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.