Number 26

ISSUE 26

THE CAYMAN ISLANDS: A JURISDICTION OF CHOICE FOR FAMILY OFFICES

TRAVEL IN THE AGE O F COVID

MEET OUR MEMBERS

NEW YEAR NEW CAREER EN

N

OW D K C O L DOES

NEXTG

NT VELOPME E D S S E N SI NG & BU GUESTS L A I C E P MARKETI +S VID BELL A D H T I W

The Cayman Islands: A jurisdiction of choice for family offices Read article here

EDITOR’S INTRO

No rest for the wicked Saint or sinner, this time of year is a challenge at the best of times (and the best of times these really are not). That’s why I was so heartened to read two pieces of great advice from the PCD team in this edition.

I really enjoyed working with Somaya Ouazzani and Simon Roderick on our careers feature. Navigating the recruitment process has never been more complex and the insights here should prove invaluable for anyone David Bell has to be one of the thinking of moving on in 2021. busiest people I know (is he wicked? No comment), and Elsewhere there’s good advice about as he reminds us in his review travel in the age of COVID-19 with of what’s coming up at PCD, there’s some really useful insights for any of so much to look forward to. It’s so easy us hoping to hit the road in the coming to get stuck in the daily WFH grind, months. One place I’d love to visit when and it can be hard to imagine life after lockdown ends is the Cayman Islands. lockdown. But enlightened businesses You can find out why this unique location and organisations the world over are is such an enduring magnate for making plans for what happens next. family offices and the wealth Take a look at David’s column here for a industry in general in our inflavour of what we have in store for 2021. depth article here.

Another real danger is to sink into a nostalgic gloom about the good old days and forget to get on with - and find some enjoyment in - the here and now.

Reading new PCD recruit Jess Spiller’s interview pulled me up with a jolt when she describes her personal motto as ‘live in the now’ – wise words for difficult times.

In many ways, a lot of us have never been busier. If like me, you find it hard to switch off, the weekends have never been so important. As I write this it’s Friday – the end of the working week and still a day to look forward to, not least because of PCD’s Friday Show – you can find out more here.

Whatever day you’re reading this, I hope you enjoy!

3

WHAT ’S NEXT BY DAVID BELL

What’s Next

by David Bell There is plenty to look forward to in 2021 including a packed digital content agenda and the return of live events from the Autumn. We are not resting on laurels and are launching new formats and ideas to keep you moving forward.

In January, we to come through the rest of the spring. launched The We determine our agenda for these Power Hour, sessions with our members. We love to hear from members with content ideas or collaboration opportunities.

The Friday Show continues to gather pace, which is our monthly Networking webinar, where we introduce 6 members to our community via a Zoom call. We have a diverse panel of members at each one, designed to join the dots between advisors in different locations and specialist service lines.

which is a monthly webinar series focused on Business Development and Marketing ideas for professionals in the private wealth sector. My discussion with Graham Aikin, replay here, was a great success. We are following that up on Tuesday 9 February with a discussion with Louise Donadieu on Lead Generation and Content Marketing.

Stay tuned for more.

WEDNESDAY AT 2

BECAUSE YOU ASKED

We returned with our regular Wednesday at 2pm webinars featuring our members on a wide range of topics. In response to demand from our We have already covered Luxury Assets members, we are developing new and Philanthropy in January with more training products both on Business

4

WHAT ’S NEXT BY DAVID BELL

Development and Marketing and more technical training on areas such as Cross Border Wealth Planning, Digital Assets, ESG & Sustainability. More to follow on this as we progress through the year, but our goal is to create an online library of video led training with leading practitioners around the world.

So our message is, there is lots to look forward to and we can’t wait to see you in person again later this year. The champagne is on ice but stick with us and get involved in our digital content, it will pay dividends when we can all meet again. Watch out on our website for the latest information on the return of our live events.

