Number 11

ISSUE 11

WELCOME FROM DAVID BELL

Welcome to Number 11.

I

am writing to you from the UK

growing network of private wealth

this time, with our 2019 events

professionals. We’re all about forging

calendar now well underway.

relationships at PCD and hope this

Since the last edition, we’ve held the

might help you get to know other

first of our Sustainability Series panel

members a little better!

discussions with Cazenove Capital,

If you wish to find out more about

our second Next Generation

PCD Club and the membership and

networking breakfast as well as dinners

sponsorship opportunities on offer, just

in London and Bristol . We have

drop me a message at

already hosted 8 events this year with

david@pcd.club. To learn how

more than 500 guests and are very

you can contribute to PCD’s digital

much looking forward to taking PCD

magazine, please contact lucy@pcd.

to launches in New York and

club.

Shanghai this month.

We are also continuing to develop our panel discussions following a positive

Hope to see you soon!

response from PCD members. Tickets

David Bell, founding director

have just gone live for a breakfast panel

#jointheclub #oneteamonedream

discussion in London on Family Law

#makeithappen

& HNW Divorce matters , sponsored and hosted by LexisNexis , and one on trends in Philanthropy at the Francis Crick Institute, sponsored by Hawksford and Cancer Research

CLICK TO EMAIL DAVID WITH

UK.

QUESTIONS, COMMENTS OR FEEDBACK

We’ve adopted a slightly different approach in this edition of PCD’s digital magazine, with a focus on some of the individuals from within our 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 Caroline Bennett-Akkaya is a Partner

their ongoing management and

at swisspartners Marcuard Heritage

administration and we can also offer

Ltd, offering estate planning solutions

life insurance policies and private label

for private clients. swisspartners is

funds through the swisspartners group.

sponsoring the PCD Ladies event at

We also help clients with relocation, real

the Hausler Contemporary in Zurich on

estate acquisition and management and

Thursday 9 May; we caught up with her

lifestyle management services. Our team

to find out more about her working life

is experienced and innovative and very

in Switzerland and what guests might

international and we enjoy working with

expect from the event.

international clients who have complex cases.

We’re really proud of the fact that our wealth planning team won the Swiss

Caroline, you have recently joined

Wealth Briefing Awards for Wealth

swisspartners in Zurich. Do tell us a

Planning Team for the second year

bit about the firm and what you have

running, and I’m delighted to be joining

discovered so far?

at a time where we are expanding

It’s a really dynamic company with

globally.

a friendly and professional culture.

Have you worked in Switzerland for a

swisspartners is multi-faceted - I

long time? What took you there in the

have joined swisspartners Marcuard

first place?

Heritage Ltd which is the entity

I’ve worked in Switzerland for nearly 10

providing wealth planning and wealth

years! The initial move came about due

structuring for private clients. We deal

to a job opportunity with Credit Suisse

with many international entrepreneurs

and also because my husband and I

and their families, offering wealth

thought Switzerland seemed like a nice

planning, establishments of trusts,

place to raise a family. I’m pleased to

private investment companies, and

say professionally Switzerland has been 6

WHAT’S HAPPENING

a great experience and from a personal perspective too – my kids now speak French better than me and leave me behind on the ski slopes!

You are sponsoring the PCD Ladies event in Zurich on Thursday 9 May. What kind of crowd can guests expect? Tell us a little more about the venue and setting?

We’re delighted to be bringing the PCD Ladies concept to Zurich for the first time. I know from being involved in other PCD Ladies events in the past that we get a great mix of like-minded professionals in the legal, banking and trustee sectors and the

an under-representation of women in

networking platform is informal and

our industry, so female-only events

collaborative. The venue is a leading

help to address the imbalance, as well

contemporary art gallery in Zurich, the

as providing a support network and

Hausler Contemporary. We’re lucky

mentoring for the younger generation.

that there will be an exhibition by the

In addition to a strong presence in

American artist, Judy Ledgerwood and

Zurich, we are expanding selectively

we will have an opportunity to view her

internationally as we believe

paintings and ceramics. The exhibition

international families more and more

is called “Beyond Beauty” and the works

need a global approach since they have

are particularly colourful, so it will be

become more mobile.

a great backdrop for our networking

What do you like to do outside the office?

cocktail!

