Citywealth Forum

Citywealth, a media and events company for the global wealth management industry founded in 2005, will be holding its fourth annual Forum on 14th May 2024.

These full day events are devoted to debates by thought leaders around topics affecting the wealth management industry in a geopolitical context.

The forum will cover an array of topics including AI, ethical investments, trusts, private debt, litigation, taxation & politics.

The event will feature prominent speakers from the Islands. Joe Moynihan, CEO of Jersey Finance, will be joining Rupert Pleasant, CE of Guernsey Finance and Michael Crowe, CEO of Finance Isle of Man, to give an update on these offshore territories while debating the subject of safe jurisdictions.

Other speakers include James Campbell, partner at law firm Ogier, Jersey, who’ll be speaking on the topic of trusts and the impact of longer lives on  multigenerational succession.

Rob Stewart, fund manager at Melville Douglas, Jersey, will be joining HSH Prince Michael of Lichtenstein – executive chairman of leading trust company Industry & Finanzkontor and member of the illustrious Princely House of Lichtenstein – in a debate about ethical investments.

The event will be opened by chair Joshua Rubenstein, attorney and partner at law firm Katten Muchin Rosenman, New York City, and closed by the RT Hon Sir Graham Brady MP, chairman of the 1922 Committee, who will give an overview of the political scene and recent turmoil with some references to the theme of the day.

The forum will be moderated by Karen Jones, founder and CEO of Citywealth, and David Cracknell, founder of Big Tent Communications PR agency.

Full agenda

• 8:30 – 9:15 am Registration, Coffee & Networking
• 9:15 – 9:30 am Chairman introduction
  • Joshua Rubenstein, Katten Muchin Rosenman
• 9:30 – 10:15 am – IFC update – London, Jersey, Guernsey, Isle of Man, Switzerland, Dubai, Singapore and more – will safe jurisdictions rise once more?
  • Michael Crowe, Finance Isle of Man
  • Joe Moynihan, Jersey Finance
  • James Penny, Barclays Private Bank
  • Rupert Pleasant, Guernsey Finance
• 10:15 – 11:00 am – Trusts – the reality of 3rd and 4th generation families: longer lives; splitting trusts, succession; do dynasty trusts really work
  • Nicola Bruce, Appleby
  • James Campbell, Ogier
  • Caroline Graham, Graham Family Office Services
  • David Kilshaw, Rothschild & Co
  • Stella Mitchell-Voisin, Summit Trust International SA
• 11:00 – 11:45 am – Ethical investments in a geopolitical environment – as ESG moves on who is winning and why?
  • HSH Prince Michael of Liechtenstein
  • Rob Stewart, Melville Douglas
• 11:45 – 12:30 am – Private debt – refinancing and restructuring: commercial property in focus
  • Jonathan Fewster, BDB Pitmans
  • Joshua Matthews, HBA, MASECO Private Wealth
• 12:30 – 2:00 pm – Lunch break
• 2:00 – 2:45 pm – Disputes, litigation and the silver lining – an update on global developments for intermediaries and the UHNW client
  • Joshua Rubenstein, Katten Muchin Rosenman
  • Charlotte Hill, Penningtons Manches Cooper
  • Timothy Collingwood KC, Serle Court
  • James Ramsden KC, Astrea Group
• 2:45 – 3:30 pm – Taxation and politics – the changing environment and its tax impact.
  • Joshua Rubenstein, Katten Muchin Rosenman
  • Dr. Ariel Sergio Davidoff, LINDEMANNLAW
  • James Quarmby, Stephenson Harwood
• 3:30 – 4:15 pm – Artificial Intelligence – proprietary; enterprise and investing in it. The wunderkind analysed. Experts will drill down into the reality of AI
  • Alex Barr, Sarasin Bread Street
  • Philip Higson, Carlyon Services
  • Charles Kerrigan, CMS UK
  • Derek Southall, Hyperscale Group
• 4:15 – 4:45 pm – Closing speech by The Rt Hon Sir Graham Brady MP, chairman of the 1922 committee
• 4:45 – 6:30 pm – Networking drinks sponsored by Melville Douglas

Pictured: Left to right – Joe Moynihan, CEO Jersey Finance with Karen Jones, CEO of Citywealth