We are currently busy working on the 2019 forum programme; should you wish to be involved in a prestigious speaking capacity, please let us know at speaker@prestelandpartner.com.

Should you be interested in becoming one of our few thought leading forum sponsors and showcase your expertise with a sophisticated content-based approach, contact us at office@prestelandpartner.com

See the 2019 Draft Agenda Here

2 - 3 October 2018: 129 Family Offices met, see the report here.
3 - 4 October 2017: 149 Family Offices met, see the report here.
4 - 5 October 2016: 138 Family Offices met; see the report here.
15 - 16 September 2015: 142 Family Offices met; see the report here.
11 - 12 October 2014: 102 Family Offices met; see the report here.

See the 2019 Forum Speakers below:

Jonathan Warburton
Chairman
Warburtons

Jonathan Warburton has held the position of Chairman of the family business for eleven years............

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Overseeing the company’s transition into a national brand. During his time as Chairman, the business has seen growth of over 60%.To a turnover in excess of £500m, with the number of bakery and distribution sites growing by over 40%.

Beginning his career outside of Warburtons, Jonathan spent time gaining knowledge of the baking industry, as well as sales and marketing experience during his time with Unilever.

Joining Warburtons at the age of 23, he progressed from National Account Manager to Sales Director and then Marketing Director – overseeing the development of Warburtons iconic TV ad campaign featuring members of the Warburton family.

As a fifth generation Warburton, Jonathan – along with cousins Brett and Ross – assumed control of the business in 1991, following the retirement of their fathers.

In the decade that followed, Jonathan held the role of joint Managing Director/Commercial Director, laying out the three cousins’ strategy to take the family business from a Northern brand to a truly national one and setting out their vision to become: Britain’s Favourite Baker.

Jonathan was elected Chairman in 2001 and is the seventh person in the history of Warburtons to hold the position.

Outside of the business, Jonathan is a keen sportsman, skiing enthusiastically and playing golf hopefully! However, his main enjoyment is standing on the touchline cheering for his children. Married to Kim, Jonathan is the very proud father of the next generation of Warburtons – Charlotte, twins Harry and Jack, Angus.

Selale Zaim Gorton
Next Generation Member
Inci Holding

Selale Zaim Gorton is a member of the Board of Directors of Inci Holding, Maxion Jantas and Maxion Inci............

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Selale is also the Founding Chairman of Inci Family Office and the Head of Investment Committee for Vinci Venture Capital. Selale previously has worked with Garanti Securities Private Equity in establishment of two separate funds with sizes US$100 million and US$400 million, the latter being a joint investment initiative with Cerberus Capital Partners. Her former financial experience includes world’s largest wheel producer Hayes Lemmerz (now Maxion Wheels), and private equity fund Towerview Capital.

Selale has a BSE in Industrial and Operations Engineering from the University of Michigan, Ann Arbor and an MBA from UCLA Anderson. She has attended Private Wealth Management program at Wharton Executive Education in 2014, passed Level 1 CFA Exam in December 2010, has Turkish Capital Markets Advanced Level certificate and is a certified Six Sigma Black Belt.

Tue Nyboe Andersen
Co-Founder and Managing Partner
Kukula Capital

Tue is the co-founder and Managing Partner of Kukula Capital; Zambia’s first venture capital firm, focused on impact investments and real estate...............

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Her background is in quantitative finance at Bocconi University. She has worked for PIMCO, Allianz Global Investors and is specialized in italian distressed deals.

Tue and his team have raised capital and invested on behalf of DFID, the IFU and high net worth individuals; with an interest in the development of Africa. To date, Kukula has been involved in transactions totalling more than $25m which have resulted in more than 1000 jobs being created. Tue’s investment experience covers a wide range of sectors including agriculture, technology, financial services and real estate. Within real estate, his focus has been on setting new standards in environmentally friendly developments.

Tue is 35 years old and grew up in Denmark. In 2009 he graduated from the University of Copenhagen with a Masters in Economics after which he relocated to Zambia to set up Kukula. He is married to Angelika, a Zambian entrepreneur and real estate developer and together they have two children, Erik Kapinda and Lea Malita.

James Stewart MCIArb
Partner
Penningtons Manches LLP

Chambers High Net Worth ‘Family Lawyer of the Year’ and co-head of Private Wealth at Penningtons Manches..............

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Spear’s Magazine describes James Stewart as ’one of the most visible faces in UK family law’ and, in the words of a leading QC, ‘James is undoubtedly one of the leaders in family law globally”.

James’ practice focuses on high net worth financial cases. He has become the family lawyer of choice for family offices, trustees and other third parties who find themselves embroiled in English divorce proceedings. He has successfully acted in many leading family law cases including Clibbery v Allan [2002], to date the only family case to go to the Court of Appeal on the issue of privacy and press reporting. He is a former Times ‘Lawyer of the Week’ following what was the first case in British legal history where a judge was persuaded to refer a family law dispute to a religious court. He recently acted for a Middle Eastern family office in the reported case of NN v AS & Ors (Part III MFPA: financial remedies: family wealth: joinder of third parties) [2018] and succeeded in asserting the family’s beneficial ownership of a number of London properties and a yacht, the legal titles of which in the name of the husband and which were under attack.

A recognised expert in marital agreements and family governance, James is a Fellow of the International Academy of Family Lawyers (IAFL), General Editor of the definitive publication on the field of comparative international family law, Family Law: A Global Guide (Thomson Reuters, 4th Ed 2018) and one of a small group of leading family lawyers, QCs and senior judges who serve on the family law consultation board of Practical Law.

James chairs the Annual Legal Dinner which has become one of the leading social events in London’s legal calendar and which raises funds for the leading peace building charity, Co-operation Ireland.