On a weekend, PCD members are most

Do think it is important the industry

likely to find you...

supports some women only events

Cheering on our kids in tennis

alongside other dates in the calendar?

tournaments all over Switzerland! It’s a

I’m a fan of networking events in

great way to discover the diverse cities

general, but sometimes there can be

on both sides of the “Rostigraben”!

7

SPOTLIGHT ON

Spotlight on Dublin The panel will be followed by a one hour drinks reception where guests will have the opportunity to circulate and meet professionals from a variety of specialisms and locations, all of whom work with wealthy international clients.

PCD Club returns to Dublin on

Guests will sit for dinner according

Thursday 9 May at The Gibson Hotel.

to a seating plan designed with our

VIEW THE GIBSON HOTEL

sponsors and table hosts to maximise the

WEBSITE

opportunity for relevant contacts to meet and interact.

The format of the evening will be as follows:

Sponsorship opportunities are still available for this event. Please download

Our event will start with a panel

the brochure here for further details.

discussion on Relocation & Mobility for HNW clients into and out of Ireland,

A full guest list will be provided to all

featuring:

delegates in advance of the event, where we are expecting good numbers of guests Bruno Doutrelepont, CEO

from Dublin, Manchester, London,

at Even Keel Family Office

Channel Islands, Isle of Man and Switzerland.

Roger Harding, Tax Director at Ince Gordon Dadds

For images and the guest list from our 2018 dinner in Dublin, click here.

Lisa Cantillon, Director at KTA Aidan Finn, Co-Founder at

VIEW DUBLIN EVENT

QPQ Limited

8

WHAT’S NEXT

What’s next?

NETWORKING DINNER

NETWORKING DINNER

VIEW NEW YORK 18-04-19

VIEW SHANGHAI 25-04-19

BREAKFAST PANEL

NETWORKING DINNER

VIEW LONDON 08-05-19

VIEW DUBLIN 09-05-19

VIEW ALL UPCOMING EVENTS

9

MEMBER OFFER

Member offer from SPS

We have a new member offer from

You run your own security services

PCD corporate members, SPS Global.

business for UHNW clients; what made you start SPS in the first place?

VIEW SPS GLOBAL WEBSITE

Prior to leaving the Royal Hong Kong Police, I was offered a role with a UK/

SPS provides global travel management

USA based Risk Consultancy company

and security services to HNW and

which worked internationally, including

corporate clients. As the majority of you

extensively for Lloyds of London.

are regular, extensive and in some cases

After a few years with them I decided

quite exotic travellers, I believe that this

that I really wanted to concentrate

offer will be of major personal interest to

on providing services in the Crisis

you.

Management and Physical Risk area and

The offer is for the SPS SOS app which

wanted to do this for my own company

allows its users access to their UK

which I established in 1991. My first

based 24/7 Operations Centre for a

client was actually my former employer.

complete incident management and

Why HNW clients?

security support package. SPS is offering

Well we do actually work for corporate

complimentary access for 2 members of

clients as well, but I have always had a

staff who are PCD Corporate Members

particular interest in HNW clients. I feel

for 2019.

a lot of HNW clients have historically

We met with Managing Director of SPS,

suffered from a poor level of security

Andrew Young, to learn more:

advice and services (very often from

10

MEMBER OFFER

totally unqualified personnel). I am

of those who travel internationally for

keen to help improve the services they

business or pleasure?

receive, providing effective long-term

I think the technology we are routinely

security at a sensible cost.

using for our clients does some amazing things.

What kind of services do you provide to corporates and individuals?

From our 24/7 Operations Centre

Our primary service is providing

we can monitor incidents happening

consultancy and physical security

around the world, from AI technology

advice – for our clients. This includes:

through to on the ground resources.

a significant security and medical

We can geofence problem areas on

response for a large HNW market

global mapping and send individual

(luxury hotels and safari lodges) in

messages and advice to clients that

Africa, global tracking services and

might be impacted by these events.

emergency response from our 24/7

However, most importantly we can then

Operations Centre through to Close

back up the technology with our Ops

Protection personnel, security drivers

Centre advisors (all experienced police

through to security teams based on

or military personnel) and a global

luxury yachts or private houses and

network of ground resources. I feel

estates.

that over-reliance on technology is not ideal as it typically runs out of service at

Is there really a need for this type of

exactly the moment when clients need

service in this day and age?

assistance the most.

