Charles de Boissezon is CEO of Banque
Piguet SA,
a Swiss boutique private bank with offices in Geneva, Lausanne,
Yverdon and Lugano. Charles joined Piguet in November 2003 following a
32-year career with HSBC where he managed a variety of businesses in a
number of locations including London, Hong Kong, New York, Geneva, Jersey,
Santiago (Chile) and Djibouti (East Africa).
Zoë Couper
Zoë Couper
is the founder and managing director of Carte Blanche Communications,
the leading marketing and communications advisory firm focused exclusively
on the high net worth and institutional financial markets.Zoë is
a regular contributor to numerous leading financial publications in the
UK and US and has held a number of senior marketing positions in the banking
and wealth management industry, most recently as head of marketing at
Credit Suisse UK. Since founding Carte Blanche in early 2006, Zoë and
her team have developed and launched successful communications programs
for leading private and investment banks, wealth and asset managers and
family offices multinationals and boutiques in the UK, US and continental
Europe
Sebastian Dovey
Sebastian
Dovey is the founding director and managing partner of Scorpio
Partnership - a leading strategy consultancy in global wealth
management. The owner-managed firm was established in 1998 and has now
undertaken assignments with over 80 institutions worldwide including universal
banks, private banks, family offices, asset managers, M&A firms, technology
firms and private companies.
William Drake
Co-founder
of Lord North Street, William is involved in all areas of the business
including direct responsibility for client families. A barrister and US
attorney, William completed his training in the corporate finance department
of Kleinwort Benson. Then for almost seventeen years he was central to
the development of Granville plc as a leading investment bank in the growth
company sector.
Tim Gregory
Tim
Gregory is a partner in Saffery Champness, one of the leading private
client accountancy firms in the UK. He qualified as a Chartered Accountant
in 1996 and as a Chartered Tax Adviser in 2002, and was made a partner
in Saffery Champness in 2003. Tim specialises in advising private clients,
be they owners of businesses, land or simply investment portfolios. He
is part of his firm's forum on private client affairs, and was nominated
for an award as the UK Private Client Accountant of the Year in 2004.
Charles Hamilton Stubber
Charles is managing director of Aon Private Risk Management Europe, a specialist division of Aon Limited, which
advises private families and individuals on their insurance requirements and specific risk management issues.
He has specialised in the private client insurance risk management arena since 1984. He spent 10 years heading up the office of
J.H. Minet in Monaco, before returning to England in 1996 when he continued to develop UK and European private client insurance
portfolios.
In 2001 Aon Private Risk Management Europe was formed and Charles is responsible for developing insurance solutions for families
and individuals across Europe, while coordinating with the US and Far East.
Philip Marcovici
Philip
Marcovici is a partner of Baker & McKenzie Zurich, and the chair of
the firm's global private banking steering group. Philip is also the CEO
of LawInContext Pte.Ltd., the interactive knowledge venture created by
Baker & McKenzie. Among others, LawInContext offers the Private Banking
Helpdesk, an online suite of up-to-date information and training resources
for private banks, including information on the legal and tax needs of
high net worth families in countries around the world.
Daniel Martineau
Daniel
Martineau is the Managing Director of Close Trustees based in Switzerland.
Daniel worked in management positions for leading trust companies in Canada
prior to taking up roles in offshore trust companies in Nassau, Jersey
and Geneva, most recently as Managing Director of the Swiss trust company
for a leading international private banking group. A graduate of the University
of Western Ontario in London, Canada, he subsequently earned his Master
of Business Administration at the University of Miami. He is accredited
as a member of the Trust Companies Institute in Canada, is a chartered
member of the Financial Planning Institute of Canada and a member of the
Society of Estate and Trust Practitioners (STEP).
Shane Norman
Shane Norman
is research director and head of advisory services at ML Capital Ltd, the newly-formed alternatives advisory company.
He was previously an independent consultant on institutional asset management, advising on business development and
manager risk and co-founder/ research director of RCP & Partners which developed fiduciary rating for evaluation of
the total risk of entrusting financial assets/ responsibilities to third parties. Shane compiled and edited The FT Guide
to Investment Managers in Asia, and wrote a newsletter on the asset management industry. In the 1990s he was based in
Hong Kong as a research and management consultant to investment management companies in Asia and Europe where he advised
a major European bank on the establishment of a $2 billion private-banking unit in Singapore. He has also worked for N.M.
