London Family Office Conference

Family Office Forum, London

The Speakers


The Family Office Forum London is the meeting of genuine* Family Offices based in England
11 - 12 October 2014: 102 Family Offices and UHNWI met, see this event´s brochure
15 - 16 September 2015: 142 Family Offices and UHNWI met, see the last event´s brochure
4 - 5 October 2016: 138 Family Offices and UHNWI met, see the last event´s brochure
3 - 4 October 2017: 149 Family Offices and UHNWI met, see the last event's brochure

2 - 3 October 2018: Join us when 140+ genuine* Family Offices and CIOs meet!

The Family Office Forum London, 2 - 3 October 2018 has a simple formula:
More Family Officers and Principals on stage than solution providers.
More Family Officers and Principals in the audience than solution providers.

Expect 140+ genuine* Family Offices, Principals and CIOs attending.

No product presentations or specific pitches - topics covered are key issues such as
1. Family Governance or Operations in the Ballroom
2. CIO roundtables (trends and "how to", no products!) in the Crystal Suite


If you wish to participate as a speaker in 2018, please contact us at

To view the speakers in 2017 please click here
To view the speakers in 2016 please click here
To view the speakers in 2015 please click here
To view the speakers in 2014 please click here



Her Royal Highness Princess Tessy of Luxembourg
DS-48 (Luxembourg)

Since June 2003, She has been involved with the Luxembourg Army, where She has received training in a combat unit....................

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    She volunteered to take part in the United Nations Mission in Kosovo as part of the BELUKOS 13/15 detachment, from March to August 2004, being the only female member of Her draft. She received the UN medal of recognition for this mission. In 2005, She was posted to the Luxembourg Embassy in London. She took up a post at the Permanent Mission of Luxembourg to the United Nations in Geneva.

    She received a diploma in the educational sector and several certifications in Psychology. After spending two years in the United States during which Princess Tessy studied occupational therapy the Princess has now moved to England, where she works in the “security and research” sector.

    ​ Princess Tessy is very much involved in charities and NGOs acting in favour of people with specific needs, She is actively taking part in charitable events in Luxembourg as wells as in London. It is five years now that she has joined, as an active member, the Luxembourg “Groupe de Support Psychologique” (GSP).

    Princess Tessy graduated from Richmond, the American International University in London with a BA in Art in International Relations. She got awarded 5 times the ‘Deans’ List’ throughout her undergraduate career, which is a recognition of academic excellence. Princess Tessy achieved a first in her undergraduate dissertation that she wrote on the continuing trend of nationalism in Europe with the case study of Golden dawn in Greece. Moreover, Princess Tessy graduated from SOAS University with a MA in the field of International Studies and Diplomacy. She received a merit for her MA dissertation on Biological Terrorism and Violent Non State Actors.

    In England, Princess Tessy works as a Director in an intelligence company. Princess Tessy has also launched her own NGO called Professors Without Borders and is the new patron of the United Nations Association.

    Princess Tessy is also the Global Advocate for Young Women and Adolescent Girls at UNAIDS, is the newly appointed Patron for UNA-UK, and is an Associate Fellow at Chatham House, a globally recognized think tank patronized by the Queen in the center for Global health and security.

    A keen sportsperson, Princess Tessy regularly practices the following sports: swimming, scuba diving, spinning, skiing and hunting. She is a member of the Niederkorn Fanfare. She likes classic and contemporary music and is particularly interested in jazz. She regularly attends conferences and seminars on "psychology and social development", topics she also enjoys reading about most. In addition to Her native Luxembourgish, she also speaks fluent French, English and German.

    On 29 September 2006, she became Tessy de Nassau when she married Prince Louis of Luxembourg. The princely couple has two sons, Prince Gabriel, Michael, Louis, Ronny of Nassau and Prince Noah Etienne Guillaume Gabriel Matthias Xavier of Nassau. H.R.H. the Grand Duke granted the title of Princess of Luxembourg, Princess of Nassau and Bourbon-Parma to the wife of Prince Louis on 23 June 2009, Luxembourg's National Day. In 2012, Princess Tessy received the Order of Civil and Military Merit of Adolph of Nassau. In 2016, Princess Tessy received the Mrongovius medal of recognition for her work on spreading humanistic ideas globally.

Lady Jane Grosvenor


The Magician Impossible

Over the last five years, Dynamo’s ascent from unknown, working class magician, hailing from the poverty stricken Delph Hill estate on the outskirts of Bradford, to multi award-winning, global superstar, has been nothing short of miraculous..........

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    The closest thing to a real life, comic book, superhero, Dynamo has walked (on water) across the river Thames, levitated in front of Christ the Redeemer in Rio de Janeiro and walked down the outside of the L.A times building.

    His hit TV show ‘Magician Impossible’ has enthralled over 400 million viewers across 180 territories since it’s inception in 2011 and won a cluster of awards, while his critically acclaimed live tour ‘Seeing is Believing’ quickly erupted from a 10 date run into a year long behemoth, selling over 600,000 tickets and filling arena’s across the UK and Australia. He’s the first magician in history to headline the world famous O2 in London.

    This, coupled with numerous high profile brand deals (in recent years he’s been the face of Fiat and Pepsi, featuring on over 90m soft drink cans) a Sunday Times best selling autobiography and a plethora of merchandise products, have also made him one of the most bankable magicians in the world, recently featuring as the only non-American in Forbes magazines ‘top 5 magicians’ list… a far cry from his humble roots as the eldest son of a local Bradford hairdresser.