Yes. Putting together a good overall security package does significantly

A bit about you! What is your favourite

reduce the chances of an avoidable

destination for business travel?

incident and improves the response

Having lived in Asia for a number of

to any security or safety issue. It is

years I am particularly fond of Hong

important to understand that these

Kong.

services can be delivered discreetly,

On a weekend, PCD members are most

without the high profile look that is

likely to find you ...

unfortunately most typically associated

With my family or watching a game of

with HNW security.

rugby.

How is technology enhancing security 11

SPS SOS APP A security benefit has been offered to our PCD Corporate client base by a fellow corporate member SPS. SPS provide global travel management and security services to HNW and Corporate clients.

As the majority of tensive you are regular, ex s quite exotic and in some case ve that this travellers – I belie ajor personal offer will be of m interest to you.

David Bell PCD Founder

The offer is for the SPS SOS app which allows it’s users access to their UK based 24/7 Operations Centre for a complete incident management and security support package. SPS are offering complimentary access for 2 members of staff who are PCD Corporate Members for 2019. If you are interested in further details, please find a brochure attached or email pcd@sps-global.com for access details.

FOR FURTHER DETAILS DOWNLOAD BROCHURE

ABOUT THIS OFFER EMAIL pcd@sps-global.com FOR ACCESS DETAILS.

MEET OUR MEMBERS

Dominic Wertheimer You run your own property services business for HNW clients, what made you start Lornham in the first place?

I always wanted to start my own business and it started off the back of a client whose trust I had earned. He had recently acquired a rather large and public facing business in the sports world and needed a safe pair of hands to be his eyes and ears. The responsibility came rather quickly as he added that he just purchased a substantial home and could I look after it. When you find that home has a bigger dressing room than your flat and 2 cinemas along with a

Lornham is an independent multi

pool and a gym you learn rather fast!

disciplined property consultancy with its Directors having over 30 years

What is the best aspect of running your

experience in the Central London

business?

property market. Dominic Wertheimer

The excitement of building a Company

was one of the first buying agents who

by way of a long term project. I work

recognised that there was a niche in

harder than I have ever done in my

the market to encompass a property

life - often working 6 days a week - but

management and private office service

thoroughly enjoy the role and especially

within the company offering which

the interaction with people; one day I

has led to the company building

can be at a client meeting in Dubai...

longstanding relationships with both homeowners and property investors. We

READ FULL INTERVIEW

sat down over a coffee to find out more.

14

MEET OUR MEMBERS

MEET OUR MEMBERS

Hannah Aykroyd Aykroyd & Co in early 2018, when the gold-standard buying agency where I was a Director was wound down after the agency’s Managing Directors were poached by a larger agency. After nearly a decade in the industry, largely on the advisory side, I had a clear vision of the ideal boutique advisory firm. I took the opportunity to set up Aykroyd & Co. My colleague Sophie Bonsor came with me, and we have now been joined by Edward Towers, MRICS, who is one of the very few London buying agents who is also a Chartered Surveyor. We are We sat down for a chat with Hannah

all supported by our excellent and very

Aykroyd, founder & MD of Aykroyd

efficient PA, Rachel Quayle who helps us

& Co, to talk about Aykroyd & Co’s

to provide an exceptional service for our

upcoming first anniversary and how

valued clients.

Hannah advises her prime central

Aykroyd & Co is approaching its first

London residential property investors in

anniversary. Tell us a little about the

today’s uncertain market.

agency’s first year?

Can you start by introducing us to

We have had a cracking inaugural year,

Aykroyd & Co?

successfully transacting on over £60

I’m the Founder and MD of the

million of residential property in Prime

eponymous Aykroyd & Co. We’re

Central London...

a residential property buying firm READ FULL INTERVIEW

focusing on Prime and Super Prime within Central London. I set up 15

Member Statistics

Business Development

96% are actively looking to expand their professional network.

Value

90% surveyed said they have benefitted from their club membership.

Quality Connections

100% have been in the private client industry for 5+ years.

www.pcd.club

International Outlook

45% are actively looking for international connections.

High-end

98% enjoy the premium venues, first-class service and high-end dining club feel of our events.

Membership

20% Lawyers, 18% Investment Managers, 15% Private bankers / Financial Advisors, 13% Accountants, 13% Trustees, 6% Property related & 6% Currency Brokers.