Contributors

Akiyoshi Oba is President and CEO of Tokio Marine Asset Management. Mr Oba, one of the leading figures in the Japanese asset management industry, is a member of the ‘Council of Experts Concerning the Japanese Version of the Stewardship Code’ and is part of the team behind the ‘Ito Review’…

Allan is a founding partner of Twenty20 Investments. Prior to this Allan spearheaded BlackRock’s iShares’ investment research initiative in Europe, working with a number of clients in the portfolio solutions space. Previously he headed up the ETF Product R&D team. Before joining iShares in 2008, Allan had previously spent 3…

Andrew Aldridge has over 40 years’ domestic and international tax experience. Prior to joining US Tax & Financial he served as Manager of the Tax Department of Commercial Financial Services, Inc., a major debt resolution company in the US, where he was responsible for the worldwide tax affairs of the…

Barry S. Engel is the founding principal (1984) of Engel & Reiman pc, a Denver, Colorado-based law firm having an international client base and an international reputation for excellence in asset protection planning and integrated estate planning. Mr. Engel is one of three co-authors of the 1989 amendments to the…

Consultant, Fund Buyer Focus and Mackay Williams Chris is a strategic thinker with a background in the asset management industry. He has worked within asset management since 2000 with roles in marketing, product strategy and development, management information and business strategy and planning. He has a strong understanding of industry…

David Badham, Chief Administrative Officer David joined WPIC from Cass Business School where he was the Deputy Director of the Mergers and Acquisitions Research Centre. He also authored research on social impact investing and philanthropy by Family Offices and Foundations, for the Financial Times. David was the Head of Investment…

David Wilson is Head of the Strategic Analysis Group, for Capgemini’s Financial Services Global Business Unit. David has professional services and financial services experience spanning the areas of strategic research and analysis, management consulting, and marketing. David focuses on wealth management and in addition to client engagements, has co-authored leading…

Dmitry Zapol is an international tax advisor with practical knowledge of the principles of individual and corporate international taxation and cross-border business planning. He joined IFS in September 2010 after earning his LL.M (Tax) degree at King’s College, London. Five years prior to this, Dmitry earned his LL.B at Durham…

Jacques Leuba is director and senior adviser of trust companies, family offices, investment companies and regulated asset management companies in Switzerland. He provides Swiss based advisory, compliance, management and domiciliation facilities to wealth management and financial firms with client services and administration in Switzerland. Educated in the UK (MA (Oxon)…

JASON GERLACH joined Sunrise in 2008 and is the firm’s Managing Partner. In his role, Gerlach determines and drives Sunrise’s overall business strategy and oversees Sunrise’s day-to-day business operations and activities. Gerlach also serves on Sunrise’s Management Committee. Prior to joining Sunrise, Gerlach was a Sunrise investor, a private businessperson…

Jérôme de Lavenère Lussan is the CEO and founder of Laven. Jérôme’s background includes acting as a COO of a hedge fund and as a financial lawyer at Jones Day. Jérôme has a broad degree of expertise in the hedge fund and fund management industry and is an advisor to…

Lionel joined Schroders as part of the acquisition of Cazenove Capital in the summer of 2013, having been at Cazenove since 2005. He is a senior member of the pan-European equity team and manager of the Schroder ISF* European Alpha Absolute Return (circa $1 Billion AuM). He is also responsible…

Head of transfer pricing and senior economist at Macfarlanes. Martin is an experienced transfer pricing professional with over 25 years of experience working in transfer pricing and finance. He joined Macfarlanes from Ernst & Young where he was a Director in the transfer pricing practice. He has conducted in depth…

Nathan is a member of the Global and Non-U.S. Equity team and is responsible for communicating global and non-U.S. equity investment strategies and results to the firm’s clients and consultants. Nathan joined American Century Investments in 2014. Previously, he was with HSBC Global Asset Management, most recently as a senior…

Paul Graham founded Mocom Corporation, an international securities trading and settlement systems provider, and grew that business to a global operation operating in Australia, New Zealand, Asia and Europe with a large number of well known and respected international clients. After the sale of the Mocom group of companies, Paul…

Professor Robert Anthony is the Principal Partner of Anthony & Cie (France) and Co-Founder of Anthony & Co UK Ltd (UK). Since 1978, Anthony & Cie is a multifamily office and orchestrates financial, legal, real-estate and tax advice as well as French legal advice. It also organises private equity investments…

Roy Saunders qualified as a chartered accountant in 1967 and created his own niche international tax practice in 1971. He wrote his first book “Tax Planning for Businesses in Europe” in 1976 which was published by Butterworths and his second book “Principles of Tax Planning” which was published by Bureau…

Sebastian Dovey, Managing Partner of Scorpio Partnership. As managing partner and co-founder of Scorpio Partnership, Seb manages the development and execution of strategic recommendations surrounding marketing, business development, M&A and client services in wealth companies. Seb has completed assignments around the globe for private banks, global banks, asset managers, family…

Based in London, Simon Denton is the MD of The Groups UK Subsidiaries and remains a Director of The Sovereign Group. His offshore career started in the principality of Andorra but gathered pace when he moved to Gibraltar in 1990 & for 6 years was the MD of The Groups…

Stéphanie Hodara El Bez is responsible of the banking and financial services practice of the Geneva office of ALTENBURGER LTD legal + tax. She is admitted to the Geneva and New York Bars and is also a Professor of commercial law at the Geneva Department for Institutions. She advises banks,…

As Wealth Management Chief Digital Officer for BNP Paribas, Thierry drives the Digital Strategy for Wealth Management at group level and supports the countries for its deployment.The Digital Strategy covers not only Web & Mobile solutions for clients & public, but also the commercial environment for the front employees (workstation…

Trevor joined WPIC from Anglo American Platinum where he was the Head of Market Intelligence and Market Relations. A precious metals specialist with over 30 years’ experience in the equity and metals market, Trevor moved into the platinum industry in 2000 following 17 years in gold mining, which saw him…