STEP Jersey Members Dinner and 2014 Student Awards

Transcription

1 STEP Jersey Members Dinner and 2014 Student Awards The STEP Jersey Student Awards were inaugurated seven years ago to mark the 15th anniversary of the Jersey Branch of STEP. Awards are presented to students achieving top marks in the STEP professional examinations in the following categories: STEP Diploma Top Student (sponsored by First Names Group) STEP Diploma Trust Investment and Financial Appraisal paper (sponsored by Enhance) STEP Diploma Trust Creation Law and Practice paper (sponsored by Ogier Legal) STEP Diploma Company Law and Practice paper (sponsored by Sinels) STEP Diploma Trust Administration and Accounts paper (sponsored by RBC Wealth Management) STEP Certificate Top Student (sponsored by UBS) Awards supported by British Airways During the evening a keynote address will be delivered by Rosemary Marr, Chair of the Professional Development Committee for STEP Worldwide. VENUE: Royal Yacht Hotel St Helier DATE Friday 21 November 2014 TIME DRESS Business/lounge suit COST 65 per person 25 STEP Students (tables of 8-12) CONTACT T: F: step@stepjersey.org TO BOOK Booking form/ invoice on the last page of this flyer AWARD SPONSORS With the support of: STEP JERSEY IS SPONSORED BY:

2 KEYNOTE SPEAKER Rosemary Marr, TEP, EVENT CHAIR Lorraine Wheeler is Client Services Director at First Names Group. Previously Lorraine worked as a Director in the Private Client group of Capita. Coming from the UK, following secondments in Bermuda and Switzerland, Lorraine settled with her family in Jersey and has extensive experience in the trust industry, dealing with a range of traditional and complex structures including trusts, companies, limited partnerships and foundations. Lorraine qualified under the Chartered Institute of Bankers Trustee Diploma and also has a BSC (Hons) in Financial Services and a STEP certificate in International Taxation. She has acted as secretary of the Society of Trust and Estate practitioners in Jersey since 2005 and is now Vice-Chairman of the branch, building upon her previous involvement with the Bermuda and Switzerland branches. She is also a Fellow of the Chartered Institute of Bankers and previously served as Chair of the Bermuda branch.

3 AWARD SPONSORS First Names Group are one of the world s leading independent providers of trust, corporate and fund services, employing over 550 First Names with offices in Jersey, Guernsey, Isle of Man, Cyprus, Switzerland, Luxembourg, The Netherlands, France, Ireland, UK, the British Virgin Islands and Japan. And we are still growing While First Names Group may itself be a relatively new name in the global trust and corporate services sector, we ve actually been around for more than 30 years. Formerly the IFG International Division, we broke away from IFG Group PLC in 2012 in a management buyout supported by AnaCap Financial Partners, a London-based private equity firm specialising in financial services. Of course we re not alone in having a workforce spread across the world s key financial jurisdictions although we d argue our First Names are a cut above the rest. We believe what really makes us special is the way we share our expertise and pool our knowledge to ensure our clients draw maximum benefit from the wealth of talent we have at our disposal. Our joined-up approach spans all jurisdictions and is based on a framework of robust processes and knowledge sharing. We are committed to all of our First Names, investing in their professional development to ensure they are always equipped to deal with the everchanging and complex corporate environment. Our First Names give us the edge our clients and professional intermediaries value so highly. Our culture encourages individuality, which gives our people the freedom to forge long-term, mutually rewarding relationships, to grow as professionals and prosper as individuals. We re proud of the services we offer. And we re proud of the people who make it happen: our First Names. The Enhance Group provides outsource solutions for Trustees to enable them to enhance their investment and treasury operations and responsibilities. Enhance Investment Reporting Limited has a suite of investment reporting products that are all designed to confirm that the investment manager is delivering good results, risks are appropriate and that the strategy is suitable. These include a concise single portfolio review, a detailed review and consolidated reporting for entities with multiple portfolios. In 2014 Enhance have expanded their services to include AIFMD reporting. Enhance Wealth Consultancy Limited delivers genuinely independent and impartial guidance for the selection and monitoring of investment managers. Enhance Treasury Services Limited provides advice to achieve improved yield on cash and also diversification. Enhance has committed to sponsoring the STEP Student Awards since inception and intends to continue with this excellent initiative into the future. By promoting the benefits of professional qualifications Enhance believes that this will maintain and raise the quality and expertise of practitioners which is vital to ensure the long term success of the finance sector.

