Beyond Borders: Empowering Saudi Family Wealth in a Globalised World

With a career in financial services spanning four decades, Joe has a strong commitment to the future success of the industry in Jersey.

Joe commenced his professional life in the banking sector, rising to the position of CEO of Jersey and the Isle of Man for a major bank, which included responsibilities for trusts and investments. In recent years, he expanded his focus as Director of Financial Services within the Government of Jersey, where he worked closely with industry and regulator to ensure the island’s position as a leading international finance centre. Before joining Jersey Finance in February 2019, Joe was working to establish high-reputation regulatory frameworks and business models for IFCs in the Middle East and Africa. He is a board director of the World Alliance of International Finance Centers (WAIFC).

Faizal is a UK qualified lawyer and for many years has worked and advised, and is a trusted advisor to institutions, corporates and families across the Middle East, Africa and India. Faizal specialises in banking and finance and has advised corporates, family offices and families including on their international investment and holding structures.

As Chief Executive Officer of Crestbridge Family Office Services, Heather leads the business’ strategy, culture and values and manages a number of key client relationships. Based in Jersey, and with over 25 years in the UHNW sector, Heather is one of the industry’s most recognised and experienced professionals. One of the founders of Crestbridge Family Office Services in 2013, she has played a central role in transforming it into a successful and diverse venture working with clients in multiple international jurisdictions, while also helping establish Crestbridge Fiduciary in the US. A trained lawyer, Heather has dedicated her career to working with UHNWIs, their families and institutions to provide a comprehensive range of family office services to families and corporate clients with a key focus on the Middle East and particularly working with clients in Saudi. . She also has extensive experience in the management of client and intermediary relationships.

The Saudi British Joint Business Council is an independent and private sector-led body, which aims to develop and enhance business relations between Saudi Arabia and the United Kingdom. Through its British and Saudi members and its Secretariat in London and Riyadh, it offers a range of services and provides access to high-level governmental and private sector networks in both Saudi Arabia & the UK.