ISSUE 05
WELCOME FROM DAVID BELL
Welcome to our fifth edition of the PCD Club Digital Magazine. Welcome to number 5. I am writing this note from drizzly London (where has the sun gone?), preparing for a packed Autumn program which kicks off on 12 September with a panel event in London (event details) on the topic of Entrepreneurs and Exit Planning. The panel is a members only event, which is kindly sponsored by the law firm Howard Kennedy and Hampden Private Bank, who are both actively engaged in dealing with entrepreneurial clients. We will host a panel on the same topic a week later in Geneva (event details) , sponsored by Vistra, so it will be interesting to see the difference in the discussions between UK and Swiss based advisors. In September we will return to Zurich (event details) for a sold out dinner, with 100 guests confirmed to attend. The dinner is sponsored for the third year running by Andrew Robinson and the team at Arc & Co. Silver sponsors for the Zurich dinner are Cadell & Co and Old Mutual. We have a waiting list available so if you are interested in attending, please let me know ASAP and we will try to accommodate you. Also in Zurich on 13 September is a lunchtime panel discussion on cryptocurrency & blockchain technology, sponsored by ARQ Group. For full details, including profiles of our speakers, click here . We will head ‘North of the Border’ to Edinburgh at the end of September, for our third Scottish event (event details) of the year. Our Edinburgh dinners are well supported by local professionals and we look forward to welcoming First Names Group from Isle of Man and Jersey law firm Viberts as sponsors. For images from previous events held in Glasgow click here and in Aberdeen, click here . 3
WELCO ME FROM DAVID BELL
For October, we are back in Isle of Man (event details) for a dinner sponsored by Bank Safra J Sarasin in Geneva and EER Corporate Services from Dubai, and hoping to build on the 100 guests we welcomed last year to Portofino (view gallery) . November is a whole different level with launch events in Cape Town (event details) and Singapore (view event) and returns to Dubai (event details) , Jersey (event details) and London (event details) . More on those dates next time! Email David at david@pcd.club with any questions, comments or feedback. #jointheclub #oneteamonedream #makeithappen David Bell, founding director Â
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DINNER DESTINATIONS
Dinner destinations for 2018
Guernsey
Bermuda
Jersey
Cayman
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DINNER DESTINATIONS
Isle of Man Glasgow Aberdeen Edinburgh London Manchester Bristol
Zurich Geneva
Hong Kong
Dubai
Singapore
Cape Town
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WHAT’S HAPPENING
What’s happening?
We returned to Geneva in June
from the market.
with a successful dinner for 100 guests at Hotel President Wilson. The sun didn’t come out at our reception on the terrace
Old Mutual work with many
overlooking Lake Geneva but
leading private banks on
at least it stayed dry! We were
providing Life Insurance solutions
pleased to partner with Old
through which their clients can
Mutual as Gold Sponsors, with
invest. Brendan Dolan introduced
Hamilton Rose and EER Corporate
some of the in-house specialist
Services as Silver Sponsors. We
advisors to those present at the
had many guests travelling from
dinner, in addition to those with
the UK and Channel Islands to
a specific market focus, such as
the event, which created plenty
Martin Cazet, who focuses on
of opportunities to make new
LATAM clients.
contacts and gather intelligence 8
WHAT’S HAPPENING
19 September on the subject of “Entrepreneurs and Exit Planning”, kindly sponsored Hamilton Rose are specialist
by Vistra. The format for the
UK tax advisors working with
evening is a panel discussion,
offshore lawyers and trustees
followed by a networking cocktail
on UK tax compliance matters.
reception. We will hear from
We heard from Rosalind Burns
a multi-disciplinary panel with
on how they have developed a
expertise in areas of private
partnership with LANCE Platform
equity, tax, legal and corporate
that allows professionals to
administration. After the panel
manage their risk around UK tax
session, guests will have the
liabilities.
opportunity to circulate and meet professionals from a variety of specialisms and locations, all of whom serve wealthy international
EER Corporate Services can assist
families.
HNW clients with any aspect of
PCD Club events are designed
moving to Dubai from residency,
to aid networking and maximise
citizenship, property, banking and
business development
corporate services. Michael Burke
opportunities in a relaxed and
is their Managing Partner, who
social setting.
works with many leading Swiss banks. We are back in Geneva for a panel event (more here) on
View our events calendar for full visibility of all past and upcoming events.
View gallery
WHAT’S NEXT
What’s next?
View London 12-09-18
View Zurich 13-09-18
View Zurich 13-09-18
View Geneva 19-09-18
View all upcoming events
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SPOTLIGHT ON
Spotlight on Dubai PCD will be back in Dubai on
Dubai is the professional
Thursday 8 November for our
services hub for the Middle East
fourth annual Dubai dinner.
region, with strong expertise
We are delighted to welcome
in private banking and wealth
Standard Chartered as our Gold
management as well as corporate
Sponsor and Old Mutual as our
and legal services. There is a
Silver Sponsor.
real opportunity for providers in the UK, Channel Islands and Switzerland to create partnerships with local firms to
Guests will enjoy a one hour drinks reception followed by a networking dinner at The Meydan Hotel. The dinner will have a race meeting of the Dubai Racing Club as an exciting backdrop to our event. Guests will have the opportunity to circulate and meet professionals from a variety of specialisms and locations, all of whom serve wealthy international families.
deliver top quality service for their international clients. STEP Arabia (https://www.step.org/ branches/step-arabia) is hosted on 11 November, so can combine easily with our networking dinner. We are expecting 80-100 guests for the dinner and hope to see you there. Click to attend upcoming Dubai event
View gallery and guest list from previous event in Dubai
THOUGHT LEADERSHIP
Thought Leadership Roundtable discussion at the Francis Crick Institute: Trends in Philanthropy and the Role of Advisers. Sianne Haldane is a member of PCD and has a Private Client background. She works closely with philanthropists and their advisers to develop strategic partnerships and/or gifts to fund CRUK’s lifesaving research. If you are interested in learning more about CRUK’s international portfolio and how you can get involved, please get in touch with Sianne at sianne.haldane@cancer.org.uk. Click here to read in full.
Non-UK Pensions: Embracing the IHT Benefits. Click here to read in full.
Purchasing Property in Scotland: Tax Issues to Consider. Click here to read in full.
PCD Podcasts Latest: Interview with Chris Lane of Mackrell Turner Garrett Click here to listen and follow us to stay up-to-date.
THOUGHT LEADERSHIP
Uncovering the hotspots of entrepreneurial activity in the UK. Click here to read in full. Final call - HMRC extends tax avoidance settlement closing date. Click here to read in full. BCB Group: 3 Reasons why this is the bottom of the Bear Market. Click here to read in full.
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MEMBER NEWS
Member news
You’re invited to the inaugural Hamilton Rose Charity Fantasy Football league. First Prize: A bottle of Champagne, a donation of £1,000 to your chosen charity and of course – the Hamilton Rose Charity Fantasy Football Cup!! Second Prize: A bottle of Champagne Third Prize: A box of chocolates. It is completely free to enter. Join the League
If you have any other news you would like to share with other PCD Club members through this monthly newsletter, please email your press releases or articles to lucy@pcd.club.
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