Future Leaders
List 2015
Richard Simm, Manager, PwC
Introduction
Citywealth Future Leaders
List 2015 – First Edition
W
elcome to the inaugural edition of the
Future Leaders list, which will become
our annual feature of the young rising
stars in the private wealth industry. In this new
editorial project, we have set out to highlight
those in investment management, law, trusts and
private banking sectors in the UK and the IFC’s.
With role models like Richard Branson and Hillary
Clinton, they aspire to be influential business leaders
who are focused and ambitious, but who also
champion philanthropy, and work-life balance.
All the young professionals included in this guide
have been recommended by their directors, senior peers, or clients. Although they are
still in the early stages of their careers, these recommendations recognise the years of
studies and hard work that enabled them to reach this position.
I would like to offer my congratulations to those who have made our Future Leaders list
this year.
Marcela Kunova . Editorial Assistant
+44 (0) 207 487 5858
[email protected]
Citywealthmag.com
Future Leaders List, July 2015 • 2
Future Leaders List
Lawyers
Lawyers
What are you studying for and what have
you learned?
I am studying for my STEP Diploma in
Trusts and Estates. I had forgotten how
hard it was to remember hundreds of
cases. I definitely learned how to balance
the competing interests of work, study and
social life.
What interesting case have you been
involved in?
Daniel Brandon
Solicitor, Kingsley Napley
United Kingdom
There are so many interesting cases I deal
with on a daily basis. The most interesting
are those matters that throw up technical
points of law and anti-avoidance legislation.
It may seem horribly complicated at first but
it is very satisfying to come to a conclusion
once you drill down into the problem and
separate out the issues.
What interesting case have you been
involved in?
Imogen
Buchan-Smith
Senior Associate,
Private Client and Tax,
Penningtons Manches
United Kingdom
Citywealthmag.com
The restructuring of a non-resident family
trust which holds operating or trading
companies in a variety of jurisdictions, due
to certain of the beneficiaries’ relocation to
the United Kingdom. This required an
analysis not only of UK tax considerations
but also local law requirements and the
jurisdictions where other beneficiaries are
resident to ensure that the solution we
proposed, and are now implementing,
works from the perspective of all
jurisdictions involved.
Your best film or book recently?
My ten-month-old twins mean that I don’t
have a lot of time to read books. However,
our Netflix subscription allows us to enjoy
films and the occasional box set binge.
Begin Again is a film I particularly enjoyed.
Uplifting, inspiring, Mark Ruffalo and Adam
Levine…what more can I say?
Your best film or book recently?
Jurassic World. I haven’t read a novel in
a while.
What charity do you support?
Compassion in World Farming, a charity
established by a couple of British farmers
who became concerned at the growing
disconnect between modern agriculture
and the well-being of animals and the
environment.
Testimonial
“Daniel is integral in building up Kingsley
Napley’s expanding private client
international tax offering. His technical
expertise and involvement with clients in
business development and with the firm
by far exceeds his years of qualification.”
What charity do you support?
I actively support Naomi House, a local
children’s hospice. I’m also involved with
Care for Casualties, a charity supporting
riflemen who have been wounded in
combat and their families, as well as the
families of those killed in action. My
husband is in the Rifles and has served in
both Iraq and Afghanistan so this is a cause
particularly close to our hearts.
Testimonial
“She has a considerable depth of
experience in planning for non-resident,
non-domiciled individuals moving to
the UK.”
Future Leaders List, July 2015 • 4
Lawyers
What interesting case have you been
involved in lately?
Advising a client about succession and tax
planning in thirteen different jurisdictions.
Your best film or book recently?
Anna Coakes
Senior Associate,
Gordon Dadds
United Kingdom
Imitation Game. It is a fascinating and
moving film as it talks about both historical
events and the relationships and human
frailties of the protagonist Alan Turing, the
UK mathematician who essentially invented
the computer. I was not aware, prior to
seeing the film, of any of the wider aspects
of Turing’s story, and the film left me feeling
saddened, as well as fascinated by his
extraordinary intelligence.
How did you get into triathlon training?
The triathlon training was borne out of a
long term goal to complete a triathlon
which, during 2014, I finally decided to do
something about rather than simply move
it from one year’s goal list to the next. I love
being out on my bike – for the challenge,
the scenery, and the chance to explore
different means of transport. The swim leg
comes fairly naturally, having been brought
up by the beach and being on or near
water for much of my childhood. The run
leg is the most challenging – I’m yet to
experience a runner’s high and find it a real
slog to get through.
Testimonial
What charity do you support?
I am a supporter of Asthma UK as a result
of being a life-long asthma sufferer which
now, in adulthood, is managed reasonably
well but which caused periods of
hospitalisation as a child. It really can be
a debilitating, as well as life-threatening,
illness, and the differences which I have
seen in treatment of the course of my
lifetime have been significant, which can
only be helped by further research.
What interesting case have you been
involved in?
I have been involved in a series of freezing
injunctions, which I enjoy due to their quick
nature and the debates about the
legitimacy of transactions, and the
interesting justifications advanced in relation
to more unusual transfers.
Your best film or book recently?
Thomas Duggins
Senior Associate, Charles
Russell Speechlys
I have been fascinated with Russian history
since being given a book on the Firebird
and Russian folklore as a child. I have read
the biographies of most Russian leaders
from Peter the Great to Stalin.
United Kingdom
One book I want to mention is Peter the
Great – His Life and World by Robert K
Massie. Russian history interests me as
Citywealthmag.com
“Anna works as my deputy in a Private
Client team of seven fee earners, which I
head. Also to her own workload for mainly
high net worth clients, she supervises and
assists four more junior fee earners,
including a trainee whom she briefs and
supervises. She is also the marketing
representative for the team and is
achieving increasing prominence with
professional contacts outside the firm.”
arguably no other country has been so
completely shaped and reshaped through
the centuries by the whims of a series of
individuals with absolute power.
Testimonial
“It is clear to me that Tom Duggins is a
future leader, because what he already
brings to his work is an experience well
beyond his years in two crucial respects.
He is commercial savvy in the legal
analysis of his cases and has personal
gravitas and authority in dealing with his
clients, to which they in turn respond well
and with respect, as well as with
appreciation. All comes with a fun exterior
which makes Tom great fun to work with.
This is quite a combination.”
Future Leaders List, July 2015 • 5
Lawyers
What charity do you support?
Lucy Edwards
Associate,
Penningtons Manches
One of the charities that I support is the Pembroke Town
Walls Trust. My family has strong ties to Wales and in
particular to Pembroke, a town encircled by the walls of a
medieval castle that was the birthplace of King Henry VII.
The site is of national and international importance and the
Trust was set up to protect and conserve its archaeology
and realise its potential to contribute to the social and
economic benefit of the local and wider community.
United Kingdom
Testimonial
Who would you most like career advice from?
