2018 International Private Client Forum
Principal Sponsor


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,


Capital Generation Partners

Capital Generation Partners provides independent investment management advice to endowments, individuals and families seeking to preserve and develop their wealth. CapGen is based on the principle that the client should be placed first in every aspect of its work. We deliver institutional-quality asset allocation advice, investment selection, due diligence and performance reporting services and build bespoke investment portfolios that are unique to each client. CapGen does not sell investment product or take commission: we get paid only by our clients. The firm is based in London, but with a global reach. CapGen currently has $2 billion of assets under management.


Jersey Finance

Jersey Finance promotes and develops the International Finance Centre of Jersey, which has over 50 years’ expertise in delivering private wealth management, trusts, estate and succession planning, and more recently foundations, to our key target markets of the UK, Europe, India, Russia, GCC, Africa, Greater China and the USA.

Political independence, economic stability, and a mature and respected legal and regulatory system enable Jersey to continue to attract deposits and investments from institutions and private clients across the world. This combined with the wealth of experience and expertise offered by Jersey’s highly skilled workforce, including seven first tier legal practices, gives an unparalleled welcome to businesses and investors alike.



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.



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.


Summit Trust International SA is an independent trust services group headquartered in Geneva, Switzerland. Founded in 1999, Summit Trust is part of Sanlam Limited, a leading financial services group in South Africa, listed on the Johannesburg Stock Exchange. 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 International in Switzerland is characterised by specialisation, professionalism and integrity. Because Summit Trust International 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.