for our global clients in all major time zones, facilitating cross-border finance and investment, the pooling and protection of capital and the resolution of disputes.
Our clients include many of the world's leading financial institutions, international corporations, asset managers and institutional investors. We are routinely instructed to work alongside the world's pre-eminent legal, accounting and financial services firms. We have an outstanding reputation for integrity and professional ethics, underpinned by a strong risk management culture.
To learn more visit www.mourant.com
At BDO Limited we enable our clients to develop their financial position. We’re a leading adviser to small, medium and large businesses across all sectors in Guernsey and work with a wide range of individual clients.
BDO Limited is a member of the international BDO network, the world’s fifth largest accounting and business advisory network.
The industries we specialise in extend across Guernsey’s commercial, funds and asset management, captive insurance and fiduciary and family office sectors.
From audit, taxation and private planning to business advisory support BDO provide you with a joined up solution covering all aspects of financial management and growth.
To learn more visit
We are Carey; experts in corporate services, fund services and private wealth. Our fresh and modern approach to traditional administration sets us apart from our peers. Carey’s culture and client services are founded on our core belief, which we call our Why.
Carey people believe that open and creative partnerships, which welcome and encourage constructive challenge, result in rewards and achievements which are far greater for all. This is what we believe in and this is what makes us who we are.
We offer our clients access to our professional network of contacts in over 75 countries.
To learn more visit
Grant Thornton Limited is a leading Channel Island practice with offices in Guernsey and Jersey with combined staffing strength of over 160 people.
We are the Channel Island member of Grant Thornton International, one of the world's leading international organisations of independently owned and managed accounting and consulting firms.
Grant Thornton International is not a worldwide partnership. Services are delivered independently by the member firms and as a member firm within Grant Thornton International we have access to member and correspondent firms in over 143 countries, offering clients specialist local knowledge supported by international expertise and methodologies.
We have been offering practical and strategic advice to all the key sectors in the Channel Islands for many years, and work closely with our clients to understand the specific issues that they face, as is evident in the many long standing client relationships that we have developed.
To learn more visit
Trustquay are industry specialists with over 30 years’ experience in servicing the specific technology needs of the Trust, Private Client, Corporate Services and Fund Administration sectors.
We have a global reach, supporting a diverse range of clients in over 30 jurisdictions, via a network of eight offices providing global support, local expertise and multi-lingual capabilities.
We are trusted partners recognised as the technology partner of choice, supporting clients ranging from specialist local boutiques through to the worlds’ largest multinational wealth management organisations.
To learn more visit www.trustquay.com
TERMS AND CONDITIONS
Please read this section carefully
Registration: You will receive an email confirmation in advance of the conference, if you do not receive an email confirmation, please let us know. If you request an invoice this will be raised on receipt of your booking and our payment terms are 14 days. Payment of invoices can be made by BACS.
Cancellations: All cancellations must be made in writing. A fee of 100% will be levied in respect of any cancellation made less than 14 days prior to the commencement of the event. A fee of 50% will be levied for cancellations made between 21 and 14 days prior to commencement. A substitute delegate from the same firm can be named at any time.
STEP Guernsey will levy a booking fee for paying by credit/debit card and/or raising an invoice. Booking fees are non-refundable.
Special arrangements: If you have any special requirements, please inform us at the time of registration.
The well-being and safety of the local community has always been, and always will be, the highest priority for the STEP Guernsey branch. During this unprecedented time, STEP Guernsey is proactively monitoring the status of the COVID-19 (Coronavirus) outbreak, and relying on facts presented by the Guernsey Public Health Authority and the World Health Organization.
STEP Guernsey will continuously monitor news, guidelines, and regulations that could impact the upcoming conference at short notice. Any changes or revisions to holding the conference as scheduled will be communicated to those who have registered and subsequently made known through all of STEP Guernsey’s communication channels.
In the event that STEP Guernsey postpones the Event, any payment the Delegate has made to STEP Guernsey as at the date of postponement will be credited towards the rescheduled date. If the Delegate is unable to attend the rescheduled event or if STEP Guernsey cancels the Event indefinitely, the Delegate shall be entitled to receive 100% refund of all sums paid to STEP Guernsey.
Delegates are advised to take out the appropriate travel insurance.
STEP Guernsey shall not be responsible for any loss or damage as a result of substitution, alteration, cancellation or postponement of an event due to an event of force majeure, unforeseen occurrence or any other event that renders performance of this event inadvisable, illegal, impracticable or impossible.
For purposes of these booking conditions an event of force majeure shall include but shall not be limited to: adverse weather, government restrictions and/or regulations; war or apparent act of war; terrorism or apparent act or threat of terrorism; civil disorder; disturbance and/ riots; curtailment; suspension and/or restriction on transportation facilities/means of transportation; or any other emergency or circumstances outside a party's reasonable control.