Event details

Join us for a discussion on the latest trends from the UK Real Estate market. The discussion will be hosted on Zoom and include a live discussion with a distinguished panel, followed by small group discussions using Breakout Rooms to enhance the networking and discussion. This will allow our members to interact directly with each other and the panelists. A full guest list will be circulated to those that attend.

We are delighted to be joined by panelists below:

Robert Evans - Director, Property Wealth Management, London. Robert is a seasoned property professional with over 33 years' experience working in the industry. In that time, he has worked alongside high-profile advisors and Middle Eastern Single Family Offices to change the perception of the property advisor. Discretion and attention to detail are at the core of how Robert and his industry-leading business - Property Wealth Management (PWM) operate, and this has enabled Robert to gain the trust and respect of a large network of HNW clients.

PWM is the first to offer new and effective strategies which deliver on making investors more money from their London Residential assets. Turning around underperforming portfolios and single investments. PWM enhances the lifestyle of HNW clients by effectively managing and optimising the performance of their UK assets - whether they are based in the UK or overseas. PWM takes an innovative approach to how properties are managed on behalf of clients.

Andrew Whelan - CEO, The Sancus BMS Group, Jersey. Andrew has over 25 years' investment experience and is a Chartered Fellow of the Chartered Institute for Securities & Investment. Prior to founding Sancus in 2013, Andrew was a founding partner of Ermitage Group following its MBO in 2006 from Liberty Life, backed by Caledonia Investments. He left Ermitage following its successful sale to Nexar Capital Group in July 2011 and after a period of gardening leave joined International Asset Monitor as Managing Director to create the Jersey Branch.

Andrew joined Liberty Ermitage in 2001 and was a Group Executive Director and Managing Director of Ermitage Global Wealth Management Jersey Limited. He was also CIO of Ermitage's Wealth Management business and products and during his 10 year tenure won multiple investment awards.

Prior to Liberty Ermitage Andrew worked for Kleinwort Benson, part of the Dresdner Private Banking Group (between 1994 - 2001) where he was a member of the Group's senior investment committee. He started his career with Morgan Grenfell in 1987.

Chris Ward - Professional Connections Director, Cornerstone Tax Advisors, London. Chris started and ran a top 100 IFA business for 30 years advising HNW Private Clients and tech sector Corporate clients, now a Director of SDLT Refunds, a division of Cornerstone Tax Advisers who specialise in Stamp Duty advice.

James Heathcote - Director, Private Client Advisory, Lancaster Knox, London. James leads the Private Client Advisory team at Lancaster Knox, having previously held roles at two of the Big Four accountancy firms. He specialises in the provision of tax, trust and structuring advice to UHNWIs, families and family offices, particularly those with an international aspect to their affairs. He has particular expertise advising clients on the tax implications investing in UK property, either directly or through UK or non-UK structures, and regularly works with advisors in other jurisdictions to provide an end-to-end service.

James is a member of the Chartered Institute of Taxation and regularly presents to its members on a wide range of topics. In 2020, he was ranked by Spear's as a 'Top Recommended Tax & Trusts Accountant' and as 'Outstanding in Field' for his work with international private clients.

William Marriott - Partner, Charles Russell Speechlys, Guildford. William advises private clients on a wide range of private property matters. He is head of Charles Russell Speechlys' Private Property group, and specialises in the acquisition and disposal of property across the South of England, and has considerable experience dealing with country houses and properties on private estates.

William is known for his communication skills, personal service and his ability to progress matters in an efficient, professional and commercial manner. He is recommended in the Citywealth Leaders List as a leading private client professional who has "developed a strong reputation … as a leading country house lawyer", and is "known for his ability to act fast and provide commercial advice when it matters most".