I am fortunate to have met many people whose
commitment to and enthusiasm for their work is a real
inspiration. Outside of the legal sphere, they include Sir
Patrick Moore, an astronomer and broadcaster, whom I
met when I was a child. I remember how passionately he
talked about his work. He built his career in a subject he
found fascinating and without compromising on his values,
and I would have liked the opportunity to meet him again
for advice on how I could do the same.
“Lucy has a natural rapport with clients of all stages and
backgrounds. When combined with her clarity on legal
matters and efficiency in dealing with ever-increasing
paperwork, this puts clients and their advisers at ease
and makes for a successful long term relationship.”
What are you studying for and what have you learned?
On qualifying into the private client department, I was
encouraged to study for the STEP Diploma in trusts and
estates, which I completed in November 2014. I received
a STEP Excellence Award for the highest mark in the
Administration of Trusts paper and completed the diploma
with an overall distinction. I am now studying for the STEP
Advanced Certificate in UK Tax for International Clients.
What interesting case have you been involved in?
Patrick Moore built his
“career
in a subject he
We are seeing an increasing number of individuals coming
to the UK to expand their businesses and utilise the
remittance basis of taxation to reorganise their offshore
estates. For example, a current client is an entrepreneur
looking to establish UK tax residence and source new
opportunities for his investment management business.
The move is a big change for him and his family and we
are working closely with our colleagues across the firm in
our Immigration, Employment, Property and Professional
Regulation teams to provide the advice he needs.
found fascinating and
without compromising
on his values. I would
have liked the opportunity
to meet him again for
advice on how I could
do the same.
Citywealthmag.com
”
Future Leaders List, July 2015 • 6
Lawyers
Who would you most like career advice
from?
Emma Heelis-Adams
Associate,
Burges Salmon
I’d like to get career advice with Hillary Clinton
as she is aiming to become one of the most
powerful people in the world and certainly the
most powerful woman. She has had a varied
career, originating in law, and of particular
interest is her work regarding women’s
empowerment and welfare. From a career
perspective, I would ask her if, when she
started out, she ever envisaged she would
be where she is now and her thought
process when making career choices.
What interesting case have you been
involved in?
What charity do you support?
I support Anthony Nolan, a charity which
matches individuals willing to donate their
blood stem cells or bone marrow to people
with blood cancer and blood disorders who
need lifesaving transplants. It runs a register to
match potential stem cell and bone marrow
donors to those with blood disorders who
require transplants. I support Anthony Nolan
because my sister was diagnosed with acute
myeloid leukaemia at the age of seventeen and
over the following few years required two stem
cell transplants. Both donors were found
through the Anthony Nolan register. My sister
has now been in remission for eight years.
United Kingdom
A restructuring for a UK resident, non-UK
domiciled ultra-high net worth individual,
where tax and trust advice was provided
and the position in several jurisdictions
had to be considered. The restructuring
involved the closure of several foundations
and the resettlement of funds into trusts
plus a consolidation of various trust
structures, including trust to trust transfers
and amendments to the terms of the
remaining trusts.
Who would you most like career advice from?
Sir Kenneth Robinson, because of his
inspirational views and understanding of
nurturing talent in everyone. I would ask him
to help me and my team learn how to find
self-fulfillment through the convergence of
our natural talents and personal passions.
What interesting case have you been
involved in?
William Marriott
Senior Associate, Charles
Russell Speechlys
Purchase of Apethorpe Palace in
Northamptonshire, a Grade I listed national
monument from English heritage.
Your best film or book recently?
United Kingdom
Daring Greatly by Brené Brown. It taught me
that to really connect with and lead
colleagues, one needs to be vulnerable, open
to criticism and one’s own shortcomings.
What charity do you support?
Mind. Mental health has been overshadowed
by physical health issues for far too long.
Citywealthmag.com
Testimonial
“Emma is a fantastic private client lawyer
who performs well above her level of
qualification. Her technical skills are of the
highest calibre, with particular strength in
international matters, including cross-border
estate planning. She delivers extremely
technical advice in a practical and
commercial context, and her calm, efficient
and friendly manner is appreciated by clients
and colleagues alike.”
There is a stigma attached to mental health
problems, and I support the work Mind does
to raise the profile of those who suffer from
mental health issues. I hope to be running
the 2016 London Marathon for them.
Testimonial
“William heads a team of five fee earners.
He leads in business development,
successfully raising the profile of his team,
building on existing relationships with
referrers and forming new professional
contacts outside the firm. In addition to
his own workload for high net worth
clients, William supervises and assists the
fee earners in his team. He is well
respected by colleagues and clients for his
technical expertise and his commercial
and common sense approach is highly
valued. William has a natural rapport with
clients which, when combined with his
clarity on legal matters and efficiency,
leads to effective outcomes for clients and
builds successful long-term relationships
with contacts and clients alike.”
Future Leaders List, July 2015 • 7
Lawyers
What charity do you support?
Kate Molan
Associate,
Family Department,
Penningtons Manches
I am interested in the work of Remembering Srebrenica,
which aims to tackle racism, discrimination and religious
intolerance. I am also a member of the First Aid Nursing
Yeomanry (Princess Royal’s Voluntary Corps), a voluntary
organisation that supports civil and military authorities in
London in times of crisis.
Testimonial
United Kingdom
Who would you most like career advice from?
I am looking forward to seeing what becomes of Hillary
Clinton’s presidential campaign. Looking back at her
career since her time as First Lady, through to US Senator,
then as Secretary of State, and now a possible future
President, she strikes me as someone who has shown
dignity in personal hardship, grace in defeat and a
consistent pursuit of excellence in her work.
“Kate is a first class young lawyer who possesses
exceptional negotiating skills and remains unfazed, even
when faced with complex issues. She has worked on a
number of high-profile cases, and her excellent technical
knowledge, combined with an ability to reassure and
support her clients, makes her a definite “one to watch”
in the world of family law.”
What are you studying for and what have you learned?
I am studying Arabic as a way of broadening both my
cultural understanding and my professional expertise.
What interesting case have you been involved in?
Since my involvement in the reported case of Abduction:
F v Y, which involved an alleged wrongful removal of a child
to Russia, I have worked on a number of cases involving
a possible international relocation by one party with the
child or children of the family. I have also been working on
a number of high net worth cases involving offshore trust
structures, including advising the trustees of an offshore
trust where a trust beneficiary has become involved in
contested matrimonial proceedings.
Your best film or book recently?
I thoroughly enjoyed H is for Hawk by Helen Macdonald. It
is an unusual read about a journalist who buys a goshawk,
a large short-winged bird, following the unexpected death
of her father. The book deservedly won the Costa Prize.
Clinton strikes
“meHillary
as someone who
has shown dignity in
personal hardship,
grace in defeat and a
consistent pursuit of
excellence in her work.
”
Citywealthmag.com
Future Leaders List, July 2015 • 8
Lawyers
Who would you most like career advice
from?
It would have been Margaret Thatcher.
I would now choose Richard Branson.
Your best film or book recently?
The Other Boleyn Girl by Philippa Gregory.
