Stuart Wright

Stuart Wright

Senior Vice President  |  Lombard Odier
RECOMMENDED SPECIALISMS

Private Banker
Private Investment


Jacqueline Shek

+85221736324

Jacqueline Shek

Executive Director  |  ZEDRA
JURISDICTION

Hong Kong
NSW, Australia

RECOMMENDED SPECIALISMS

Private Investment Office
Multi-National Families

TOP AREAS OF EXPERTISE

Wealth planning
International trust structuring
Family Governance

Enhanced Q&A

What has been the highlight of your practice over the past 12 months?

We have had some very interesting intergenerational wealth transfer cases this year, transitioning wealth from patriarch’s/ matriarch’s/ their estates to their children’s different trusts or other holding structures. We have also had the pleasure of creating structures for some very smart energetic and interesting entrepreneurs in the financial services industry industry as well as in the AI, fintech, biotech space.

How did you get into private client?

I am qualified both as an accountant and as a lawyer. I was practising for many years as a tax lawyer dealing with cross borders tax structuring, funds set up, etc, then specialised in private wealth structuring.

What advice would you give rising stars/new lawyers in the private client world?

Be curious. Be nosey. Dealing with sophisticated UHNW families require the technical ability to deal with some very big and complex commercial transactions, but at the same time, you are dealing with people and their families on a very personal level and that requires the personal touch to really understand your client’s values and underlying concerns.

What is your favourite quote?

“Whether you think you can or think you can’t, you’re right.” Henry Ford.

Do you have any outside interests or hobbies?

I like to travel and I love to be outdoors; hiking or on the beach. During the pandemic, I have grown attached to my Kindle and taken to watching way too many docu-series and movies on Netflix.

When the restaurants reopen, where would you like to go?

Joël Robuchon’s restaurants


Charles Macfadyen

Charles Macfadyen

Director, Portfolio Manager  |  Waverton
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Private Investment


Roland “Andy” Burrows

Roland “Andy” Burrows

Chief Executive Officer  |  Bermuda Business Development Agency (BDA)
JURISDICTIONS QUALIFIED IN

Bermuda

RECOMMENDED SPECIALISMS

Financial Advisory
Private Investment


Mo Baluchi

Mo Baluchi

Senior Consultant  |  Gibson Strategy
JURISDICTIONS QUALIFIED IN

Jersey

RECOMMENDED SPECIALISMS

Private Investment


Jordan Williams

+44 (0)203 039 3040

Jordan Williams

Senior Client Partner  |  Artorius
JURISDICTIONS QUALIFIED IN

United Kingdom

TOP AREAS OF EXPERTISE

Family Office Advisory
UK Real Estate (Residential & Commercial)
Wealth Management

RECOMMENDED SPECIALISMS

Financial Advisory Firm
Private Investment Office

Q&A

What has been the highlight of your practice over the past 12 months?

Developing a robust, long-term, investment, wealth management, and family governance framework and strategy for a wealthy multi-generational family, fulfilling the role of their Family Office. At the outset, the family had little idea about: the wealth they had (their worth, the composition of their wealth, where potential risks lay), the purpose of their wealth, what they wanted to achieve with their wealth whilst having no succession planning provisions, little protection of the family wealth from various outside factors, and no measures to ensure the accountability of their advisors. The family now have an accountable Family Office structure with a bespoke investment and wealth management strategy (which includes access to Alternatives such as Real Estate and Private Equity), with clearly defined mandates that aim to meet specific objectives over the short, medium and long term which we helped them establish, monthly consolidated reporting across their entire estate providing clear visibility of their wealth, enhanced family governance which includes an Investment Policy Statement, a Family Charter, and clear succession plan, as well as an online portal providing document library and access to all aspects of their wealth from anywhere in the world. I have helped make a massive difference to their lives – most importantly – they have now more time, and are more relaxed, to enjoy their life.

What advice would you give rising stars/new lawyers in the private client world?