Rothschild & Sons (Hong Kong) Ltd and James Capel & Co London.
Rhian-Anwen Hamill
Rhian-Anwen
co-founded RAH Partners in 2006. Her search career previously
was at The Rose Partnership, where she headed the Wealth and
Asset Management practice and at Whitehead Mann where she specialised
in private wealth management.
Rhian-Anwen holds a degree in English from Cambridge University.
Her career began in equity sales at Goldman Sachs, where she remained
for seven years before moving to Salomon Brothers. She spent two
years as Director of The Wales Millennium Centre, a £100 million national
arts centre in Cardiff.
She has served as an independent assessor for
public appointments for the Department of Culture, Media and Sport
and is currently Vice President for the Hay on Wye Festival of Literature.
She speaks fluent French and Welsh.
Noorie Sazen
Noorie
Sazen is a private client taxation partner at KPMG LLP. She is head of
People Services in London and Eastern Counties of the UK. As well as high
net worth executives, entrepreneurs and both onshore and offshore trustees,
Noorie advises private equity and hedge fund clients, sports bodies and
sports personalities.
Ray Soudah
Ray
Soudah is a Harvard Business School & INSEAD alumnus. He has a long
and prominent background in financial services, working for among other
organizations UBS and Midland Montagu Investment Banking. In May 2000,
Ray founded MilleniumAssociates AG, specialising in independent M&A
advice for the Wealth Management Industry. He takes an advisory role in
deal initiation / origination, negotiation/closing, integration and team
management on a global basis. Focus is on the financial institutions sector
and in particular the wealth and asset management Industry. Ray has a
network of contacts of buyers, sellers and investors in Europe, Middle
East, Asia, Japan, and US.
Richard Spiegelberg
Richard
Spiegelberg is a Director of Cardew Group, a London-based corporate communications
and public relations consultancy where he advises financial institutions.
He previously spent eleven years at Merrill Lynch where he was Director,
Marketing & Communications EMEA, and Director of Corporate Communications
for the International Private Banking Group.
Michael Strachan
Michael Strachan is the Managing Director of International Asset Monitor and has over 30 years investment experience. He is the company’s founder which he established in 1987 in Guernsey. He developed the approach used by International Asset Monitor whilst one of the original Senior Investment Managers in the Abu Dhabi Investment Authority (ADIA) and subsequently as Advisor to the State General Reserve Fund for the Government of Oman, two major Sovereign Wealth Funds. ADIA was unique at the time in its development of a structure that combined both externally-managed specialists and internal investment managers – a situation that required a rigorous framework and monitoring disciplines. This experience underlies IAM’s own development of flexible unconstrained guidelines which allow fund managers to manage money actively, whilst controlling risk centrally. Before working for ADIA, Michael worked as an investment manager with Guardian Royal Exchange in London.
Nick Tucker
Nick
Tucker is a Managing Director of Merrill Lynch's Global Private
Client Group and is the Market Leader for the UK & Ireland, as well
as the Head of the London European Business Centre based at King
Edward Street, London. During his time with Merrill Lynch, Nick has held
various titles and been located in London, Dubai, Sydney - Australia,
Monte Carlo, returning to London in 2001.
Randall Willette
Randall Willette is the founder and managing director of Fine Art Wealth Management, the
first art investment consultancy to specialise in art as an alternative asset class. Prior to establishing
the company in 2003 Randall was Executive Director and Head of Art Banking for UBS Wealth Management in
London responsible for building its global art banking franchise in Europe and America. Before joining UBS,
Randall was a managing director in corporate finance and joint head of securitisation with Citigroup in
Europe.
Victoria Woodbridge
Victoria Woodbridge is Senior Client relationship Manager of EIRIS (Experts in Responsible Investment Solutions), the UK’s only non profit owned SRI research organisation. Victoria manages bespoke SRI solution implementation within wealth management clients and Charity Fund Managers within UK and Europe. EIRIS provides global research data on equities covering over 60 distinct areas including the Environment, Governance, Human Rights and traditional “sins”. Victoria has been with EIRIS for 5 years and is a regular speaker at Wealth Management and SRI events.