Doris Sommavilla
Principal
Union Hotels Canazei and Sommavilla Costruzioni

Doris is third generation family member of hotels and residential development business. ..............

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Her background is in quantitative finance at Bocconi University. She has worked for PIMCO, Allianz Global Investors and is specialized in italian distressed deals.

She is part of an Italian family which has invested since 3 generations its wealth mainly in its Hospitality (8 hotels in the Dolomites), entertainment (8 clubs, 5 restaurants and conference rooms) and residential projects in Italy and Romania (development of 2000 residential units/ GDV 100mln). Within her family, she is responsible for sourcing single name NPLs backed by hotels in distress and for structuring and implementing their turnaround (operative/ financial). At the moment she is working on two NPL hotel deals backed by two hotels in a prime location in the Dolomites to be added to her portfolio.

In her previous role as Chief Restructuring Officer, Doris joined the Board of Directors of distressed businesses to support other family’s business recovery during special situations (succession, litigation, liquidity crises) . Working 7 years for a restructuring advisor appointed by multiple Italian banks, Doris has been referred to multiple family hotel businesses in Italy to help with their turnaround often originated from succession matters, litigation or illiquidity issues.

Doris experience at PIMCO and Allianz Global Investors include developing financial models for Portfolio Managers at and delivering performance attribution analysis for institutional investors investing in high yield and more in general fixed income mandates. She has also been a key player in the acquisition of new mandates from institutional investors (mainly pension funds, foundations, endowments and insurance companies).

Her qualifications include: Master in Family Office, Master of Science in Quantitative Finance at Bocconi University, CAIA qualification, CISI Capital market qualification, IMC qualification and RDR qualification. Doris is a first time pass in all CFA levels (L1 Dec 15, L2 Jun 2016, L3 Jun 2017). She is fluent in English, Italian and Has a good level of german.

Ethan Koh
Entrepreneur
4th Generation Member

London based Ethan Koh is the only international designer in the couture leather business..............

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.... with a unique Asian heritage where east meets west. He is the fourth generation artisan of an exotic skin family business that traces back to the early 1900s, since his great grandfather's arrival in Singapore. Ethan started out at his family's specialist tannery, where he worked with the exotic leather teams for Hermès and Louis Vuitton. In 2018 he was the only young designer to have done an exclusive collaboration with Christie’s to debut his collection with The Ritz Paris with a special collection inspired by the summer blooms of the gardens during Paris Couture Week.

Ethan's intention is to combine the modern voice of luxury with its classic elegance, where authenticity, heritage, craftsmanship and personal touch have been long forgotten with the emergence of as mass-produced luxury and general hype.

Within a short span of eight years, since his studies at London College of Fashion and Central Saint Martins, Ethan has grown the couture house into an international business with remarkable projects with creative visionary Juan Pablo Molyneux for the world’s first ’Space of Dreams’ featuring the world patented ’trapdoor’ on his bags. Currently boasting a loyal couture clientele worldwide, he still manages to keep production limited with his bespoke service at his private salons. Ethan K creations are exclusively stocked in Harrods in London, Galeries Lafayette in Paris and TSUM in Moscow. Today, his exquisite pieces, inspired by the English countryside, Asian-spice influenced colours and precious stone wildlife clasps which he pioneered, have captured the hearts of many discreet luxury connoisseurs, royalty and art collectors.

Dominik von Eynern
Partner
Blu Family Office

Dominik has more than 18 years of experience in financial derivatives, principal investment and business development............

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He comes from a business family now in the 5th generation. 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).

Rupert Boswall
Chairman/Senior Partner
RPC

Rupert Boswall is the Chairman/Senior Partner of RPC, an international commercial law firm which works closely with Family Offices and UHNWs.................

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....on direct investment M&A mandates. resisting tax challenges from government revenue services and resolving disputes. 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.

Kenneth Winther
Family Principal
Moonwalk

Kenneth is a London-based Norwegian serial entrepreneur with exit experience and a leading authority on innovation and impact ventures...............

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His family champions a new way to develop, finance and grow startups as the most efficacious way to solve the big challenges of our time.

For 15 years, Kenneth developed the next growth ventures for big corporates, advised politicians on innovation strategy, and built R&D and Entrepreneur programmes for the Norwegian Government. He was repeat government appointed Strategy Review Auditor for Statkraft and Statoil and earned professional awards across technology, advertising, media, oil & gas, and professional services with several national TV and news appearances. He was named the 'most innovative person in Norway' by Google.

The Winther family established the Innovatorium Foundation, where it pioneered Scandinavian innovation and entrepreneurship in learning partnerships with global brands like Ferrari, Credit-Suisse, Banco Santander, and Real Madrid, training 1,500 Scandinavian executives and managers on innovation for impact.

The family now disrupts the approach of innovation, entrepreneurship and venture with the family owned award-winning and university endorsed impact venture system: Moonwalk. Moonwalk turns Epic Challenges of our time into Stellar Startups to transform 1 Billion Lives and create Superior Wealth, with 'Norway beyond oil' as its first challenge programme. A proprietary deal-flow of 5 growth companies and 13 seed stage startups are active on three continents.

Kenneth and his family moved from Oslo to London in 2018 to grow the impact ventures and expand Moonwalk operation from a London HQ.

Herman Winther
Next-Gen
Moonwalk

Herman is a trainee with the family business Moonwalk, an Impact Venture Builder................

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He now works on conceptualising and documenting impact across 17 companies.

Herman has since the age of 14 participated in Moonwalk programmes, turning big challenges of our time into viable growth companies: He has provided Sub-Saharan Africa with off-grid electricity; freed women and children from everyday water collection; developed sustainable aquaculture; turned human waste into valuable resource; and reinvented learning and democratised health in various companies.

