ISSUE 09
WELCOME FROM DAVID BELL
W
elcome to our ninth
February will then be rounded off with a
edition of the PCD Club
return to Manchester on Thursday 28
Digital Magazine. Perhaps
February at the Radisson Edwardian
a little late to be wishing you all a Happy
for a multi-disciplinary panel discussion
New Year once again; nevertheless, given
on trends for HNW clients investing in
that this is our very first issue of 2019, it
commercial and residential property in
only seems appropriate!
the North West and the rest of the UK. The panel of experts will involve our Gold
PCD dives into a refreshed and somewhat
sponsors, Zedra , and Silver sponsors,
jam-packed events calendar from next
Bank Safra J Sarasin and ETC Tax .
week, starting with our popular breakfast panel in London on 7 February, this
And that’s just February! There are many
time discussing UK property from an
ways to increase your involvement with
investment, financing and structuring
PCD this year; take a look at our events
perspective with sponsors Trowers &
calendar, membership and
Hamlins LLP .
sponsorship opportunities to see what might work best for you.
Next we host China Now on 12 February, a one day course designed for Senior
I am always on hand to discuss ideas and
Executives in the private wealth sector
work with you to develop innovative
with a focus on dealing with UHNW
ways to maximise business development
clients in mainland China and connected
opportunities within the global private
international markets of Hong Kong
client community; just drop me a message.
and Singapore. This inaugural event is
Thank you, as always, to the contributors
kindly sponsored by Aston Currency
of this edition,
Management and JTC Group , and
David Bell, founding director
delivered in partnership with a leading
#jointheclub #oneteamonedream
business school from China, CKGSB .
#makeithappen
We are also delighted to launch in Mumbai on 15 February at the prestigious St Regis Hotel , and are
CLICK TO EMAIL DAVID WITH QUESTIONS, COMMENTS OR FEEDBACK
grateful to Gold sponsors Jersey Finance , and Silver sponsors Zedra , ARQ Group and Edwin Coe for their support. 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
WHAT’S HAPPENING?
What’s happening? Ordinarily in this section, we would
The course is hosted by PCD Club in
focus on reviewing a recent event. Given
conjunction with a leading Business
that we are at the very beginning of this
School from China, CKGSB .
year’s events calendar, we shall instead
Assistant Dean of CKGSB and Chief
look ahead to a brand new upcoming
Representative in Europe, Bo Ji , will
PCD event, China Now.
lead the morning of the course content
This one
delivering unparalleled insight on the
day course
Chinese economy, political environment
is designed
and demographics to bring advisors
for Senior
completely up to date with the latest
Executives in the private wealth
trends. He will also provide insight on
sector with a focus on dealing with
soft skills required to deal with Chinese
UHNW clients in mainland China
professionals and business leaders: from
and connected international markets
cultural norms and practises to the art of
of Hong Kong and Singapore. It is
negotiation.
specifically designed for those offering
During the afternoon, Wealth X will
services to wealth families in Asia: in
lead a session on consumer
law, fiduciary, property, aviation, wealth
trends and attitudes of
management.
UHNW/HNW Chinese
6 Bo Ji, Assistant Dean of CKGSB
WHAT’S HAPPENING?
consumers and how they differ from
networking in the private wealth sector,
other countries. They are the global
delegates will finish the course with
leader in providing intelligence and
additional knowledge and contacts to
market research in the private wealth
drive their business forward.
sector. Their analysis will include insight
The training will close with a
for professional firms on approaching
networking reception on the top floor of
the Chinese market.
12 Hay Hill for up to 100 guests. CKGSB
In the second half of the afternoon,
will provide a keynote speaker for the
Blake Noah will lead a panel discussion
reception and extend the invitation to
on the challenges and opportunities
their London based network to give
of doing business in China. Blake
guests the opportunity to network that
is a specialist in the art and finance
evening with those actively involved in
market and has been resident in Beijing
business in China
and Shanghai for 8 years. He has
from the UK.
extensive experience of working with
For more
intermediaries in the Chinese market,
information,
Hong Kong and Singapore.
download our brochure here.
The course will be attended by 20 delegates for the day at an exclusive private members club in Mayfair, 12 Hay Hill. There will be ample time
BOOK TICKETS
for networking throughout VIEW MAP
the day and
SPONSORS
we anticipate delegates coming from specialist firms in a range of
Kindly sponsored by JTC Group & Aston
jurisdictions: the UK, Switzerland,
Currency Management.
Channel Islands and Isle of Man. The conference will qualify for 5 hours CPD credits. By providing a forum for education and 7
SPOTLIGHT ON
Spotlight on Mumbai Islands and Singapore. We are privileged to have the support of 4 prestigious sponsors from Europe: London law firm Edwin Coe, Jersey Trust & Corporate Service provider, Zedra; Trade Body, Jersey Finance; and Maltese fiduciary and tax advisors, ARQ Group. Further sponsorship opportunities are available, please contact david@pcd.club for more information. PCD Club is launching in Mumbai on
The evening will commence with
Friday 15 February at the prestigious
a panel discussion involving our
St Regis Hotel.
sponsors on trends for international
VIEW HOTEL WEBSITE
wealthy families to reside in the UK & Europe. It will include an overview of
The event will provide a forum for
migration options, property investment
advisors to HNW clients to meet,
trends and structuring of wealth for
connect and develop new relationships
succession planning.
in Mumbai.
