Forum Agenda

Audience participation is encouraged. 

 

10:00 AM - Registration, Coffee & Networking on arrival

 

10:30 AM -  Forum Leaders

​Karen Jones, CEO, Citywealth 

Karen founded Citywealth 16 years ago after a career break and a decade long career at News Corp. She has pioneered career progression for women in financial services with her powerwomen brand and continues to innovate and support the private wealth management sector with editorial, awards programmes, networking clubs and a user ratings site www.leaderslist.co.uk

David Kilshaw, Managing Director, Head of Private Client Wealth Solutions, Rothschild & Co (Chairman)

David Kilshaw is a Managing Director with Rothschild & Co. As Head of Private Client Wealth Solutions, David’s role is to work with Rothschild’s Client Advisers to provide guidance for clients who have complex financial and business requirements and to identify gaps to introduce external lawyers, accountants, trustees etc.

A qualified lawyer, before joining Rothschild & Co David was a partner with Rawlinson & Hunter LLP, KPMG and EY where he advised many non-dom clients on all aspects of their tax affairs.

When not reflecting on tax, David’s leisure activity is stressing about the results of Manchester City.

 

10:45 AM - Jurisdictional Round-up

Key updates from across the IFCs to include Important trust law decisions of the year.

  • Jersey
  • Guernsey
  • Switzerland

Sanctions have affected the trust industry and beyond. With the Ukrainian conflict seeing no sign of abating, Citywealth asks whether sanctions will have a lasting impact on the industry as clients overseas see the impact of European and US governments on Russians and wonder if this could happen to them. With the rise of different jurisdictions like Dubai and Singapore with different regulations, how does the industry deal with this axis change? 

Attendees will be invited to share updates from their jurisdictions in a lively session facilitated by the forum leaders. 

 

11:45 AM -  The UK’s ‘non-doms’: Who are they, what do they do, and where do they live?

Most non-doms come from Western Europe, India, and the US. There are also sizeable minorities from other English-speaking countries. Since 2001, there has been a rapid rise in the number of non-doms from India, China and the former Soviet states.  Most non-doms also reside in and around London, with non-doms making up more than one in ten adults living in Kensington and the Cities of London and Westminster. Outside London, the largest non-doms presence is in the Home Counties, the university towns of Oxford and Cambridge, and in Aberdeen with its petrochemicals industry. Our study provides the first systematic look at the UK’s non-dom population, using comprehensive evidence from tax records to move beyond isolated anecdotes.

 

12:30 PM - Disputes and litigation across the jurisdictions

1:30 PM - Lunch a buffet lunch will be served with seating and an opportunity to network

​To ensure you meet all your fellow peers we will have a speed networking session to help get to know each other. 

 

2:35 PM - Crypto - Tax, compliance, litigation and innovation - new use cases 

  • Crypto tax, compliance 
  • Litigation and innovation in DAO and NFT - use cases. 

Tax has become the top level discussion in crypto in the UK aswell as government regulation. With global players operating in multiple jurisdictions we ask experts for an update on global taxation and compliance following various high profile bankruptcies in crypto. We look at the rise of litigation and ask legal experts for their advice and also look at innovation in the sector with DAO and NFT and their use cases. 

 

3:35 PM - ESG & trustees

4:15 PM Africa

By 2030, a fifth of the world’s population will be from Africa and by 2050, a third of all children globally will be African. Total individual wealth on the continent is expected to rise by 34% reaching over US$3trillion by 2027. The sheer magnitude of this rising population, the wealth creation and accumulation involved, combined with the increasing access to sophisticated wealth planning tools and interest from practitioners travelling in from International Finance Centres means giving clients the most comprehensive advice is even more crucial than ever. In this session, our experts: Hetal Sanghvi, Chris Stead, Jonathan Sprigg, Rakesh Dabasia will discuss the mindset of African families they deal with in Sub-Saharan Africa and the nuances of how they structure, diversify, and internationalise their wealth. Source: UNICEF & AfrAsia Bank

We explore this phenomena and look at the rise of wealth in Africa with Standard Bank and Melville Douglas.

Close of Conference

 

5:00 – 6:30 PM - Closing Drinks and Networking

with DJ Izaak Gray who DJ’s at Annabel’s

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