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Wednesday 12 June 2024

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the future of Private wealth 

Wednesday 12th June 2024
Beau Sejour - Dave Ferguson Hall
8.15 a.m. - 4.30 p.m.

Earlybird Bookings* until 10 May 2024
Member £195
Non Member £225

Standard bookings* from 11 May 2024
Member £250
Non Member £280

*All bookings subject to an administrative booking charge - 
STEP Guernsey is a locally registered Non Profit Organisation and is self funding.


STEP Guernsey, as a Non Profit Organisation, relies on sponsorship to be able to put on our professional events.

Thanks to the following businesses for their sponsorship of the 2024 Conference:

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STEP...into the future of private wealth


08.15 - Networking Breakfast

09.00 - Greta Pender (STEP Guernsey Chair)Welcome, awards and sponsor introduction
09.10 - Kelly Greig (Chair, STEP Worldwide): STEP Update, focus on Equality, Diversity and Inclusion
09.30 - Martha Eker-Male (Walkers): Digital Data Concerns for Trustees
10.00 - Becky Hartley and Jon Claypole (BDO UK): Tax Dispute trends for 2024 and beyond. HMRC strategy

10.30 Coffee Break
11.00 - Carey Olsen: "Hall of Fame" Cases Affecting Practice
11.35 - Financial Intelligence Unit: Industry Update
11.55 - Guernsey Financial Services Commission: SDM Process and Recent Enforcement Case studies
12.15 - PANEL SESSION PART 1: Moderated by
Russell Clark (Carey Olsen)
Kim Sgarlata (Oak Group)
Martha Eker-Male (Withersworldwide)
James von Simson (Evelyn Partners)
  • Trends and challenges in Private client world across the board
  • How is Guernsey well placed to support these
  • What does Guernsey need to improve on so it stays as a prime jurisdiction for this?
13.00 Lunch
Moderated by Russell Clark (Carey Olsen)

Kerrie Le Tissier (GAT/Highvern)

James Crawford (Guernsey Finance)

Gillian Browning (GFSC)

  • How are those broad trends filtering down into what we see on the ground in Guernsey?
  • What else does industry need to help with the challenges and staying ahead of the curve?

  • What are the positives for the Guernsey private wealth industry?

14.30 - Clement Hutton-Mills (Goldman Sachs): Upcoming Investment Trends
15.00 Coffee break

15.30 - Callum McCutcheon (PwC): AI and the Future of Work: The Need for a Transformation Mindset 

16.00 - Lisa Ingrouille (Guernsey Mind): Workplace stress and Mental Health Coping Strategies

16.30 - End

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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


Main Event

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Eco package

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

Grant Thornton Limited is a leading Channel Island practice with offices in Guernsey and Jersey with combined staffing strength of over 220 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 140 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.


Carbon Balance package


Networking breakfast

Through a team of specialists we are dedicated to working with our clients to provide multijurisdictional support tailored to fit your needs.

Our independent status and creative approach enable us to rapidly adapt to business change.

At Aspida we focus on helping you define, mitigate, manage and monitor your risks, whilst you focus on growing your business. Our services are underpinned by cutting edge technology and built around highly qualified and skilled staff:

  • Business Advisory Services - Regulatory Compliance (MLRO/MLCO/CO/NO), Internal Audit function, Cyber resilience, Policies Procedures & Controls, Corporate Governance & ESG.

  • Resolver by Aspida – Cutting edge GRC software

  • Hosted Services - Family Office, Licensee Management, Incubation

  • Company Secretarial support services

Aspida – Your partner in protecting and growing your business

To learn more visit


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.

As a multi-awarded private bank in Guernsey with over two centuries of expertise, we're a trusted partner for wealthy individuals, families, entrepreneurs, trusts, and charities. From expert wealth management and investment strategies to specialist lending products and art advisory, we ensure a full-service private banking experience.

We have one clear purpose – to simplify life’s financial challenges. Providing a personal and holistic approach to wealth management, we know how to meet the needs of our clients with imagination, skill and attention to detail. We also understand the importance of creating strong relationships based on trust, service and expert knowledge.

For more information CLICK HERE.

Horsepool Consulting provides regulatory support to financial services businesses. Based in Guernsey, we are specialists in the compliance and anti-money laundering requirements set by the Guernsey Financial Services Commission, across various industry sectors.

Specialising in support for in-house compliance staff, we can offer ad-hoc advice whenever you need it, or more regular reviews and ongoing support. We also offer one-to-one mentoring for new Compliance Officers, Money Laundering Reporting Officers and Money Laundering Compliance Officers.

For further information please CLICK HERE.

Vega is an established financial technology company with a mission to put good data at the heart of people-centric businesses.

We believe the the two biggest assets in your business are your people and your data. Powering your people with strong data makes them more efficient, freeing up their time to focus on client relations and deliver value where it matters most.

We support businesses as they embrace digital transformation by interfacing with their existing technology or enabling complete cloud migration.


We use our core values every day to guide how we serve our clients and support our people and partners



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.


COVID-19 Update

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.

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