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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:
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.
Perihan İnci is graduated from Galatasaray High School in 1982, finished İstanbul University, Philosophy in 1986, and completed Harvard Business School Advance Management Program (AMP) in 2007.
She’s still a Board Member of İnci Holding, where she was the President between years 2013 and 2016. She’s both the founder and President of Investment company PBA A.Ş. and the related companies. She’s also a Board Member of wheel manufacturer company Maxion Jantaş.
Between years 1996 and 2013, she was a Board Member of İnci Holding, a group which carries out activities heavily in automotive supplying industries.
She was the Antalya Honorary Consulate of Belgium between 1999 and 2010 and was honored the “Chevalier de l’Ordre de la Couronne” (Knight of the Order of the Crown) medal by Belgium Kingdom in 2010.
She’s giving speeches in both domestic and foreign activities mainly about Leadership, Being a Woman Manager, Entrepreneurship and the institutionalization of Family Businesses. In September 2015, she was awarded “Woman to watch” Brand Leader. She supports entrepreneurial projects and is certified angel investor. In March 2017, she was awarded “Jury’s Special Award” in the Automotive Sector. In September 2018, she was awarded “IWEC Awards’’ in Shanghai.
She is a member of TUSIAD, WCD, TKYD, TAIDER and TUSIAD - Digital Industry Task Force Leader as well as TAYSAD Vice President. She’s also member of DEİK-Foreign Economic Relation Board in Japan Business Council.
She is a Board Member of TARKEM, a foundation which aims to protect and revive the historical beauty of Kemeraltı in Izmir.
Perihan İnci speaks English and French. She has two children.
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 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.
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 , 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)  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.
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.
.... 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.
With an innate genius for remaining ahead of time and an aesthetic defined by classic sophistication, she has constantly fostered the upward spiral of her career with new benchmarks, innovative techniques and unforgettable images.
Nabila’s creations remain her own, fresh, unblemished by borrowed inspirations and always evolving. It is this originality that characterizes her cutting-edge brilliance. To invent and re-invent style constantly; to make fashion exciting rather than just enjoyable; to work her Midas touch and make statements.
Recognizing the demand in the market for state-of-the-art men’s grooming, N-Gents was launched in 2013. It now caters to an extensive clientele that encompasses avoid sartorialists, society movers and shakers to celebrities or simply put, men who like to look and feel good. N-Gents’ distinctive brand of old-school finesse serves them well.
The ‘Zero’ palette by Nabila is an ingenious, miraculous culmination of her three decades of expertise with state-of-the-art manufacture within European labs. In a handy, cleverly packaged box, it’s a first of its kind all in one face perfecting palette.
The product was initially developed purely out of necessity,” says Nabila. “I had dark circles and needed a pigment to cover them. When no product I used managed to blend effortlessly into my skin, I ended up creating one for myself.
Created with diverse skin tones in mind, the palette comes in seven different shades, running the gamut from very fair to very dark hues.
Work continues to evolve; creative, artistic, always in the spotlight, winning awards and accolades, gaining international significance and never stagnating. It is the chameleon-like ability to change and challenge herself that, three decades later, has made Nabila a powerhouse to reckon with. In her life, change is the only constant.
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).
.......a family-owned, multinational holding group founded in 1841 operating in Retail, Real-estate and Private Equity. Currently, Diederik works as an ambassador for the family's Impact Fund where he hopes to create an active impact investing community aligning the fund to the family's mission to amaze customers and be a force for good.
Among other projects, Diederik is a Board Member of Kairoi Health. Kairoi Health is an integrated Saas solution for analyzing and optimizing the productivity of healthcare organizations, which can thereby increase revenue and patient satisfaction without adding overhead. Diederik has been on the board for two years.
Diederik is 22 and is finishing his studies at Northeastern University in Boston, where he reads PPE (Politics, Philosophy, and Economics).
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.
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.
..... 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.
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.
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.
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.
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.
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.
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 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.
He was the CEO of the SCS Holding AG from 1995 until May 2008, when the company was sold to Unibail-Rodamco. Since 2010, while still involved in some commercial real estate projects, he has been focussing his activities on impact investments in biotech, renewable energy, sustainable forestry and land development in Europe and South America.
He is fluent in Italian, German, French, English, Spanish, and is currently perfecting his Portuguese. He also has a CHPL (Commercial Helicopter Pilot License). While he was finishing his studies, he started working for the family real estate company in Austria. Through a series of buyouts, the group became the main owner of Europe’s largest Shopping Mall, the SCS, Shopping City Süd near Vienna.
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.
.....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.
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. 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.
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.
Through his extensive work with these families, Lombardo has identified a universal connection between people’s relationship with money (Money Motto™) and the impact this has on their relationships, family, business, and legacy.
Francesco is the founder of Veritage whose mission is to serve business families by promoting the culture of Safe Space, and supporting clients in their development of a living Family Wealth Constitution (FWC). Intended to support governance in action, a FWC holds individual family members, their relationships with each other, and the relationship they each have with their wealth, all accountable to a set of guiding principles established by the family for the family.
