Andrew Bayles
Andrew Bayles
Director - General Counsel | SwissIndependent Trustees SA
JURISDICTION
Switzerland, England and Wales, Jersey, Guernsey, British Virgin Islands, Malta, Cyprus, New Zealand
TOP SPECIALISMS
Family Office
Trusts & Trusteeship
Trusts: Planning
Office Location
Switzerland
Short Biography
Andrew Bayles, a lawyer and professional Trustee in Switzerland, acts for global families, business owners, family offices, and professionals. His extensive expertise encompasses trust law, corporate, commercial and tax. Andrew's role at SwissIndependent Trustees SA highlights his dedication to serving clients with cross-border needs. He possesses a strong understanding of complex legal matters related to family offices, trusts, and trusteeship.
What is your favorite restaurant to take a client or colleague to?
Any restaurant where there is a decent wine list, or, even better, where they let you take your own!
What is the best piece of advice you have ever received?
Never make desicions under duress. Sleep on it if you can.
What was your first job?
Ball boy at Rosslyn Park RFC.
What is the book you recommend to everyone?
The Billionaire's Vinegar.
What changes do you expect to see in your practice over the next year?
I hope to see technology continue to disrupt our business to the benefit of our families.
Andrew De La Rosa
Andrew De La Rosa
Barrister and Attorney-at-Law | ICT Chambers
JURISDICTION
TOP SPECIALISMS
Estates: Contentious
Fiduciary
Trusts: Contentious
Office Location
Cayman Islands
Short Biography
Andrew is a recognised specialist in the trust, estate, corporate, collective investment scheme, partnership and related fiduciary spheres. He acts as both adviser and advocate and has extensive experience of all of the principal common law-based international financial centres and the civil and Islamic law jurisdictions with which they interact. He has acted as counsel in many of the most significant trust and estate disputes and structuring exercises of recent years. Professional clients have described him as “charming and easygoing but with a deadly eye and known to get results” and "awesome and absolutely compelling."
What is your favorite restaurant to take a client or colleague to?
La Colombetta, Como, Italy
What is the best piece of advice you have ever received?
Knowledge is the result of building on what one already knows.
What was your first job?
Retail Clerk
What is the book you recommend to everyone?
Snell's Equity
What changes do you expect to see in your practice over the next year?
Significant increases in (1) major trust creation and restructuring exercises as economic conditions develop globally, and (2) lifetime succession planning in developing regional wealth creation centres.
Anita Franklin
Anita Franklin
Senior Associate | McDermott Will & Emery
JURISDICTION
TOP SPECIALISMS
Commercial Litigation
Dispute Resolution or Arbitration
Trusts: Contentious
Office Location
United Kingdom
Short Biography
I am a senior associate at McDermott Will & Emery specialising in high-value international disputes. I focus my practice on contentious private wealth matters and commercial disputes both onshore and offshore. I predominantly advise high-net-worth individuals, wealthy families, and financial institutions on international dispute resolution issues, including offshore trusts and commercial disputes containing fiduciary elements and fraud. I have been involved in a number of large-scale, multi-jurisdictional litigation matters ranging from breach of trust claims, defending firewall protected assets, fraud and negligence in significant and high-value trials and arbitrations in The Bahamas, British Virgin Islands, The Cayman Islands and in the United States.
What is your favorite restaurant to take a client or colleague to?
Daphne's in South Kensington
What is the best piece of advice you have ever received?
With every obstacle there is always a countermove, a way round, or a way through. So always focus on the possibilities instead of the limitations.
What was your first job?
A sales person at Sony Centre when I was 16.
What is the book you recommend to everyone?
Meditations by Marcus Aurelius. It is a timeless set of personal reflections that can be applied to any situation.
What changes do you expect to see in your practice over the next year?
I expect the advance of generative artificial intelligence to be a dominant topic in 2024, as the rapidly evolving political and regulatory landscape will result in increased privacy concerns and exposures for high-net worth clients with global assets and businesses..
Anna Steward
Anna Steward
Managing Director | Sequent
JURISDICTION
Switzerland, England and Wales
TOP SPECIALISMS
Trusts & Trusteeship
Office Location
Switzerland
Short Biography
Anna manages the Sequent wealth planning team in Switzerland and is also responsible for a number of key relationships across the group, working closely with international families and their advisors to oversee the administration of complex asset holding structures from a tax and legal perspective.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
Lessons in Chemistry
What changes do you expect to see in your practice over the next year?