Click here to get the latest information on the return of live events

5

NEW YEAR, NEW CAREER

New Year, New Career WHO HASN’T EVER STARTED THE YEAR WISHING FOR A SHINY NEW JOB? OR AT THE VERY LEAST USED THE FESTIVE BREAK TO TAKE STOCK OF YOUR WORKING LIFE AND MAKE A FEW PROMISES FOR THE YEAR AHEAD? THE START OF 2021 MAY BE A JANUARY LIKE NO OTHER, BUT THERE ARE STILL OPPORTUNITIES OUT THERE AND AN ENDURING NEED FOR GREAT TALENT. WE ASKED TWO OF OUR FAVOURITE RECRUITMENT GURUS FOR THEIR INSIGHTS, IDEAS AND THE INSIDE TRACK ON HIRING NEW TALENT AND GETTING HIRED.

New Year, New Career

By Somaya Ouazzani CEO, Mimoza Fleur (a legal partner search firm)

Integration, marketability, and visibility.

The main challenges for those starting off their careers (whether that be junior lawyers, junior partners, or those embracing a new title, e.g. head of team, global head etc.) are integration, marketability and visibility. Onboarding yourself at a new firm or in a new position in this environment takes hard work.

For employers, a focus on pastoral support, a collaborative partnership and strong marketing team are key.

Remote working brings benefits, but

6

NEW YEAR, NEW CAREER

it does have its disadvantages when it is long term and conducted without proper adaptation. It’s hard to get to know internal colleagues, stay front of mind, and knowing enough about your colleagues in other areas. That said, I’ve successfully lateralled some excellent senior lawyers during the pandemic thanks to clever and dynamic cross selling/internal marketing and an ambitious and entrepreneurial outlook.

are rigorously stress testing the business cases provided.

Employers need to appreciate the degree of nervousness amongst candidates right now. A fear of being “last in first out” leaves many reluctant to move in a pandemic. At partner level, many have had to tolerate deferred bonuses, which can create issues when it comes to the timing of a move. Employers can’t expect candidates, especially partners, to forfeit More often than not, lawyers are valued bonuses – be prepared to wait or factor for their relationships, networks, the candidate’s financial loss into their portability, and ultimately, profitability. compensation package.

This demands relationship building and the easiest way to do that is in person. There’s also a much greater demand for So many lawyers are struggling with agile working, irrespective of personal having to do this virtually - it’s much less circumstances. This pandemic has authentic and building rapport is harder. proved to everyone that this can be In such a virtual world, lawyers have to effective when managed properly and use virtual networking, conferences and it’s a benefit that candidates want and seminars etc. to stay relevant, relatable, value. Firms must be better at offering visible and well positioned. it as a long-term solution whilst making sure their culture doesn’t become too Build a business case. virtual and dystopian.

Law firms with buying power should be thinking ambitiously and boldly about Seize the moment. strategic hires. I’ve engineered some I firmly believe now is as good a time very exciting moves in 2020 which as any to move. In the private wealth happened because firms have made world, we’ve been busier than ever with opportunistic, strategically important, retained team and partner searches and market positioning moves. At a higher- we’ve placed many in the associate space level, law firms are becoming a lot more too. There are a lot of ... demanding of candidates’ business cases and wanting more, by way of Read in full online portability. Immediate profitability is high on law firms’ agendas, and firms 7

NEW YEAR, NEW CAREER

New Year, New Career

By Simon Roderick Managing Director, Fram (financial services)

latest press and think what you can bring to the role. When not interviewing? Well Search everyone has different thoughts, but I think it’s best to keep busy and get any job you can until the right role comes along Raising the bar.

- it demonstrates a good work ethic, and Clearly the main challenge for you will always learn something through candidates is the lack of roles and clients any work experience. having more choice. The bar gets raised for entry level candidates in times like The other challenge people worry about these, and therefore applicants need to is training when starting a new role be extremely prepared for interviews. remotely, but firms have got quite good Read lots about a company, understand at coping with this. What I worry about the management structure, read any is the lack of learning through osmosis with a lack of office time, and what happens to all the small questions you’d ask in a day that you wouldn’t on a video call.

