ISSUE 08
WELCOME FROM DAVID BELL
Welcome to our eighth edition of the PCD Club Digital Magazine. We are delighted to be publishing
What’s in store for PCD Club in 2019?
Number 8 of our Digital Magazine in the
New locations, new benefits for members
run-up to Christmas as a special edition
and the formation of a Next Gen group,
containing a preview of what’s to come in
to name but a few! Keep reading for more
2019.
info and, as always, reach out with any questions or suggestions.
Most recently we entertained members in Jersey at a sold-out networking
I’d like to take this opportunity to extend
dinner sponsored by Hawksford, Smith
thanks to the ongoing support of our
& Williamson Investment Management
members and sponsors, and ask that
LLP and Cadell & Co. We then returned
you reach out to our Editor to discuss
home to a networking dinner in
your future involvement in our Digital
London, kindly sponsored by Bermuda
Magazine.
Business Development Agency, before
With very best wishes for a Merry
finishing the year with a breakfast panel
Christmas and a prosperous New Year,
event sponsored by Collyer Bristow,
during which a panel of experts discussed David Bell, founding director evolving trends in ESG and impact
#jointheclub #oneteamonedream
measurement.
#makeithappen
EMAIL DAVID@PCD.CLUB WITH QUESTIONS, COMMENTS OR FEEDBACK
3
DINNER DESTINATIONS
Dinner destinations for 2019
Dublin Guernsey
New York
Jersey
Miami
4
DINNER DESTINATIONS
Isle of Man Leeds Edinburgh London Manchester Bristol Zurich Geneva Shanghai
Dubai
Hong Kong Mumbai
Nairobi
Cape Town
5
IN REVIEW
In review: Jersey
PCD was back in Jersey for our
this year. Our Silver sponsors were
3rd annual dinner on Thursday 22
Smith & Williamson International in
November. We were delighted to
Jersey and Cadell & Co from London.
welcome 230 guests to the Royal Yacht
Jersey is a very popular destination
in St Helier for a highly successful
for our members as a leading centre
networking event.
for trust and corporate services which attracts top law firms, private banks
The Gold sponsor for the event was
and asset managers to our on-Island
Hawksford, whom we have partnered
event.
with on events in Singapore and Bristol
6
IN REVIEW
The PCD concept is all about
After dinner we heard from Simon
connecting a mobile professional
O’Donoghue at Smith & Williamson
membership with key international
International and Richard Bagnall-
financial centres. In an Island setting,
Smith at Cadell & Co. Smith &
this means that we judge our success
Williamson International provides tax
by the number of guests that we get
advice and investment management
travelling in for the event. We were
services targeting those relocating to
pleased to receive 100 off-Island guests
Jersey or managing assets on the Island.
on this occasion, many of whom
Cadell & Co is a specialist art advisory
represented leading UK and Swiss
firm that works with trustees on the
private wealth firms.
management of art assets within trust
Darren Kelland, Global Head of Private
structures.
Client Services for Hawksford, gave a
We finished the evening with some live
key note address to those assembled.
entertainment and a casino to facilitate
Hawksford had many of its Jersey team
further networking.
in attendance who invited guests to join their tables at the dinner. Earlier in the day, they hosted a private round table event on philanthropy which PCD helped to arrange.
Our next evening in Channel Islands will be in Guernsey in May 2019. If we can help you build your business in the Channel Islands, do get in touch about sponsorship opportunities..
Sponsoring the Jersey dinner gave Hawksford prominent brand visibility, the ability to host guests and the opportunity to invite professional
VIEW UPCOMING EVENTS
contacts from London and elsewhere to come over spend time with its team.
VIEW GALLERY
WHAT’S HAPPENING?
What’s happening? With your support, in 2018 alone,
Business School from China, CKGSB, it
we have hosted 10 panel events and
is specifically designed for those offering
receptions and 18 dinner events with
services to wealth families in Asia: in
more than 2,500 guests.
law, fiduciary, property, aviation, wealth management.
We welcomed 200 new companies into our growing network, so we now have
We are also delighted to announce that
over 1,000 international private client
further locations will be launched in
professionals in our membership looking 2019, with networking dinners hosted in to build long-lasting and mutually
Mumbai, Nairobi, Miami and New
beneficial business and professional
York.
relationships as part of an exclusive club.