    But it is Dynamo’s contribution to magic that is his most compelling achievement to date. A recipient of the prestigious ‘Magician of The Year’ award from the Academy of Magical Arts (often referred to as the ‘Oscars of Magic’), Dynamo has redefined the shape of modern magic for the millennial generation much like Blaine in the late 90’s and David Copperfield in the 1980’s.

    The autobiographical nature of Dynamo’s shows coupled with incredible close up magic and a Banksy-esque approach to large scale illusion (the big stunts are never pre-publicised and use well known landmarks as their backdrop) have allowed him to connect with young people and reenergise the genre in a way not seen for a generation. With over 8 million fans across social media and over a billion online views laying testament to this impact, he has quickly secured himself as the most followed magician in the world and has shared his insights at the Cannes Lions festival, Ad week and alongside Facebook’s European VP Nicola Mendelsohn.

    It is this impact that has helped Dynamo transcend the world of magic to become a bonafide pop culture icon, with giants from the worlds of music, film and sport enthralled by his performances. Brad Pitt made a surprise visit to watch Dynamo’s live show with his kids as did fashion icon Kate Moss and artist Damien Hirst. Will Smith called Dynamo’s performance “Absolutely astonishing” and Cristiano Ronaldo and Jay-Z have both hired him to perform at private functions.

    But despite his undeniable success and ever expanding trophy cabinet, Dynamo remains a humble student of the magical arts, spending most of his time in isolation, honing the skills and ideas necessary to amaze and enthral his audiences, “I honestly believe people need magic in their lives as it brings a sense of hope and wonder that is often lost in the day to day” he said in a recent interview.

    And although he has now completed his 150 date international live tour and declared the final episode of Magician Impossible to be “his last”, at age 33 Dynamo is only just beginning and there are countless surprises still to come.

Francesco Lombardo
Managing Director
Veritage Family Office (Canada)

Francesco Lombardo is a family business advisor/facilitator who has coached some of the world’s most successful and affluent families for over twenty years to fostering a culture of safe space................

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    Through his extensive work with these families, Lombardo has identified a universal connection between people’s relationship to money (Money Motto) and the impact this has on their families, businesses, and legacies.

    Francesco is the founder of Veritage which is the safe space for families to understand how their feelings about money impacts the relationship with each other and the family. He guides families to developing governance models which holds the individual, the relationships with each other; and their wealth accountable to a set of guiding principles set out by the family for the family.

    In addition, Lombardo is the co-creator and lead facilitator at The Scone Project, an invite only experiential and interactive next generation leadership development program hosted at Scone palace in Scotland every May.

    Francesco is a much-sought after international speaker who has spoken at Campden Wealth Conferences, Institutional Investor, Tiger21, YPO/WPO chapters, and The Society of trust & Estate Practitioners, among others. His many television appearances include shows such as Money Talks, The Moring Show and Sky News.

    Passionate and engaging, Francesco is a leading expert in the emotional impact money has on relationships, estate, family business and family office operations globally. He is committed to assisting families find, create and maintain a safe space by developing a model of cultural governance, which contributes to the continuity and sustainability of the family and its wealth.

Wesley Ranger
Brunswick International Finance (UK)

A specialist Mortgage Broker for 15 years, having worked for a large international bank, a national Mortgage Broker and International Financial Service providers................

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    In 2008 he started Willow Private Finance, which was established to bring together his experience and contacts in dealing with HNW individuals/ families, offshore and expat clients and latterly founded Brunswick International Finance. He provides a truly holistic service by advising on residential, commercial, development, bridging & Lombard lending.

Dr Hazel Henderson
Ethical Markets Media

Hazel Henderson D.Sc.Hon., FRSA, is founder of Ethical Markets Media, LLC (USA and Brazil), a Certified B Corporation. ................

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    She is a world renowned futurist, evolutionary economist, a worldwide syndicated columnist, and author of award-winning Ethical Markets: Growing the Green Economy (2006) and eight other books. She created the Ethical Markets TV series in global distribution at, the EthicMark® Awards, the Green Transition Scoreboard® and co-created Ethical Biomimicry Finance®.

    Her editorials are syndicated globally by Inter Press Service, and her book reviews appear on Her articles have appeared in over 250 journals, including Harvard Business Review, New York Times, Christian Science Monitor, as well as journals in Japan, Venezuela, China, France and Australia.

    Since becoming a full-time media executive in 2004, Hazel has stepped down from many of her board memberships, including Calvert Social Investment Fund (1982-2005), the Social Investment Forum and the Social Venture Network. She has been Regent's Lecturer at the University of California-Santa Barbara, Horace Albright Chair in Conservation at the University of California-Berkeley, and advised the U.S. Office of Technology Assessment, the National Academy of Engineering and the National Science Foundation from 1974 to 1980.

    She remains on the International Council of the Instituto Ethos de Empresas e Responsabilidade Social, Sao Paulo, Brasil; is a fellow of the World Academy of Art and Science and the World Business Academy; and is an Honorary Member of the Club of Rome. She shared the 1996 Global Citizen Award with Nobelist A. Perez Esquivel of Argentina. In 2007, she was elected a Fellow to Britain’s Royal Society of Arts, founded in 1754.

    In 2010, 2012, 2013 and 2014, she was honored as a "Top 100 Thought Leader in Trustworthy Business Behavior" by Trust Across America. In 2012, she was honored with the Reuters Award for Outstanding Contribution to Development of ESG & Investing at TBLI Europe. In 2013, she was inducted into the International Society of Sustainability Professionals Hall of Fame.