Charles de Boissezon is CEO of Banque
Piguet SA,
a Swiss boutique private bank with offices in Geneva, Lausanne,
Yverdon and Lugano. Charles joined Piguet in November 2003 following a
32-year career with HSBC where he managed a variety of businesses in a
number of locations including London, Hong Kong, New York, Geneva, Jersey,
Santiago (Chile) and Djibouti (East Africa).
Zoë Couper
is the founder and managing director of Carte Blanche Communications,
the leading marketing and communications advisory firm focused exclusively
on the high net worth and institutional financial markets.Zoë is
a regular contributor to numerous leading financial publications in the
UK and US and has held a number of senior marketing positions in the banking
and wealth management industry, most recently as head of marketing at
Credit Suisse UK. Since founding Carte Blanche in early 2006, Zoë and
her team have developed and launched successful communications programs
for leading private and investment banks, wealth and asset managers and
family offices multinationals and boutiques in the UK, US and continental
Europe
Sebastian
Dovey is the founding director and managing partner of Scorpio
Partnership - a leading strategy consultancy in global wealth
management. The owner-managed firm was established in 1998 and has now
undertaken assignments with over 80 institutions worldwide including universal
banks, private banks, family offices, asset managers, M&A firms, technology
firms and private companies.
Co-founder
of Lord North Street, William is involved in all areas of the business
including direct responsibility for client families. A barrister and US
attorney, William completed his training in the corporate finance department
of Kleinwort Benson. Then for almost seventeen years he was central to
the development of Granville plc as a leading investment bank in the growth
company sector.
Tim
Gregory is a partner in Saffery Champness, one of the leading private
client accountancy firms in the UK. He qualified as a Chartered Accountant
in 1996 and as a Chartered Tax Adviser in 2002, and was made a partner
in Saffery Champness in 2003. Tim specialises in advising private clients,
be they owners of businesses, land or simply investment portfolios. He
is part of his firm's forum on private client affairs, and was nominated
for an award as the UK Private Client Accountant of the Year in 2004.
Charles is managing director of Aon Private Risk Management Europe, a specialist division of Aon Limited, which
advises private families and individuals on their insurance requirements and specific risk management issues.
He has specialised in the private client insurance risk management arena since 1984. He spent 10 years heading up the office of
J.H. Minet in Monaco, before returning to England in 1996 when he continued to develop UK and European private client insurance
portfolios.
In 2001 Aon Private Risk Management Europe was formed and Charles is responsible for developing insurance solutions for families
and individuals across Europe, while coordinating with the US and Far East.
Philip
Marcovici is a partner of Baker & McKenzie Zurich, and the chair of
the firm's global private banking steering group. Philip is also the CEO
of LawInContext Pte.Ltd., the interactive knowledge venture created by
Baker & McKenzie. Among others, LawInContext offers the Private Banking
Helpdesk, an online suite of up-to-date information and training resources
for private banks, including information on the legal and tax needs of
high net worth families in countries around the world. 
Daniel
Martineau is the Managing Director of Close Trustees based in Switzerland.
Daniel worked in management positions for leading trust companies in Canada
prior to taking up roles in offshore trust companies in Nassau, Jersey
and Geneva, most recently as Managing Director of the Swiss trust company
for a leading international private banking group. A graduate of the University
of Western Ontario in London, Canada, he subsequently earned his Master
of Business Administration at the University of Miami. He is accredited
as a member of the Trust Companies Institute in Canada, is a chartered
member of the Financial Planning Institute of Canada and a member of the
Society of Estate and Trust Practitioners (STEP).Shane Norman is research director and head of advisory services at ML Capital Ltd, the newly-formed alternatives advisory company. He was previously an independent consultant on institutional asset management, advising on business development and manager risk and co-founder/ research director of RCP & Partners which developed fiduciary rating for evaluation of the total risk of entrusting financial assets/ responsibilities to third parties. Shane compiled and edited The FT Guide to Investment Managers in Asia, and wrote a newsletter on the asset management industry. In the 1990s he was based in Hong Kong as a research and management consultant to investment management companies in Asia and Europe where he advised a major European bank on the establishment of a $2 billion private-banking unit in Singapore. He has also worked for N.M. Rothschild & Sons (Hong Kong) Ltd and James Capel & Co London.
