ISSUE 14
David Bell, founding director. 11 July in London.
WELCOME FROM DAVID BELL
Welcome to Number 14. We’ve been keeping things a little more
buyer in today’s market; we celebrate
local since our last issue, hosting our
an important milestone with ILS; and
Russia & CIS Forum, networking
we look at what’s coming up after the
dinner and Next Gen Summer
Summer Break.
Networking Party in the UK capital.
In fact, I’m pleased to say that our
Our events are designed to aid
Autumn events are now live for
networking and maximise business
booking. Make your way to the What’s
development opportunities in a relaxed
Happening section in this magazine for
and sociable setting. As the galleries
the full calendar and links to register.
demonstrate, these 3 sell-out events
As always, please get in touch if you’d
were no exception and I’d just like
like to discuss contributions to future
to take this opportunity to thank all
issues of our digital magazine or if you
our sponsors and members for their
have any questions/suggestions.
ongoing support.
In the meantime, enjoy Number 14 and
In this issue of PCD’s digital magazine,
have a truly fantastic summer! See you
we meet members from PwC, MTG
in September.
and Lancaster Knox; we hear from Aykroyd & Co. about the importance
David Bell, founding director.
of professional qualifications in
#jointheclub #oneteamonedream
property, and how to win as a property
#makeithappen
CONTRIBUTE TO THIS
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MAGAZINE
3
DINNER DESTINATIONS
Dinner destinations for 2019
Dublin Guernsey
New York
Jersey
Miami
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DINNER DESTINATIONS
Isle of Man Leeds Edinburgh London Manchester Bristol Zurich Geneva Shanghai
Dubai
Hong Kong Mumbai
Nairobi
Cape Town
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WHAT’S HAPPENING
What’s happening? PCD launches Autumn events. At PCD, we work hard to provide a forum for the global private client community to connect and do business. So far this year we have hosted events in the UK, Jersey, Guernsey, Isle of Man, Switzerland, Dubai, Singapore, Hong Kong, Cape Town, the Caribbean, Mumbai, Nairobi, Miami and New York. Before you set that out of office for the Summer Break, register via the links in this article and gain access to the valuable network of contacts that can be found within the Private Client Dining Club through our series of exclusive events. Membership is the most cost effective way to attend multiple events and gives you full access to the valuable network of contacts that can be found within the Private Client Dining Club. It also allows an easy and convenient way to attend events on a regular basis while reducing the admin burden. Purchase membership and find details of our packages here or contact members@pcd.club for more information. If you are interested in supporting upcoming events via an exclusive sponsorship package, simply click here to download our brochure.
Breakfast Panel in London Tuesday 10 September - Relocation
Networking Dinner in Edinburgh
and Mobility Breakfast Panel at Howard
Thursday 12 September - Networking
Kennedy.
reception and dinner, kindly sponsored by Viberts.
Discussion will focus on HNW clients moving to the UK and those considering
Gallery and guest list from last dinner
becoming resident elsewhere.
event in Edinburgh here.
Gallery and guest list from last time in London on this topic here. 6
WHAT’S HAPPENING
International Planning Group from
Lunchtime Panel in Zurich
Zurich. We are expecting 100 guests from
Thursday 19 September - Sports Forum
legal, tax, fiduciary, private banking and
in partnership with JLR, sponsored by
wealth management firms from the UK
US Tax & Financial Services and Swiss
and Switzerland.
Football Association. This panel discussion and networking HNW sports professionals to learn from
Networking Dinner in Isle of Man
and network with each other. We expect
Thursday 3 October - Networking
a strong turnout from private banking,
reception and dinner, kindly sponsored
legal, tax & trust companies active in this
by Bank Safra J Sarasin, Enness Group &
market.
Swiss Crypto Vault.
event will provide a forum for advisors to
Gallery and guest list from last time in IOM here.
Networking Dinner in Zurich Thursday 19 September - Networking reception and dinner, kindly sponsored by
Networking Dinner in Leeds
Arc & Co.
Thursday 10 October - Networking
Gallery and guest list from last dinner
reception and dinner, kindly sponsored by
event in Zurich here.
IQ:EQ and Aberdeen Standard Capital. Gallery and guest list from previous dinner in Manchester here.
Middle East Wealth Management Forum in London Tuesday 24 September - Regional forum
Networking Dinner in Miami
for our advisors dealing with clients from
Thursday 24 October - LATAM
the Middle East and key markets of the
Discussion Panel, Networking Reception
region including Saudi Arabia, Kuwait,
and Dinner, kindly sponsored by Harneys
Qatar & United Arab Emirates.
& Estera.
The Forum is kindly sponsored by
Gallery and guest list from our
Reditum Capital from London and
previous dinner in New York here. 7
SPOTLIGHT ON
Spotlight on Edinburgh The format for the evening will be a one hour drinks reception, followed by a networking dinner. Guests will have the opportunity to circulate and meet professionals from a variety of specialisms and locations, all of whom work with wealthy international families. PCD club events are designed to aid networking and maximise business development opportunities in a relaxed and social setting. The majority of the audience will be composed of private client lawyers, accountants, wealth managers, bankers and trust companies. Our goal is to make new connections between advisors based in key global financial centres. PCD is delighted to be returning
A full guest list will be provided to all
to Edinburgh on Thursday 12th
delegates in advance of the event.