4 AWARD SPONSORS Ogier Legal provides advice on the British Virgin Islands, the Cayman Islands, Guernsey, Jersey and Luxembourg law through our global network of offices that cover all time zones and key financial markets and are the only law firm to advise on these five laws. We employ the very best people to ensure that we deliver practical advice and we have over 350 people in our offices in the British Virgin Islands, the Cayman Islands, Guernsey, Hong Kong, Jersey, Luxembourg, Shanghai and Tokyo. We aim to provide the highest-quality legal advice and professional client service across all jurisdictions and service lines and we regularly win awards for the quality of our client service, our work and our people. One of the deciding factors when choosing a trustee should be the quality of the institution being considered. People want a service provider they can rely on; one that not only delivers world class trust and fiduciary services, but also provides a safe and secure environment for their assets. Founded in 1869, RBC is Canada s largest bank and one of the world s leading financial institutions, based on market capitalisation (Source: Bloomberg). With a solid liquidity and capital position and strong credit ratings (AA - Standard & Poor s, Aaa Moody s), RBC has long provided a solid platform for the delivery of our trust and fiduciary offering. RBC s trust and fiduciary services business forms part of the RBC Wealth Management division. With a network of offices across key financial centres, RBC Wealth Management has an established and successful history of working with professional advisers to deliver tailored financial solutions to high net worth individuals and their families, helping them to grow, protect and distribute their wealth. Operating across the world s major trust jurisdictions, selected for the flexibility and security they provide for clients and for the integrity of their financial and regulatory systems, RBC Wealth Management has a reputation for excellence in the provision of trust and fiduciary services. With qualifications in the fields of law, accountancy, taxation and estate planning, our trust professionals possess an in-depth understanding of the intricacies encountered in the arenas of estate and succession planning, as well as an awareness of the related tax issues, regulatory concerns and prevailing legislation. By building relationships, offering choice and delivering expertise, we aim to earn the right to become your clients first choice. To find out more about how we can meet your clients needs, please contact: Tel: +44 (0) trustinfo@rbc.com or log on to: Latest fiduciary news and information:

5 AWARD SPONSORS Sinels is a Jersey law firm with an international reputation and global capability. Our Jersey lawyers are responsive, approachable and available when you need them, providing exceptional legal analysis and advice for your business and personal life. We have cross-border capabilities advising on major litigation, trusts, fraud, negligence and commercial deals and transactions. We also provide private client, personal and family law advice in Jersey, including employment, wills and matrimonial matters. We pride ourselves on our integrity, consistency of advice and ability to solve problems in a coherent and strategic manner. This is why we have long lasting relationships with finance companies, law firms and private clients throughout Jersey, Europe, Middle East, India, Asia and the Caribbean. UBS Wealth Management has specialised in wealth management for more than 150 years. In Jersey we have been established since 1979 and deliver a complete wealth management service to private clients and trustees. This local, bespoke service is backed by the global network of resources and know-how of one of the world s leading financial institutions. Our wealth management specialists work closely with experts from our investment banking and asset management businesses, giving our clients access to the latest research and industry-leading investments. Our Financial and Wealth Planning teams also offer solutions in areas such as tax planning and structuring, succession planning, retirement planning and investment planning. We are a locally based team of specially trained advisors who have extensive experience in working with private clients and trustees. UBS AG, Jersey Branch was named No 1 in Jersey in 2014 by Euromoney 1 in respect of its Wealth Management services for: Range of investment products Ultra High Net Worth clients (Greater than USD 30m) Commodities investment Structured products Hedge fund investment Luxury investments (non-art) Philanthropy services Art and Collectibles advisory Specialised services (Inherited wealth and business) For more information about UBS Wealth Management in Jersey please contact Michael Clarke on Source: Euromoney, Private Banking and Wealth Management Survey, February UBS AG, Jersey Branch is authorised and regulated by the Jersey Financial Services Commission for the conduct of banking, funds and investment business. UBS AG, Jersey Branch is a branch of UBS AG (a public company limited by shares, incorporated in Switzerland whose registered offices are at Aeschenvorstadt 1, CH-4051, Basel and Bahnhofstrasse 45, Ch-8098 Zurich) with its principal place of business at P.O. Box 350, 24 Union Street, St Helier, Jersey JE4 8UJ. Terms and Conditions are available upon request. UBS All rights reserved.