    Her 2014 monograph, Mapping the Global Transition to the Solar Age, published by ICAEW and Tomorrow’s Company, UK, is available for free download from

Rupert Boswall
Chairman/Senior Partner

Rupert Boswall is the Chairman/Senior Partner of RPC, an international commercial law firm which works closely with Family Offices and UHNWs on direct investment M&A mandates, resisting tax challenges from government revenue services and resolving disputes..............

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    As well as in UK/Europe, RPC has particularly strong connections in Saudi Arabia/the GCC, Singapore/Indonesia, Japan and Hong Kong/China. RPC works closely with Oculus Financial Intelligence in recovering assets or damages where Family Offices have lost money in questionable circumstances.

Dominik von Eynern
Blu Family Office

Dominik has more than 15 years of experience in financial derivatives, principal investment and business development. He comes from a business family now in the 5th generation...........

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    Dominik began his career as a structured derivatives marketer for Merrill Lynch and Nomura. He has since held senior positions at a volatility strategy hedge fund and a Swiss based asset manager. Dominik became a Partner of Blu Family Office in 2013 and manages many of our strategic and business development functions.

    Dominik holds a BA in Economics from the University of Augsburg (1997) and a Masters in Financial Engineering from the Goethe University in Frankfurt (2000).

Jamie Lowther Pinkerton

Jamie Lowther-Pinkerton recently retired as Principal Private Secretary to The Duke and Duchess of Cambridge and Prince Harry (2005-14)...................

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    Prior to that he spent five years in the security sector, designing security solutions for Not-for-Profit organisations operating in hostile environments. He co-founded Objective Team, a company training journalists and others working in hostile environments.

    Previously, he was an officer in the British Army, serving in the Irish Guards (79-87), the SAS (87-95) and as an operations officer working for the Chief of the Defence Staff (95-98). He is a trustee of the HALO Trust, the world’s largest humanitarian mine- clearance charity, and the Royal Foundation of The Duke and Duchess of Cambridge and Prince Harry.

    He is a Deputy Lieutenant of Suffolk, an Honorary Master of the Bench at Middle Temple and an Extra Equerry to The Duke of Cambridge.

Wouter Koelewijn


Based in Amsterdam, Wouter Koelewijn represents the GIIN in Europe, with a focus on The Netherlands, Belgium, and Luxembourg.................

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    He holds extensive experience in various senior strategic roles within management consulting and the financial services industry. Before joining the GIIN, Mr. Koelewijn worked as a senior innovation manager at the Dutch pension asset manager PGGM, a leader in the field of responsible investing and targeted environmental and social investing.

    Throughout his professional endeavors, he has consistently focused on developing strategies and innovations in impact investing, sustainable business, and social entrepreneurship. He has also supported the development of various intercompany and industry networks and initiatives in the field of impact investing and innovation. Mr. Koelewijn started his career as a management consultant in corporate strategy and business development at Deloitte. He holds a Masters degree in Economics from VU University Amsterdam.

Jochen Wermuth

Wermuth Asset Management

Jochen Wermuth is a member of the steering committee of the peer-to-peer investor networks “Europeans for Divest-Invest” and “100% Impact Network“................

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    He is also Founding Partner and Chief Investment Officer of Wermuth Asset Management GmbH (WAM) and the principal of the Wermuth family office. WAM is a BaFin regulated investment adviser, committed to alternative and sustainable investments with a positive impact on the environment and fighting corruption.

    Founded in 1999, it has launched and advised investment funds with peak assets in excess of $1bn. The current flagship fund, the Green Gateway Fund 2, invests EUR5-30m of equity in German and other EU firms in the resource efficiency and renewable energy space and helps them to grow internationally. Previously, Jochen Wermuth was a Director at Deutsche Bank London and an EU-TACIS and World Bank-financed Head of the Economic Expert Group at several ministries of finance in Eastern Europe. Born in 1969, he was educated at Brown and Oxford Universities in Mathematics and Economics.

    He is married to an environmentalist and has three children. He speaks German, English, French and Russian.

Peter Brock

Family Office Services Leader EMEIA and GSA
Ernst & Young GmbH

Since over 20 years Peter works in Investment Banking / SME Corporate Finance transactions and in Private Banking initially at Deloitte in London, the WestLB-Group, HSBC Trinkaus, Sal. Oppenheim and with IMAP M&A Consultants................

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    Since June 2012 Peter Brock set up the global and multidisciplinary services offering for Family Office Services at Ernst & Young. He advises Family Offices and entrepreneurial families regarding holistic services around tax and audit, but also setting up and structuring a Family Office, risk management / controlling, succession issues, family governance and M&A advisory or Real Estate transactions, i.e. assisting family investors in direct investments projects.

Piet Jansen
Yes We Can Youth Clinics

Piet Jansen’s career is drenched in social engagement. His first venture was the set-up of a conglomerate of private language schools for students............

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    after which he also helped setting up a youth and student travel agency. In both cases, his drive was to make sure young people would see the world before getting tied down with a job or family duties. Funny enough, he always spends 7 years on a venture before moving to the next.

    In between his commitment to Yes We Can Youth Clinics and his previous projects, he coached & consulted a variety of multinationals and medium sized companies on strategic HR issues.

    Most of all, he wants to help as many children and families getting out of deadlock situations. Asking him about his altruistic nature, he responds: “as we are all connected, helping you ultimately means I also help myself. In that sense, I am not altruistic at all. It just makes me happy if I can make even the tiniest difference in the lives of others.” Over the years, YWCYC has successfully treated thousands of 13-25 year olds suffering from complex behavioural disorders, addictions and behavioural problems.

