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.
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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