This will be followed by a drinks
The guest list will be composed of
reception and dinner, where guests will
professional advisors from the wealth
have the opportunity to circulate and
management industry, including
meet professionals from a variety of
investment managers, lawyers,
specialisms and locations, all of whom
fiduciaries, tax advisors, trustees and
serve wealthy international families.
corporate service providers. We expect many guests from foreign jurisdictions,
VIEW MUMBAI EVENT
including UK, Switzerland, Channel 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
THOUGHT LEADERSHIP
Thought Leadership
UK IHT simplification: Half-time
The generation game is about
but all to play for? By Martin Hall,
to change. By Graeme Fairlie,
Director
Business Development Executive
READ MORE
READ MORE
Manchester entrepreneurs and
When executors come to
families moving to/doing business
blows. By Nick Mendoza, Senior
in the UK. By Iain Younger, Director
Associate.
READ MORE
READ MORE
Introduction of substance
An interview with Justin
requirements
Mason.
READ MORE
READ MORE
Prime or corporate member? Contact lucy@pcd.club to share your news or advertise. 11
LINKEDIN HOUSEKEEPING CHECKLIST
Your 2019 LinkedIn Housekeeping Checklist By Graham Aikin, Owner and Director
a fair reflection of your day-to-day
at Elite Wealth Manager Ltd .
activities? Remember, if you have attended one of my workshops you will
It's that time of year when I like to
understand the importance of telling the
refresh and update my LinkedIn
reader 'what's in it for them' - LinkedIn
presence - over the course of the
is not just an online CV. Why would
last 12 months, you may have found
the reader want to engage with you?
yourself connecting with people you
Do you need to add in any personal
don't know, adding sections to your
milestones or achievements from the last
profile that are no longer relevant,
12 months?
as well as a whole multitude of other
▶ Do your media attachments need
LinkedIn activities which you have no
updating? If you work for a regulated
recollection of doing! So here is my
firm, make sure any brochures that are
New Year checklist for tidying up your
attached are the most up-to-date version.
LinkedIn presence for 2019:
▶ Tidy up your Skills & Endorsements
Your Profile
- this is one of those sections that really
▶ Is your headshot up-to-date?
can get out of hand very quickly. Remove
LinkedIn isn't a dating site so your photo
any skills that are no longer relevant,
really should be a reflection of you! Add
add any new ones, and remove any
in a background image as well to grab
endorsements from people you don't
the reader’s attention.
know!
▶ Check that your contact
▶ Update any of the Optional sections
information and website links are still
of your profile, such as Certifications,
current - click on the 'Me' menu > View
Organisations and Languages.
profile > See contact info.
▶ Scroll down to the very bottom of
▶ Is your professional summary,
your profile where you will find a
work experience and other sections
list of all the LinkedIn Groups you
12
LINKEDIN HOUSEKEEPING CHECKLIST
are a member of, as well as all the
Settings here, but the ones to pay
Companies and Influencers you are
particular attention to are:
following. I'm a big fan of keeping these lists to around 10-20 of each, otherwise I simply can't keep up-to-date with everything that is happening on my news feed. Unfollow those Companies and Influencers you no longer want to follow, and leave any Groups that are no longer relevant to your objectives.
▶ See where you're logged in (all of the locations where you are logged in to LinkedIn) ▶ Set the frequency of e-mails (this will tidy up your Inbox) ▶ View your applications (a list of all third-party sites that have access to your LinkedIn account)
Your Connections
▶ Select who can see your connections
I like to have an annual cleanse of my
▶ Select your profile visibility
connections, otherwise the number
▶ Ads (data-sharing) - in this post-
can get out of hand. You have probably
GDPR world, make sure your data isn't
connected over the last 12 months with
shared without your permission.
people you don't know or have never met, so it is worth going through all of your connections and removing those that are no longer relevant (or have
All of these can be found by hovering over your photo in the top right-hand corner, then click on Settings & Privacy.
annoyed you!) - remember, they don't get told that you have removed them. To do this, go to My Network, then click on your number of connections on the left-hand side. To remove someone click on the 3 dots next to their profile, then Remove. Your Settings In this era of data protection and online privacy, it is important to check that the visibility of your data is set to a level you are comfortable with. I won't go through all the various
COMING SOON
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2018 IN REVIEW 3 new locations Launched in
Held
18
dinner events
10
+
Hosted panel events and receptions Entertained
2500 Welcomed
200
guests
new companies to our global network
first
Held PCD’s cryptocurrency panel
Launched PCD’s business development
masterclass
Our Guests Quotes
From
“David’s network throughout the private client industry is very helpful to get in touch with bankers, trustees and advisors. The Private Client Dining Club events are well organized and brilliant opportunity to network.” Professional Services Firm, Zurich
“A truly fantastic event in London for profile building and networking from a business and individual point of view. With over 110 attendees of a diverse range of private client service providers, the PCD experience is not one to be missed. Thanks again David and we look forward to sponsoring again soon.” Trust Company, Guernsey “Having attended one of the most recent PCD dinners that took place in Dubai, I can say that David united the 'creme de la creme' of the business world which gave industry leaders the opportunity to connect with each other while enjoying a pleasant evening in one of the most exclusive venues in Dubai." Business Dev Consultant, UAE
“We recently sponsored the PCD event in London. The event was meticulously organised and David’s guest list was perfectly matched to our target market.” Financial Services Company, London
www.pcd.club
2019
dinner Dates 15 FEBRUARY Mumbai
28 FEBRUARY
Manchester
7 MARCH Bristol
3 OCTOBER
21 MARCH
Isle of Man
London
10 OCTOBER
18 APRIL
Leeds
New York
24 OCTOBER
25 APRIL
Miami
Shanghai
7 NOVEMBER
9 MAY
Dublin
15 MAY
Guernsey
13 JUNE
Geneva
20 JUNE
Dubai
14 NOVEMBER Hong Kong
21 NOVEMBER Jersey
28 NOVEMBER London
Nairobi
4 JULY
London
5 DECEMBER
Cape Town
12 SEPTEMBER Edinburgh
19 SEPTEMBER Zurich