Herman graduated with honours from the Greener Earth Programme of the United States’ top boarding school, Phillips Exeter Academy.

He graduated top of class in Social Studies with special Headmaster commendation from Oslo Private High, the #1 ranked secondary school in Norway.

Based on own initiative and application and a WISC-test, he was allowed to skip 9th year of education and finished his mandatory education at the age of 17. Herman has been a student representative for Factory of Change, a Norwegian non-profit working for the improved wellbeing of children and youths in education and child services; he has participated in Polytechnic Society’s debate school; and is a brown belt in Shotokan Karate.

Herman recently finished is debut fiction novel, a coming-of-age story with themes of growing up and accepting responsibility over one’s own fate. He plays the guitar and lives in London with his family.

Ibrahim AlHusseini
Founder
FullCycle

Ibrahim AlHusseini is a renowned venture capitalist, sustainability-focused entrepreneur and philanthropist..............

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..... with more than 25 years of experience in operations, sales and finance. He’s dedicated much of his career to helping angel investors find clean technology and natural resource related investments in an effort to advance social change around the globe, while producing significant returns for investors. As founder of FullCycle, Ibrahim is focused on reversing the effects of climate change by accelerating the deployment of climate-restoring technologies.

Through this work, Ibrahim has developed an unparalleled network of industry leaders, investors, and entrepreneurs across the sustainability space. He has raised half a billion dollars of capital to back dozens of companies, and was an early investor in Tesla Motors, Infenera, Bloom Energy, and Proteus Energy, as well as well as Aspiration Inc., WePower, Cadence Health, Cornerstone Capital, and CleanChoice Energy, among others.

Throughout his career, Ibrahim has started and sold numerous businesses. He is the founder and managing partner of The Husseini Group LLC, a firm dedicated to facilitating, financing, and guiding ventures that embrace social enhancement and ecological sustainability. Additionally, he co-founded Natural Solutions Inc., a pioneer in the field of marketing of natural industrial cleaning products, PakIT Inc., a leading designer, developer, and supplier of cellulose fiber molding equipment to the packaging industry, Meca Communications, a company that designed and implemented private-label instant messaging strategies, and EcoPerks, a startup with a loyalty program for environmentally conscious consumers, among others.

Raised in Saudi Arabia by parents who are Palestinian refugees, Ibrahim moved to the United States for college in the early 1990’s, graduating from the University of Washington, where he launched his first multi-million-dollar business out of his dorm room. Ibrahim currently sits on the boards of more than half a dozen organizations that focus on the positive development of our environment and humanity, including The Culture Project and The Global Partnership for Women and Girls.

Prof. Dr. Andreas Heinecke
CEO and Founder
Dialogue Social Enterprise GmbH

Andreas Heinecke is a serial social entrepreneur for more than 30 years. He pursues his mission to mitigate social gaps and foster empathy through exhibition.............

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The most popular one is Dialogue in the Dark, an exhibition where blind people lead the audience in small groups through a set of real-life scenarios in total darkness. His company Dialogue Social Enterprise operates globally and reach out to 800.000 people annually. For his achievements in terms of social innovation and entrepreneurship he became the first Ashoka Fellow in Western Europe and a Global Fellow of the World Economic Forum.

Andreas is a recipient of various international awards, holds a PhD in philosophy and is a honorary professor of social business at the European Business School in Germany.

Dr. Catherine Waldrop, MD
Chief Scientific Officer
CI Investments

Dr. Waldrop has significant experience across many facets of the family office world...............

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She currently invests primarily in medically-related opportunities for her own family office, and advises for other private wealth entities on healthcare capital deployment. In addition to leading her one-to-one business and personal performance design company, Dr. Waldrop is a research-oriented physician with a background in cardiovascular diagnostics, neuropsychiatry, aesthetics, wellness and motivational design psychology.

She is a graduate of Brown University, Columbia University and the University of Virginia Medical School. Dr. Waldrop splits her time between New York, London, and Latin America.

Gordon Grant Curtis
CIO
CI Investments

Mr. Curtis is the Executive Director and Chief Investment Officer for CI Investments, a Single-Family Office in Ticino, Switzerland................

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He has served in such capacities since 2003. During Mr. Curtis' tenure at CI, assets have grown significantly, into the multi-billion Euros of Holdings.

The Family Office has wealth roots dating back many years. It has prospered from private holdings as well as market driven activities. The Family has been an early pioneer in energy technology, medicine, material sciences and proprietary financial venues. Of specific interest are strategies in technological advancements related to socially responsible enterprises.

Prior to Mr. Curtis’ affiliation with the CI Investments, SFO Family Office, he has had vast experience with the public markets and private banking world since 1978. He has consummated transactions across the globe including venues related to: energy, real estate, mining, healthcare, media, transportation, engineering, lighting, marine, industrial components, software development, communications, banking and finance.

As a keynote speaker, panelist and moderator, Mr. Curtis has years of experience in addressing many types audiences, particularly for Family Office, Finance, Pension and Retirement Systems. He has also attended, critiqued and presented in many academic settings for young Entrepreneurs including Stanford, NYU, Pepperdine, UGA and Harvard.

Having founded, bought, sold or finance interests in over 100 Companies, Mr. Curtis understands the risks, rewards and lessons spanning from almost 4 decades of business experience through various economic climates. During the Regan years, Mr. Curtis participated in multiple events for young entrepreneurs at the White House as well as had a personal audience with Indira Gandhi.

Mr. Curtis places high regard on the accumulation and dissemination of knowledge. He has attended and received professional schooling achievements, certificates, awards and degrees from 17 different academic institutions including some of the world’s top recognized universities and colleges.