Safe Space: Governance in Action is his fifth book in which he brings a new perspective to the identification and management of behavioural risk through the development of Safe Space and how emotional and psychological safety is critical to maintaining healthy family dynamics through the often difficult and inevitable processes of succession planning and wealth transition.
Lombardo is also the co-creator and one of the leading facilitators of the recently developed Scone Project, an annual, invitation-only, experiential and interactive next-generation leadership development program for business families hosted at Scone Palace in Perth, Scotland during the month of May, now in its second year.
Francesco is a much sought-after international speaker who has made presentations for the Milken Institute, Campden Wealth Conferences, Institutional Investor, Tiger21, various YPO/WPO chapters, and The Society of Trust & Estate Practitioners, among others. Television coverage of his work has included appearances on shows like Money Talks, The Morning Show and Sky News.
Passionate and engaging, Francesco is a leading global expert on the emotional impact money and wealth has on relationships within family businesses and family office operations. He is committed to assisting families find, create, and maintain Safe Space by developing new models for cultural governance, which contribute to the stability, continuity, and sustainability of the family business enterprise, its wealth, and its legacy.
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.
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.
..........where he is involved in investing across multiple asset classes and portfolio management across the world, including managing a real estate portfolio of development investments in the US, UK and UAE. His real estate strategy has been to work with a few developers across several investments, which has meant that Nainish has been active across the sector – planning, development & regearing of residential, commercial and industrial assets, and providing mezzanine & bridge loans.
Nainish started his career as an equity research analyst, and moved on to entrepreneurship, founding companies in digital media advertising and renewable energy. Prior to Veddis he was at a London based PE fund focusing on growth-cap investments across Europe.
Having founded, run and sold many successful businesses including Air Fayre an award-winning company, which changed the global model of airline logistics and catering, he is now CEO of the world’s largest supplier of blue topaz to the gemstone industry. As founder of the Ostro Fayre Share Foundation Maurice has spearheaded innovative projects including collaborative spaces for charities to work together in London, economic development projects abroad and interfaith initiatives, including the Faiths Forum for London and Strengthening Faith Institutions. He is also catalysing a collaborative movement called eg (entrepreneurial giving), to create communities of start-up entrepreneurs across the world, helping them be more successful and more purposeful ensuring that business is a force for good.
Maurice has served on multiple UK Governmental bodies, is on the Global Council of Junior Achievement International, Vice Chairman of the Council of Christians and Jews and Trustee of The Womanity Foundation.
........a Single Family Office originating from Japan. Kenjiro invests globally and across asset classes. Matthew holds numerous board positions on behalf of the family and is also a trustee of UK charity. Matthew’s prior family office experience includes eight years as the Head of Investments for a London based Brazilian family.
Matthew also has experience working at a Russian Hedge Fund and with Arab Sovereign Wealth Funds.
.......and helping to execute strategies for the portfolios at Anthos Asset Management dedicated to impact investing. This includes a global, private, impact investing fund focused on measurable, positive social and environmental returns alongside financial returns, with the aim to promote human dignity, social justice and sustainability.
Dimple is an experienced investment professional who began her career in finance at Goldman Sachs. She then launched an Edtech startup, which was acquired by Accenture. Afterwards, she was a Kauffman Fellow for L Capital Partners before joining the Omidyar Network. Most recently she advised Unilever Corporate Ventures on its exploration of a venture investment program in emerging Asia.
Dimple holds an MBA in Finance from the Wharton School and a BA in Economics from the University of Chicago. Based in Amsterdam, Netherlands she is bilingual and a dual citizen of India and the US.
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.
....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.
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.
.....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.
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.
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.
.......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
Having spent 15 years living and working in war zones, Hassan and her team specialize in investigating human rights and international humanitarian law violations in conflict and crisis situations.
She previously worked in humanitarian operations for Save the Children, UNICEF and MSF in Aceh, Sierra Leone, Liberia, Darfur, Ivory Coast, Somalia and elsewhere, where she managed programs focusing on the protection of women and children in conflict.
An Australian national, Hassan holds honours degrees in both Social Work and Law from Australia and a master in International Human Rights Law from Oxford. She was also awarded the Australian Government’s centenary medal in 2001.
..... 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
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.
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.
· 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.
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.
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.
Originating from a 16th century Prussian family his ancestors managed to grow wealth and loose it - over and over.
After several years exploring different studies, industries and working in a MFO, he started all over again. In 2016 he founded Gehrmann Capital for equity, debt and mezzanine fundings. In 2018 he co-founded Neuron, a smart-city platform and in 2019 he co-founded the Ankoris for Swiss Real Estate Developments and serves as member of the board of directors.
Max (*1987) is a solicitor, enjoys motorbiking, classic cars and photography during leisure time and lives in Germany and Switzerland.
For families and family offices, this includes advising on how to start incorporating impact into their investment portfolios. As well, facilitating the challenging conversations that address the family dynamics on legacy, values, and decision-making.