A job well done.

When we look at the COVID era, we should all be incredibly proud at how well we overcame obstacles. Firms and interviewers have thrown themselves into video interviews, have shown real kindness and understanding that not everyone has access to great IT, and I think some brilliant conversations have taken place. If anything, it’s made scheduling interviews easier and people don’t need to spend an hour travelling to and from an interview venue. A code has developed too around dress with smart casual or a tie being the order of the day.

I don’t think anything beats meeting

8

NEW YEAR, NEW CAREER

in person, but video interviews as an will always be important, but remote initial screen will feature much more teams work differently, it’s harder to prominently moving forwards. pick up on a colleague who’s struggling if they’re working at home.

It’s very important that candidates listen lots, work hard to let the other person More junior staff may not get as much finish their sentence (harder on video facetime with senior colleagues (I think than in person), and to remember to hybrid working will be the model for smile and look friendly. What hasn’t most) and so they will need to work changed is we all want to work with harder to get noticed and they will also nice people! Equally employers need need to be more vocal about needing to remember that they aren’t hiring a training and help. tv presenter and that video doesn’t suit everyone and so you really need to stay Those who will fare the best in these disciplined to focus on skills. times are the most adaptable, who understand that there will be lots of Serious stuff. changes of direction as circumstances I’ve been in recruitment for 20 years and change. the one thing I’d like to scream from the rooftops is that if people hire in times Going digital. like these they are serious! Leaders don’t Successes are many: the migration of just hire on a whim; they mostly take a enormous amounts of employees to long-term view. So if you’re headhunted home working without any glitches, now, I’d take the call. In a years’ time due diligence being conducted remotely the world will look very different and if and large pitches being won on Zoom, you’ve put the hard work in during your financial services firms having some first year, you’ll reap the benefits of the great results (even if aided by reduced upturn. costs), people putting on excellent online events and rapidly improving Keep on adapting. their digital presence - these initiatives I hope things get better from now on. will stick.

The vaccine will give us a route to exiting It would be unfair in many ways to call lockdowns and the second half of 2021 out the disasters, because we’re dealing could be very good - I doubt we’ve with something this year we’ve... seen the end of various governments’ stimulus. What’s changing next year?

Read in full online Well I think managers will need to get better at managing remotely. Teamwork 9

TRAVEL IN THE AGE OF COVID-19

Travel in the Age of COVID-19 IT’S NO SECRET THAT COVID-19 HAS CHANGED NOT ONLY THE WAY WE TRAVEL BUT WHERE WE ARE PLANNING TO GO AS WELL AS HOW AND WITH WHOM WE WILL TRAVEL. AFTER MONTHS OF LOCKDOWN, SOME GOVERNMENTS HAVE BEGUN OPENING THEIR BORDERS AND ARE ALLOWING TOURISM TO RETURN; ALBEIT WITH NEW RESTRICTIONS AND REQUIREMENTS.

By Duncan Greenfield-Turk Award Winning Travel Designer, Luxury London Guy This is great news for holidaymakers and travellers… or is it? Moving from a “collective pause” to getting back-tobusiness is not without challenges.

•

in holiday home and cottage rentals as well as longer road trips cross country.

Strong desire for outdoors and open spaces - as consumers flock So, what are we likely to see in the to natural environments with plenty coming months? of fresh air, escaping to the great outdoors will replace city breaks • Domestic over International - for and crowded resorts as the holiday many, the best way to guarantee a of choice. Expect a rise in camping, safe and hassle-free escape will be safari’s and wilderness breaks to explore locally and discover their • Rising germaphobia - extreme country of residence. Expect a rise hygiene measures for hotels and

10

TRAVEL IN THE AGE OF COVID-19

Before you travel.

airlines will be vital to restoring public confidence, but more vulnerable travellers will be wary.

Expect pre-travel vaccinations, test on departure/arrival, longer airport queues, sanitiser stations, disinfectant tunnels as well health passports.