Blane Queripel BSc (Hons) TEP
Client Director
PraxisIFM Trust Ltd

Educated in Guernsey, Blane began his career in 2004 with the States of Guernsey Income Tax Authority where he worked as a Collections Officer.............

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In 2007 he joined PraxisIFM as a Trust Administrator responsible for a diverse portfolio of complex trust and company structures, primarily focused on real estate, for high net worth individuals.

He qualified as a full member of the Society for Trust and Estate Practitioners in 2012 and gained a degree in Management with Trust and Estates from the University of Manchester in 2015. Blane is also a member of the Institute of Leadership and Management.

In his spare time he is a keen sportsman and has represented Guernsey in several sports, most notably cricket playing in World and European ICC Tournaments and representing Europe’s Academy in Singapore and Mumbai.

Angeline Francis Khoo
CEO and Founder
Rosie On Fire

Angeline Francis Khoo is the CEO and Founder of Rosie On Fire, which was founded in 2015..............

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She is responsible for driving global company growth, formation of new commercial partnerships and leading international marketing initiatives. Angeline plays a central role driving the Rosie On Fire mission, which is to enrich the lives of all its company stakeholders, from its customers, to core team to marginalised communities which she integrates into her business. She sets ambitious internal and external targets – shown by her vision to employ a 20% non-neurotypical workforce and recently closing a deal to supply to a significant number of top resorts and boutiques in the Maldives.

Prior to setting up Rosie On Fire, Angeline gained extensive fashion industry experience whilst working within her family owned business, Laura Ashley, as well as exposure within the other international retail sectors of her family owned holding company.

Angeline has both a BA in Law and Masters of Science, the latter from the University of Oxford. She will discuss the benefits and potential difficulties of building a company that is designed to harness the untapped potential of a non-neurotypical staff by giving them responsibility, not handouts.

Mark Borkowski
Founder
Borkowski

Mark Borkowski is an acclaimed PR specialist, writer and industry commentator..............

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He has been leading the British marketing and communications industry for more than 30 years with his agency, Borkowski. Supported by his team of media and culture professionals, Mark has successfully positioned, established, consolidated and managed a breath-taking range of major product and entertainment brands and earned international recognition as a thought leader and innovator

PR Week ranked him alongside Alastair Campbell and Lord Bell in their list of the 25 most influential figures in the industry.

Toby Ruckert
Founder & CEO
UIB.ai

A serial entrepreneur and multi award winning inventor of AI related technologies (over 19 patent applications)..............

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Toby is a worldwide leader in AI, IoT and Digital Transformation. Born and grown up in Germany and having lived on an island in New Zealand for over a decade before becoming a digital nomad, Toby is now based out of Singapore. His goal is to empower people to regain control of their digital lives by creating solutions that help to realize the importance of our attention and manage it with awareness to shape our destiny consciously.

David Clare
Partner
Barnett Waddingham LLP

David joined Barnett Waddingham as a Partner in their Investment Consulting practice in 2012..............

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Prior to this, he had spent most of his career at HSBC Actuaries and Consultants having first qualified as an Actuary and then established the investment consultancy practice in 1992, which he ran until joining Barnett Waddingham.

He has significant experience of advising trustees of both defined benefit and defined contribution pension schemes but more importantly having been around for many years he has seen at first hand the many changes in the investment industry. He has particular experience in designing and running high governance investment committees and promoting the use of investment beliefs to establish a framework to monitor performance. Having always been on the advisory consultancy side he has worked with a large range of clients and has a wealth of knowledge.

He is a strong advocate of bespoke solutions in which you first understand the issue and then you find the solution that fits. His working mantra is to be a catalyst for informed debate. He is keen to cut through jargon and particularly interested in behavioural reactions to events.

David is also a council member of AIMSE Europe and a member of the Fiduciary Management Performance Standard working party. He has also given expert evidence at court on investment-related matters.

Dooma Wendschuh
Co-founder, CEO
Province Brands of Canada

Dooma Wendschuh is the co-founder and CEO of Province Brands of Canada..............

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.....the Canadian company developing the world’s first fermented beverage from the cannabis plant and a suite of premium, non-alcoholic yet intoxicating cannabis-powered beverages. He is a public speaker and leading voice in the burgeoning cannabis industry, as well as an advocate for quality cannabinoid-derived products as safer, healthier alternatives to alcohol, tobacco, caffeine and psychoactives.

Dooma previously co-founded a successful Colorado-based cannabinoid research and consumer product company, and before entering the cannabis industry was co-founder and co-CEO of Sekretagent Productions Inc., best known for its role in developing and launching the wildly popular ASSASSIN’S CREED franchise.

Aaron Mullins
Director
PraxisIFM Trust Ltd

Born and educated in Guernsey, Aaron began his career in the fiduciary services industry in 1997 and joined PraxisIFM in 2018.............

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He is responsible for a selection of fiduciary clients as well as developing new business. Aaron previously spent 18 years working with two bank-owned trust businesses, the majority of which was at Deutsche Bank where he spent a total of 16 years located in both Guernsey and Singapore. During his tenure at Deutsche Bank, Aaron held a number of senior positions including responsibility for the Latin American fiduciary services business and most latterly, overall responsibility for fiduciary services in the Asia Pacific region excl. Japan.

Prior to joining PraxisIFM, Aaron spent three years as Managing Director of one of the largest independent fiduciary services firms in Singapore before opting to end his seven years in Asia by relocating with his family back to Guernsey in early 2018.

Aaron is an Associate of the Institute of Chartered Secretaries and Administrators and a full member of the Society for Trust and Estate Practitioners.

In his spare time Aaron enjoys playing golf, tennis and running.