Thomas Villinger

SFO Germany

Thomas Villinger joined the zfhn as a co-founder and CEO in 2006. In the scope of his work, he also is an advisory board member in many of our portfolio companies.............

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    Prior to that he was the founder and managing director of the “Innovationsfabrik Heilbronn”, a large business incubator of 60 start-up companies with a focus on the industrial sector, electronics and communication.

    Thomas has more than 12 years of experience in venture capital management within companies such as CapGemini, KfW Banking Group and World Bank, with a focus on M&A and raising capital for growth companies in Europe, the Gulf States and the U.S. Prior to this position, he worked in the technology industry, where he was responsible for venture capital-backed business.

    Having studied economics and geography at Goethe University Frankfurt, Thomas also holds a Master of Business Administration (MBA) degree from Schiller International University (USA & F).

Dr. Jason Fox

Author (Australia)

Dr Jason Fox is a modern day wizard-rogue, author and leadership adviser..............

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    Oft sought after for his pioneering philosophies and expertise in motivation design, Dr Fox shows forward-thinking leaders around the world how to unlock new and meaningful progress—amidst a volatile sea of complexity, uncertainty, ambiguity, paradox and doubt.

    His clients include Fortune 500 companies around the world including Microsoft, PepsiCo, HP and McDonald’s, to other multinationals such as Toyota, Beam Suntory, Vodafone, Honda, Sony, Gartner, Johnson & Johnson, Xero, HP, Red Cross, Pandora, KPMG, and The International Institute of Research (not to mention banks, universities, telcos, government agencies, insurance companies, software developers, associations, intergovernmental world forums, and so on).

    In addition to serving as leadership adviser, Jason is also an in-demand keynote speaker who works particularly well with sceptical audiences who have ‘seen it all before’. In 2016 he was awarded Keynote Speaker of the Year by Professional Speakers Australia, entering him into the Speaker Hall of Fame.

    Jason is the bestselling author of The Game Changer, and How to Lead a Quest: a handbook for pioneering executives, and his research has been featured in the likes of Smart Company, Huffington Post, BRW and The Financial Review.

    As well as the above, Jason enjoys partaking in extreme sports such as reading, beard maintenance and coffee snobbery.

Håkan Hillerström
Family Business Advisory (Switzerland)

Mr. Hillerström (TEP) is one of Europe’s leading independent Family Business and Family Office advisors...............

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    His expertise includes Succession Planning, Conflict Management, building Shareholder’s Agreements, creating Family Constitutions, Emergency Planning, overall Wealth Management Planning, Financial Education and all types of Family Office solutions.

    Mr. Hillerström previously worked in his family’s own business (shipping), for Banque Kleinwort Benson (private banking) and for PricewaterhouseCoopers where he created a European Family Business and Family Office Service. He has worked with over 130 families in 26 countries and hence has a great understanding and respect for different religions and cultures.

    Mr. Hillerström has an MBA from IMD Switzerland. He is frequently asked to lecture on his experiences and knowledge in this area, is the author of numerous articles that have appeared in financial and business magazines and co-authored the book “Wise Wealth” published by Palgrave Macmillan in December 2010.

Viktoriya Tigipko

SFO Ukraine

Viktoriya is the Founding Partner of TA Ventures, a venture capital fund, investing in innovative seed-stage/Series A web and mobile tech companies mainly in the USA and Europe..................

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    As of June 2017, TA Ventures has 100+ companies in its portfolio and has achieved 29 exits. Portfolio highlights: Azimo, Dreamlines, FinanzCheck, NU3, SumUp, Wallapop. TA Ventures is focusing on SaaS, Marketplaces and DeepTech in FinTech, TravelTech, Digital Health and other sectors.

    TA Ventures actively helps its portfolio companies and partners with setting up fully proprietary, cost-efficient R&D centers in Ukraine/Europe.

    Viktoriya is the founder of Code Club Ua, President of Odessa International Film Festival, Founder and Chairman of the Supervisory Board of Ukrainian Film Academy.

Eli Bronfman
Expo Investments (Bronfman Family Office), Canada

From modest beginnings as an immigrant at the end of the nineteenth century, the family patriarch Samuel Bronfman began to create what would become the leading distiller in North America...................

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    As a direct recipient of the wealth created by the Seagram Company, the family office multiplied the value of this cash flow by continually reinvesting in various ventures, ranging from chemicals to real estate.

    Eli is the managing member of Distillers Capital LLC, a fundamental market neutral hedge fund firm, which trades proprietary capital. He is a managing director of Lincoln Avenue Capital LLC, which invests directly in affordable real estate assets in North America.

    He previously worked on the equities team at IceFarm Capital, a global discretionary Macro Fund and Arrow Capital, an event driven Fund. He began his career at Goldman, Sachs & Co. in the Securities division.

    He holds a BA from Williams College.

Eva Helene Yazhari
Co-Founder and CEO
Beyond Capital
(SFO and not for profit fund, USA)

Eva Helene Yazhari is a Co-Founder and Chief Executive Officer of Beyond Capital Fund and a member of the Investment Committee. ...................

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    Throughout her career, Eva has been involved in management and investment efforts in both non-profit and corporate settings. She is currently ensuring that the capital allocated from the Beyond Capital Fund portfolio is put to effective use in accordance with due diligence best practices.

    Eva was previously a Vice President at EnTrust Capital Inc., an asset management firm where she worked on the fund of hedge fund investment team and specialized in due diligence and portfolio construction. She holds regular roundtables in Los Angeles and Switzerland for banks, foundations and individuals, in addition to being a panelist at SOCAP and numerous family office conferences. Eva is also a member of Toniic, a global network for impact investors and the Young Presidents' Organization Social Enterprise Network Ambassador for the Americas.