• Rise of the isolation vacation from private jet transfers and charter yachts, to bubble hotels, wilderness and safari camps and desert islands.

Expect human-free locations and experiences to be the new luxury.

• Unprecedented flexibility for a price - for jet setters tempted to swap the security of home for a trip abroad, prices are likely to be higher.

However, terms will be much more flexible. Expect free cancellations, no change fees and status extensions to become the norm.

• Dream Trip Planning - consumers will be ready to invest in thrilling, once-in-a-lifetime and bucket list adventures after an extended period of being grounded, bored and frustrated. Expect to blow the budget on larger, longer, and more luxurious escapes.

Work with your Travel Advisor and familiarise yourself with any applicable travel restrictions.

Entry requirements for each country are constantly changing. Many countries are restricting access and entry to people who are not citizens or permanent residents. With some imposing mandatory quarantine to all travellers upon arrival, while others impose it only on passengers who exhibit symptoms related to COVID-19. Others, still, have removed their travel restrictions entirely.

Your Travel Advisor is your best resource along with the government website of the country you’d like to visit. @luxurylondonguy works with exlog global to provide our clients with current information.

Take the road less travelled and discover new destinations.

There’s no time like the present to venture off Here are my top tips on how to enjoy the beaten your trip safely and with ease in the age path.... of COVID-19.

Read in full online

11

NEXTGEN DOES LOCKDOWN

NextGen does Lockdown through it’ mentality; whereas second time around, it appears to be very much here to stay and there is a need for change.

There are elements of remote working which work well such as accessibility, however, in recent months, with respect to internal operations, managers are having to adapt their style or approach to account for the areas which were perhaps not as obvious before. Whether this is placing less reliance on body language or actively checking in more with their line reports to make up for the time where you would ordinarily be sat near your team and more easily able to interact. There is a definite need to be more actively engaged in communications with team members than before. As a result, we have regular set times for our management and senior meetings, team meetings and one to ones. To maintain collaboration and connectivity throughout the Family Office Services team, we have also run internal initiatives such as Zoom quizzes and an advent calendar of Christmas events, including a “Bake-Off ” and a number of other competitions, all of which were designed to bring everybody together as a team and provide some fun.

How did your team at Crestbridge adapt to working from home? When did this start and how have you found it?

Without being overly biased, I have to say our team have adapted extremely well to the ‘work from home’ measures and we really saw the Crestbridge community come together. Some, like myself, have been working from home since March last year, while others had a brief stint in the office up until Christmas. We were very fortunate in the existing software and systems we had available across the Crestbridge Group so this, combined with a very occupational team spirit, meant that the shift was almost seamless.

I think, like for many, there have been ups and downs throughout the process but, proudly we have managed to maintain a high level of service delivery for our clients which is key.

How has working from home impacted your role in managing your team and keeping connected with your colleagues?

During the initial working from home period, I think many adopted a just ‘get

12

NEXTGEN DOES LOCKDOWN

How has lockdown affected building / maintaining client relationships?

The impact for existing clients has been largely positive. The majority of calls are now held with webcams enabled which means that the wider team can meet clients and advisors as opposed to only the more senior members who would have usually travelled for some such client meetings. We have seen some families hold off on their decision to pursue offshore structuring for various reasons which, rather than being a direct result of COVID and restricted travel, is more often due to a change of strategy against the wider economic landscape.

That said, we have also seen the complete opposite where a local lockdown has given that critical pause for thought and provided much needed time for families to get their affairs in order. As with most matters for Family Office, it very much comes down to the individuals and business involved.

What have you enjoyed about working from home? What is your top tip for others?

Definitely the flexibility and a pretty much non-existent commute which, although mine was already extremely limited, provides an extra window of time we didn’t previously have. My top tip would be to stay focused...

Read in full online

13

Danielle Cottignies Associate Director, Family Office Services, Crestbridge.