Brian Thompson
Next-Gen Head
Musgrave Family
Education Committee

Based in the Scottish Borders, Brian is Chairman of his Family Education Committee................

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It is a sixth-generation family owned International Food Distributor. The committee is responsible for educating the family and nurturing younger family members as they become part of the next generation and to help the transition out of active participation for the older generation.

Brian is also an ICF registered life coach and Veritage trained family business coach. Through his firm Ducere Advisory Brian helps other family businesses to develop programs to maintain successful family cohesion for generations to come.

Dr. Ronit Meshie Mai Lami

Dr. Lami Consultancy

Dr. Roni(t) Meshie Mai Lami is an internationally renowned expert on the psychology of money, success and relationships..............

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....Dr. Lami works with families in business and affluent individuals and families across generations. Over the years she has worked with clients from different parts of the world, focusing on finding solutions to non-fiscal aspects of wealth. Dr. Lami facilitates, educates, advises and coaches clients, helping them to develop a deeper understanding of their mind-set and the impact emotions have on matters relating to wealth, relationships, parenting, family history, planning and other processes.

Dr. Lami is widely recognized as one of the most insightful voices on personal and professional development. Her clients regard her as having profound insight and wisdom that is beyond textbook knowledge: she is intuitively gifted at understanding people and their inner workings. For over 18 years she has been helping individuals, couples and families resolve challenges created by their financial status and better understand their relationship with money and wealth. In her work, Dr. Lami guides her clients to understand themselves better, find solutions to their challenges and inspires them to take action.

Her clients call her a “Heart and Mind Alchemist” because of her ability to perceive beyond what is on the surface. Dr. Lami sees her clients’ greatness and empowers them to create positive, long-term change. Unlocking inner dynamics, Dr. Lami provides her clients with insights, tools and techniques to help them break through limitations and overcome obstacles that stand in the way of accomplishing their goals.

Elizabeth Bagger
Next Gen
AVS Danmark

Elizabeth is a passionate advocate for family businesses and the Director General of the UK based Institute for Family Business (IFB)..............

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A membership organisation she’s been proud to serve for a decade. The IFB works to support and promote the UK family business community by providing members with unique learning and networking opportunities and by lobbying Government as the UK’s voice for family business.

Prior to joining the IFB, Elizabeth worked in international corporate governance and spent almost a decade working for her own family business where she now serves as an NED.

She is a Veritage trained family business coach, holds a certificate in family business advising from the Family Firm Institute in Boston, MA and is an accredited facilitator from the Oasis School of Human Relations in the UK.

Daniela Herrmann
Chairman & Founder
Topan AG

Topan was founded in 2011 (www.topan.ch) and has a multi year team expertise in investment banking and strategic and financial services...............

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Based on the mission to moving capital in the right direction Topan has developed innovative methodologies for developing Economic Ecological and Ethical values (Triple-E) where deal design aims to best match capital solutions that help to scale businesses. The clients of Topan vary from institutional investors to businesses and single investment vehicles. All are interested in creating substantial financial returns (Economic Values) while developing Ecological and Ethical values which a a new “Value/Risk perspective”. The global outreach Topan has achieved with its presences throughout the world and the appreciation on highly prestigious levels have helped Topan succeed over the years in the sectors Forestry, Energy, Food, Ecosystem Services, Water, Healthcare and Education contributing to the global change while “Making $$$ and Sense”.

Daniela is the founder of Topan and held prior to the foundation of Topan an executive role with a leading asset manager positioned in the Social Responsible Investment („SRI“) universe working in alignment with ESG. She has over 26 years international experience in several partner roles and executive directorships in commodity trading, investment banking and consulting, corporate finance, institutional client relations, management coaching and human resources management. She held a board seat of an affiliate of a globally leading provider of green investment expertise and climate neutral & water services and was the chairman of a charitable trust. Daniela holds a bachelor’s degree in Economics from the University of St. Gallen and an MBA from the University of Zurich and is a certified management coach.

She brings to the consortium a wealth of experience in investment selection, investment guidance as well as scaling businesses on a global level with different methods of deal designing and best matching with capital solutions. She and her teams help to manage the complexity of challenges from the investor perspective and from the business perspective to scale. Her innovative thinking never focuses on the verticals of financial structuring but always on the horizontals to open all pathways to success. She was a finalist at the Enterprising Women of the Year Awards in 2014 and is a certified member of UnitedSucces the worldwide network of woman business owners. Daniela has held a number of speeches and moderated conferences in the global sustainability space. She is fluent in Swiss-German, German, English, Spanish and proficient in French and Italian.

Nasser AlShawaf
CEO
Rassmal Investments

Nasser Alshawaf has been active in establishing businesses in Saudi Arabia, UAE and the United Kingdom including construction..............

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andfinancial services, integrated technologies & communication and real estate. In Saudi Arabia he is currently leading the business expansion plans of Al Bawani, a multi-billion Saudi construction company, including the key initiative on diversification into the water & power sector and managed technology services. The group employs more than 10,000 people in Saudi. In the UK he is leading the development of a high end prime residential project called Regent’s Crescent as well as a mixed-use development in two high-rise towers designed by Zaha Hadid in Vauxhall on River Thames.

Joel Lou
Co-Founder
BCV

Joel is a Co-Founder of BCV and serves as its Operating Partner based in Singapore. He was formerly the CEO of JustCommodity Software Solutions..............

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The leading commodities trading and risk management software solutions provider in the agricultural commodity space in Asia. Under his leadership, JustCommodity has won numerous awards including Singapore Enterprise 50, Deloitte Technology Fast 500, “Best tech company to work for” in Singapore and the Red Herring Global 100 Award. Joel was a member of the Executive Leadership of Allegro Development till June 2017. He is also a Director of Charleston Holdings, a family investment group headquartered in Singapore.