We will continue to develop our
Take a look at the images to the right
Digital Magazine, with new advertising
which show the range of destinations we
opportunities available to our Prime and
have visited this year alone.
Corporate Members.
Like our network, we are always looking
Perhaps the most exciting development
at ways to grow.
is the formation of the PCD Next Gen
The New Year kick starts with China
group, designed for advisors in the
Now, a one day course designed for
private wealth industry with less than
Senior Executives in the private wealth
5 years’ experience. A benefit reserved
sector with a focus on dealing with
exclusively for our Corporate Members,
UHNW clients in mainland China and
this group will meet on a quarterly basis
connected international markets of
with a summer and winter reception,
Hong Kong and Singapore. Hosted by
alongside 2 breakfast meetings in March
PCD Club in conjunction with a leading
and September.
8
9
SPOTLIGHT ON
Spotlight on Manchester • 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. • Guests will sit for dinner according to a seating plan designed with our sponsors and table hosts to maximise the opportunity for relevant contacts to meet and interact. The majority of the audience will be PCD Club is delighted to return to
composed of private client lawyers,
Manchester on Thursday 28 February
accountants, wealth managers, bankers
at the Radisson Edwardian. The
and trust companies.
Gold sponsor for the event is Zedra in
Our goal is to make new connections
Cheshire and Silver sponsors are Bank
between advisors based in key global
Safra J Sarasin from Geneva and ETC
financial centres, and a full guest
Tax in Manchester. The format of the
list will be provided to all delegates
evening will be as follows:
in advance of the event. We are
• A multi-disciplinary panel discussion
expecting good numbers of guests from
involving our sponsors on trends for
Manchester, London, Channel Islands,
HNW clients investing in commercial
Isle of Man and Switzerland.
and residential property in the North
FOR IMAGES AND GUEST
West and the rest of the UK. It will
LIST FROM OUR 2018
discuss tax, legal, financing and
MANCHESTER DINNER,
investment angles for UK resident and
CLICK HERE
foreign investors. 10
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
11
HOW CAN YOU GET INVOLVED?
How can you get involved? You do not have to be a member to
There are many events in the private
attend our events; but membership
wealth industry, where return on
remains the most cost effective way to
investment is hard to quantify. By
attend multiple events and gives you
contrast, PCD aims to understand
full access to the valuable network
our sponsor’s objectives to maximise
of contacts that can be found within
impact and drive new business. Work
the Private Client Dining Club.
with us to raise profile amongst the
Membership also provides discounts on community of private wealth advisors, sponsorship packages.
and don’t hesitate to reach out with any questions or suggestions.
VIEW MEMBERSHIP PACKAGES
VIEW SPONSORSHIP PACKAGES
EXPERT TAX ADVICE WITH AN INTERNATIONAL FOCUS
We specialise in US and UK tax reporting and compliance, no matter how complex the issue. As the largest tax practice in the UK that specialises in both US and UK tax, our offices in London and New York are the ideal locations from which to advise individuals, partnerships, trusts and companies on their specific tax needs. Guided by a passion for building lasting relationships with our clients based on trust, understanding and technical excellence, the firm has flourished over the last 40 years, and our practice of putting clients at the heart of everything we do remains to this day.
OUR SERVICES INCLUDE: • Bringing your US and/or UK taxes up-to-date
• Philanthropy and Cross-Border Charitable Giving
• Doing Business in the US, or the UK
• Private Equity and Hedge Funds
• Estate & Inheritance Tax Planning
• Tax Advisory and Compliance
• FATCA and Withholding Tax
• UK Tax Planning for Non-Domiciles
• Matrimonial Tax Planning
• US Expatriation
• Owner Managed, and Privately Owned Businesses For further advice and discussion on any tax related issue, please contact:
UK: +44 (0)20 7833 3500 US: +1 212 465 7800 31498_FH_Magazine_Half_Page_Advert_Spears_Final.indd 1
mail@frankhirth.com www.frankhirth.com 23/08/2016 14:18
PCD wishes you all a very merry Christmas
Hey Santa, have you renewed your membership yet?