I particularly enjoy reading historical fiction.
What charity do you support?
What interesting deal have you been
involved in?
Sakhjit Randhawa
Head of New
Development Team,
Senior Associate, Charles
Russell Speechlys
I have been working for eight years on top
end London residential property investment
projects. I have had to work at pace on
some of the UK’s highest profile residential
projects, such as putting in place contracts
on £50 million worth of residential property
investments in Kensington for an Arab
Sheikh and helping a Hong Kong billionaire
buy £40 million worth of London rental
property.
United Kingdom
I travel to South East Asia on business.
In my busiest five day period over there,
I exchanged two hundred purchase
contracts for buyers acquiring at Battersea
Power Station.
Who would you most like career advice
from?
Eric Cantona, a French actor and former
international footballer for the French
national team. I’d like to ask him if being a
rebel genius is something he would
recommend to an aspiring private client
lawyer.
Your best film or book recently?
Senior Associate, Charles
Russell Speechlys
The Snail and the Whale Activity Book by
Julia Donaldson. It is a favourite bedtime
book of my two small children, so it
represents some of my favourite minutes of
the day.
United Kingdom and
Switzerland
What charity do you support?
Matthew Shayle
The Cystic Fibrosis Trust and Compassion
UK. My mother lived with cystic fibrosis so
the Trust is close to my heart. Compassion
UK is a charity that directly supports
underprivileged children in various parts of
the world and focuses on building personal
ties between sponsors and the children
they are helping.
Citywealthmag.com
National Society for the Prevention of
Cruelty to Children, a charity campaigning
and working in child protection.
Testimonial
“Sakhjit has both excellent client skills and
in-depth legal knowledge. She combines
this with a commercial drive and tenacity
which has proved a winning combination
in the marketplace as she “gets deals
done”. As a result, she has been able to
build a loyal client base dealing at the top
end of the London residential property
market.”
Testimonial
“Having worked with Matthew Shayle for
a number of years I am pleased to confirm
that Matthew has a natural rapport with
clients of all stages and backgrounds.
When combined with his clarity on legal
matters and efficiency in dealing with everincreasing paperwork, this puts clients and
their advisers at ease and makes for a
successful long term relationship.”
“Matthew is a senior member of our team
of private client lawyers in Switzerland
who advise on international tax, trust and
succession matters. I had recruited
Matthew before I returned to the UK, with
a view to him assisting with, and taking
over, some of my Swiss matters, which he
has done very effectively. Since joining the
firm a year ago, he has been actively
involved in raising his, and the firm’s,
profile through speaking engagements,
writing articles and giving presentations.
He is building a strong reputation amongst
professional contacts in Switzerland as an
excellent and personable lawyer.”
Future Leaders List, July 2015 • 9
Lawyers
Who would you most like career advice
from?
Gemma Townsend
Solicitor,
Streathers Clapham
United Kingdom
The Right Honourable the Baroness Hale of
Richmond currently the Deputy President
of the Supreme Court of the United
Kingdom. To be able to discuss her iconic
quote 'More women judges will improve
law' would be an extremely interesting,
thought-provoking and I am sure motivating
discussion. Baroness Hale is, in my
opinion, the most influential female lawyer
of the present age.
What are you studying for and what have
you learned?
I am studying for the STEP Diploma in
Trusts and Estates.
What interesting case have you been
involved in?
I acted as the sole legal adviser to a group
of leaseholders who acquired the freehold
What interesting case have you been
involved in?
Use of a family investment company to
structure and manage a commercial
investment property portfolio in a family
wealth management context.
of their building from the existing
freeholders who were in liquidation. The
building contained forty-five flats and all bar
two of the leaseholders participated. I acted
in the transaction from initial advice at a
residents meeting in the building one
evening to drafting an extensive
participation agreement, setting up the new
freehold company and completion of the
transfer into the company name. I continue
to act on behalf of the freehold company
and advise the directors on all landlord and
tenant matters as and when they arise and
the continued administration of the
company.
Testimonial
“I have known Gemma for a year now
during which time she qualified as a
solicitor, and I know her to be hardworking and very organised. She is keen
to learn and to meet new people in the
private client world.”
This was made even more so by the fact
that his views changed over time from
being very radical to more moderate
latterly. He, therefore, had the admirable
ability to change based on his accumulated
knowledge and experience despite how
fiercely held his earlier views were.
Your best film or book recently?
Testimonial
Michael Westbrook
Senior Associate,
Burges Salmon
United Kingdom
Citywealthmag.com
I picked up the Malcolm X autobiography
as I am in a book club. It was fascinating to
gain some insight into the mind of such a
revolutionary individual. He was intelligent
and articulate although his ability to write
and orate was self-taught and developed
while in prison. What I found striking was
his conviction in what he believed at any
given time and how that drove his cause
and which ultimately led to his death.
“Mike has a deep and technical
knowledge of private client issues, which
allows him to blend traditional private
client vehicles such as trusts and
partnerships, with newer corporate
structures. This is the future of estate
planning for both new and old money
clients and Mike is leading the charge.”
Future Leaders List, July 2015 • 10
Lawyers
Who would you most like career advice
from?
Sheryl Sandberg. She is a successful and
influential business leader, who is inspiring
many women and men.
What are you studying for and what have
you learned?
Gemma Willingham
Senior Associate and
Solicitor-Advocate,
Baker & McKenzie
United Kingdom
Citywealthmag.com
I completed the STEP qualified practitioner
course earlier this year. Through this
course, I learned about lasting powers of
attorney and the Hague Convention XXXV.
What interesting case have you been
involved in?
I have been acting for an offshore trust
company in court proceedings arising out
of allegations that it was invalidly appointed
as trustee.
Testimonial
“Gemma is already gaining a reputation
amongst her professional peers for her
technical excellence, commitment to client
service and outstanding intellect. To this,
she adds emotional intelligence, sound
judgement and a contagious joie de vivre.
We are proud and fortunate to count her
as one of our own and have every
confidence in the trajectory of her career.”
“Gemma has built a formidable reputation
as a trust litigator, and she stands out
amongst her peers as a result of the
combination of attention to detail with
strategic vision. Gemma is the
consummate professional who in my
experience is highly valued by her clients.”
Future Leaders List, July 2015 • 11
Future Leaders List
Trustees
Trustees
purpose of the structure, whilst working with advisors in
various jurisdictions to ensure that the project is coordinated and runs smoothly.
Your best film or book recently?
Victoria Blackburn
Manager, Crestbridge
Family Office Services
Limited
Jersey, Channel Islands
Who would you most like career advice from?
Bobby Kennedy. Bobby was the man behind many of his
more famous brother’s presidential policies and the reason
I have picked him is because Bobby was a ‘juggler,’ a skill
that in our modern day lives we all have to practice to
varying degrees of success.
Bobby was responsible for what seemed like JFK’s cool
handling of the Cuban Missile Crisis and many other policy
decisions at a time when the world looked as though it
might end at a moment’s notice. Understanding how to
handle pressure of this magnitude would be invaluable
career advice for anyone.