Joel was conferred the “Most Promising Entrepreneur of the Year” by APEA in 2011, the “Young Professional of the Year” in the IT leader awards in 2012 and conferred “Ten outstanding young persons – TOYP” by Junior Chamber International in 2016. Joel is active in the Singapore tech community and have served as an Executive committee member for the Singapore Enterprise Chapter at the Singapore Infocomm Technology Federation. He currently serves as an Advisory council member of the Singapore Management University's International Trading Institute, and is a Charter Member and Board Member of TiE Singapore. Joel has contributed as an adjunct lecturer for the International Trading Institute at the Singapore Management University since 2013. He received a Master’s of Business Administration from Imperial College London.

Feisal Alibhai
Founder and CEO
Qineticare

Feisal Alibhai, is the founder and CEO of Qineticare, the world ’s first ‘family health office’, basedin Hong Kong...............

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At the peak of his entrepreneurial success at age 35, while employing more than 10,000 people in 15 countries.

He was diagnosed with stage 3 cancer. Coming within an inch of his life, he recognized that to recover, remain in remission, and thrive, he needed to immerse himself in a multidimensional approach to health.

This experience taught him that, irrespective of education and wealth, unexpected health issues are rarely handled well. For the past 12 years, Feisal has enjoyed a state of wellbeing beyond anything he experienced in the past—a quality of life we all deserve. Initially set up to service Feisal’s immediate and extended families, Qineticare is now a multi-family health office servicing families around the world. Feisal was born in DRC, raised in Belgium, finished schooling in Canada, and graduated from the Wharton School.

Dhruv Ghulati
CEO and co-founder
Factmata

Dhruv Ghulati is CEO and co-founder of Factmata, an startup developing expert-driven artificial intelligence algorithms to reduce online misinformation..............

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....and promote a quality media ecosystem. Having started his career in the financial markets at Merrill Lynch, Dhruv transitioned into the technology sector, focusing on data. He was the first data product manager at web scraping startup import.io, and later built machine intelligence startups at Entrepreneur First and Techstars London.

Dhruv co-founder Factmata with two of his professors, after leaving industry to study machine learning at University College London and writing an award-winning thesis on automated fact checking using natural language processing. After receiving funding from Google to take his project forward, Dhruv cold-emailed investors like Mark Cuban and Biz Stone (founder of Twitter), persuading them to invest in Factmata and support its efforts to alter how online content is ranked and promoted online.

A Forbes 30 Under 30 leader in technology for Europe, Dhruv has spoken at the United Nations, UNESCO, European Parliament, Web Summit, The Next Web and Founders Forum, and manages a team of 15 engineers and product managers. Dhruv holds a 1st Class MSc in Computer Science from University College London, and a 1st Class BSc in Economics from the LSE.

Bilal Zein

COO

In 2001 Bilal set up Quanon Capital Ltd (Single Family Office)................

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Since, Bilal is responsible for providing services including investment strategy, opportunity sourcing, deal closing (M&A), on-going monitoring of investments, Real Estate, Treasury, Tax and corporate structuring, investment & consolidated reporting, Bank and Trustee liaisons as well as Concierge (lifestyle) services

Prior to Quanon, Bilal had 10 years’ experience in the industry up to C level ranging from industrial trading, contracting, commercial, setting up, trouble shouting and turning around businesses.

Bilal holds a Bachelor of Electrical Engineering from the American University of Beirut, an MBA from ESCP, and a Diploma in Company Direction from the IOD London. Bilal Joined the Family Firm Institute and obtained his Advanced Certificate In Family Business Advising and Advanced Certificate In Family Wealth Advising. Bilal has several diplomas and certificates in corporate finance, M&A and Governance from Insead, London Business School and City. Joined STEP in 2018.

Proficient in English, French and Arabic. Bilal enjoys traveling with the family, playing squash and basketball.

Björn von Siemens

Entrepreneur, Investor

Bjoern has over 11 years track-record in investing in- and building successful companies with a focus on technology sectors and healthcare................

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As a member of a leading German industrial technology family, Bjoern combines a passion for applying innovation to transform industries with access to top decision makers.

Since launching caresyntax, Bjoern is responsible for driving sales growth across European, Middle Eastern and Asian regions. His strength is to identify new strategic and tactical approaches to identify and win customers with limited resources. Further, he has successfully structured, negotiated and closed several financing rounds with leading private and institutional debt and equity investors.

Bjoern graduated within the top 3% / 10% of his class from London School of Economics (#7 Accounting & Finance global) and European Business School (#5 business school in Germany).

Cem Dalgic
Founder
Etfen & Co.

Cem Dalgic is leading a multi-family office Etfen & Co. which is focused into technology companies................

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He is a serial entrepreneur and has long year experience as a founding member of a venture capital fund based in London. Cem was also a senior adviser to a German Family Office where he was responsible for the European Tech M&A deals. After that he founded Arcadius Advisors, a tech M&A boutique based in Munich and led the European tech investments and M&A team. For one of the portfolio companies he acted also as an interim CFO of a listed Satellite company based in Hamburg.

Bharath Takulapalli, PhD
Founder & CEO
INanoBio Inc

Bharath Takulapalli is the Founder & CEO of INanoBio, a company pioneering technologies at the confluence of nanotechnology...............

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.....systems biology and machine learning. Bharath founded INanoBio with the ambitious goal of developing advanced nano-biotechnologies for resolving biological complexity, to deliver early stage diagnostics for disease preemption, reduce healthcare expenditures to a fraction of todays, saving trillions of dollars. He defines disease preemption as diagnosing, intervening and curing diseases early on, even before symptoms appear.