His team’s work has been recognised by the UK Cabinet Office and Investment Week’s Sustainable Investment Awards, as well as the UK National Advisory Board on Impact Investing.
Damian sits on the UK Government’s Taskforce on the topic and is a frequent commentator in publications such as Financial Times, CNN Money, Euromoney, Reuters, as well as a speaker & facilitator at impact investing conferences. His work as an intrapreneur has featured in Harvard Business Review.
Damian graduated from Brandeis University summa cum laude with Highest Honours. He also holds both a M.A. in International Economics & Finance from Brandeis International Business School and a M.Sc. in Organisational & Social Psychology from the London School of Economics.
He has spent the last 20 years covering many of the largest and most sophisticated Family Offices from around the world, with a focus on the UK, Greece, Continental Europe, Emerging Markets and the Middle East. He spent 12 years at JPMorgan in Geneva and London, advising and managing portfolios for some of the largest clients of the bank. He also lead the International Investments and Emerging Markets businesses in London. After having spent a couple of years at a Multi Family Office where he set up and ran their Investment Advisory business, he joined Julius Baer where he headed up the Advisory & Markets business in the UK and was a member of the Executive Committee.
Philip has now been with Barclays for 2 years and is helping drive the development of the Family Office proposition across the bank.
He holds a Master degree in Finance and Marketing from HEC Lausanne, Switzerland and also studied at the London School of Economics. Philip has two young daughters and enjoys running, golf, skiing, squash and classical music.
Craig works with eminent families deploying offshore capital within the UK or to third jurisdictions. Craig has assisted families establish their UK offices, advised on the investment and divestment of supremely valuable assets and has also structured investment clubs between families. Craig often deals with cross border and multi-jurisdictional transactions involving families or family members investing in business assets, real estate or financial assets. The taxation of non-UK domiciliaries (‘non-doms’) is an area of particular interest to Craig.
Craig recently joined Calibrate Law which is a new and specialist law firm focussed on delivering most of the legal needs of the wealthy family through a triumvirate of services: legal counsel and litigation, tax and legacy, and family. Uniquely, Calibrate Law was co-founded by the principal of an active London based SFO.
Craig is a Fellow Chartered Accountant and a Certified Tax Advisor. Craig was previously Head of the London Private Client Tax practice at Grant Thornton and a tax partner at Deloitte internationally.
He began his career working for the UK Government against threats to National security before founding Marclay and using his expertise to assist commercial clients. Jake is the company CEO and works closely with senior legal contacts in the UK and abroad.
He is an expert in risk and security with a background in management and crisis response across several security disciplines. Since leaving the military he has worked in advisory roles in the security and intelligence sector - delivering projects for global banks, consumer businesses, multinational technology giants and family offices across Europe, the Middle East and the Americas.
and he is in charge of the International Strategy and is responsible for all new business development for Signe Group.
Signe Group is a Spanish family office with more than 35 years in the security document printing market that is now one of the leaders in the digital transformation business for the last ten years.
Antonio is a multifaceted businessman. Antonio is an Industrial Engineer specializing in electricity and also in industrial business organization. Antonio complements his wide expertise and knowledge with an MBA in International Business Management and several programs in Finance, Management and Technology from prestigious universities across the globe.
Antonio is currently responsible for the internationalization of the group and the creation of new business models, relying on the most disruptive cutting-edge technologies in order to provide tailor made and added value to its customers (family offices, private and professional organisations).
Since joining the Signe Group, Antonio has developed his career in different areas of the organisation and began as Chief Financial Officer of the Group for more than six years, and today he directs the Group's strategic investment finances.
In 2015, with the new change of direction of the company, he assumed the functions of Director of Operations, Strategy and International Business Development. Being at the forefront of the new challenges of the company and constantly ensuring the ongoing internal improvement changes.
During this process of international expansion, Antonio sought, promoted and lead new technological opportunities within Signe. Antonio developed and created new initiatives that controls the new technology companies launched by Signe Group nationally and internationally. This cutting edge technology area is in charge of the most innovative projects that combines the traditional business with the most disruptive technologies such as Electronic Signature, Biometrics, Big data, Artificial Intelligence, Blockchain and IoT.
An award-winning journalist and television producer, (News Ltd, Channel 9 Australia, BBC, and Sky TV), Joanne was founder and Chief Executive of Channel Health – the UK’s first health website and interactive television channel which floated on the London Stock Exchange. The channel had 8 million viewers a month and launched the digital pilots for the UK Government that subsequently became NHS Choices. She was a finalist in the Ernst and Young Entrepreneur of the Year awards.
After selling her company, Joanne became actively involved as an investor or board advisor to innovative media, health and circular economy companies. Joanne is a non-executive director of Laboratories Isocell SA whose patented anti-ageing SOD melon enzyme Glisodin, is marketed internationally www.glisodin.com.
She is also founder of Cerescom (www.cerescom.com), which provides communication strategy, and digital media services to the family office, government, corporate, NGO and charity sectors.