In partnership with

Guernsey is a premier international fiduciary centre with more than 50 years’ experience in protecting and managing the wealth of corporate and private clients.

The island plays host to 150 licensed fiduciaries ranging from multinational organisations to locally owned independent operations. These service providers have significant expertise in meeting private client needs, including asset protection, investment management, philanthropy and succession planning, through the wide range of structures available.

Guernsey is world-renowned for its financial services innovation. Most notably, it is responsible for the pioneering introduction of protected cell companies – a concept that celebrated its 20th anniversary earlier this year. More recently, Guernsey has introduced world-first image rights legislation and launched 2-REG, the first aircraft registry in the Channel Islands.

www.weareguernsey.com

At the Private Client Global Elite Dinner, WE ARE GUERNSEY will be represented by:

 

Kerry-Anne Marais, Managing Director – Crosslane Property Advisor (Guernsey) Limited

Kerry-Anne graduated from Heriot Watt University in 1995 and went on to qualify as a Chartered Accountant becoming a Member of the Institute of Chartered Accountants in Scotland in 1999. Over the years Kerry-Anne has held senior positions offshore including financial controller for HSBC Private Bank (Funds), managing director of Augentius Fund Administration (Guernsey) Limited and managing director of Augentius Trust Company (Guernsey) Limited. Kerry-Anne has also acted as designated compliance officer and MLRO. She has had varied Board experience including director of a Guernsey regulated general partner to a property fund and director of a property group which was ultimately sold to a London Stock Exchange listed company. She has also obtained relevant qualifications to compliment her experience including the MLRO Diploma, Diploma in Trust creation (law and practice) and the Investment Management Certificate.

 

Danielle McIver, Manager – New Business Development – Trident Trust Company (Guernsey) Limited

Danielle has spent the best part of the last decade specialising in private wealth structuring and administration, also gaining company secretarial, custody, funds and marine services experience. Danielle is a Chartered Secretary and holds a Master’s Degree in Corporate Governance. She is also a member of the Securities Institute. Danielle is responsible for new business operations and development for the Guernsey office.

 

Jonathan Gamble, Director – Asset Risk Consultants Limited

Jonathan is a Director and has worked for Asset Risk Consultants (‘ARC’) for 17 years, He currently manages ARC’s relationships with a wide range of intermediaries, seeking to provide practical solutions to their investment situations.

With a BSc (Econ) degree in Economics from the London School of Economics, Jonathan joined Morgan Stanley International foreign exchange trading desk in London. Two years later he moved to Sydney where he worked as Chief Dealer FX for Société Générale, being promoted to Regional Chief Dealer in Singapore. After moving to Paris, he attended INSEAD completing an MBA gaining a Distinction.

Jonathan holds the Chartered Wealth manager designation from the Chartered Institute for Securities & Investment, a Fellow of the CISI and a qualified Trust and Estate Practitioner (TEP).

 

Anthony Holt, Managing Director & Co-Owner, Albany Trustee Company Limited

Formed in 1970 Albany Trustee is proud of its private ownership, independence and ethos of putting clients and their needs at the centre. The Company comprises a skilled and like-minded team of trust officers, accountants and support staff with a breadth and depth of technical experience. As a result, Albany Trustee enjoys professional and long-standing client relationships driven by commitment and service.

For over 20 years Anthony has enjoyed developing positive working relationships with HNW & UHNW clients and their advisors sitting on the boards of various asset holding and trading companies. Anthony graduated from Oxford University, is an associate member of the Association of Corporate Treasurers, joined Albany Trustee at the end of 2001, was appointed a Director in 2002 and Managing Director in 2006. He previously worked in London for J. Henry Schroder & Co. Limited in the Financing & Structured Products Division.

 

Kate Clouston, Deputy CEO – Guernsey Finance

Kate joined Guernsey Finance in April 2015 and is responsible for leading international business development work in South East Asia, North America and Europe, with a particular focus on evaluating and developing new geographical markets. She is also involved in identifying and implementing development strategies around emerging financial products and attracting new companies to Guernsey. Kate, who can speak six languages including Chinese and Arabic, has previous experience as a Programme Head for the Royal United Services Institute (RUSI), the independent British think tank engaged in cutting edge defence and security research, as a Media Analyst for Edelman StrategyOne and as a Senior Researcher at the House of Commons.