Also in the WealthBriefing network: WealthBriefingAsia | Family Wealth Report

Diary Entries

Weekly Poll

Do you agree that the term "multi-family office" is too vague and is increasingly indistinct from "wealth management firm"?

Editorial Board

Sebastian Dovey

Sebastian Dovey is the founding director and managing partner of Scorpio Partnership - a leading strategy consultancy in global wealth management. The owner-managed firm was established in 1998 and has now undertaken assignments with over 80 institutions worldwide including universal banks, private banks, family offices, asset managers, M&A firms, technology firms and private companies.

William Drake

William Drake Co-founder of Lord North Street, William is involved in all areas of the business including direct responsibility for client families. A barrister and US attorney, William completed his training in the corporate finance department of Kleinwort Benson. Then for almost seventeen years he was central to the development of Granville plc as a leading investment bank in the growth company sector.

Tim Gregory

Tim Gregory is a partner in Saffery Champness, one of the leading private client accountancy firms in the UK. He qualified as a Chartered Accountant in 1996 and as a Chartered Tax Adviser in 2002, and was made a partner in Saffery Champness in 2003. Tim specialises in advising private clients, be they owners of businesses, land or simply investment portfolios. He is part of his firm's forum on private client affairs, and was nominated for an award as the UK Private Client Accountant of the Year in 2004.

Daniel Martineau

Daniel Martineau is Executive Chairman of Summit Trust International SA a leading offshore trust provider. Prior to starting the Summit Trust (formerly Close Trustees) business in Geneva, Daniel held management positions with Coutts International Private Bank in Nassau, Jersey and Geneva. A graduate of the University of Western Ontario in London, Canada, he subsequently earned his Master of Business Administration at the University of Miami. He is accredited as a member of the Financial Planning Institute of Canada and a member of the Society of Trust and Estate Practitioners (STEP). Daniel is a founder of the Swiss Association of Trust Companies (SATC).

David Scott

David Scott is the managing partner at Vestra Wealth LLP, an independent wealth management partnership with £1.7bn assets under management. David is a former managing director of UBS in London, where he headed up both the high net worth wealth management and the stockbroking divisions in the UK. Before UBS, he co-founded and was Managing Partner of Scott Goodman Harris, a boutique advisory business that was acquired by UBS in 2004.

Charles Hamilton Stubber

Charles Hamilton Stubber Charles is managing director of Aon Private Risk Management Europe, a specialist division of Aon Limited, which advises private families and individuals on their insurance requirements and specific risk management issues. He has specialised in the private client insurance risk management arena since 1984. He spent 10 years heading up the office of J.H. Minet in Monaco, before returning to England in 1996 when he continued to develop UK and European private client insurance portfolios. In 2001 Aon Private Risk Management Europe was formed and Charles is responsible for developing insurance solutions for families and individuals across Europe, while coordinating with the US and Far East.

Ligia Torres

Philip Marcovici Ligia Torres has been the UK Regional Chief Executive Officer for BNP Paribas Wealth Management since March 2010. She is responsible for developing the BNPP UK Wealth Management business. With a career spanning more than 23 years in capital markets activity, out of which out 13 years working with BNP Paribas, she has held various managerial positions in London and Paris, running interest rate and fixed income. Between these roles she was on an 18 month sabbatical where she played an active part in the creation of a new Microloan Foundation branch in South Malawi.

Philip Marcovici

Philip Marcovici He has recently stepped down from his role of CEO at LawInContext, the organisation he founded and which is interactive knowledge venture created by international law firm Baker & McKenzie. He continues to work with LawInContext and its global roster of clients as a part-time consultant and chair LawInContext’s Board of Directors. He is now based in Hong Kong. Marcovici practiced in the area of international taxation for over 25 years and retired as a principal of Baker & McKenzie at the end of 2009.

Shane Norman

Shane Norman is research director and head of advisory services at ML Capital Ltd, the newly-formed alternatives advisory company. He was previously an independent consultant on institutional asset management, advising on business development and manager risk and co-founder/ research director of RCP & Partners which developed fiduciary rating for evaluation of the total risk of entrusting financial assets/ responsibilities to third parties. Shane compiled and edited The FT Guide to Investment Managers in Asia, and wrote a newsletter on the asset management industry. In the 1990s he was based in Hong Kong as a research and management consultant to investment management companies in Asia and Europe where he advised a major European bank on the establishment of a $2 billion private-banking unit in Singapore. He has also worked for N.M. Rothschild & Sons (Hong Kong) Ltd and James Capel & Co London.

Ray Soudah

Ray Soudah is a Harvard Business School & INSEAD alumnus. He has a long and prominent background in financial services, working for among other organizations UBS and Midland Montagu Investment Banking. In May 2000, Ray founded MilleniumAssociates AG, specialising in independent M&A advice for the Wealth Management Industry. He takes an advisory role in deal initiation / origination, negotiation/closing, integration and team management on a global basis. Focus is on the financial institutions sector and in particular the wealth and asset management Industry. Ray has a network of contacts of buyers, sellers and investors in Europe, Middle East, Asia, Japan, and US.

Richard Spiegelberg

Richard Spiegelberg is a Director of Cardew Group, a London-based corporate communications and public relations consultancy where he advises financial institutions. He previously spent eleven years at Merrill Lynch where he was Director, Marketing & Communications EMEA, and Director of Corporate Communications for the International Private Banking Group.

Michael Strachan

Michael Strachan is the Managing Director of International Asset Monitor and has over 30 years investment experience. He is the company's founder which he established in 1987 in Guernsey. He developed the approach used by International Asset Monitor whilst one of the original Senior Investment Managers in the Abu Dhabi Investment Authority (ADIA) and subsequently as Advisor to the State General Reserve Fund for the Government of Oman, two major Sovereign Wealth Funds. ADIA was unique at the time in its development of a structure that combined both externally-managed specialists and internal investment managers - a situation that required a rigorous framework and monitoring disciplines. This experience underlies IAM's own development of flexible unconstrained guidelines which allow fund managers to manage money actively, whilst controlling risk centrally. Before working for ADIA, Michael worked as an investment manager with Guardian Royal Exchange in London.

Randall Willette

Randall Willette is the founder and managing director of Fine Art Wealth Management, the first art investment consultancy to specialise in art as an alternative asset class. Prior to establishing the company in 2003 Randall was Executive Director and Head of Art Banking for UBS Wealth Management in London responsible for building its global art banking franchise in Europe and America. Before joining UBS, Randall was a managing director in corporate finance and joint head of securitisation with Citigroup in Europe.

Victoria Woodbridge

Victoria Woodbridge is Senior Client relationship Manager of EIRIS (Experts in Responsible Investment Solutions), the UK's only non profit owned SRI research organisation. Victoria manages bespoke SRI solution implementation within wealth management clients and Charity Fund Managers within UK and Europe. EIRIS provides global research data on equities covering over 60 distinct areas including the Environment, Governance, Human Rights and traditional "sins". Victoria has been with EIRIS for 5 years and is a regular speaker at Wealth Management and SRI events.