What disease-specific biomarkers to detect? how to detect them for early diagnosis and to guide precision medicine? These questions have confounded the scientific community owing to the extraordinary complexity underlying disease biology. Over 15 years Bharath has worked rigorously on developing disruptive nano-biotechnology platforms to answer these questions, resulting in over 30 global patents. He invented nano-sensors to detect extremely small amounts of molecular biomarkers in blood; a novel 3D nanopore-transistor to readout the human genome at 1/10 the cost & time needed today; and proteomic technologies to develop disease-specific biomarkers capable of 99% accuracy diagnosis.

Combining these innovations, INanoBio is currently developing a blood-based high accuracy diagnostic test for lung cancer that obviates need for lung biopsy (company’s first product), in addition to research on biomarkers for other cancers and neurodegenerative diseases. Bharath got his bachelors from IIT Madras India, PhD in nano-electronics from ASU and researched nano-bio technologies for over a decade prior to founding INanoBio.

William Vickers

Will Vickers is the 7th generation from a family business based in the north of England, as well as an internationally exhibiting photographer, musician and archivist. ................

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He is currently working alongside his father (the 6th generation of the family) to undertake a smooth succession plan between them, and to cultivate, establish and evolve the family culture to benefit and serve all stakeholders within the business.

Prof. Dr. Ewan Birney
Director
EMBL’s European Bioinformatics Institute

Ewan Birney is Director of EMBL-EBI with Dr Rolf Apweiler, and runs a small research group...............

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He is also EMBL-EBI's Joint Head of Research, alongside Dr Nick Goldman. Ewan completed his PhD at the Wellcome Sanger Institute with Richard Durbin. In 2000, he became Head of Nucleotide data at EMBL-EBI and in 2012 he took on the role of Associate Director at the institute. He became Director of EMBL-EBI in 2015. Ewan led the analysis of the Human Genome gene set, mouse and chicken genomes and the ENCODE project, focusing on non-coding elements of the human genome. Ewan’s main areas of research include functional genomics, DNA algorithms, statistical methods to analyse genomic information (in particular information associated with individual differences in humans and Medaka fish) and use of images for chromatin structure.

Ewan is a non-executive Director of Genomics England, and a consultant and advisor to a number of companies, including Oxford Nanopore Technologies, Dovetail Genomics and GSK. Ewan was elected an EMBO member in 2012, a Fellow of the Royal Society in 2014 and a Fellow of the Academy of Medical Sciences in 2015.

He has received a number of awards including the 2003 Francis Crick Award from the Royal Society, the 2005 Overton Prize from the International Society for Computational Biology and the 2005 Benjamin Franklin Award for contributions in Open Source Bioinformatics. On December 29, Ewan Birney was made a Commander of the British Empire (CBE) as part of the Queen’s New Year’s Honours List for 2019. Ewan received the honour in recognition of his services to computational genomics and leadership across the life sciences.

Hugo Jenney
Partner
Stephenson Harwood LLP

Heading the firm's tax team for the last 15 years, Hugo is a corporate tax lawyer who now spends most of his time advising high net worth families.............

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.......on their estate and group structuring and transactional tax. He has significant expertise in offshore corporate, funds and trust planning, foreign domiciliary taxation, tax-based structured finance, tax disputes and litigation, real estate and M&A transactions. Many of his clients are from the real estate, shipping, rail and aircraft sectors. As well as all corporate and personal taxes he also covers VAT and stamp duties and is a member of the Law Society Stamp Duty Committee and the VAT Practitioners Group. He also has a French law degree.

He has been recommended in The Legal 500 and Chambers UK for over 15 years.
"Described as a "fantastic tax partner" by impressed sources."
Chambers UK 2019

Emily Osborne
Partner
Stephenson Harwood LLP

An experienced private wealth advisor, Emily provides international tax and private wealth advice to families and trustees of family trusts on a variety of issues.............

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..... including moving to the UK, the use of wealth preservation structures such as offshore trusts, foundations and companies; the ownership of UK residential property and tax disclosures and the reporting of beneficial ownership under the various global initiatives.

She advises clients on the law of domicile and residency, including ensuring the availability of tax efficient sources of funds to draw on after becoming UK residents.

Emily is an expert on international pension schemes and other remuneration structures and advises on IPPs, EFRBS, QROPS and QNUPS, acting for both scheme trustees and their members.

"Very much in demand. She is extremely knowledgeable and provides succinct advice. She is an excellent choice for extremely complex cross-border matters."
The Legal 500 UK 2019

Nancy Chien
Partner
Bedell Cristin Jersey Partnership

Nancy has extensive experience in a wide range of offshore matters in both the private client area as well as the corporate sphere. .............

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She is qualified in four jurisdictions (Jersey, UK, BVI and New Zealand) which enables her to provide advice which is global and holistic, being what international families are looking for in an advisor. Nancy advises ultra-high net worth families, family offices and intermediaries on all aspects of private client structuring including the use of trusts and foundations, as well as related corporate law issues (including where such vehicles are used for philanthropic purposes). She has considerable experience with high value and complex structures which enable the clients to retain a degree of control over their family assets and achieve effective succession planning. Her international experience stands her apart from other advisors in her field and her clients benefit tremendously from her depth and breadth of experience.

She works very closely with clients to understand their business and family objectives in order that she can provide advice which suits the specific needs of her clients as well as assisting them to identify issues on the horizon which might be relevant for them. In the corporate area, Nancy is one of the few Jersey lawyers with specific experience in pensions and employee incentive arrangements (having previously worked for Ashurst in London). She is the chairperson of the Jersey Pensions Association and is working closely with the Jersey government to enhance Jersey's offering of end of service gratuity plans and international savings vehicles. She has been instrumental in the introduction of Jersey's International Savings Plan which came into effect on 1 January 2019. Nancy also has considerable experience in regulatory matters affecting offshore vehicles and service providers, including FATCA, the common reporting standard (CRS) and data protection.

