Number 7

ISSUE 07

WELCOME FROM DAVID BELL

Welcome to our seventh edition of the PCD Club Digital Magazine.

I am writing this piece following a

On 8 November we travelled to

whirlwind tour across a portion of our

Dubai with the support of Gold

growing global network, having recently

Sponsors Sire Properties UK and

returned from fantastic events in Cape

Silver Sponsors Virtuzone and Old

Town, Dubai and Singapore.

Mutual International. The race meeting of the Dubai Racing Club

We are delighted to be publishing

made for an exciting backdrop to this

Number 7 of our Digital Magazine,

sold-out event, where we welcomed 100

which has grown from strength to

guests from key global financial centres.

strength these past few months, with thanks to the support of our members.

Just last week we launched in

We’ll have just one more edition to

Singapore at The Fullerton Hotel

publish before we welcome the New

with Gold Sponsors Hawksford and

Year (and the 21 events that we have

Silver Sponsors Jersey Finance and

confirmed so far) so please reach

Old Mutual International. Guests

out to our Editor to discuss your

had the unique opportunity to

involvement.

meet professionals from a variety of specialisms and locations, all of whom

We kickstarted November with a launch

serve wealthy international families.

in Cape Town, thanks to the support of Gold Sponsors Jersey Finance and

Next we return to Jersey then head

Silver Sponsors First Names Group

home to London before finishing

and Quilter Cheviot. This sold-out

the year with a breakfast panel event

networking dinner followed the Jersey

discussing evolving trends in ESG on 5

Finance private wealth roadshows in

December.

Johannesburg and Cape Town, and its

David Bell, founding director

success clearly demonstrated the interest

#jointheclub #oneteamonedream

in this location and relevance for many

#makeithappen

private wealth firms in Europe.

EMAIL DAVID@PCD.CLUB WITH QUESTIONS, COMMENTS OR FEEDBACK 3

DINNER DESTINATIONS

Dinner destinations for 2018

Guernsey Bermuda Jersey Cayman

4

DINNER DESTINATIONS

Isle of Man Glasgow Aberdeen Edinburgh London Manchester Bristol

Zurich Geneva

Hong Kong

Dubai

Singapore

Cape Town

5

WHAT’S HAPPENING

What’s happening?

BUSINESS DEVELOPMENT PROGRAM

O

n 17 October we hosted our very

an exclusive event for private client

first Business Development

professionals and attendees came from

Masterclass with Graham Aikin and

a variety of firms and positions within

David Bell, who together have over 25

this space.

years’ experience working in the private

The core of the conference was

client industry.

a comprehensive and interactive

This bespoke one-day conference

workshop on the use of LinkedIn as

at 12 Hay Hill Members Club was

a marketing, business development

6

WHAT’S HAPPENING

and client acquisition tool, but we also covered complementary areas around personal branding an reputation management.

Commenting on his experience of the Masterclass, one attendee said, “It was so interactive and the trainer was very hands on actually showing us how to do some of the things he was talking about much better than trying to fathom it out by yourself afterwards.”

The event also offered a fantastic opportunity to network with other professionals from the private client/ wealth management sector in a relaxed environment in the heart of Mayfair. “It was very informative and offered a great opportunity to meet new people,” added another attendee.

VIEW UPCOMING EVENTS

SPOTLIGHT ON

Spotlight on Mumbai • The panel will be followed by a one hour drinks reception. Guests will have the opportunity to circulate and meet professionals from a variety of specialisms and locations, all of whom serve wealthy international families.

PCD Club events are designed to aid networking and maximise business development opportunities in a relaxed and social setting.

• Guests will sit for dinner according to a seating plan designed with our

P

sponsors and table hosts to maximise

Gold sponsor for the event is Jersey

The majority of the audience will be

Finance and Silver sponsors are Zedra

composed of private client lawyers,

from Jersey, ARQ Group from Malta

accountants, wealth managers, bankers

& London law firm Edwin Coe.

and trust companies. Our goal is

CD Club is delighted to launch in

the opportunity for relevant contacts to

Mumbai on Friday 15 February

meet and interact.

at the prestigious St Regis Hotel. The

to make new connections between

The format of the evening will as

advisors based in key global financial

follows:

centres. A full guest list will be provided

• A panel discussion involving our

to all delegates in advance of the event.

sponsors on trends for international

We are expecting a good number of

wealthy families to reside in the UK &

guests from the Channel Islands, UK,

Europe. It will include an overview of

Isle of Man and Switzerland.

migration options, property investment trends and structuring of wealth for

ATTEND EVENT

succession planning.

