2019 Guernsey Future of Financial Services CPD Seminar Series – Intergenerational wealth transfer – the next challenge for Guernsey?

Professional Development

Overview

This seminar forms part of the 2019 Guernsey Future of Financial Services CPD Seminar Series – a series of 10 CPD seminars, which take place once a month.

The 2019 Guernsey Future of Financial Services CPD Seminar Series provides essential updates on the future trajectory of financial services for those working in the financial services industry in Guernsey. All seminars are delivered by industry recognised experts. This series will comprise 10 monthly seminars of 60 minutes, inclusive of a 15-minute Q&A, covering a wide range of topics.

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14 Mar 2019 - 12 Dec 2019

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Suitable For

All financial services professionals

1 CPD hours

1 hour

Guernsey

This course has already run and a new date has not yet been scheduled. Please contact us to register your interest.

GENERAL INFORMATION

Timings: 11:00-12:00 (Registration from 10:45)
Venue: The Dorey Room – St James Concert and Assembly Hall

BENEFITS

Hard copies of speakers’ notes/slides are provided – subject to availability
Certificates of attendance are provided
Refreshments are provided
1 hour of CPD

SPEAKER:

Adèle Perrot & Greta Pender, STEP Guernsey Branch

Adèle Perrot

Adele has some 18 years’ experience within the finance industry in Guernsey, specialising in trust administration, running portfolios of private clients, large family offices and managing teams of Trust Officers. She has worked at Butterfield for five years and is currently working in the business development department, covering many aspects of wealth management. Adele is a member of the Society of Trust and Estate Practitioners (STEP) and has been a member of the STEP committee since 2012, acting as Company Secretary for 3 years and Chair for the past 2 years.

Greta Pender

Greta has over 18 years’ experience in the fiduciary services industry in Guernsey, specialising in providing trust and company services to ultra-high net worth clients, having had a particular focus on Family Office and Middle Eastern clients, as well as administering structures holding diverse assets including aircraft, yachts and art & antiquities. Greta is a member of STEP and has been a member of the STEP Committee since 2017.