Annie Hughes
Annie Hughes
Director | Blick Rothenberg
JURISDICTION
TOP SPECIALISMS
Relocation and Cross-Border Advisory
Office Location
London, United Kingdom
Short Biography
I help individuals navigate both the US and UK tax systems. Working predominantly with internationally mobile Americans living outside of the US or individuals moving to the States. I have experience with wealthy families, serial investors, entrepreneurs, executives, partners, VC, hedge and private equity funds and a multitude of the cross border tax issues that HNWI face.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Anouksha Patel
Anouksha Patel
Senior Associate | Walkers
JURISDICTION
TOP SPECIALISMS
Estates: Planning
Trusts & Trusteeship
Trusts: Planning
Office Location
Jersey
Short Biography
I am a senior associate in Walkers' Jersey Private Capital & Trusts Practice Group. I practiced for over ten years in onshore private practice in London before moving to Jersey. My main focus is on advising professional trustees, settlors, beneficiaries and family offices regarding complex private wealth structures, which often include private trusts, family offices, charitable structures and foundations. My practice is mainly focused on wealth protection, multi-generation succession planning and advising on general trust administration. I also regularly advise on corporate and banking structures that include purpose trusts and private trust companies or employee benefit and pension trusts. I am fully STEP qualified and working towards being an Association of Tax Technicians (ATT) member.
What is your favorite restaurant to take a client or colleague to?
Petchi in St Helier. The menu is always evolving and the combination of Jersey and Basque style cooking is a winner!
What is the best piece of advice you have ever received?
Failure provides for opportunity. Whether it's about regrouping from a set-back, or learning to self-improve failure helps us to grow, often in ways we wouldn't have envisaged.
What was your first job?
A waitress for an event company.
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Continued focus on international transparency and governance. Increase in hybrid trust structures for non-traditional trust assets, particularly regarding digital assets and the evolution of data trusts.
Alice Killingbeck
Alice Killingbeck
Partner | KPMG
JURISDICTION
TOP SPECIALISMS
Estates: Planning
Family Office
Trusts: Planning
Office Location
United Kingdom
Short Biography
Alice is a Partner leading KPMG Law's Family Office & Private client business which was launched in June 2022. She advises UK and international HNW individuals and private business owners on issues related to the management, growth and transition of their personal and business wealth.
What is your favorite restaurant to take a client or colleague to?
Sessions, Clerkenwell
What is the best piece of advice you have ever received?
What was your first job?
Shop assistant in the Covered Market Oxford
What is the book you recommend to everyone?
The Secret History by Donna Tartt
What changes do you expect to see in your practice over the next year?
Alice Martin
Alice Martin
Partner | Charles Russell Speechlys
JURISDICTION
TOP SPECIALISMS
Art and Cultural Property
Estates: Planning
Trusts: Planning
Office Location
Zurich, Switzerland
Short Biography
Alice offers cross-border estate planning to international families and their professional advisers, with a particular focus on clients in the Arts and creative industries. Alice's clients include those who collect and support the Arts.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
Brain power is a limited resource - think about what's important
What was your first job?
Salad factory and leading tours around Dover Castle (same summer, different jobs)
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Alice Vink
Alice Vink
Director | Fieldfisher
JURISDICTION
TOP SPECIALISMS
Family Governance and Business
Trusts: Planning
Tax Advisory
Office Location
United Kingdom
Short Biography
Alice is a cross-border tax and structuring specialist with expertise in advising individuals, family offices, trustees, institutions and charities in relation to complex multijurisdictional structures, tax and family governance. She has particular experience in the creation and management of offshore structures, including cross-border tax planning and structures holding high value assets such as significant art collections, and the relocation of individuals and their families to and from the UK.
What is your favorite restaurant to take a client or colleague to?
Cabotte
What is the best piece of advice you have ever received?
There's no such thing as a silly question - particularly when dealing with the UK's tax code
What was your first job?
Delicatessen assistant in Waitrose - putting my love of cheese to good use
What is the book you recommend to everyone?
Black Diamonds by Catherine Bailey - a fascinating history of the decline of the Fitzwilliam family over the 20th century (and a lesson in the importance of diversification!)
What changes do you expect to see in your practice over the next year?
Greater uncertainty as we head towards the next UK election; increased focus on preparatory planning and structuring to protect against expected turbulence
Alison Regan
Alison Regan
Partner | Russell-Cooke
JURISDICTION
TOP SPECIALISMS
Estates: Contentious
Office Location
London, United Kingdom
Short Biography
Alison leads the contentious trust and estate team advising a range of clients (private individuals, trustees, other fiduciaries and beneficiaries) on succession, probate and trust disputes. Many of the disputes have international and cross-border aspects involving jurisdictions such as Cyprus, Belgium, Russia, Canada and BVI. They range from domicile and administration disputes, to will challenges, breach of trust claims and applications for the removal of trustees and executors. Alison also has extensive experience in advising on claims under the Inheritance (Family and Dependants) Act 1975, applications to rectify or vary wills and professional negligence issues in relation to trusts and estates.
What is your favorite restaurant to take a client or colleague to?
If I tell you I'll have to kill you.
What is the best piece of advice you have ever received?
Everyone makes mistakes – own them and learn from them.
What was your first job?
Working as a waitress at a racecourse in Johannesburg – good for tips (of both kinds).
What is the book you recommend to everyone?
Yellowface by Rebecca Kuang or I am Pilgrim by Terry Hayes.
What changes do you expect to see in your practice over the next year?
I expect to see an increase in disputes involving international issues as well as capacity issues.