6 AWARDS SUPPORTED BY: British Airways is proud of its years of service providing direct air links from Jersey. Currently offering up to six flights a day from Jersey to London Gatwick, seven days a week, with a two-class cabin, British Airways is continuing to show its commitment to the Island. As well as travelling on direct services to London, customers can also connect to domestic, European and long haul flights on the British Airways' extensive network from Gatwick Airport. Our vision is to be the world's leading global premium airline and the airline of choice for millions of people across the world.

7 EVENT SPONSORS High net worth individuals today face complex financial decisions from selling a business to planning and protecting an enduring legacy. Responding effectively to these needs demands far more than a commoditised solution. It requires a firm with sufficient breadth and calibre of talent and capabilities in managing the complexity of issues across different jurisdictions but small enough to provide a highly personalised service. We believe this is the raison d'être of Azure Wealth. Our clients come to us because we listen to their specific needs and provide a solution not a product. Our clients aim is first to preserve and protect the wealth generated over a lifetime of hard work and then grow it steadily for future generations. At Azure Wealth, we work closely with our clients trusted advisors across a spectrum of expertise such as tax and estate planning. Azure Wealth s diverse team of advisers and investment professionals have led some of the most respected private banks globally. It is our understanding of the requirements of private investors today that brought us together to create Azure Wealth. For nondomiciled and international clients, there is great comfort in knowing that Azure Wealth advisors are intimately familiar with the world beyond their borders. We have a genuine appreciation for the needs of global wealth because Azure Wealth is itself a blend of many cultures. A genuine wealth manager will generate original ideas. No two clients approach investing in the same way. Azure Wealth is an entrepreneurial firm with a reputation for understanding both the needs and mind-set of clients who have created wealth. Our performance goals are a function of our clients risk appetite, not market indices. Like other managers, we adhere to the principle of diversification but this isn t enough to provide absolute returns. Years of experience have taught us that it is often preferable to take profits and lock-in performance, not to hope that by retaining enough investments we can spread risk and stem losses. Performance over time is the measure of a wealth manager. Azure Wealth's performance standards are exacting, a result of a core belief in discipline gained through vast experience of different assets and market conditions around the globe. But performance is more than just an investment concept; it applies to all aspects of service as well.

8 EVENT SPONSORS Collas Crill provides a comprehensive range of legal services to clients around the world, particularly in Jersey, Guernsey, the UK, Europe and Asia. We were the first Channel Island law firm to open an office in Singapore, in response to demand from institutional and private clients in Asia for Channel Island legal services, particularly in trusts, funds and corporate work. In Jersey, Legal 500 recommends partner Mason Birbeck and calls senior associate David Dorgan impressive. Citywealth's Leaders List names five Jersey and Guernsey partners on its Leaders List, including three in the contentious trusts category. In Guernsey, partner Angela Calnan is named a 'force to be reckoned with' by Legal 500, while Jason Green and Karen Farman are both recommended. Our London office is home to our fiduciary partner Edward Stone, recognised as a Leader by Citywealth. Our team of 32 partners and directors more than 60 lawyers and legal staff are recognised for taking a pragmatic approach to problem-solving and providing user-friendly advice. Our experienced specialists including acknowledged experts in Jersey Foundations and leaders in trust litigation - provide a clear and practical approach on fiduciary matters, including: Advice to trustees, settlors, beneficiaries and protectors, on all aspects of trust law Commercial trusts for a variety of investment products, including unit trusts and orphan vehicles Advice to founders, council members, guardians and related parties, and documentation for private client, commercial or philanthropic foundations Regulatory issues for trustees and foundation council members IP registration and structuring Sharia law structures and documentation Wills and applications for local residency Contentious trust matters including mediation and other alternative dispute resolution approaches Advice on family office services We also deal with other matters important to high net worth individuals, such as wills and applications for local residency.