Rhian-Anwen
co-founded RAH Partners in 2006. Her search career previously
was at The Rose Partnership, where she headed the Wealth and
Asset Management practice and at Whitehead Mann where she specialised
in private wealth management.
Rhian-Anwen holds a degree in English from Cambridge University.
Her career began in equity sales at Goldman Sachs, where she remained
for seven years before moving to Salomon Brothers. She spent two
years as Director of The Wales Millennium Centre, a £100 million national
arts centre in Cardiff.
She has served as an independent assessor for
public appointments for the Department of Culture, Media and Sport
and is currently Vice President for the Hay on Wye Festival of Literature.
She speaks fluent French and Welsh.
Noorie
Sazen is a private client taxation partner at KPMG LLP. She is head of
People Services in London and Eastern Counties of the UK. As well as high
net worth executives, entrepreneurs and both onshore and offshore trustees,
Noorie advises private equity and hedge fund clients, sports bodies and
sports personalities. 
Ray
Soudah is a Harvard Business School & INSEAD alumnus. He has a long
and prominent background in financial services, working for among other
organizations UBS and Midland Montagu Investment Banking. In May 2000,
Ray founded MilleniumAssociates AG, specialising in independent M&A
advice for the Wealth Management Industry. He takes an advisory role in
deal initiation / origination, negotiation/closing, integration and team
management on a global basis. Focus is on the financial institutions sector
and in particular the wealth and asset management Industry. Ray has a
network of contacts of buyers, sellers and investors in Europe, Middle
East, Asia, Japan, and US. 
Richard
Spiegelberg is a Director of Cardew Group, a London-based corporate communications
and public relations consultancy where he advises financial institutions.
He previously spent eleven years at Merrill Lynch where he was Director,
Marketing & Communications EMEA, and Director of Corporate Communications
for the International Private Banking Group. 
Michael Strachan is the Managing Director of International Asset Monitor and has over 30 years investment experience. He is the company’s founder which he established in 1987 in Guernsey. He developed the approach used by International Asset Monitor whilst one of the original Senior Investment Managers in the Abu Dhabi Investment Authority (ADIA) and subsequently as Advisor to the State General Reserve Fund for the Government of Oman, two major Sovereign Wealth Funds. ADIA was unique at the time in its development of a structure that combined both externally-managed specialists and internal investment managers – a situation that required a rigorous framework and monitoring disciplines. This experience underlies IAM’s own development of flexible unconstrained guidelines which allow fund managers to manage money actively, whilst controlling risk centrally. Before working for ADIA, Michael worked as an investment manager with Guardian Royal Exchange in London. 
Nick
Tucker is a Managing Director of Merrill Lynch's Global Private
Client Group and is the Market Leader for the UK & Ireland, as well
as the Head of the London European Business Centre based at King
Edward Street, London. During his time with Merrill Lynch, Nick has held
various titles and been located in London, Dubai, Sydney - Australia,
Monte Carlo, returning to London in 2001.
Randall Willette is the founder and managing director of Fine Art Wealth Management, the
first art investment consultancy to specialise in art as an alternative asset class. Prior to establishing
the company in 2003 Randall was Executive Director and Head of Art Banking for UBS Wealth Management in
London responsible for building its global art banking franchise in Europe and America. Before joining UBS,
Randall was a managing director in corporate finance and joint head of securitisation with Citigroup in
Europe.
Victoria Woodbridge is Senior Client relationship Manager of EIRIS (Experts in Responsible Investment Solutions), the UK’s only non profit owned SRI research organisation. Victoria manages bespoke SRI solution implementation within wealth management clients and Charity Fund Managers within UK and Europe. EIRIS provides global research data on equities covering over 60 distinct areas including the Environment, Governance, Human Rights and traditional “sins”. Victoria has been with EIRIS for 5 years and is a regular speaker at Wealth Management and SRI events.