She is fluent in English, Mandarin Chinese and Taiwanese.

Sharon Sophie Solomon
Founder and CEO
The Winstedt School

Founder and CEO of The Winstedt School, an inclusive international school where children who think and learn differently are challenged, inspired and empowered.

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Founder and Director of Quayside Isle Preparatory School on Sentosa, QuIPS is the island’s first preschool. QuIPS students are surrounded by nature, their “PlayStation” which forms a large part of their learning journey.

Inspired by my own experiences as a student and driven by my strong belief that every child has a right to equal opportunity to learn, I decided to pursue my lifelong advocacy to uphold children's rights in education by establishing an educational and innovative infrastructure that addresses diverse learners and absolute inclusion in Singapore.

Paper credentials:

· EMBA (National University Singapore) Candidate 2018-19

· Masters of Education (Australia)

· Graduate Certificate of Research Methods (Australia)

· Bachelor of Psychology (Australia)

· Certificate in Dyscalculia from the College of Teachers (UK)

· Diploma in Instrumental Enrichment ICELP Israel (Mediated Learning, RTI, Cognitive Modifiability)

· Diploma of Associateship in the Teaching of Speech and Drama from the London Guildhall School of Music and Drama (UK)

A former journalist-cum-tea-trolley-pusher at CNBC Asia, I've held executive and leadership positions with AWARE (Association of Women for Action & Research), the Manasseh Meyer International School and Ronald McDonald House Charities®.

Making it work in the mainstream with "That Child".

"That child" who pushes the teacher's buttons, and who somehow cannot fit into the norm and system, is the child who is wired differently. The one that triggers regular emails of the kind every parent dreads. That child with the labels; naughty, unfocussed, lazy, slow and defiant. The Winstedt School calls them diverse learners who think differently. What can a parent do to help their challenging child achieve their real potential?

The Winstedt School of Singapore has over the past decade, reinstated the dignity into being a 'different learner'. Founded by "that child" as a result of having experienced insecurity, failure and intimidation by going through an archaic and traditional education system, TWS exists to redefine the possibilities of education for those who learn differently. The Winstedt School defies convention and creates a movement of equity in education for every child.

Alpa Bhakta
CEO
Butterfield Mortgages Limited

Alpa Bhakta is the CEO of Butterfield Mortgages Limited (BML)...............

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Initially joining Butterfield Private Bank in 2011, Alpa successfully led the transformation of the Bank’s property finance unit, ensuring it was suitably positioned to meet the changing demands of its high net-worth (HNW) clientele. In recognition of her service and achievements, Alpa was selected to head BML following its establishment in 2016.

For the last three years, Alpa has been responsible for consolidating BML’s position as a standalone provider of prime property mortgages across London and the South of England for HNW clients, both UK-based and overseas.

Under her leadership BML has become a renowned and respected lender in the UK’s mortgage industry, ensuring that even in times of political and economic uncertainty, BML’s HNW clients and their brokers are able to access the capital needed to complete prime property purchases.

In recognition of her achievements at Butterfield, Alpa has been awarded numerous industry accolades. Recently, she was named on Citywealth’s 2019 Transatlantic Selection, celebrating the “power women” on both sides of the Atlantic who are setting new industry standards when it comes to meeting the needs of ultra HNW individuals.

Prior to joining the Butterfield Group, Alpa held a range of positions for some of the industry’s most prestigious and recognised names, including BNP Paribas Fortis, Credit Agricole Indosuez and NatWest.

Alpa has worked in the financial services sector for more than three decades. Through this experience, she possesses insight into the world of both HNW finances and the property market that few can match, making her a much-respected figure in the mortgage industry.

Alpa is also regularly featured in the national, international and trade press, offering her expert insight on the property market and the key trends affecting HNW individuals and brokers. In 2019 alone she has been quoted in the Financial Times, Spear’s and Property Chronicle.

David Gwyther
Director
Butterfield Mortgages Limited

David Gwyther is the Business Development Director at Butterfield Mortgages Limited (BML)...............

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He joined BML in late 2018 following his tenure as acting Head of Credit at EFG Private Bank Limited.

His long and esteemed career in the financial services sector began at Barclay’s Bank in 1982. For the next 18 years, he worked across various divisions of the retail bank before joining EFG Private Bank in 2001 as part of its Credit Team. After a successful five years at EFG, he was appointed Head of Credit at Butterfield Private Bank in 2006 – a position that he held for over 10 years.

During this time, David helped ensure Butterfield Private Bank was positioned to meet the needs of its high net-worth (HNW) clientele. In particular, working collaboratively with his colleagues, David aided Butterfield Private Bank in making sure the business could weather the volatile conditions spurred on by the global recession in 2008.

In 2016, he took the opportunity to return to EFG Private Bank Limited as acting Head of Credit, before returning to the Butterfield Group in late 2018, this time as Business Development Director at BML.

David is an expert when it comes to understanding the intricacies of the UK’s seemingly complex residential mortgage market. Specifically, his roles across EFG and Butterfield have granted him expert insight and knowledge to identify and assist the specific borrowing needs of HNW individuals.

Within his current position at London-based BML, David is responsible for helping the company to enhance its credit solutions, forge new relationships with intermediaries and HNW clients, and assist the company’s sales team.

Alongside his professional work, David is also an avid triathlon enthusiast who regularly participates in charity events across the UK.