2018 International Private Client Forum
 

Legal Week International Private Client Forum 2018 Sponsorship


Interested in Sponsoring?

The benefits of sponsoring IPC 2018 include:

1. Premier sponsors can participate in a panel session and showcase your firm’s expertise to delegates.
2. The potential to position your firm as a thought leader in the Private Client field.
3. Premier opportunities to network with the firms and professionals who have something to offer your firm.

Sponsorship Packages

For pricing details please contact James Baldwin-Webb at +44(0)7919 990049 or email: jbaldwin-webb@alm.com.


International Private Client Forum 2018 Principal Sponsor

Butrterfield

Butterfield is a full-service bank and wealth manager headquartered in Hamilton, Bermuda, providing services to clients from Bermuda, the Cayman Islands, Guernsey and Jersey, where our principal banking operations are located, and The Bahamas, Switzerland, Singapore and the United Kingdom, where we offer specialised lending, wealth management and trust services. At Butterfield, we understand the complex financial requirements of international clients, and we have developed a suite of award-winning services and products used in the development of bespoke financial solutions to address their needs. Drawing upon Butterfield’s extensive international resources, and working closely with our clients’ advisers, Butterfield’s relationship managers are experts in assembling the components of customised plans for the growth, protection, and transfer of assets. Butterfield is publicly traded on the New York Stock Exchange (symbol: NTB) and the Bermuda Stock Exchange (symbol: NTB.BH). Find out more at www.butterfieldgroup.com


International Private Client Forum 2018 Sponsors



The Bermuda Business Development Agency (BDA) encourages direct investment and helps global companies start up, re-locate or expand their business in Bermuda—a vibrant centre for re/insurance, funds, family offices, trusts and private-client business, and other financial services. The BDA is an autonomous unit that connects prospective business to industry professionals, regulatory officials, and key contacts in the Bermuda government to facilitate domicile decisions. Bermuda’s proximity to both North America and Europe make it an ideal location for companies serving global markets. Other advantages include its highly respected regulatory framework, sophisticated legal system based on English common law, world-class workforce and access to capital. The island offers comprehensive commercial solutions to companies and private clients, and is well-suited to administering complex trust structures, private trust companies, purpose trust structures, unit trust structures for fund administration, and other financial-planning tools.

bda.bm





BDO


The Private Client team at BDO is experienced in looking after the tax affairs of high net worth individuals and families, entrepreneurs and business owners, family offices and partnerships, many with complex international affairs, who are seeking an adviser to help them structure their domestic and international affairs in an efficient and compliant manner.

BDO LLP operates in 18 offices across the UK, employing 3,500 people offering tax, audit and assurance, and a range of advisory services. BDO LLP has revenues of £456m and is the UK member firm of the BDO International network. The BDO global network provides business advisory services in 162 countries, with 74,000 people working out of 1,500 offices worldwide. It has revenues of $8.1bn.

www.bdo.co.uk





Cadell

The art sector is largely unregulated creating an environment in which undeclared conflicts of interest can thrive. Unless someone is an experienced market participant they are likely to be operating under significant “knowledge asymmetry” making them highly vulnerable to poor professional standards and misrepresentation.

Cadell’s team of world class experts work with leading Lawyers, Trustees and Family Offices and their clients to navigate this challenging sector.

Cadell conducts absolutely confidential valuations, pre-purchase due diligence and formal competitive sale processes designed to manage risk and deliver the best outcomes.

Cadell operates in London, Zurich, Geneva, Jersey, Guernsey and Isle of Man and is the first and only art advisory firm regulated by the Financial Conduct Authority.

www.cadellco.com




Capital Generation Partners

Capital Generation Partners provides independent investment management advice to endowments, individuals and families seeking to preserve and develop their wealth. Based on the principle that the client should be placed first in every aspect of our work, we build bespoke investment portfolios that are unique to each client. We deliver institutional-quality asset allocation advice, investment selection, due diligence and performance reporting services for all assets – including real estate and direct investments. The firm is based in London, but with a global reach. CapGen currently has $2.5 billion of assets under management.

www.capgenpartners.com





Deloitte Private


Deloitte’s Family & Private Capital Consulting services brings together experts from the network of member firms around the world to provide specialist advice to family enterprises, including multi-generational business-owning families, family offices and family philanthropists. From dealing with the complex interplay of business and investment decisions, to ownership issues and family relationships, Deloitte’s teams help families across the globe to navigate these challenges and work together in a positive and constructive way.

Through a mixture of facilitation and advice, Deloitte has helped families create alignment and clarity on specific challenges such as determining an ownership plan for the next generation, family governance, succession planning, establishing and reviewing a family office structure and managing the relationship dynamics of a family business. Its family enterprise experts also support the next generation of family business leaders through the provision of tailored learning and development programmes which aim to help build the foundation for successful enterprises that flourish across generations.

