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STEP JERSEY BRANCH ANNUAL CONFERENCE

2nd October 2024

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Wednesday 2nd October 2024
Radisson Blu Waterfront Hotel
8.15 a.m. - 4.40 p.m.

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​From 1 September prices will be: 

Member: £220*

Non Member: £280*

Student/Retired: £100*​

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​Earlybird Ticket prices - until 1 September 
 

EB Member: £175*

EB Non Member: £215*

EB Student/Retired: £85*

*All bookings subject to an administrative booking charge - 
STEP Jersey is a local Non Profit Organisation and is self funding.

STEP SPONSOR PARTNERS

STEP Jersey relies on sponsorship to be able to put on our professional events.

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The 2024 Conference is sponsored by the following businesses:

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Learn more about the Sponsors

LEARN MORE ABOUT OUR SPONSORS

DALL·E 2024-07-03 20.03.58 - A futuristic AI arm with sleek, metallic design and glowing b
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Agenda
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2024 AGENDA

08.15 Networking Breakfast â€‹

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09.00 Stephen Alexander, STEP Jersey: Chair's Welcome

09.10 Haydn Taylor, Ravenscroft: Sponsor's Welcome

09.15 Kelly Greig, Chair, STEP Worldwide: STEP Update 
 


0​9.30 Sandra Horsfield, Investec: Economic Update

10.00 Sangna Chauhan, Charles Russell Speechlys 
 
 
 



 
 
 
 
 


10.30 Coffee Break 



 
 


11.00 Sandra Fernandes & Henry Mowbray, Polygon: Insuring Trust Assets


11:30 Keynote - James Brockhurst, Forsters LLP: Offshore Tax is Coming

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12.10 
Panel Session: Artificial Intelligence

Nathalie Andersson, Jersey Finance

Tom Jeffcoate, Stonehage Fleming

David Carney, Grant Thornton

Shannon Lancaster, Ravenscroft

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13.00 Lunch Break 
 
 



 
 
 
 
 


14.00 Chris Griffin, Carey Olsen & Peter Connolly, Toro Solutions: Digital assets – what trustees need to know

​14.40 Paul Tostevin, Savills: Property Trends for High Net Worth Families - future focus 
 
 
 


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15.00 Coffee Break 
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15.30 Panel Session: Mental Capacity

Rajah Abusrewil, STEP Jersey

Kelly Greig, STEP Worldwide Chair

Emma Heelis-Adams, Burges Salmon

Simon Lofthouse, Corbett Le Quesne


 

16.25 Closing Comments 

 
 


2024 CONFERENCE SPONSORS

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STEP Jersey is grateful to the following sponsors for their support

Sponsors

PLATINUM

Ravenscroft is an independently owned investment services group. At Ravenscroft each of our clients is important to us. Our aim is to understand individual investment needs and ensure that these needs are met, by offering a range of services to which satisfies the investment objectives of every client. 

 

Today we employ more than 100 people and have £7.9bn of assets under administration for both private and institutional clients. From the foundation in 2005, it has been our aim to build a market-leading investment services firm; through exceptional customer service, integrity, transparency and accountability.

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SAPPHIRE

Quilter Cheviot International Limited has a heritage that dates back to 1771.

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As one of the largest discretionary investment management firms across the UK, Ireland and Channel Islands, we have managed bespoke investment portfolios for individuals and families for generations. We are focused on helping you invest for a lifetime of opportunities and challenges.

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The Jersey office opened in 1973 and our offshore operation has proved very successful, particularly with private clients and professional intermediaries.

 

We are experts in many areas, with individuals and families trusting our expertise for generations.

 

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To learn more visit www.quiltercheviot.com

GOLD

Grant Thornton Limited is a leading Channel Island practice with offices in Jersey and Guernsey with combined staffing strength of over 220 people.

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We are the Channel Island member of Grant Thornton International, and as a member firm we have access to member and correspondent firms in over 143 countries, offering clients specialist local knowledge supported by international expertise and methodologies.