What are you studying for and what have you learned?
I completed my ICSA professional in 2010 following a
career change to offshore trust and company
administration from teaching History and Politics to
secondary school children in mid-2008.
Although qualifications and exams are important they are
only ever of real value when combined with day to day
experience. I have been fortunate enough in my career to
have worked with some amazing colleagues but also for
interesting and sometimes challenging clients. It is this
experience that I value most and has given me a wide
range of skills and I feel privileged to have learnt from some
of the best people in the industry who, despite their
seniority, have always had an open door policy and no
question was ever too small or insignificant.
What interesting client work have you been involved in?
I have been involved in the ground work to establish a
family office from inception for a large Middle Eastern
family. I was involved in preparing much of the pitch
documentation and, thereafter, have been party to the
discussions between the various advisors regarding the
steps that will be taken to establish the family office. This
has been interesting and challenging; balancing the needs
of the family and helping them understand the nature and
Citywealthmag.com
The Night Circus by Erin Morgenstern, a magical journey
with a host of interesting characters and tales. The writer
has the most amazing imagination and takes the reader
and a journey like no other.
I love to read but also write and I am now working on a
children's book series involving a rather naughty tabby cat.
Although this has been on hold recently due to both work
and personal commitments, I am hoping to progress with
this over the next few months as I enjoy the escapism that
both reading and writing bring.
What charity do you support?
Jersey Greyhound
Rescue (part of the
Retired Greyhound
Trust). It is through
this charity that my
husband and I were
able to find and give
a home to Bolt, our
beautiful black exracer and the most
spoilt dog ever, who
now has his own sofa, bed and every part of the house.
Whoever would have thought this dog used to live in an
outdoor kennel.
Testimonial
“Victoria joined the Crestbridge Family Offices Services
team as an assistant manager in January 2014 when the
service line was still developing following its launch in
June 2013. Since then she has been instrumental in the
shaping of the team, which has more than doubled in size
in the last eighteen months.”
Victoria has had huge influence on the way in which we
coordinate new business enquiries, whilst maintaining a
very high standard of service for existing clients. She is
exceptionally commercial and has a natural ability for
understanding the needs of a prospective client.
In relation to the management of clients’ affairs, Victoria
provides an excellent service, going above and beyond,
always managing clients’ expectations. She has developed
extremely strong relationships with all her clients.”
Future Leaders List, July 2015 • 13
Trustees
Who would you most like career advice
from?
I would choose our executive chairman Keith
Corbin. Keith started his career nearly thirty
years ago and built Nerine into the thriving
business it is today. He has a great way of
motivating his staff and getting the best out
of each of us. His advice is always considered
and steeped in years of experience.
Donna Brehaut
Assistant Trust Manager,
Nerine Group of
Fiduciaries
Guernsey
What are you studying for and what have
you learned?
I completed the STEP Diploma at twenty
years of age with a distinction. With
Nerine’s support, I am currently studying for
the Chartered Management Institute’s level
five management qualification, and I hope
to take on more study in this area.
What interesting client work have you
been involved in?
I was involved with a complex client matter
which involved a family structure that we
needed to split into three structures for
succession and tax planning. I worked with
numerous investment managers, lawyers
and tax advisors together with a protector
Marina Le Gallez
Assistant Trust Manager,
Nerine Group of
Fiduciaries
Guernsey
Citywealthmag.com
committee to ensure that the complexity of
the activity was clear and timelines were
thought out and executed as required. I got
to drive elements of the project from a
trustee perspective and demonstrated
leadership skills dealing with a range of
different parties involved. It was an exciting
project to be involved with, and it gave me
a real taste for what I can achieve.
Testimonial
“Donna started her career with Nerine eight
years ago straight from completing her Alevel examinations. She has risen through
the ranks to become very important in
managing client relationships and delivering
more than expected with our clients. Donna
is a motivated, keen individual and has
worked hard in both her studies and her
career. Her level of commitment and
potential is demonstrated through her
inclusion in our business development team
where she has proven to be a valuable
contributor to our future business strategy
and our business development. We see
Donna as a key member of the leadership
team in years to come.”
Who would you most like career advice
from?
What interesting work have you been
involved in?
I would choose to go to Baroness Karren
Brady CBE for advice. Despite not getting
the place she hoped for at college she
persevered with a trainee job which led to a
highly successful advertising career.
Following contacts made during her time in
advertising she was appointed as managing
director of Birmingham City Football Club
and subsequently vice-chairman of West
Ham United Football Club. I believe
Baroness Brady shows that perseverance,
confidence and a willingness to succeed are
key attributes to being successful. Her
determination and strength of character are
admirable, given the personal and business
challenges she has faced.
I was involved in a category two Public
Trustee vs. Cooper application to the
Guernsey court. The judgement gave
important guidance to trustees on conflicts
of interest.
Testimonial
“Marina has proven herself to be an
integral leader of the day-to-day
administration team driving activity
forward with expertise and confidence.
She carries a lot of responsibility on her
young shoulders, and she does so
extremely well. She is also a valuable
member of the business development
team seeking out new opportunities for
the business. Her leadership skills are
being nurtured and enhanced, and we see
her as a future leader for our business.”
Future Leaders List, July 2015 • 14
Trustees
During the last four years that I have lived in Guernsey, I
have taken part in events such as quarter marathons, 10k
runs and the town relay amongst others. All of the events
raised much-needed funds for various local charities such
as Les Bourges Hospice, Guernsey Society for Prevention
of Cruelty to Animals, The Priaulx Premature Baby
Foundation and Guernsey Alzheimer's Society.
Grant Skyrme
Senior Administrator –
Real Estate, Equiom
Testimonial
Guernsey
“Grant's immediate response to dealing with any issues
has always been to pick up the phone. This has added a
personal touch, while at the same time, has sped up the
process of resolving matters quickly. Grant has joined his
line Director and our commercial property team manager
at meetings in Germany and London, and we have had
excellent feedback about the level of service provided by
the team, which reflects well on Grant.”
Who would you most like career advice from?
I feel career advice from José Mourinho, the manager of
Chelsea FC, would be inspirational. He is an exceptional
manager, who is able to deflect the media spotlight from
his team, removing as much pressure as possible from the
squad, enabling them to play at the highest level. He has
won league titles in four different countries and his record
speaks for itself. He commands a huge amount of respect
from his peers and is extremely motivated to be the best.
What are you studying for and what have you learned?
Having moved from the UK to Guernsey in 2011, I have
completed the International Diploma in Financial
Administration (IDFA) in 2014 and I am also studying with
the Institute of Chartered Secretaries and Administrators
(ICSA).
What interesting work have you been involved with?
In our Guernsey office Real Estate team I administer a
group of Guernsey structures that hold a UK property
portfolio valued at circa £790 million for a range of clients
that includes European investment funds, sovereign wealth
and high net worth individuals. Some of my current
projects include the sale of a shopping centre for £180
million and the purchase of a commercial tower block for
conversion into residential dwellings, valued at £69 million.