    Eva graduated from Barnard College, Columbia University with a B.A. in Mathematics, and lives in Dallas, Texas.

Simon Hodges
Oxford Place (UK)
(SFO and not for profit fund, USA)

Simon is the Head of EMEA for Oxford Place, a boutique firm which for the last 15 years has been advising the most significant families in the world on their hardest task, how to successfully transition wealth from one generation to the next....................

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    Statistics show that 70% of families fail to transition their wealth to the second generation and 91% to the third generation. The main reason for this failure is that most families focus their attention on their Financial Capital to the detriment and often exclusion of their Human Capital.

    Prior to joining Oxford Place as head of EMEA, Simon was Head of the Family Office for the Kanoo Family, one of the oldest, most respected and wealthiest trading families in the Middle East, which is in its sixth generation with 125 years of trading history.

    Simon’s 25 year career encompasses the military as a Coldstream Guards officer, a Chartered Accountant (ICAEW) with Ernst & Young, a senior manager in the family owned Swire Group (based in Hong Kong and Papua New Guinea) and a Partner and Trust practitioner at the highly respected international trust services firm Rawlinson & Hunter.

    Simon is also a qualified leadership and performance coach.

Dr. Jamie McCallum
Peace Parks Foundation

Dr. Jamie McCallum worked for a decade in the sports marketing industry, including spells as a Division head for International Management Group (IMG) in Asia....................

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    and in various high profile posts in Formula One before establishing his own consultancy, which advises corporations and NGOs on strategy and implementation in the field of environmental protection.

    He set up and ran the Conservation Technology programme at the Zoological Society of London, is a member of the World Commission on Protected Areas, a board member of the Polar Education Foundation and a Fellow of the Royal Geographical Society. He has a Ph.D. in Biological Sciences from the University of Bristol.

    Jamie is now the Director of Peace Parks Foundation in the UK. Peace Parks Foundation facilitates the establishment of transfrontier conservation areas (peace parks) and develops human resources, thereby supporting sustainable economic development, the conservation of biodiversity and regional peace and stability in southern Africa.

Astrid von Soosten
Head of Resource Development
European Molecular Biology Laboratory

Astrid von Soosten, CFRE, is Head of Resource Development at the European Molecular Biology Laboratory, the premier European life sciences research institute.....................

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    She is passionate about putting money to good purposes and has advised HNWI on philanthropic engagements in Europe and the US. She is active in a variety of professional associations and hopes to make a lasting contribution to raising the profile of philanthropy in Germany and Europe. Astrid’s career in raising financial support for educational institutions in Europe, Asia and the US spans 20 years and she has served as president and trustee to a variety of educational institutions. She has also mentored young fundraisers and has spoken at international conferences on the theme.

    Astrid holds a third degree black belt in Aikido - a so-called ‘martial art’ that is aimed at conflict resolution. Her training in what Aikidoists prefer to call the ‘art of peace’ is an important element in how she conducts professional affairs.

    In another life she was trained as a sinologist at Ludwig-Maximilians-University in Munich and Fudan University in Shanghai. She holds a master’s degree in Chinese studies and speaks Chinese fluently to this day.

Ian Dembinski
Rathbone Private Office

Ian Dembinski joined as Head of the Rathbones Private Office in July 1st July 2016..........

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    He has 31 years of financial services experience having started his career in investment banking in 1985 working for SG Warburg. His first 18 years involved a variety of roles including Corporate banking, Iberian country coverage, Debt capital markets and Corporate finance sector coverage for Hotels, airlines and leisure businesses. In 2003 he joined the UK private banking team of UBS as a relationship manager progressing to Team Leader in 2006 and Head of UK Ultra High Net Worth ( “ UHNW”) clients in 2008. In 2010 he joined Credit Suisse as Managing Director and Head of UK UHNW and then assumed responsibility for the UK domestic private banking group in August 2012 where he successfully developed the bank’s HNW franchise until February 2016.

    He is Level 6 qualified having passed the PCIAM qualifications with merit and is a member of CISI. He studied at Queens College Oxford where he read history and achieved a BA Hons and a second class degree.

Max Aengevelt
Aengevelt Immobilien GmbH & Co. KG

Max Aengevelt, 30, has been an investment expert for commercial properties at Aengevelt Immobilien GmbH & Co. KG, Düsseldorf, since 2011..........

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    and, since 1st July 2017, as Head of the International Desk in Düsseldorf / London. Aengevelt Immobilien GmbH & Co. KG is the biggest German family-owned real estate agency, which has remained independent from any third party influence, with branch offices in Frankfurt, Berlin, Leipzig, Magdeburg and Dresden.

    From 2014 onwards, he also devoted a significant part of his time advising TAVRIA V Group, Odessa (Ukraine), initially with real-estate-related matters, following increasingly in questions of the retail business as well as matters of the groups cooperate management. His work allowed him a holistic view into all parts of the conglomerate, while directly reporting to the head of the supervisory board and founder of the group.

    TAVRIA V-Gruppe is one of the largest retailers (food and non-food) in the Ukraine with 7,000 employees at more than 80 sites as well as one of the biggest developers and owners of commercial properties in CEE (Central Eastern Europe). The company’s portfolio comprises of almost 400,000 sq. m. of modern retail and logistics spaces.

    The versatile work in the international real estate business was preceded by attendance of the international school ISD Düsseldorf (1997 - 2003), his studies at Hurtwood House, Dorkey UK (2003 – 2005), bachelor at the EBS London (2006 - 2009) as well as master studies at the CASS Business School City University London (2010-2011) receiving the Master of Science in Real Estate (HONS). Numerous internships were realized during the studies.

