Beyond Borders: Empowering Saudi Family Wealth in a Globalised World | Finance Events in Jersey, CI

Overview
Agenda
Speakers
Event Partners

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Jersey Finance is honoured to partner once again with the Saudi British Joint Business Council (SBJBC) to host an exclusive invitation-only roundtable event in London.

Led by Faizal Bhana, Director – Middle East, Africa and India, Jersey Finance, the morning event will focus on a review of international private wealth structures available to help Saudi family businesses realise their global ambitions.

The roundtable aims to foster discussion and debate and will provide attendees with valuable perspectives into international private wealth structures, with a particular focus on Jersey.

Guests will hear insights from a first-class range of Saudi, London and Jersey private wealth experts, including a discussion on the key features, advantages, challenges and real-life examples of using Jersey structures.

This event is highly recommended for representatives from professional services advisory firms, banks and corporate services providers working with international Saudi family enterprises.

To register your interest in attending or to find out more please contact our events team.

Agenda

9.30 am

Registration and Networking

10.00 am

Welcome from SBJBC

Cordelia Begbie, Executive Director, SBJBC UK

10.05 am

Welcome and Keynote

Joe Moynihan, CEO, Jersey Finance

10.15 am

Roundtable Discussion

Moderator: Faizal Bhana, Director, Middle East & Africa, Jersey Finance

11.20 am

Closing Remarks

Cordelia Begbie, Executive Director, SBJBC UK
Joe Moynihan, CEO, Jersey Finance

11.30 am

Networking

12.00 pm

Guest Departures

Speakers

Joe MoynihanChief Executive Officer, Jersey Finance

Profile

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 BhanaDirector – Middle East, Africa and India, Jersey Finance

Profile

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.

Cordelia Begbie UK Executive Director, Saudi British Joint Business Council (SBJBC)

Cordelia Begbie was appointed UK Executive Director of the Saudi British Joint Business Council (SBJBC) and CEO of SBJBC UK in September 2024. In this role, she is responsible for establishing a long-term vision and strategy for SBJBC UK & the Saudi UK Tech Hub, and leads the Secretariat in London. With over 10 years experience working with Saudi Arabia and the wider Middle East, Cordelia has significant expertise in government relations, corporate partnerships, and regional development. In this time she has also built an extensive network of key contacts in the region. Prior to joining SBJBC, Cordelia served as Head of Middle East at Asia House, where she led research and programs focused on political and economic developments in the region, particularly in the Gulf States. Prior to this she worked across the Levant, North Africa, and Iran, advising companies on expansion, risk and developing in new markets. Cordelia holds a degree in Middle Eastern Studies and Arabic from Exeter Univ

Heather TibboChief Executive Officer, Crestbridge Family Office Services

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.

Nancy ChienPartner, Bedell Cristin

Nancy is head of Bedell Cristin’s International Private Client practice. Nancy has over 20 years of legal experience in both the private client area as well as the corporate sphere. Nancy advises ultra-high net worth families, family offices and intermediaries from all over the world on all aspects of international structuring including the use of trusts and foundations, as well as related corporate law issues (including where such vehicles are used for philanthropic purposes). She has considerable experience with high value and complex family governance structures, including ones where the founders wish to retain a degree of control over their family assets. Nancy also advises regularly on matters involving family disputes and disputes between trustee and beneficiaries. She works closely with her litigation colleagues for matters which require a court application. Nancy is qualified in 4 jurisdictions, being Jersey, BVI, England and Wales and New Zealand.

Chris FisherDirector, Standard Chartered

Christopher has over 18 years of experience in International Private Banking and has had a focus on the Middle East market for the past decade. Prior to joining Standard Chartered, Christopher was a Private Banker at Coutts advising Middle East clients on their UK and Offshore banking and financial needs. Prior to Coutts, Christopher held relationship management roles at Credit Suisse and Barclays Wealth in London. Christopher is a British-French dual national. He holds a Master's Degree from Neoma Business School, France, where he also spent time studying at the University of Bologna, Italy. Christopher is PCIAM and CeMAP qualified and is a Member of the Chartered Institute of Securities and Investments.

Dr. Najat Benchiba-SaveniusFounder and CEO, Gazelle Advisory Group

Dr. Najat Benchiba-Savenius is Founder and CEO of Gazelle Advisory Group, a GCC-focused firm based in London that provides strategic leadership and comprehensive Family Office services as an outsourced Chief Operating Officer and Chief of Staff. Najat has been an outsourced Chief Operating Officer and Board Member for Family Offices and Institutions, most recently at NEOM, following Vision 2030, it is borne out the of the vision of HRH, Mohammed Bin Salman, the Crown Prince of Saudi Arabia. Najat also works with Royal Family Offices as COO where she oversees the management of numerous companies and businesses across jurisdictions, anchored in the GCC working in tandem with Saudi Principals reporting on company matters, asset and wealth management and investments.

MaameYaa Kwafo-AkotoPartner, A&O Shearman

MaameYaa has over 15 years of experience advising sovereign wealth funds, central banks, family offices, insurance companies, pension funds and development finance institutions around the world on their investment arrangements. On a daily basis, MaameYaa advises investors on asset management issues and strategic global and national issues. Her work includes public investments and private fund investments (both cornerstone and smaller amounts), single investor mandates and co-investment arrangements covering all asset classes including infrastructure and energy, as well as a wide variety of other agreements and financial services regulatory issues. MaameYaa spent time on secondment to a government entity in Riyadh in 2017 and an Emirati government entity in 2021.

Event Partners

The Saudi British Joint Business Council

Website

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.