Which charity do you support?
When I was living in my home country, Wales, I took part
in several fundraising charity events for the Velindre Cancer
centre, which is Wales’ specialist cancer treatment centre
located in Cardiff and provides services to over 1.5 million
people across South East Wales. Two of the events
included running my first marathon and a tough and
gruelling weekend camp at a Territorial Army event in the
Brecon Beacons.
Citywealthmag.com
I feel career advice
“from
José Mourinho, the
manager of Chelsea FC,
would be inspirational.
He is an exceptional
manager.
”
Future Leaders List, July 2015 • 15
Trustees
Who would you most like career advice
from?
Warren Buffett because he thinks outside
of the box or Mark Zuckerberg because he
proved that age and experience aren't the
necessary key to challenging the status
quo, and he managed to shape a market
that changed the social media industry
entirely.
Chris Mourant
Trust Officer, Fairway
Trust Limited
Jersey
What are you studying for and what have
you learned?
I have a Financial Services Degree, a
Certificate in Offshore Administration and a
Diploma in International Trust Management.
I have learnt how companies, trusts and
estates work and also that there are still
some markets that have enormous
potential with the correct structuring and
advice. I deal primarily with UAE-based
clients, and I enjoy learning about forced
Who would you most like career advice
from?
Colonel Tim Collins. His eve-of-the-battle
speech in Iraq in 2003 demonstrates the
nature of the man and the characteristics
which make him a good leader. He said
“We go to liberate not to conquer.” It would
be interesting to listen to his experiences
from an earlier point in his career, to see if
I can apply any of his lessons to my own life.
Joel Waterhouse
What are you studying for and what have
you learned?
Administrator – Yachting
and Aviation, Equiom
I am studying for my STEP qualification.
Isle of Man
Your favourite recent film?
heirship and inheritance laws. I hope to
study at the Institute of Directors within the
next twelve months.
Testimonial
“Chris is a passionate and motivated trust
officer who excels in every aspect of his
role, in particular, developing business
with our clients in the Middle East. As a
natural leader, he also finds the time to
mentor junior staff helping them with their
professional development. I have no
doubt in my mind that he has the right
skills and attributes required to help take
the business forward and has all the
makings of a future leader.”
such as abseiling and raft building, to more
transferable skills, like team building,
leadership and communication. I’ve seen
young adults transform from not saying a
word, to instructing a group of peers with
skills they are passionate about.
Testimonial
“Joel has been a valuable asset to the
Company since he joined the Yachting &
Aviation Department at the Isle of Man
office in August 2013. His enthusiasm and
willingness to assist other members of the
team led to the opportunity to be
seconded to our Malta office for a brief
spell where he provided valuable support
to the Manager.”
Shawshank Redemption, a film by Frank
Darabont. I love the movie and the story it
tells. It is a strong and emotive narrative
about justice, never giving up and the
power of motivation, one that I feel never
grows old.
Which charity do you support?
The Scouts. They teach children numerous
skills, ranging from the more obvious ones,
Citywealthmag.com
Future Leaders List, July 2015 • 16
Future Leaders List
Bankers &
Investment
Managers
Bankers &
Investment
Managers
Your best film or book recently?
The Fault in our Stars is a film that made me realise the
importance of capturing life and living it to the full.
Which charity do you support?
Emma Bell
Client Manager – Private
Wealth, R K Harrison
United Kingdom
I mainly support two charities: Hope and Homes for
Children and International Animal Rescue. I am on the
events committee for IAR and have been involved with
Hope and Home for Children for many years, raising
money through sporting events, organising and helping
arrange fundraisers.
Who would you most like career advice from?
Natalie Massenet MBE, founder of Net-A-Porter and
entrepreneur. I consider her to be a pioneer and I would
ask her how she overcame so many obstacles when
people told her it couldn't be done, or shouldn't be done
or wasn't the way things worked. To come up with the idea
is step one but it is always scary to expose yourself to such
criticism and opinion when you are suggesting change and
innovation. I would like to know what gave her the courage
in her conviction to just “do it.”
Testimonial
“Emma is driven, professional, personable and
passionate to be the best, making an intelligent and
valuable contribution to our clients and business. She
isn’t afraid to voice ideas and create a different
perspective on certain risk situations. Her warm,
outgoing personality and enthusiasm are infectious
which clients and colleagues alike are drawn to.”
What are you studying for and what have you learned?
I am ACII qualified and have recently achieved my
Chartered Status and am now working towards my
fellowship. I have learned to be disciplined in prioritising
studying and learning over the years which has now
paid off.
The technical grounding and understanding the ACII has
provided is very useful in my daily role and also gives me
professional credibility when dealing with clients.
What interesting project have you been involved in?
I have launched a new talent initiative in the finance sector
called Ambition First which champions the next generation.
Citywealthmag.com
up with the idea
“is Tostepcome
one but it is always
scary to expose yourself to
criticism and opinion when
you are suggesting change
and innovation.
”
Future Leaders List, July 2015 • 18
Bankers &
Investment
Managers
Who would you most like career advice
from?
Thomas Allsup
Assistant Portfolio
Manager, James
Hambro & Partners
United Kingdom
James Dyson, a serial inventor and
entrepreneur. His career highlights the
importance of not taking the status quo for
granted. By looking at the world around
him with a fresh perspective, Dyson has
changed everyday lives through simple
steps.
A book called The Hundred-Year-Old Man
Who Climbed Out The Window and
Disappeared, by Jonas Jonasson. It talks
about a man who breaks out of his care
home to avoid a party for his hundredth
birthday, accidentally steals a suitcase full
of drug money and goes on the run. Simply
put, it’s seriously funny.
What are you studying for and what have
you learned?
Testimonial
Studying for the CISI Chartered Wealth
Manager Qualification has emphasised the
old but true cliché that there is no substitute
for hard work. Not just a matter of technical
knowledge or experience, the qualification
centres on flexible thinking which can’t be
learnt overnight.
“Tom’s progress at James Hambro and
Partners typifies exactly what we are
looking for in a successful young
candidate within a fast growing private
wealth management company. He has a
positive, enthusiastic, yet measured
approach to all the many challenges that
are presented both through the
interpretation of complex investment
matters and in the day-to-day demands of
client contact and service.”
Your best film or book recently?
Testimonial
My favourite book is Principle-Centered
Leadership by Stephen Covey. My key
takeaway from this book is the importance
of one of the principles, empathetic
listening, which encourages readers to
‘seek first to understand, and then to be
understood.’
“Great leadership is about recognising the
strength in balancing EQ and IQ; having
vision and the courage to pursue that
vision whilst dealing with adversity along
the way, as well as always being driven by
finding solutions rather than allowing
problems to derail you. Lauren has all of
these qualities, as she demonstrates
a strong ability to have clarity of focus,
courage and tenacity. I have no doubt she
will achieve great things and has
the leadership characteristics that will
encourage others to follow in her
footsteps.”