Philipp Humm
Formerly CEO Vodaphone Europe
CEO T Mobile USA (UK)

Humm is an artist and investor. He has had a solo exhibition at London's Riflemaker, Hix and Saatchi galleries in addition to group shows in London and Germany..............

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    Humm is also Senior Adviser for Antin Infrastructure Partners London, Chairman for Eurofiber NL and Board member for Shine Technologies, Israel.

    Previously, Humm served as Vodafone's CEO for Europe from 2012 to 2015.From 2005 to 2012 Humm held various executive roles with Deutsche Telekom and later as the CEO of T-Mobile USA from 2010 to 2012.

    From 2000 to 2002, Humm was an executive with the online retailer Amazon, where he held roles as Managing Director for Amazon Germany and France, and VP Europe. From 1992 to 1999, Humm was an executive with the grocery retailer Tengelmann in Germany, where he became a member of the Executive Board in 1996 and in 1998 CEO of their food-discounter, Plus. From 1986 to 1992, Humm was with the consulting firm McKinsey & Company in Germany and Los Angeles.

    Humm started up various companies, such as (2002) an online grocery retailer in Germany.

    After studying Philosophy and Business in Germany at the Saarland University and at the University of Michigan in Ann Arbor, Humm began his career in 1982 at Procter & Gamble. In 1985 he received his MBA degree with distinction from IMD Business School in Switzerland.

    Humm was born in 1959. He is German, his mother is Belgian. He has three children from his first marriage.

Tessa Tennant

SFO and SRI adviser to Oxford University’s Endowment Fund (SFO, UK)

Tessa Tennant has been a green finance innovator throughout her career...............

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    She co-founded the Jupiter Ecology Fund, the UK’s first green equity investment fund in 1988 and was a Non-Executive Director for the UK Green Investment Bank, recently sold to Macquarie bank.

    She co-founded several responsible finance initiatives, such as ASrIA in Hong Kong; CDP, UKSIF and The Ice Organisation in the United Kingdom, as well as the global Our Voices campaign. She is an Adviser to Carbon Tracker and Influence Map.

    In 2015 she initiated work to finance the country commitments (NDCs) which form the Paris climate Agreement and co-created the Climate Finance Accelerator for NDC implementation as well as the blog and @Money4NDCs.

    She has served on fund, not-for-profit and company boards.

Iain Younger
Board of directors,
Frank Hirth plc (UK - USA)

Iain joined Frank Hirth in 2000 and has successfully established and built the Trust and Estates service within our Private Client offering................

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    Iain personally covers numerous areas of US and UK taxation for both individuals and families. He also offers specialist advice relating to FATCA reporting.

    Iain recently turned his attention to the firm's business development plans, and has been travelling the globe to promote Frank Hirth to new markets.

    Iain is a qualified Chartered Tax Adviser (CTA) and US Enrolled Agent (EA), and was appointed to the Board of Directors in 2016.

    Iain was listed in ePrivate Client’s Top 35 Under 35 in 2013, and was also honoured when listed in The Spear’s 500, 2016.

Michael Lewis
Frank Hirth Plc

Michael is a specialist US and UK personal tax adviser providing complex planning and compliance assistance to Ultra High Net worth executives.................

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    He has over 19 years of experience in this field, spent predominantly with a Big 4 firm. He is a Chartered Tax Adviser in the UK and is also licensed to practice before the Internal Revenue Service in the US (Enrolled Agent).

    Michael is currently specialising in clients connected to the "Private Markets" area - businesses with a high degree of private ownership including private equity executives, owner managers and entrepreneurs. He also has many clients from within Investment Banking.

    His specialties are US/UK interaction on personal income, capital and social security taxes. He also provides advice on US Estate taxes and UK Inheritance Tax and has a keen interest in the taxation in divorce cases and tax efficient charitable planning.

Paul Pybus
Head of fiduciary
Price Bailey Wealth Solutions

Paul has over 20 years experience in offshore financial services, he joined Price Bailey in 2010 where he established Price Bailey’s Wealth solutions offering..................

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    The offering developed quickly and now sees clients being serviced in over 26 Jurisdictions with wide ranging services being provided. In 2014 the service offering was extended to insurance management, this was initially focused on offering “self-insurance” to SME’s or wealthy individuals, essentially allowing them to share in the profit should an insurance claim not occur.

    The offshore market place is changing and Paul prides himself on being able to adapt to the changing client needs, which includes new innovative structuring as well as going back to basics. He always looks at matters to determine whether they have been over complicated and could be simplified whilst still achieving the same goals. This normally leads to lower costs for clients as well as structures that they can understand and explain to others.

    Paul, with the knowledge and help of his team, currently advises family offices, private individuals as well as corporates on areas including, family governance, generational planning, offshore structuring, private insurance companies as well as managing family disputes and corporate restructuring.

    The culture which has been instilled in my team is one of understanding the clients and getting to know them, for this reason we are always happy to talk to people to understand their needs. This not only assists them, but it allows us to develop our knowledge about the market place and what we need to be looking at to ensure we continue to service and advice our clients appropriately.

Richard Joynt
Executive Director

Richard is a key member of our Family Office practice and specialises in the provision of services for ultra-high net worth families...................

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    He qualified as a Chartered Accountant working in Jersey, Australia and New Zealand prior to founding and managing a high profile, full service single family office for over a decade. During that time Richard also completed his MBA through the Warwick Business School. Richard merged that single family office with Ocorian (previously Bedell Trust) in 2013. Since that time the Ocorian family office practice has grown substantially and now includes a number of ultra-high net worth families of various nationalities with assets held globally.