8

WHAT’S NEXT

What’s next?

VIEW LONDON 12-02-19

VIEW MUMBAI 15-02-19

VIEW MANCHESTER 28-02-19

VIEW BRISTOL 07-03-19

VIEW ALL UPCOMING EVENTS

9

WHY SPEND TIME, WHEN YOU CAN EMPLOY IT?

A luxury lifestyle management service From work demands to family commitments, spare time if often a precious commodity and all too often we can find ourselves struggling to keep on top of things.

Whilst you can’t create more hours in a day, you can buy more time, something the trusted Lifestyle Managers at Otium Concierge are experts at.

From booking favourite restaurants, organising luxurious holidays to obtaining access to sold-out events and doing personal shopping, Otium have got it covered. They even record all of their clients important dates; from birthdays and anniversaries to insurance renewal and energy utilities expiry dates. They take the strain, leaving their clients free to do the things that really matter – such as spending quality time with family and friends.

Representing high-net worth clients across the UK and abroad, Otium offer a personalised service focused on easing the pressure on time-poor people. Working as facilitators, Otium use their extensive, tried and tested network of professional contacts to find the right professionals for the task in hand. Only approved suppliers who operate to the highest standards are chosen as Otium take on the burden and become their clients’ trusted advisors.

What’s more, Otium are now working with businesses to provide a concierge service to a firms clients.

This has been hugely successful with Wealth Management Firms, Super Car Clubs and Boutique Private Banks, where the service is seen as a elegant and complementary add-on to a firms current offering.

For more information, visit www.otium-concierge.com or alternatively call Otium Concierge on 0203 095 2101

THOUGHT LEADERSHIP

Thought Leadership Budget Briefing 2018 by Andrew Goldstone, Partner, and Victoria Howarth, Managing Associate, Professional Support Lawyer.

READ MORE

11

MEMBER NEWS

Member news Howard Kennedy strengthens its private client practice. London law firm Howard Kennedy strengthens its private client practice with the appointment of two lawyers...

READ MORE

Hampden & Co makes senior hire from C. Hoare & Co. Hampden & Co has hired Allison McCowan from C. Hoare & Co, the oldest private bank in the UK. Allison McCowan specialises in...

READ MORE

Exciting times ahead at leading Cheshire based tax consultancy. Fast-growing Cheshire based tax consultancy has announced plans to open a new office in Manchester Spinningfields in January...

READ MORE

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.

12

can

Providing practical advice for your Scottish assets As a leading independent Scottish law firm, we often act for overseas clients who have personal or business interests in Scotland.

Our combined legal and tax expertise allows us to provide clear advice whether you are buying a property or want to understand the implications of holding assets in Scotland.

FIND OUT HOW WE CAN HELP YOU

GILLESPIEMACANDREW.CO.UK

DINNER DATES FOR 2019 15 FEBRUARY

MUMBAI

15 MAY

GUERNSEY

10 OCTOBER

28 FEBRUARY

MANCHESTER

13 JUNE

GENEVA

24 OCTOBER

7 MARCH

BRISTOL

20 JUNE

NAIROBI

7 NOVEMBER

21 MARCH

4 JULY

14 NOVEMBER

LEEDS MIAMI

DUBAI

LONDON

LONDON

HONG KONG

18 APRIL

NEW YORK

12 SEPTEMBER

EDINBURGH

21 NOVEMBER

25 APRIL

19 SEPTEMBER

28 NOVEMBER

9 MAY

3 OCTOBER

5 DECEMBER

SHANGHAI DUBLIN

ZURICH

ISLE OF MAN

JERSEY

LONDON

CAPE TOWN

JOIN THE CLUB NOW WWW.PCD.CLUB