9 EVENT SPONSORS GoldMoney is a market-leading precious metals trading company, trusted by more than 22,000 private individuals and their wealth advisers around the world. We ve forged long-lasting relationships with wealth advisers and their clients by providing a convenient online platform and dedicated relationship managers to help you and your clients buy, sell and store physical precious metals. We provide private vault storage in five different countries (Canada, Hong Kong, Singapore, Switzerland and UK), each managed by leading vault operators, and our storage rates are among the lowest in the industry at just 0.12 to 0.18% per annum. We protect the integrity of the precious metals we store by regularly providing independent vault reports and audits, comprehensive insurance and ultrasonic scanning of gold bars. For large metal transfers, storage fees can be locked-in for a fixed period so you know exactly how much you re paying for storage in advance. Buying precious metals with GoldMoney couldn t be easier. Simply set-up a Corporate Holding at and your clients can immediately begin purchasing gold, silver, platinum or palladium at competitive prices using nine of the world s major currencies. Alternatively, your clients can set-up a Holding directly with us. Key benefits of choosing GoldMoney Trust - Over 22,000 customers store US$1.5 billion of precious metals with us. Security - Our vaults each come with comprehensive insurance for your peace of mind. Service - A dedicated Relationship Manager will help you throughout the buying process. Flexibility - As well as storage, we can also deliver to you or arrange for collection. Heritage established and headquartered in Jersey in T: E: institutional@goldmoney.com

10 EVENT SPONSORS One of the deciding factors when choosing a trustee should be the quality of the institution being considered. People want a service provider they can rely on; one that not only delivers world class trust and fiduciary services, but also provides a safe and secure environment for their assets. Founded in 1869, RBC is Canada s largest bank and one of the world s leading financial institutions, based on market capitalisation (Source: Bloomberg). With a solid liquidity and capital position and strong credit ratings (AA - Standard & Poor s, Aaa Moody s), RBC has long provided a solid platform for the delivery of our trust and fiduciary offering. RBC s trust and fiduciary services business forms part of the RBC Wealth Management division. With a network of offices across key financial centres, RBC Wealth Management has an established and successful history of working with professional advisers to deliver tailored financial solutions to high net worth individuals and their families, helping them to grow, protect and distribute their wealth. Operating across the world s major trust jurisdictions, selected for the flexibility and security they provide for clients and for the integrity of their financial and regulatory systems, RBC Wealth Management has a reputation for excellence in the provision of trust and fiduciary services. With qualifications in the fields of law, accountancy, taxation and estate planning, our trust professionals possess an in-depth understanding of the intricacies encountered in the arenas of estate and succession planning, as well as an awareness of the related tax issues, regulatory concerns and prevailing legislation. By building relationships, offering choice and delivering expertise, we aim to earn the right to become your clients first choice. To find out more about how we can meet your clients needs, please contact: Tel: +44 (0) trustinfo@rbc.com or log on to: Latest fiduciary news and information: Savills is a leading global real estate advisor listed on the London Stock Exchange. The company, established in 1855, has a rich heritage with unrivalled growth; with over 200 offices worldwide, throughout the Americas, Europe, Asia Pacific, Africa and the Middle East, employing 19,000 people. Savills has a wide breadth of core services including consultancy, research, acquisition/disposal, leasing, valuation, buildings services and project management, property management, asset management, facilities management, corporate finance advice, insolvency advice, rating, rent review capital allowances, planning. We also offer specialist fund and investment management, real estate finance, and private financial services. A unique combination of sector knowledge and entrepreneurial flair gives clients access to real estate expertise of the highest calibre. We are regarded as an innovative thinking organisation backed up with excellent negotiating skills. Savills chooses to focus on a defined set of clients, therefore offering a premium service to organisations and individuals with whom we share a common goal. Savills is synonymous with a high quality service offering and a premium brand, takes a long term view to real estate and invests in strategic relationships. savills.co.uk