    He has over 20 years' experience in setting up and managing high value and complex inter-generational wealth structures including Private Trust Companies, Trusts, Foundations and companies as well as being closely involved in his clients worldwide philanthropic affairs.

    Richard also has considerable experience in managing a variety of asset classes particularly private equity, luxury assets including jets and superyachts and other portfolio investments. He also has considerable experience with charitable and philanthropic services.

    Richard and his team were recently awarded an Excellence Award for Multi-Family Office of the year and were short-listed for the STEP multi-family office of the year. He, personally, is acknowledged in the "Honours List" in the "Leading Trustees" category in the 2016 and 2015 Citywealth Leaders List. He speaks at various events on family office matters and regularly contributes to leading publications.

Andrew Mitchell
Global Canopy Programme

Andrew W. Mitchell is the Founder Director of the Global Canopy Programme in Oxford and Senior Adviser to Ecosphere Plus (E+), an impact investment and marketing company specialising in environmental assets.................

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    He is an international thought leader on tropical forests, climate change and natural capital. He is the co-founder of the Natural Capital Finance Alliance, a global coalition of banks, insurers and investors designing tools to manage natural capital risks and opportunities within their portfolios.

Dorinda Wolfe Murray
First Light Trust

Experience in marketing, publishing, gardening, retail and food, does not necessarily make for a founding trustee. However communication, a belief in the human spirit and its extraordinary abilities, does..................

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    As a founding trustee of FirstLight Trust, a charity that rehabilitates Veterans of the Armed Forces and the Emergency Services, Dorinda has used every single skill set (and then some) to challenge some of the pre-conceived ways of ‘doing things’. Practical, observant with a very ‘bad’ sense of humour, Dorinda believes that philanthropy is possibly the most selfish action that anyone can undertake.

Dr. Anton Michallef

UK - Malta

Anton Micallef is an international commercial lawyer with more than three decades of international practice.....................

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    He has advised a host of international companies, funds, banks, airlines and HNWI on cross-border commercial law matters. His experience in corporate and related law issues covers the entire membership of the EU, the Middle East and the major cities within the US particularly on the Eastern Seaboard.

    In 1989 he acted as international law consultant to UK Government Inquiries appointed by the Home Office and then went on to advise Government Ministries & Agencies on international, commercial and community law issues including the drafting of legislation.

    Currently he divides his time between London, Monaco, and Milan. His clients are UHNI and small to medium sized successful companies doing business globally for whom he acts as global general counsel. This role extends from dealing with legal issues, trouble shooting commercial issues, selecting and engaging lawyers, consultants, advisors, even lobbyists and designing strategies to achieve commercial goals or avoid potential legal challenges. He is, like the concierge, a single point of contact for his clients’ matters across a range of jurisdictions.

    Privatisation work, international procurement matters, acquisition of luxury real estate, super yachts, private aircraft, nationality / residency within investment programmes worldwide and effective fiscal corporate structuring are niche areas which feature frequently in the course of his international practice. He has held various executive directorships in several jurisdictions across three continents and currently sits on the board of significantly capitalised companies.

    Anton Micallef holds two doctorates in law, one from the University of Malta (LL.D., 1984) and the other from the University of London (LSE – Ph.D., 1991). For more than two decades he has held the position of Senior Lecturer in International Law at the Law Faculty of the University of Malta.

    He is a member of the American Society of International Law, of the RAC Club, George and the National Gallery in, London. Dr Micallef is fluent in Italian and has lectured and gave speeches on a whole range of legal subjects throughout Europe.

Shelley von Strunckel

Spiritual Teacher and Astrologer

Shelley von Strunckel is a voice of authority and reason the often confusing fields of Spirituality and Astrology. She works with private and business clients, individually and in strategic groups. .....................

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    In this process, she combines the practical experience provided by her merchandising background with her own profound insights to define, address, and devise methods for dealing with the unsettling, yet ultimately productive, changes currently reshaping virtually every element of our lives personally, socially, financially, politically and spiritually. She operates on the principle that, while there’s no escaping these changes, with knowledge that experience can be transformed into one that’s rewarding, and in every way.

    The astrology columns for which she’s best known to the wider public appear worldwide, notably in London’s Sunday Times, Evening Standard, in Dubai in the Gulf News, in Hong Kong’s South China Morning Post, and in French and China Vogue.

    For more information, visit her website: Contact: +44 7990 972 129

Craig Kemsley
Partner, Tax
Grant Thornton UK LLP

Craig has advised international families and entrepreneurs for over 30 years and was appointed head of the London Private Client tax practice at Grant Thornton in 2010......................

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    Craig has assisted families establish UK offices, advised on the investment and divestment of supremely valuable assets and has also structured investment clubs between families. Craig’s often deals with cross border and multi-jurisdictional transactions involving families. Assisting non-UK domiciliaries (‘non-doms’) is an area of particular interest to Craig.

    Craig was recently appointed a Fellow Chartered Accountant, he is also a Certified Tax Advisor and sits on the International Wealth Planning committee of a UK family office network. Previously, Craig was a tax partner at Deloitte internationally.

Peter Vermeulen
Chief Financial Officer
National Trust

Peter Vermeulen is the National Trust’s Chief Financial Officer. He started his career in audit and assurance with PricewaterhouseCoopers, after which he worked in the both the banking sector and higher education.......................