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We have been offering practical and strategic advice to all the key sectors in the Channel Islands for many years, and work closely with our clients to understand the specific issues that they face, as is evident in the many long standing client relationships that we have developed.

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SILVER

Lloyds Bank International is a bank that is dedicated to the needs of the people and businesses of The Channel Islands, Isle of Man and Internationally. A bank that focusses on the things that really matter in life. This page will be updated with any news and relevant information about Lloyds Bank International. From community partnerships to top tips on money management, and much more.

 

Our History With over 190 years history of serving the people in the Channel Islands and almost 125 years in the Isle of Man, we've come a long way but remain focused on being a better bank for our customers. We’re here to help you with all the things that matter, from making a house a home to turning an idea into a business, from protecting your family to planning for tomorrow.

BRONZE TIER 1

Vega Technology is an established financial technology company with a mission to put good data at the heart of people-centric businesses.

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We believe the the two biggest assets in your business are your people and your data. Powering your people with strong data makes them more efficient, freeing up their time to focus on client relations and deliver value where it matters most.

We support businesses as they embrace digital transformation by interfacing with their existing technology or enabling complete cloud migration.

 

We use our core values every day to guide how we serve our clients and support our people and partners

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BRONZE TIER 2

Established in 2020 to acquire and manage the UK trust business of Coutts and the NatWest Group, Ludlow Trust is managed and owned by an exceptionally experienced team. Our trust managers have specialised in assisting clients in providing for their families and empowering future generations. This means that we understand the unique issues that can arise in navigating the funding of your children’s future and can work with you to ensure your objectives are met simply and in accordance with the legal requirements.

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Our professional, dedicated and highly qualified team have a deep understanding of navigating the trust landscape, including being well equipped to work with wealth managers, lawyers, tax advisors and other professionals to deliver an outstanding experience for our clients.

BRONZE TIER 2

Landytech empowers trust companies by revolutionising access to client investment data through powerful data integrations and a central technology platform. For trustees handling large books of client portfolios, Landytech's Sesame platform provides a single source of truth for investment data and the tools to give clients a strategic vantage point to manage family wealth.

 

With automated bookkeeping, digitalised portfolio monitoring and consolidated reporting, Sesame helps trust companies focus on building deeper client relationships by transforming reporting processes. 

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Visit landytech.com to learn more about Sesame.

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TERMS AND CONDITIONS

BOOKINGS

Please read this section carefully

 

Registration: You will receive an email confirmation in advance of the conference, if you do not receive an email confirmation, please let us know. If you request an invoice this will be raised on receipt of your booking and our payment terms are 14 days. Payment of invoices can be made by BACS.

 

Cancellations: All cancellations must be made in writing. A fee of 100% will be levied in respect of any cancellation made less than 14 days prior to the commencement of the event. A fee of 50% will be levied for cancellations made between 21 and 14 days prior to commencement. A substitute delegate from the same firm can be named at any time.

 

STEP Jersey will levy a booking fee for paying by credit/debit card and/or raising an invoice. Booking fees are non-refundable. 

 

Special arrangements: If you have any special requirements, please inform us at the time of registration.

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Disclaimer

In the event that STEP Jersey postpones the Event, any payment the Delegate has made to STEP Jersey as at the date of postponement will be credited towards the rescheduled date. If the Delegate is unable to attend the rescheduled event or if STEP Jersey cancels the Event indefinitely, the Delegate shall be entitled to receive 100% refund of all sums paid to STEP Jersey.

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Delegates are advised to take out the appropriate travel insurance.

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STEP Jersey shall not be responsible for any loss or damage as a result of substitution, alteration, cancellation or postponement of an event due to an event of force majeure, unforeseen occurrence or any other event that renders performance of this event inadvisable, illegal, impracticable or impossible.

 

For purposes of these booking conditions an event of force majeure shall include but shall not be limited to: adverse weather, government restrictions and/or regulations; war or apparent act of war; terrorism or apparent act or threat of terrorism; civil disorder; disturbance and/ riots; curtailment; suspension and/or restriction on transportation facilities/means of transportation; or any other emergency or circumstances outside a party's reasonable control.

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Terms
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