The Cayman Islands: A jurisdiction of choice for family offices IN A NEW BODY OF RESEARCH, THE CAYMAN ISLANDS IS IDENTIFIED AS A LEADING JURISDICTION FOR ESTABLISHING AN INTERNATIONAL FAMILY OFFICE. THE REPORT DETAILS LOCATION ATTRIBUTES THAT ARE PIVOTAL FACTORS TO FAMILY OFFICES SUCH AS REPUTATION, TAXATION, LIFESTYLE, CLIMATE, ACCESSIBILITY, PRIVACY AND SECURITY. and his family. An heir to William F. Dart, his grandfather and the founder of the Dart Container Corporation, Mr. Dart wanted to set up a global family office where he could continue to invest in multiple international businesses while making local investments in his new domicile.

The report was commissioned

by Dart Real Estate, a division of Cayman Islands based Dart, a global organisation with investments across a range of industries including real estate, hospitality and retail. “The Cayman Islands: A jurisdiction of choice for family offices” explores family office sector characteristics and assesses the geographic and demographic markets that the Cayman Islands is best suited to serve.

Dart has invested more than US$1.5 billon into the Cayman Islands and the group now employs more than 800 people in the islands across its various businesses. In addition, Dart has given more than US$6 million to community development initiatives. (Source) “The Cayman Islands: A jurisdiction of choice for family offices” was produced in partnership with London-based research boutique, Barton Consulting,

Dart first considered the question of where to locate its own family office in the early 1990s in order to choose an offshore base of operations for Ken Dart

14

and global data experts, Wealth-X. These firms are, respectively, global leaders in market data and research for the private wealth segment.

nationalities. An increasing number of new residents come from the financial services community, including single and multi-family offices.”

The data in the research paper was compiled from in-depth interviews with professional advisors who work with ultra-high-net-worth individuals (UHNWI) and family office clients. It includes findings from expansive oneon-one interviews with lawyers, trustees, residency and citizenship consultants, ultra-high-net-worth (UHNW) lifestyle consultants, multi-family office advisors, tax advisors, asset managers and private bankers. The participants were based in key markets including North America, the United Kingdom, Russia and CIS, Latin America, Asia and Europe.

Speaking on behalf of the Cayman Islands Government’s Ministry of International Trade, Investment, Aviation and Maritime Affairs, Chief Officer Eric Bush endorsed the findings of the research, noting that “The Cayman Islands has numerous attributes to offer – including its political stability, rich culture and history, world class standard of living, connections to the world and exceptionally welcoming people.”

He continued, “These qualities, in combination with Cayman’s modern amenities and pristine natural environment, make Cayman an ideal Jackie Doak, Dart’s jurisdiction for family offices to consider president of business as a location for themselves and their d e v e l o p m e n t , portfolio of assets.” commented: “The Cayman Islands The report looks at the family office has long held its landscape and how the needs and position as a world- objectives of globally mobile, wealthy class family office families have changed. As multijurisdiction and generational families spread themselves the findings of this far and wide, having an entity looking new report highlight out for their interests – and sometimes, Cayman’s continued for their interests alone – provides a relevance and many sense of structure... advantages.

More than 60,000 people call the Cayman Read in full online Islands home, representing over 135

15

LETTERS TO THE EDITOR

Letters to the Editor Digital revolution.

If you’d asked me a year ago what I thought of digital networking I’d have laughed out loud. What a difference a year makes – thanks to PCD’s on-line events I’ve managed to keep in contact with my own contacts and add a fair few new ones to my (digital) address book.

Keep the digital events coming please! B. C. Bibury

That Friday feeling.

Back in the old days I always looked forward to the end of the working week and my Friday escape from the city. Oh, how I miss London now! And with days at home blurring into one, it’s been fantastic to have something new to mark the end of the working week. Thanks for the Friday Show PCD – looking forward to many more. G. K. Sevenoaks

How about training?

I can’t be alone in starting to fret a little about the lack of learning that WFH offers. With so much talent in the PCD ranks, surely there’s a golden opportunity to deliver the type of bespoke training members like me are crying out for? S. L. Balham

Win a bottle of champagne for letter of the month!