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    He left his position as Deputy Vice Chancellor (Finance) at Middlesex University to join the Trust in April 2016. He is a member of the National Trust’s Executive Team and sits on the Historic House Hotels Board. He has overall responsibility for the financial affairs of the charity, IT, procurement and risk and assurance and he acts as the link with the Pension Scheme Trustees.

    He qualified as an accountant in 2002 and is a Fellow of the Institute of Chartered Accountants in England and Wales.

Laura McHale
Head of Philanthropy
National Trust

Laura McHale is the National Trust’s Head of Philanthropy, joining the team in January 2017........................

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    Laura has been a professional fundraiser for over ten years, with a background in medical research and front-line care delivery charities.

    Laura works with individuals and charitable trusts and foundations who wish to make a philanthropic gift to the National Trust.

Fiona Hughes
Business Development Manager
The Royal Mint

Fiona is the Business Development Manager for the Precious Metals Financial services Team within The Royal Mint.........................

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    She has been working within the Financial Services industry as a BDM for over 20 years providing knowledge to Financial Advisers and Intermediaries.

    She joined The Mint in February 2016 to launch the Bullion Financial Services proposition.

Mark Needham
Bargate Murray

Ranked as a “leader in the fieldʼ of Superyacht law – Chambers & Partners High Net Worth Guide 2017.........................

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    ”Superyacht Lawyer of the Year 2017” – The Lawyer International
    • “One of the Six Biggest Names in Superyacht Law” – Superyacht Content
    • Experienced advisor to a number of high profile UHNW individuals and Family Offices
    • Acted on superyacht deals with a cumulative value in excess of EUR 1bn including a single build project with a value in excess of EUR 400m
    • Ambassador to Over Yonder Cay and the Bosarge Family Office - 72 Acre Private Island
    • Granted rights of audience before the Supreme Court of England and Wales (rights held by less than 5% of all solicitors)
    • LLB Law (Hons) – Lancaster University
    • Member of Royal Thames Yacht Club

Franc Jansen BSc, MSc, CEng, MiMarEST
Owner and founder

Owner and founder of JMS Ltd, a company specializing in super yacht operations..........................

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    Franc is an outspoken Dutchman and a professional seafarer who builds motorbikes and likes to ride them on the edge. He is also well very known and respected throughout the superyacht industry for his honesty, helpful professionalism and creativity but especially his candour.

    Franc first qualified as a navigational officer and marine engineer in commercial shipping so brings practical seagoing experience in cargo and cruise ships to the superyacht industry. He also has 8 years as a surveyor and technical manager with London-based shipping companies. Managing commercial vessels and new-build projects/refits gave him invaluable experience operating commercially in an industry with some of the tightest financial accountability and unforgiving deadlines in the world. Twelve years ago Franc saw an opportunity to use his talents and commercial discipline in the maturing superyacht industry. As a director of two major yacht management companies he has managed and build some of the largest superyachts yachts in the world.

    As a Class Surveyor he was directly involved with the development of the MCA Large Yacht Code while acting as a liaison to yacht builders across the UK. Representing MYBA Yacht Managers, Franc was also involved with the implementation of the recently ratified ILO MLC2006 regulations into the MCA large yacht code.

    Franc holds a BSc in Maritime Sciences and an MSc in Maintenance and Safety Management but, as an iconoclast, prides himself on finding new and better ways to do things.

Steven Kay QC
Oculus Financial Intelligence

Steven Kay QC is a co-founder of Oculus and serves as the Chairman of the company.........................

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    Steven is Head of Chambers at 9 Bedford Row (9BR – and also leads 9 Bedford Row International (9BRi – He is a leading international criminal lawyer with a global reputation who has been in many of the landmark cases that have established modern international criminal law. Steven was called to the bar of England and Wales in 1977 and was appointed Queen’s Counsel in 1997. He has been in many of the high profile international trials in The Hague that have shaped international criminal law in the last 20 years: including OTP v Dusko Tadic; OTP v Alfred Musema; OTP v Slobodan Milosevic; OTP v Ivan Cermak; OTP v President of Kenya, Uhuru Kenyatta. He has also advised Heads of State, governments and significantly important individuals upon strategies to deal with the complex legal, evidential and political challenges that they have faced not only in litigation, but also in their responses to opponents. Steven’s practice has involved him leading teams in large international investigations that have produced significant evidence to change the previously predicted outcome of a case and altered the internationally accepted narrative of affairs.

    Steven’s practice has now developed beyond litigation to include the provision of wider services within the scope of international criminal law and politics. He has received commissions to analyse and report upon situations and problems faced by states as well as to advise and implement reforms to their criminal justice systems. Other clients have hired him for human rights cases, to challenge Interpol arrest warrants or sanction listings and to seek compensation for the wrongful seizure of assets. He recently developed with David Hammond, the universal test for self-defence at sea that could be applied by security firms in the protection of merchant vessels against acts of piracy that has been granted an ISO. He is co-chair of the IBA War Crimes Committee 2012 – 2016, a founder member of the ICLB (, a founder member of the European Criminal Bar Association and ranked as a leading practitioner at the UK bar.

    Steven’s track record of his ability to successfully deal with large international cases and complex political and financial problems brings to Oculus a resource of proven quality for the service of our clients as well as the essential experience required to take responsibility for Oculus’s legal oversight.

Are you a Principal or Family Office*? We are delighted to welcome you and offer you privileged free admission! Simply contact
Are you a genuine partner of, or solution provider to Principals or Family Offices? Simply register online here.


*  Our definition of a genuine Principal or Family Office is at least 100m GBP in assets (usually much more), these assets are from only one or a few families / wealth owners and the Family Office is working for one or a few (not as a solution provider to many 3rd parties).