Joe Moynihan, CEO of Jersey Finance, and Sarah Bartram-Lora Reina, trustee director at family office Stonehage Fleming and President of Jersey Association of Trust Companies, will be debating on the Citywealth Forum panel.
The speakers will be joining keynote speaker the Rt Hon Penny Mordaunt. The Forum discusses important topics of the day relevant to wealth management.
The Rt Hon Penny Mordaunt, a Parliamentarian for 14 years, and the first and only woman to be Secretary of State for Defence as well as the first and only woman to be Minister for the Armed Forces, will be the keynote speaker at the Citywealth Forum. She is well remembered for stealing the show as the elegant and dignified sword bearer at the Coronation of King Charles III, in her role of Leader of the Commons and Lord President of the Council.
Joe Moynihan will present an update on the role of Jersey as a key international financial centre in the current political and economic climate. He’ll be joined in the debate by Kenneth Ler from the Singapore Economic Development Board, Marios Tannousis, CEO of Invest Cyprus and Kendaree Burgess, COO of Bermuda Business Development Agency – each representing their overseas territories and completing the overview.
Sarah Bartram-Lora Reina (pictured), will weigh into a debate around trusts and their administration amongst the uncertainty surrounding the non-dom status in the evolving political climate. She’ll be joined by Andrew McCallum, senior partner at accounting firm Rawlinson & Hunter in Switzerland.
The Forum will be moderated by Karen Jones, CEO of Citywealth, and Penny James, MD at Barclays Private Bank. It will be chaired by Joshua Rubenstein, partner at New York based law firm Katten Muchin Rosenmann