We’re looking for stories, ideas and opinions with real appeal for our members.

To submit a ‘letter’ for publication in our monthly magazine, simply email your content to lucy@pcd.club. Just two points of general guidance: please keep it short (max 200 words) and exclusive.

16

Quiz Cryptic Cartoon: Historical British figure

17

THE PRIVATEER

The Privateer 2020 WAS A YEAR THAT MOST When I am talking to people at the OF US WOULD LIKE TO FORGET. moment, my overriding goal is to shift the narrative and provide some energy, For many of us, the ideas and options global pandemic to professionals took away family, trying to keep friends and loved their business ones. It also took moving forward. away our freedoms to travel, socialise The response to and do business the pandemic has in a way that we moved through took for granted. many phases, but Many people were what is required looking forward now is resilience. to the end of the We have moved year as the end through the novelty of a chapter, but unfortunately, when of work from home or lack of business returning to the home office in January travel, through the eager response they found the same situation. It was to get back to normal last Autumn Groundhog Day. into a prolonged new working When we eventually Pulling yourself pattern. When we emerge from lockdown out of the situation eventually emerge and return to the office, where everything from lockdown business practices will be seems impossible and return to the changed forever. and exhausting office, business is not easy.

Particularly for working parents trying to home school children until Easter.

18

THE PRIVATEER

practices will be changed forever.

webinar formats. We have many stories of business flowing between our members, Resilience is a which often take a Our digital channels hard slog without long time to come to are working. A banker optimism and fruition. A finance that we featured in our opportunity. These broker emailed networking format The ingredients can be me this week with Friday Show recently told derived internally news of a ÂŁ100,000 me that he had a referral from the support commission made directly out of featuring of colleagues, but from a contact that in that content. also externally he met at a PCD from intermediary dinner in 2019. partners. Professional services firms have until now really overlooked many of the channels and tools at their disposal We are here to keep to generate new business online. The you going. It is hard, pandemic has caused all business but there is always development strategies to shift for the opportunity in every new world. The time is now to stop situation. waiting for the return and explore all the options and levers at your disposal to make an impact in 2021.

Our digital channels are working.

A banker that we featured in our networking format The Friday Show recently told me that he had a referral directly out of featuring in that content. Others have had success in demonstrating their knowledge via our regular weekly

We can help you grasp opportunity. If you want to know how, just drop us a line by clicking here.

19

Ideas, energy and inspiration in online marketing & business development.

Each month we will bring you insight from a range of specialists who focus on different aspects of helping advisors & firms to win new business.

Count me in

MEEEETT O OU UTR M MEEM MBBEERRSS• •M

Meet our Members: Kevin Loundes involved in all aspects of our business and deal with different, often complex, client queries on a day to day basis. The interaction with clients and building close working relationships is a very rewarding role.

What has been your greatest achievement?

Outside of work, my biggest achievement was winning 3 gold medals in the interisland games in 2013, in Bermuda.

I used to be a keen distance runner and overall competed in the Island Games from 2007 – 2015 winning a total of 11 What do you do for Abacus Trust medals. The Island Games is a biennial Group? competition with a total of 27 Islands I am a Client Services and Tax Director competing. in the Isle of Man office, heading up our Tax practice and a member of the How has your business adapted in Board. I started my career as a Chartered light of COVID-19?

Accountant at Deloitte before moving As a business we were able to adjust well to KPMG to specialise in Tax, where I and rely on our strong infrastructure qualified as a Chartered Tax Advisor. I of IT systems and processes, which joined Abacus in 2016, as a Tax Senior allowed the Group to work effectively Manager and have since taken a wider from home. client services role.

The team adapted well to communicating What do you love most about your via Zoom on a regular bases... role?

Variety! Being a CTA and ACA, I am

Read in full online

21

MEEEETT O OU UTR M MEEM MBBEERRSS• •M

Meet our Members: Martin Hall team – as I mentioned, I’ve only been at the company for 17 months but I was blessed to walk into an amazing team.

