Number 8

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.

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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?