It’s all about relationships – creating new ones but importantly spending time and exerting energy in maintaining those which are existing. I would advise anyone to take a meeting because you never know what that meeting will yield. I have developed my client base and network from scratch – simply from meeting as many people as I can, not be afraid to be told ‘no’, persevering, and focus on your natural abilities.

What sets you apart from your peers?

I love my job, I love the people I work with, and I thoroughly enjoy the interaction I have with my clients who I am able to establish extremely productive relationships with. I take great pride in my role as their Trusted Advisor and in understanding the needs of the family’s I work with, I am proactive, diligent and will always pick up my phone. I am able to deliver entirely unconflicted and impartial advice to my clients and can clearly demonstrate my motivation to think long-term and serve generation after generation"

What is your favourite quote?

“When the world says give up, hope whispers try it one more time.”


Inno van den Berg

Inno van den Berg

Co-Founder  |  Victoria Private Investment Office
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Private Investment Office


Charlotte Thorne

+44 (0)20 7543 1500

Charlotte Thorne

Founding Partner  |  Capital Generation Partners
JURISDICTIONS QUALIFIED IN

CapGen is authorised by the FCA and registered as an investment advisor by the SEC.

TOP 3 AREAS OF EXPERTISE

Portfolio management
Direct investing
Real estate

RECOMMENDED SPECIALISMS

Private Investors
Asset Managers

Q&A

What has been the highlight of your practice over the past 12 months?

We launched a new vehicle - Partners Portfolio - for clients who want to work with us at a smaller ticket size. It's had a great reception so far. But also I think for all of us, getting through this extraordinary year with the team happy and working well together, clients feeling safe and protected and relationships with private client colleagues thriving has been a huge achievement.

How did you get into private client?

I left HM Treasury to work in a family office 20 years ago. Providing clear and unbiased advice to UHNW investors and doing so with integrity uses many of the same skills as I used back then on Whitehall.

What advice would you give rising stars/new lawyers in the private client world?

Build your networks and share your knowledge and contacts. Everyone likes working with professional, generous and genuine people.

What is your favourite quote?

“We often miss opportunity because it is dressed in overalls and looks like work.” Thomas Edison.

Do you have any outside interests or hobbies?

Books (still allowed), swimming (currently not allowed) and cooking (mandatory, though fed up of it now and want to get back to restaurants and cafes). During lockdown I discovered a podcast called Backlisted which is my new favourite thing. Two book fiends talk about what they've been reading - they are incredibly erudite but wear their knowledge very lightly and are able to talk amusingly about everything from Jilly Cooper to Beowulf to Aztec Camera.

When the restaurants reopen, where would you like to go?

Santo Remedio. A proper Mexican restaurant in London Bridge established by an ex CapGen alumnus, Natalie, and her Mexican husband Edson.


Timothy McBride

Timothy McBride

Regional Director  |  Bessemer Trust
JURISDICTIONS QUALIFIED IN

United States

RECOMMENDED SPECIALISMS

Financial Advisory Firm
Private Banker
Private Investment Office


Arabella Henman

+44 (0)20 7543 1500

Arabella Henman

Client Director  |  Capital Generation Partners
JURISDICTIONS QUALIFIED IN

United Kingdom

TOP AREAS OF EXPERTISE

Investment management
Family wealth
Private Equity

RECOMMENDED SPECIALISMS

Private Investment Office

Q&A

What has been the highlight of your practice over the past 12 months?

I take satisfaction from the team being awarded the PAM award for quality of service and Reporting UHNW. As well as the three new clients signed in 2019; all of whom sought a collaborative approach to their investment process and a desire to build on their investment knowledge as they assume CIO roles for their mandates.

What advice would you give rising stars/new lawyers in the private client world?

People are at the heart of our industry. Take time to understand them and always be authentic.

What sets you apart from your peers?

Having two wealth owners at the heart of our business ensures the highest level investment excellence, integrity and service.

What is your favourite quote?

“There's a lot of difference between listening and hearing.” ― G. K. Chesterton