Private Client Challenges Under Spotlight In Forthcoming Monaco Conference

Editorial Staff

14 April 2023

Figures from the private client and wealth management sectors will join together in Monaco on 20 April to explore topics ranging from the most suitable UHNW jurisdictions to how to part with a “nightmare” client. The conference is hosted by TrustConsult Group.

The conference, which takes place from noon midday through to the evening, includes panels about managing tax residency in Monaco, Switzerland and other select locations; protecting luxury assets with different structures; financing options for startups; the needs of NextGen clients, and finally, how to deal with difficult clients.

Geopolitical turmoil and market volatility have put international financial centres under a spotlight and underscored the value of IFCs known for political, legal and economic stability.

Held at the Fairmont Hotel in the tiny European principality, the conference kicks off with a welcome from Christian Bühlmann, founder of TrustConsult, followed by the first of the panels. David Bell, the founder and the managing director of PCD Club, an international private wealth network, will give the keynote address. Bell is a former wealth planner and Chartered Accountant. During his 10-plus years in the industry, he worked with Dixon Wilson, Merrill Lynch and Lombard Odier. Since 2016, he has run PCD Club. He uses his professional knowledge and industry contacts to moderate and host content with leading firms in the sector.

Panellists are Cécile Civiale Vuillier, chief executive, group head of private client, at TrustConsult; Daniel Zappelli of Vafadar Sivilotti Zappelli (he is also former Attorney General of the State and Canton of Geneva); Nicholas Jacob, partner from Forsters in London, and Kyra Motley, private wealth partner with Boodle Hatfield.

Other panellists are Tim Searle, chairman of Globaleye; Alex von Stein, partner, Spencer Ship Monaco; Pascal Widmer, founding partner at Alpana Ventures in Switzerland; Hanna Darrien, legal and tax director from Monaco United Advisors MFO; Rudy Capildeo, partner from Wedlake Bell, London; Gregoire Mure, TrustConsult’s Luxembourg CEO and Patrice Sauro, executive director at TrustConsult.

WealthBriefing will cover the conference and is pleased to explore the finer details of the issues in play.