IFC Awards Judges 2021

Karen Jones - Chairwoman
Citywealth
CEO

Karen founded Citywealth after a career at News International, The Times, and Sunday Times in the legal, financial and recruitment sections. She also ran the Legalease flagship title Legal Business/Asia Pacific Legal 500, and launched Legal Business Awards and Legal 500 parties. Karen then took over In Brief magazine, where she grew the organisation from a buyout where it had gone bankrupt to a successful £500,000-a-year publishing and events business. Her work as a Citywealth CEO was recognised by four New York Stevie Awards: Women helping women (2014, 2015), Innovator of the year (2015), and Entrepreneur of the year (2015).

Paula Myers
Irwin Mitchell
Head of Tax, Trusts & Estates and Will, Trust & Estate Disputes

I deal with all types of challenges to Wills, which can involve issues relating to mental capacity, undue influence and Will irregularities. I also handle claims for financial provision for spouses, cohabitees, children and maintained parties. I have particular experience handling farming dispute claims involving the doctrine of proprietary estoppel. I also sit on the Private Wealth Executive Board I'm very passionate about helping people through a dispute. This can be a very trying and emotional time for people who have often lost someone close to them and are then immediately faced with a dispute with a family member or someone close to them. I'm a trained mediator and so keen to find the right resolution for clients engaged in disputes but will adopt a strong line when it is necessary and use the court process to achieve the right result. My aim is to take away stress from clients and to shoulder that burden for them as we find a resolution and solution to their problem. I've been named numerous times in leading legal guides and was recommended on the City Wealth Leaders List 2017. I've also been shortlisted for prestigious awards such as Partner of the Year in the Yorkshire Lawyers Awards and Woman of the Year at the Magic Circle Awards. My team was named Private Client Team of the Year for 2018/19 in the Legal Business Award

Keith Robinson
Carey Olsen
Partner

Keith Robinson is a partner in the trusts and private wealth and dispute resolution practices of Carey Olsen Bermuda Limited. He has over 20 years' experience in non-contentious and contentious trust and private wealth matters. He has particular expertise in high-value trust litigation and court approved trust restructurings, often with a multi-jurisdictional element. He has represented family offices, trustees, beneficiaries, settlors and protectors in a range of cases before the Supreme Court of Bermuda and has been involved in many major trust cases in Bermuda. He advises in respect of a wide range of non-contentious Bermuda trust matters and also acts as a Protector. He is recognised in Legal Week's Private Client Global Elite listings 2019 and as a band one lawyer in Bermuda by Chambers High Net Worth Guide, 2020 and as a leading individual by The Legal 500. He has been elected as a fellow of the American College of Trust and Estate Counsel (ACTEC) and is an elected member of the International Academy of Estate and Trust Law (TIAETL). He is also an active member of the Society of Trust and Estate Practitioners (STEP) and joined the editorial board in 2020.

Tom Elliott
Crowe
Partner, Head of London Private Clients

I am the Head of London Private Clients team, specialising in advising high net worth clients and their families on all aspects of personal taxation. I am also a member of the firm's Property Group advising clients on the personal tax aspects of property investment.

Penny Lovell
Sanlam Private Office
CEO, Private Wealth

Penny joined the Sanlam UK Executive Committee in 2017. She has over 25 years' experience advising private clients, families and charities. Previously Penny was Managing Director at Rothschild and Fleming Family and Partners, and Head of Private Client, Marketing and Distribution at Close Brothers Asset Management. Penny is a trustee for Prism: The Gift Fund, Pennies and sits on the board of PIMFA and the Advisory Board at the Park Theatre.

Mo Baluchi
Standard Bank
Senior Manager, Investments & Fiduciary

My role is to enable access, for private and institutional clients, families, intermediaries and private offices, in East and West Africa, to Standard Bank’s Group capabilities primarily focused on our Wealth and Investment proposition. I have 20+ years of senior level experience in the financial services industry and am a Chartered Wealth Manager, Chartered FCSI and Member of STEP. I am recognised as a Prominent Figure in industry via the Citywealth Leaders List and Spears Top 500 list.

Henry Wickham
Ogier
Counsel

Henry advises professional trustees, intermediaries, family offices and high-net worth families in the Channel Islands and internationally on all aspects of Jersey trusts, foundations and estate planning and related corporate law issues. Prior to joining Ogier in August 2019, Henry worked for over 8 years in the international private client group of another major law firm in Jersey. A graduate from the University of Edinburgh Henry has also worked in a top tier private client team in London. Henry provides advice and assistance on the creation and ongoing operation of private and commercial trusts, including the drafting of trust instruments, supplemental documentation and the establishment and use of private trust companies. He has considerable experience in estate planning, advising on complex restructurings and the impact of international sanctions upon companies and trusts. Henry also advises in relation to corporate migrations, philanthropic structures, pension and employee reward scheme matters. Industry focus STEP member Chair of STEP Jersey Branch On a number of consultative bodies relating to Jersey's trust industry Lead editor of STEP Directory Jersey overview Co-editor of chapter on Jersey as a trust jurisdiction in Butterworths LexisNexis “Encyclopaedia of Forms and Precedents” 2019

Thomas Barnes
Mourant Governance Services
Managing Director, Guernsey

I am Managing Director of Mourant Governance Services in Guernsey, which provides a range of corporate and fiduciary administration services internationally. Responsible for the strategic oversight and direction of the fiduciary business in Guernsey, I oversee the day-to-day management of our team of respected administration professionals. With over 20 years of experience within the Guernsey fiduciary sector, I have established and managed wealth management structures and relationships across various asset classes for high-net-worth individuals, their families, corporates and institutional clients. I act as a director of various client entities, including large commercial and residential real estate investment vehicles. I also hold a non-executive director position in a real estate fund, forming part of a pension scheme for a FTSE 100-listed UK banking group. I am a graduate of the University of Bournemouth having completed a Master's Degree in Corporate Governance (MSc). I am a qualified trust and estate practitioner (TEP) having obtained the Diploma in International Trust Management in 2002 (Dip ITM) through STEP: The Society of Trust and Estate Practitioners. I am a member of the Institute of Directors (MIOD) and also hold chartered membership as an Associate (ACG) of ICSA: The Chartered Governance Institute. I have also been named on the Citywealth Leaderslist

Nicola Roberts
Deloitte
Head of Private Client Services

Experienced Private Client Tax Partner advising single family offices, international private clients and families including their trusts and related structures on UK and international tax matters. Particular focus on those in the private equity or hedge fund industries.

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