11 EVENT SPONSORS Since our foundation over a century ago, Smith & Williamson has been managing the financial affairs of private clients and their business interests, offering assistance in tax, investment management and financial planning. Our focus is on wealth creation, wealth management and wealth preservation a unique approach that singles us out from our peers and larger competitors. We are one of the top ten largest firms of accountants* in the UK and our investment management business has over 14.9 billion of funds under management and advice (as at 31 March 2014). Our business spans 11 principal offices in the UK and Ireland, with locations in the City of London, Belfast, Bristol, Birmingham, Dublin, Glasgow, Guildford, Jersey, Manchester, Salisbury and Southampton, and an international capability in over 100 countries through membership of Nexia International (the 7th largest global international accounting and consulting network) and M&A International. We have a number of investment management teams with experience working with trustees in The Bahamas, Bermuda, the Cayman Islands, Guernsey, Isle of Man, and Switzerland, and who take a multi-currency approach to investments, in addition to our office in Jersey. Our work with offshore trustees covers mandates ranging from lower risk all bond, to equity portfolios and fund of fund arrangements, and we place particular emphasis on building strong relationships with offshore trustees in order to build a detailed knowledge of each individual mandate. Offshore mandates are typically more complex and we have wide-ranging experience in understanding the structures in place and the implications this may have on our investment strategy. In addition, we provide specialist tax advice from our Jersey office, assisting high net worth individuals and businesses with international tax planning and effective financial structuring. The Jersey tax team is supported by the firm s broader business which includes the full range of services: investment management, business advisory service, banking, corporate finance, corporate recovery and forensic accountancy. We have also established one of the largest and most experienced tax investigations teams in the UK, which operates from several UK locations as well as working in Geneva. The team handles tax enquiries and investigations with UK and international issues, and is skilled in both civil and criminal investigations. Please remember that that value of investments and the income form them may fall as well as rise and investors may not receive back the original amount invested. * according to the 2014 survey of the market by Accountancy magazine

12 STEP Jersey Members Dinner/2014 Student Awards Friday 21st November 2014, Royal Yacht Hotel, St Helier Organisation name and address: Contact: Tel: Number of 65 pp Number of STEP student 25 pp TOTAL Payment: Please indicate whether you are paying by cheque... or BACS... or card... Payment by BACS to: Bank: RBSI Limited Account: STEP Jersey Sort Code: A/C number: Ref: NameoffirmDinner14(no spaces) OR: Post your cheque to: STEP Jersey PO Box 269, St Helier Jersey, JE4 8TN OR: Pay by credit/debit card Card payments will be processed securely through WorldPay NB: AMEX not accepted Name of cardholder: Billing address: Card number: Start date: End date Verification No: Issue No (debit cards) GUEST NAME GUEST FIRM VEG MENU Tick if required NB: Guests with special dietary requirements (other than vegetarian) are requested to contact the venue direct (judith.peebles@theroyalyacht.com) Terms and conditions STEP Jersey branch reserves the right to amend or cancel this event where the occasion necessitates. In such circumstances a full refund will be made but STEP Jersey branch shall accept no further liability. Prices may be subject to change. This booking form constitutes a legally binding contract. The delegate (s) and firm are jointly and severally liable for payment of the fees due. The event language is English. Cancellations /Substitutions: No refunds (or credits for future events) will be given for cancellations unless the STEP Jersey office is notified at least one week before the event. Data Protection STEP Jersey branch and the STEP Worldwide ( STEP ) may use this information to update its databases, which are used for a wide range of purposes relevant to the activities of the organisation. STEP may also contact you from time to time with details of programmes and events that may be of interest to you. STEP may also disclose your details to our event sponsors, who may themselves contact you in relation to services which you may find of interest. If you would prefer the Society not to disclose and/or use your information in the ways set out above, please contact the Society at step@stepjersey.org Disclaimer STEP Jersey accepts no responsibility for statements made in oral or written presentations delivered at its events. The views expressed by speakers participating in STEP Jersey events are not necessarily the views of STEP Jersey and it does not accept responsibility for the accuracy of any statements made.