“Deloitte” is the brand under which tens of thousands of dedicated professionals in independent firms throughout the world collaborate to provide audit, consulting, financial advisory, risk management, tax, and related services to select clients.

“Deloitte Private” is the brand under which certain professionals in the Deloitte Network provide services to privately owned entities and high net worth individuals.

www.deloitte.co.uk/familyenterprise




Jersey Finance

Jersey is one of the world’s leading international finance centres (IFCs). Its forward-thinking approach, robust regulatory framework and political and economic stability have kept the jurisdiction at the forefront of global finance for more than 50 years.

Jersey’s finance industry works with local and international businesses to ensure the highest standards and regulations. Attracting the brightest talent and with an impressive range of products and services, Jersey gives an unparalleled welcome to businesses and investors alike, including seven first tier legal practices.

Jersey Finance’s primary focus is to proactively communicate the many factors that set Jersey apart as a leading IFC across our key target markets of the UK, Europe, Greater China, Africa, the GCC, and North America. Jersey Finance has offices in Jersey, Dubai, Hong Kong, representation in London, a China British Business Council (CBBC) launchpad in Shanghai and a virtual office in Mumbai.

www.jerseyfinance.je





Northern Trust

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. Founded in Chicago in 1889, Northern Trust has offices in the United States in 19 states and Washington, D.C., 23 international locations in Canada, Europe, the Middle East and the Asia-Pacific region, and 18,100 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

Our guiding principles not only survived but thrived during the Great Depression, two world wars and the 2008 financial crisis. We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.

www.northerntrust.com





NPT UK

National Philanthropic Trust UK is a charity that administers donor advised fund (DAF) philanthropic structures for private clients and families.

Whatever your client’s goals, a DAF can help them realize their philanthropic vision. A DAF allows a client to enjoy their giving and focus on desired outcomes – without the burden of the structural, administrative, or management responsibilities that often come with large-scale philanthropy. Your client’s DAF may serve as their giving vehicle of choice or complement existing philanthropic structures.

We invite you to contact us to discuss how we can support you as you advise your clients about their philanthropy.

www.npt-uk.org






Wealth stewardship is more than investment management. The origins of the Quilvest Group lie with the Bemberg family who, now in their seventh generation, continue to be served by Quilvest Switzerland (QVS). Over a period of 80 years, the original family office has diversified to include additional financial, investment, private equity, and wealth planning services for family and non-family clients spread across three continents. Since inception, Quilvest has been a committed and responsible wealth steward, with dedication to service, intellectual integrity, and alignment of interests necessary to facilitate the transfer of a legacy from one generation to the next. Quilvest takes a partnership approach to wealth stewardship, providing independent and conflict free advice and wealth planning, open architecture wealth management services, access to best in class alternative investments, and the insights and experiences of its global team on behalf of its clients. Today, Quilvest works with clients with a global presence and interests, and is fully licensed with offices in Zurich and Geneva.

www.quilvest.com





SANNE is a leading global provider of alternative asset, corporate and private client administration services. Established for over 25 years and listed as a FTSE 250 company on the Main Market of the London Stock Exchange, SANNE employs more than 1,200 people worldwide and administers structures and funds that have in excess of £200 billion of assets.

As leaders in our field, we deliver tailored fiduciary services to a highly valued international client base through a global network of regulated businesses within 15 leading financial jurisdictions spread globally across the Americas, Europe, Africa and Asia-Pacific. We service clients through a number of specialist businesses which are led by directors with extensive asset class and market experience. They in turn are supported by multifunctional teams aligned to the specific requirements of each client, across one accredited platform.

We provide services in private debt and capital markets, real estate, private equity, hedge, institutional, executive incentives, private client and investment treasury services. Key clients include alternative asset managers, financial institutions, family offices, UHNWIs and corporates.

www.sannegroup.com





Summit Trust International is an independent trust services group, founded in 1999 as Close Trustees (Switzerland) SA and headquarted in Geneva. Summit Trust International also has offices in London and the Cayman Islands. The group philosophy is to provide robust, un-conflicted trust and company management on a multi-jurisdictional basis. Summit trust is 100% owned by its senior directors.

Summit Trust International brings a combination of financial and management stability which enables it to provide continuity in personal relationships and the orderly passing of family wealth for high net worth individuals who require offshore trust and company management services. Summit Trust is characterized by specialization, professionalism and integrity. Because Summit Trust is committed to an independent trust administration policy, it is free to work with your existing financial advisers, lawyers, bankers and asset managers, or introduce you to suitable advisers if you do not yet have your preferred team. The bottom line? Expect to find familiar faces at Summit Trust International but not familiar solutions. Our people are under no pressure to sell you any particular product, just to provide you with the right service for your needs.

We are not expecting to be the biggest offshore services provider, but we are striving to be the best.

www.summittrustgroup.com