What charity do you support?
Lauren Garey
Private Banker,
J.P. Morgan Private Bank
Your best film or book recently?
I am a passionate volunteer for microfinance initiatives. I support Kiva, Grameen
Bank, and the Ashesi University-Babson
College Microfund which I set up in Ghana
in 2009.
United Kingdom
Citywealthmag.com
Future Leaders List, July 2015 • 19
Bankers &
Investment
Managers
What charity do you support?
Freddie Lower
Sapere. This charity makes a difference to the early
development of disadvantaged children by encouraging
them to think more creatively and question the world
around them. I have met some of the children on the
programme and seen the positive impacts of Sapere’s
work, both academically and socially.
Portfolio Manager,
C. Hoare & Co.
Testimonial
United Kingdom
Who would you most like career advice from?
Steve Jobs. I admire the way he built a company from scratch
to become the most valuable company in the world and one
of the most recognised brands globally. I find it interesting
how his personality was in the very fibre of the company and,
in many ways, has seen him live on after he passed away. I
would ask him what the single biggest challenge he faced
along his journey was and what he did to overcome it. I would
also ask him what would be the one thing he would change
about his career if he was able to re-live it and what he would
do differently in his personal life if allowed to go back in time.
What are you studying for and what have you learned?
I’m studying for the Charter Wealth Manager qualification,
formerly known as Masters in Wealth Management. I have
previously completed STEP Advanced Certificate in UK tax
for international clients, Private Client Investment Advice
and Management certificate, and the Investment
Management Certificate.
“Freddie continues to prove himself as highly competent,
ambitious and efficient. His customers value him for the
technical quality of his work and his incredibly helpful
attitude. His attention to detail has proved a crucial final
check on several occasions, and he is a highly valued
member of his team. Freddie is undoubtedly the rising
star of the bank, illustrated by his quick progression.”
“I would have no concerns about Freddie assisting any
of my clients. He is very approachable, well turned out
and always seems keen to provide a good service. He
recently passed a difficult tax exam aimed at those with
international clients, which very much impressed me as
Freddie’s background is the financial/investment
spheres, rather than accountancy or law.”
“I have known Freddie for at least three years now and
he has from day one come across as an extremely
competent banker with an engaging manner able to
easily network with more seasoned professionals.
I suspect he will achieve great things as his interpersonal
skills will lead him to grow very strong bonds with
his clients.”
What interesting client work have you been involved in?
A long-term UK resident with a German domicile who
recently sold a classic car for a sum in excess of $10m.
We had to structure his portfolio in a way to keep the
capital clean, so it could be remitted to the UK with no
further tax liability, whilst also generating an investment
return so that this pot of assets can fund his UK
expenditure for the next twenty years. The case was
interesting on a personal level, as the individual client was
quite a character, but also from a technical point of view
as there were a number of investment and taxation issues
which required careful thought.
Your best film or book recently?
Allen Carr’s The Easy Way to Stop Smoking. This book
helped me kick the habit in October 2014 after being
a smoker for the previous ten years. I haven’t had a
cigarette since.
Citywealthmag.com
I support Sapere, a
“charity
that encourages
disadvantaged children
to think more creatively
and question the world
around them.
”
Future Leaders List, July 2015 • 20
Bankers &
Investment
Managers
What charity do you support?
Annabel Watson
Teenage Cancer Trust is a charity I support after an
experience with a family friend where I saw first-hand the
excellent work that they carry out. Teenage Cancer Trust
are underfunded and are one of the few organisations who
cater for teenagers suffering from cancers commonly
found in adults.
Portfolio Manager,
C. Hoare & Co.
Testimonial
United Kingdom
Who would you most like career advice from?
Helena Morrissey, chief executive of Newton Investment
Management who has nine children, on how she achieves
a work-life balance.
“Annabel has strong markets expertise. She is highly
qualified and has a broad range of experience managing
direct equity and fund-based portfolios. She is very
personable and easily builds relationships with
colleagues and customers. She is driven, ambitious and
a fantastic role model for her peers and most certainly a
future leader of the industry.”
What are you studying for and what have you learned?
I am studying for the Chartered Wealth Manager
qualification, previously known as the Masters in Wealth
Management. It has helped improve my understanding of
investment areas that I may not necessarily cover in my
day-to-day work, and in particular it has taught me how
to explain more technical subjects to clients.
What interesting deal have you been involved in?
I have been involved in winning a pitch to manage cash
balances for a private members club in London. This was
particularly interesting as the organisation is deemed notfor-profit, albeit it is not a charity but run on behalf of its
members so it did not fit the most typical customer
classification. The exercise enabled me to combine my
experience of having managed money for a variety of
different clients in the past to successfully tailor the pitch.
Your best film or book recently?
Irrational Exuberance by Robert J. Shiller. This book has
become a cornerstone of behavioural economics and is
fascinating for anyone wishing to understand how herd
mentality and “animal spirits” can drive stock markets.
Citywealthmag.com
Exuberance
“byIrrational
Robert J. Shiller is a
fascinating read for anyone
wishing to understand how
herd mentality and “animal
spirits” can drive stock
markets.
”
Future Leaders List, July 2015 • 21
Bankers &
Investment
Managers
Do you have any golden rules you adhere
to in business?
The most important lesson that I have learnt
during my career is never underestimating
the importance of relationships, as our
clients want to do business with the people
they trust and respect.
Your best film or book recently?
Ekaterina Savelyeva
Senior Associate,
Client Advisor,
Plurimi Wealth
UK and Russia
Citywealthmag.com
The first would be Lean In by Sheryl
Sandberg. It offers practical advice to help
women achieve their goals and succeed.
Then I’d mention A Spy Among Friends by
Ben Macintyre, which is a great book about
Kim Philby, one of the most famous double
agents in modern history. The book
provides a deeper understanding of the
Cold War and the role of double agents at
the time.
What charity do you support?
I have been an active member of Oxfam
confederation, a UK charity fighting global
poverty. Working together with local charity
shops, my friends and I helped to organise
four trips to war-torn areas around the
world over the last two years. The proudest
part of the process is to know that you can
help people who need it the most. It’s very
rewarding.
Testimonial
“Ekaterina is very efficient, very thorough
and instils confidence. She always has her
clients’ interest at the forefront of her
mind.”
Future Leaders List, July 2015 • 22
Future Leaders List
Accountants
Accountants
Andrew Dixon
A favourite film would be TT: Closer to the Edge. Although
I am not a biker, having lived in the Isle of Man for much of
my life means each year I experience the TT event when
30,000 people come over for a visit on an Island with a
population of just over 80,000. The contrast with Formula
One couldn’t be starker. The potential for death means it
has long been deleted from any international motorcycle
series. The financial rewards to competitors who win in the
TT would hardly buy an executive lunch in the city of
London. However, that’s not why they do it.