September at Ghillie Dhu.
Click below to see galleries and guest lists from previous events in:
GHILLIE DHU WEBSITE
Glasgow, Aberdeen and Edinburgh.
The sponsor for the dinner is Jersey law firm, Viberts.
IF YOU HAVE ANY QUERIES PLEASE EMAIL TICKETS@PCD.CLUB
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WHAT’S NEXT
What’s next?
BREAKFAST PANEL
NETWORKING DINNER
VIEW LONDON 10-09-19
VIEW EDINBURGH 12-09-19
SPORTS INDUSTRY FORUM
NETWORKING DINNER
VIEW ZURICH 19-09-19
VIEW ZURICH 19-09-19
VIEW ALL UPCOMING EVENTS
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THOUGHT LEADERSHIP
Thought Leadership A Year of Anniversaries. By Gemma Davies, Head of Private Clients at ILS World.
READ ARTICLE
Property: Why Professional Qualifications are More Important than Ever. By Edward Towers, MRICS, Director at Aykroyd & Co.
READ ARTICLE
How to Win as a Property Buyer in Today’s Competitive Market. By Hannah Aykroyd, Founder & MD at Aykroyd & Co.
READ ARTICLE
Fairway Group Trust Team Shortlisted for Icsa Jersey Award.
READ ARTICLE
Prime or corporate member? Contact lucy@pcd.club to share your news or advertise.
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Natalie Martin get involved in lots of different issues. As an insight, I am currently advising on an international residence enquiry with multiple global revenue authorities, UK domicile enquiries and a complex contract settlement covering many different issues on multiple trusts for a large family office. Tell our members a bit more about your business and its relevance within the private client world. The complexity of tax legislation and the continued focus of revenue authorities on High Net Worths means that being able to advise clients holistically on
What do you do for PwC?
their past, current and potential future
I’m a Director in PwC’s Private
tax issues is key. My team and I don’t
Business team and advise wealthy
just help clients deal with tax risk or tax
individuals, international families and
disputes; we are able to advise them fully
business owners on a wide range of tax
on all aspects of their tax affairs.
matters, both in the UK and globally. I have a particular specialism in and
In the private client arena, this is
passion for tax dispute resolution,
crucial. Tax disputes specialists need to
managing complex disputes and
be technically competent in both tax
negotiating with HMRC and other
administration matters but also complex
revenue authorities.
technical advisory issues.
I lead PwC’s Private Client Tax Dispute
READ FULL INTERVIEW
practice throughout the UK and so I
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MEET OUR MEMBERS
MEET OUR MEMBERS
MEET OUR MEMBERS
James Heathcote corporate and personal clients. In addition, it offers asset management, financial and family office services to a diverse and expanding client base. Why do you work in tax? Believe it or not, being a Chartered Tax Advisor was never my childhood dream! My passion is languages and, whilst they may seem worlds apart, the similarities between the two fields is what keeps it exciting and fresh. With a specialism in international personal tax, I have worked with clients and colleagues across the world and have been able James Heathcote is Associate Director
to use my background in linguistics
of Private Client Advisory at
to bring a fresh perspective to clients’
Lancaster Knox, which he joined
affairs.
in March 2019 to build and grow the
Working with private clients,
firm’s tax services to HNW and UNHW
particularly large and complex family
clients and families. He is based in York
offices, brings a set of challenges that
and London, and works with clients and
requires skills beyond interpreting tax
their advisors across the UK and abroad.
legislation (though I do enjoy that, too!),
Lancaster Knox is a member of the Knox which is where I feel Lancaster Knox group of companies – an independent,
and myself can really add substantial
dynamic group of businesses. Employing value. over 250 people, this innovative group READ FULL ARTICLE
offers wealth planning, investment sourcing and fiduciary services to both 12
MEET OUR MEMBERS
MEET OUR MEMBERS
Sarah Conway Tell our members a bit more about your business and its relevance within the private client world. My team works with a diverse range of clients, from UHNWs, wealthy families and sovereigns to family offices, private banks, corporates and trustees. We also benefit from the fantastic estate planning and immigration expertise of our colleagues, which allows us to take a fully integrated approach. As a result, we are often working together on matters What do you do for MTG?
relating to moving to the UK, residency
I head up the firm’s Real Estate practice,
for tax purposes, funding property
which focuses on the acquisition,
acquisitions, and establishing property
disposal and letting of high-value
structures for UK domiciled and non-
residential and commercial property for
domiciled clients to ensure efficiency
corporate and private clients in the UK
from a UK tax perspective.
and the rest of the world. MTG has an
Earlier this year we celebrated MTG’s 10
international client base, and the firm is
year anniversary – it has been a decade
adept in meeting the particular demands
since our demerger from Allen & Overy,
of both UK and overseas clients.
so it’s a really exciting year for the firm.
I’ve been working in the London prime
Despite being busier than ever we’re
residential market for over 30 years now
making sure we take the time to toast
and I hugely enjoy the fast-paced and
the occasion!
varied nature of what I do – no two days are the same.
READ FULL INTERVIEW
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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.