How has your business adapted in light of COVID-19?

Like most businesses, the first couple of months were very focused on assessing the risks and managing them. After that, we have tried to carry on as business as usual. Being able to work remotely straightaway was such a blessing as we were able to service our clients without a lot of disruption.

What do you do for Peregrine?

What has been your greatest

I joined Peregrine in August 2019 and I’m responsible for the day to day operations of the firm, managing client relationship and seeking opportunities to develop new business. I also host our very own podcast, The Front Line podcast which was set up in 2020.

achievement? Personal or professional.

I’m generally not one for really reflecting backwards on my achievements so while sounding cheesy, the greatest achievement will be the next progress I make, whether that’s developing the business with the team or achieving What do you love most about your a goal in my personal life around my role? hobbies, for example.

I’m part of a great team and enjoy working with them to achieve our common goal of providing excellent Read in full online client service to our clients. I also enjoy helping develop the talent within my

22

MEEEETT O OU UTR M MEEM MBBEERRSS• •M

Meet our Members: David Conway their overall financial planning. I also enjoy the mental challenge that comes with some of the more complex offshore matters that I deal with.

How has your business adapted in light of COVID-19?

What do you do for Buzzacott?

I am an Associate Director in the Private Client team, working with all types of clients to provide them with personal tax advice and compliance services. Within that, I have a particular focus on nonUK domiciled individuals (including offshore trust and company structures) and Global Mobility issues.

It certainly hasn’t been the easiest of year for anyone. As with all professionals, we had to get used to video calling technologies very quickly and doing everything online, but we have been able to quickly adapt with our clients to communicating online. Some of the challenges around Global Mobility have changed as clients seek tax advice for the change in circumstances they find themselves in, which could involve being in countries they weren’t intending to be in. As a team, we have worked hard to ensure that we support each other and have regular team catch-ups and online socials. And, of course, pandemic or no pandemic, people still need to get their Tax Returns completed!

What do you love most about your role?

I really like building relationships with my clients, who all have a personal stake in the advice I give. They see me as their trusted advisor and an integral part of

23

Read in full online

Hear from our Members Prime or corporate member?

Contact lucy@pcd.club to share your news or advertise.

Jersey’s wills and probate law and COVID-19: the current state of play

By Victoria Grogan, Head of Wills and Probate at Ogier Read in full online

Kevin Eagles Joins Arc & Co

Read in full online

How to minimise risk and stay invested during a recession

By Charlie Innes, Head of Business Development at Glenham Property Read in full online

24

MEET THE TEAM

Meet the Team: Jess Spiller We were on a tight deadline but worked together as a team to create 8 videos for a highly prestigious event that, on the day, went extremely well.

How will you be supporting members in the coming months?

I’m going to help members by creating the very best digital content for PCD which will help them get fully stuck into every benefit that we offer.

Why do you do what you do?

I had past experience in media and wanted to improve my skills, so taking Where are you from? on this role was the perfect way to I was born in London, but moved down learn and also apply myself and the to West Sussex when I was 8 years old things I already know into a working in 2006. environment.

You’ve just started an

If you could do another job for just

apprenticeship programme

one day, what would it be?

with PCD; what’s been 1) most

Probably an ‘influencer’, I had wanted to enjoyable and 2) most challenging be a Youtuber since I was a teenager and so far? it would be pretty crazy to see what it I think the most enjoyable moment was would be like to be famous with lots of seeing a design I made featured in the followers for a day!

Members Magazine. I put a lot of work into that and it was really nice to see this pay off. I think the most challenging part Read in full online was editing the ICRA conference videos.

25

MAKING NEW CONNECTIONS IS AT THE HEART OF EVERYTHING WE DO AND IS THE FOCUS OF THE FRIDAY SHOW. We speak to 6 members from different sectors and locations, interspersed with member networking in small groups of 3-4 people using Breakout Rooms. A fantastic opportunity for all.

Join us this friday