Partner, Moore Stephens
Isle of Man
Who would you most like career advice from?
Larry Page, CEO of Google. At the age of only 25, Page
and his friend, Brin, set up Google, a company that now
has over 55,000 employees in forty countries and is one
of the world’s greatest brands. I’m inspired by Page’s
story and would like to know what the secret of his
success is.
What are you studying for and what have you learned?
I have ACA qualifications, but learning doesn’t stop and
certainly isn’t restricted the classroom. As a partner, it is
essential that I keep current not only with developments,
new standards and regulations in my industry but also in
business in general.
What interesting work have you been involved in?
It had to be assisting in the set-up of a bitcoin fund,
‘Bank to the future’, advising and reviewing their
business plan. Not only is the concept of a virtual
currency revolutionary but it is set to redefine how the
world thinks of money. I am very pleased that it is
becoming a success in Hong Kong.
Your best film or book recently?
The Shipping Man by Matthew McCleery. Moore Stephens
has long shipping heritage and the business of sea, as
does the Moore Stephens firm in the Isle of Man. On a
personal basis, I am privileged to have shipping clients in
my portfolio. International shipping is incredibly complex
and unlike any other – hovering over the promise of
phenomenal success is the spectre of financial
disaster. This novel, written not by a novelist but by a
recognised expert in shipping finance, captures that in a
uniquely personal way.
Citywealthmag.com
Which charity do you support?
The main ones are Wish Upon A Dream, Remember
Me, Breakthrough Breast Cancer, Craig Heartstrong
Foundation, Manx Wildlife Trust and the Manx Guide
Dog Association.
Testimonial
“Andrew is one of the youngest partners in the global
Moore Stephens family of firms, directly leading a team
of twenty while managing a personal client portfolio of
over 200.”
“Since becoming a partner, Andrew has developed a
personal style of gravitas and presence that radiates to
clients, giving them confidence in him as a person and
the firm in general. As a result, he has earned the respect
of every member of his team and grown his departments’
portfolio substantially with a number of large and
interesting clients.”
to be assisting
“in Itthehadset-up
of a bitcoin
fund. Not only is the
concept of a virtual
currency revolutionary
but it is set to redefine
how the world thinks
of money.
”
Future Leaders List, July 2015 • 24
Accountants
Who would you most like career advice
from?
Byron Trott, who has built a reputation as
the banker to billionaire families and is
quoted as being the only banker Warren
Buffet trusts. I’d ask him what he thinks
differentiates him and his firm from the rest
of the crowd, and what his top three tips
are for gaining trust and influencing people.
Russell Gibson
Senior Manager, Deloitte
United Kingdom
What interesting client work have you been
involved in?
Structuring incentive arrangements for key
individuals within the investment arm of a
family business as the family looks to
diversify from their core trading business.
Your best film or book recently?
I am Pilgrim by Terry Hayes. I generally read
crime thrillers when I get the time to read
and this was an easy page turner that
I particularly enjoyed.
Who would you most like career advice
from?
Jim O’Neill, author of Good to Great. It
would be interesting to hear the thoughts
of an academic who has spent years
studying success.
What interesting client work have you
been involved in?
Adam Sheffield
Senior Manager, Deloitte
United Kingdom
We have just finished advising a couple of
different clients on the implications of their
impending moves to the UK. Getting to
grips with the intricacies of their lives,
across several jurisdictions, and coming to
understand what is really important to these
clients both now and in the future is always
interesting. Knowing how our work has a
real impact on helping clients to manage
their complicated affairs and giving them
peace of mind that everything is under
control is very satisfying.
What charity do you support?
British Heart Foundation. My grandfather
has had numerous heart problems over the
last ten years and the work of British Heart
Foundation in supporting his rehabilitation
has been outstanding.
Testimonial
“Russell is technically excellent and has a
wide knowledge base within the field of
private client tax, consistently showing the
ability to cut through complex scenarios
and get to the nub of client issues. He also
works with a number of intermediaries who
endorse that their clients place complete
trust in him and are always happy to seek
his counsel, and they have commented
that Russell has already made an impact in
the tax profession and that in their view he
will rise to the very top in the coming years.”
What charity do you support?
I’m running the Royal Parks half marathon
in October for the firm’s charity partners,
Alzheimer’s Society, Mind and Prostate
Cancer UK.
Testimonial
“Adam has been with the firm for his
whole career, nearly ten years. In that time
he has quietly established a reputation as
the trusted, go-to advisor for a wide range
of high-profile and high net worth
individuals, from the founders of private
equity firms to those who excel in the
fields of sports, music and art. He sets a
great example with his calm demeanour
and outstanding dedication to his clients
and his colleagues and draws upon his
network and experience to tackle the most
complex issues faced by his clients.”
Your best film or book recently?
I read Any Human Heart by William Boyd,
which was great. I also loved The Great
Beauty, Paolo Sorrentino’s latest film.
Citywealthmag.com
Future Leaders List, July 2015 • 25
Accountants
What charity do you support?
I help various charities in whatever way I can when an
opportunity presents itself, such as sponsoring my
friends or colleagues in their different pursuits like
cycling, running, or walking. I’m also taking part in a
sponsored activity myself: in 2012 I cycled from John
O'Groats to Lands End.
Jo Hurley
Manager, Deloitte
Testimonial
United Kingdom
What are you studying for and what have you learned?
I am studying French. I am still a beginner but working as
much as I currently do with our colleagues in various
overseas offices, I feel it is important to be able to make
the effort and have a basic conversation. I don't intend to
be able to discuss technical issues in French, but I think
an understanding would boost my relationships.
“Jo is a credit to our private client team and her approach
is typified by very strong technical skills coupled with a
willingness and desire to take on responsibility and
ensure that what she does makes a clear contribution to
our clients. She understands complex issues quickly and
turns them into clear, understandable and practical
advice. A focus on clients combined with her dedication
to training her team set her apart.”
What interesting client work have you been involved
in recently?
A UK resident, US national UHNWI inherited a property in
France jointly with his brother, via a Swiss holding
company. We are advising on how he can hold the entire
property in his own name, for example, take the property
out of the structure and buy his brother out, in the most
efficient manner. This has required coordination and
understanding of tax advice from our colleagues in France,
Switzerland and the US and explanation in a
straightforward manner. The next phase is to ensure that
the appropriate filings are made in all jurisdictions.
Your best film or book recently?
Two excellent books I have read are Elizabeth is Missing
by Emma Healey and The Rosie Project by Graeme
Simsion. The first is written from the perspective of an
elderly lady suffering from memory loss, potentially
Alzheimer’s, and the second is written from the perspective
of a middle-aged man trying to find a wife. Both books
provide an insight into what it would be like to step into
their shoes. Certain scenarios from these books do arise
in everyday life in various ways, and I now find myself
seeing things from a different perspective.
Citywealthmag.com
don't intend to be able
“toI discuss
technical issues
in French, but I think an
understanding would
boost my relationships.
