Event details

#NewContacts #NewIdeas #NewBusiness

Making new connections is at the heart of everything we do here at PCD and is the focus of the Friday show.

In this format, we speak to 6 members below from different sectors and locations, interspersed with member networking in small groups of 3-4 people using Breakout Rooms.

This month we feature:

• Edward Garrett - Senior Private Client Manager, Charities Aid Foundation, London. Ed joined CAF in April 2020 bringing a blend of experience from private client, commercial and social enterprise sectors - he started his career with private client law firms in London & Paris before joining a financial risk insurance brokerage in the city and then joining the founding team of a start-up social impact consultancy focused on the financing of the UK education sector.

  He is a passionate advocate of the benefits for private individuals and organisations of deploying resources for positive social and environmental change and welcomes the challenge of helping clients to navigate complex new products, services and markets. His particular area of focus and interest is increasing social equality through access to quality education and the potential of blended finance and digital technologies to maximise the positive social and environmental impact of capital deployment.

• Jessica Miller - Founder & Director, Strela Advisory, London. Jessica is the founder and director of Strela Advisory limited, a boutique investigations firm founded in 2017. Strela Advisory has three core practice areas: private client, asset tracing & recovery, and dispute support.

• Jessica's particular expertise is in the application of investigations to assist private clients from the CIS and Middle East, and their family offices and advisors, in the resolution of legal disputes, addressing threats to reputation, and managing sensitive commercial and personal matters.

  Further to English, she speaks Italian, Russian, Spanish and French.

• Christopher Yardley - Client Director, Strabens Hall, London. Christopher is an advisor at Strabens Hall, where he has worked for the last four and a half years.

  He advises clients on a wide range of planning requirements, including wealth structuring, pensions, insurance and investments. He views himself as a 'problem-solver' and enjoys getting involved with complex and challenging cases.

• Joe Woodward - Private Wealth Director, Oak Group, Guernsey. Joe joined Oak from Intertrust in April 2020 as Private Wealth Director, with 15 years' experience in the financial services industry.

  He manages a large portfolio of international high net worth clients and takes a proactive role in developing Oak's growth strategy. Joe is a personal director and trustee on various client entities as well as a director and signatory on in-house corporates.

  Joe graduated from Cardiff University in 2006 with a BSc in Politics and Economics and graduated with distinction as an associate member of ICSA in 2011.

• Todd Cowan - Wealth Manager, LGT Vestra US, London. Todd is a Wealth Manager at LGT Vestra US, where he provides international wealth management and investment solutions to US connected individuals, families and trustees.

  Through a comprehensive approach, Todd leverages the full capabilities of LGT and his professional alliances to provide a unique international private banking experience comprised of wealth planning, lending, insurance, investments and trusts.

  Prior to joining LGT Vestra US, Todd spent 18 years in US private banking with UBS and Citibank. For ten years, Todd was a Director and Head of Sales at the UBS headquarters in New York City where he was responsible for partnering with relationship managers and private bankers to deliver the full suite of UBS wealth management capabilities to ultra high net worth clients.

• Yannick Häni - Head of 1291 Group Asia Ltd, Hong Kong. Yannick heads 1291 Group in Asia and holds both a Bachelor degree in Business Law (B.Sc.) as well as a Master of Law in International Taxation (LL.M.).

  Since the beginning of his career in 2003, he has worked in the insurance industry in different positions and therefore has experience in compliance, product development and financial advisement of HNWI and their tax advisors and asset managers.

  Prior to his engagement with 1291 Group, Yannick worked for six years as an advisor of international private banking clients for one of the largest insurance companies in Liechtenstein, where he gained extensive knowledge in tax optimization, asset protection and structuring as well as estate planning.

If you have any questions or have any trouble with bookings please contact tickets@pcd.club

(last minute registrations will need to be managed at tickets@pcd.club - bookings on the day of the webinar will be closed via website).