”
Future Leaders List, July 2015 • 26
Accountants
up. It covers some big highs and lows in her life, including
some major events in history such as 9/11. It's effectively
all about relationships and bonds between people in the
modern world and how important they are.
What charity do you support?
Richard Simm
Manager –
Private Client, PwC
I support Mind, the mental health charity. Mental health is
often overlooked, and support in this area is particularly
important in the high-pressure environment of the
modern world.
United Kingdom
Who would you most like career advice from?
Testimonial
I would love to be able to spend some time with Barack
Obama because I think his style of leadership and integrity
is an inspiration.
“Rich embodies the essential traits that will cement him
as a future leader in not only PwC but the private client
profession: integrity, technical breadth, relationshipbuilding and a focus on putting the client first. However,
it's Rich's skill at building and developing a team around
him to give the best advice possible that sets him apart
from his peers. In professional services, it is not enough
to be a 'sole trader'. To be a leader of the future you will
need to effectively build a team and bring a
comprehensive network to bear.”
What are you studying for and what have you learned?
I've studied for and passed my ACA and CTA, but my
biggest challenge to date is learning how to be a parent.
I'm expecting my first new-born and I'm swiftly learning
it's another level beyond professional qualifications,
although the late-night studying for the CTA and
associated sleep deprivations has prepared me well for
parenthood.
What interesting client work have you been involved in?
The most interesting work often involves intergenerational
or family transfers. Considering the impacts for all parties
of these transactions is fascinating - for the parents who
are often letting go of their life's work, for the children who
are embarking on a new and exciting chapter and for other
connected parties like business employees, advisors or
charities, who may have to re-adjust to a new way of doing
things. At the end of the day, as a Private Client advisor,
the best bit of the role is getting to know interesting people
and successfully helping them through often stressful
situations: if you don't like people then private client
probably isn't for you.
Your best film or book recently?
When God was a Rabbit by Sarah Winman. The book is
about a girl and her relationship with her brother, wider
family, and some eccentric family friends as she grows
Citywealthmag.com
I would love to be able to
“spend
some time with Barack
Obama because I think his
style of leadership and
integrity is an inspiration.
”
Future Leaders List, July 2015 • 27
Accountants
Who would you most like career advice
from?
Richard Branson. His diversification
amazes me, to think that he now has an
interest in telecommunications, health and
wellbeing, banking and travel, to name a
few, from his original record label is
impressive.
What are you studying for and what have
you learned?
John Sneddon
Assistant Manager,
Frank Hirth
United Kingdom
I completed my CTA exams in November
2014. I think the biggest lessons I took
from the studies was how to consider a
holistic approach to a client’s personal
situation and also how to communicate any
recommendations to a client in a concise
manner.
What interesting client work have you been
involved in?
I was involved in creating a corporate
structure with multiple facets to include
motoring, philanthropy and the arts. Due
to the transatlantic tax position, we had to
consider both UK and US treatment of not
only the corporate structure, but also the
impact on the individual.
How did you start at Moore Stephens?
I knew that my parents were clients of
Moore Stephens and became aware of an
opportunity to work there one summer. I
applied recognising that it was a great
chance to experience a major accounting
firm and I found that the culture was exactly
what I was looking for. Also, the Moore
Stephens approach to training was very
hands-on and supportive, so the decision
was made.
Christa Worth
Supervisor,
Moore Stephens
Isle of Man
Citywealthmag.com
What do you like most about being
a supervisor?
In general I like the wide variety of work in
the firm but being a supervisor is a special
challenge. Helping my team accomplish
things that they might not have is a reward
in itself and very fulfilling.
Your best film or book recently?
Shutter Island by Martin Scorsese.
I enjoyed the fact that there is a seeming
open end to the film where you cannot be
sure who is really in the wrong.
Which charity do you support?
Cancer Research UK. This is a charity that
has an impact on so many different families
in the UK. I also believe that there will be a
better way to treat cancer in the future.
Testimonial
“John is a key member of the HNW team
at Frank Hirth. Having joined Frank Hirth
on the graduate programme in 2010 he
has worked his way through to a junior
manager role, specialising in advising
individuals on complex US and UK
technical tax matters whilst providing
excellent client service.”
You come from a family of accountants –
have you ever dreamed of doing
something different in your life?
I loved art and design at school and was
interested in pursuing product design or
architecture. Then again, I also wanted to
work at Cadbury because I am a great fan of
chocolate. In the end, the work environment
at Moore Stephens convinced me that I had
a great potential career in accounting.
Testimonial
“Christa is one of a kind. Her talent,
knowledge but most of all her dedication
is reflected in everything she does and
recognised by her impressive list of
academic awards and achievements.
We are incredibly lucky to have someone
of her calibre on our team as an
inspiration to us all.”
Future Leaders List, July 2015 • 28
Tomorrow Club
Tomorrow Club Mentoring Young
Wealth Management
Professionals to
Climb the Career
Ladder
Tomorrow Club
Mentoring,
Networking Lunch
and Awards
Citywealth Tomorrow Club brings together the
young high-flyers in the wealth industry.
Membership has grown to over seventy
organisations and 150 individuals representing
leading banks, accountants, law firms, investment
managers and family offices in the wealth sector.
Members are mostly in their mid/late twenties
(around 25-27 is the average member age) and the
group provides the opportunity to build contacts
that are going to help them with work as their
careers develop.
Following the success of the Citywealth Tomorrow
Club which provides networking and mentoring to
young professionals within private wealth, Citywealth
will hold its inaugural dedicated networking and
awards lunch opened to the wider industry. The
lunch is open to all professionals in their first or
second job within the industry or with less than ten
years work experience within the wealth sector.
Members are individuals in their first or second job,
aiming to broaden their personal business network
and gain own pool of client referrals.
The club meets four times per year on a regular
basis so members have the opportunity to establish
continuity and contact.
Organisations attending: Barclays, BDO LLP,
Boodle Hatfield, C. Hoare & Co., Close Brothers
Asset Management, James Hambro and Partners,
Macfarlanes, PwC, Schillings, Taylor Wessing,
Thomas Eggar LLP, Waverton Investment
Management.
If you are interest in becoming a member of the
Tomorrow Club please email us
21st September 2015,
12 pm to 3 pm, London
The working lunch will provide peer networking for
UHNW client referral and mandates. We will cover
business development success, emotional intelligence
and learning about its effect on clients and improving
your communication to aid business development
success. We will also review coaching and mentoring
in order to enhance and develop careers in wealth
management. We review the skills young men and
women will need to succeed. The event will include
guest speakers and three awards will be presented.
Book Your Ticket Now
Citywealth Young
Professionals Awards –
voting now open –
vote for your peers
Please support your peers by voting for candidates
in each category. You can only vote once and you
can vote for the same person in each category. The
individuals with the most votes per category will win.
Young Professionals Awards 2015
Click Here to Vote
Voting closes on 14th September.
Citywealthmag.com
Future Leaders List, July 2015 • 29