Sponsored by: 

FairwayIoMRL360Zurich Rathbones

 

Tuesday 17th November: 9:00 - 11:30

 

About this session:

 

The Middle East is home to some of the fastest-growing and most successful wealth management companies in the world.
 
The portfolios of HNWIs in the region are outperforming their counterparts across the globe.
 
Estimates foresee the region's wealth management industry growing to $800bn of assets within 5 years.
 
The 2nd International Investment Middle East Forum will look at where the industry is heading, the challenges and opportunities for the industry in the Gulf, and how IFAs are adapting to such reforms as BOD-49 and DIFC’s DEWS policy.

 

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Speakers

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Peter Culnane

Director and Head of Pensions
Fairway

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Peter Culnane is Director and Head of Pensions for Fairway’s pension and employee benefits business and has been working in the offshore finance industry since 1997. Throughout his career, he has accumulated substantial experience within the UK, Jersey and international pension arenas. His background in investment management, international financial planning and as a pension trustee are the ideal foundations to his leading role. Peter’s expertise spans the personal and corporate pension markets, including the structuring of multi-jurisdictional pension schemes and international pension transfers. In 2003, Peter became the first Certified Financial Planner in the Channel Islands and he has also represented both the domestic and international pension industry in Jersey, as a key member of numerous working groups responsible for advising the States of Jersey in relation to legislative change. Peter is a Fellow of the Securities & Investments Institute, an Associate of the Institute of Financial Planning, a Member of the Institute of Directors and is a Certified Financial Planner.

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Walter Jopp

Chief Executive Officer
Zurich International Life

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Walter Jopp is Chief Executive Officer for Zurich Middle East. His role is responsible for developing and executing Zurich’s strategy in the region, enhancing the value of Zurich’s strategic partnerships and identifying opportunities for further profitable growth. In his career at Zurich which has spanned over 24 years, Walter has held several senior roles within Asia Pacific, Europe, Latin America and the Middle East these have included developing key bank relationships at a global level, international business in Latin America & Scandinavia. Global Head of Sales for Zurich’s International business where he led the sales operation for individual and corporate businesses with teams in the Americas, Europe, Middle East and Asia. Until October 2015 he led the Market Management for Zurich in Asia Pacific and Middle East, overseeing sales, marketing and propositions in the region.

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David Kneeshaw

CEO
IFGL Group and RL360

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David graduated in Law in 1980 and subsequently joined Times Newspapers. He then worked in the advertising industry in London before joining Swiss Life UK as Marketing Director in 1992. David then set up Swiss life's UK Personal Insurance division. In 2002 he joined the Royal London Group as Group Business Development Director and in January 2004 became Chief Executive of the international division, subsequently known as RL360 following the MBO in November 2013.

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Simon Pickering

Finance Isle of Man

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In his role as Head of Insurance and Pensions, within the Finance Agency, part of the Isle of Man Government’s Department for Enterprise , Simon Pickering will call upon his 35 years of experience in the Island’s financial services industry. A key part of that role is to support the existing businesses in the Life, Captive, Pensions, Funds and Wealth and Financial Advisory sectors.

Acting as a conduit between these traditional sectors and wider Government he will look for opportunities for growth through marketing, new initiatives, and media opportunities both locally and internationally. He will also look to assist any new licence holders looking to make the Island their home.

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Nigel Green

CEO and Founder
deVere Group

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Nigel Green is founder and CEO of deVere Group. One of the world’s largest independent financial advisory organizations, deVere does business in 100 countries and has more than $12 billion under advisement from some 80,000 clients.

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Tarun Khanna

CEO
Nexus Group

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Tarun Khanna has been with Nexus since January 2007. He was appointed Deputy CEO in early 2010, and was appointed CEO in mid 2013. Tarun has extensive experience in financial services having spent 25 years in money management and investment banking. He started his career at Merrill Lynch in New York in 1990 in the investment banking group and has worked with Morgan Stanley, Lazard Asset Management, Wellington Management and Copper Arch Capital, a New York based Hedge Fund.

Tarun received an MBA from the Wharton School of Finance and an undergraduate degree from Muskingum College (Honours) with focus on Economics and Accounting in 1990. He also studied at the American University in Paris in 1989. Tarun is a high school graduate of the Doon School in India.

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Robert Parker

CEO
Holborn Assets

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Robert Parker is CEO of Holborn Assets and is one of the industry’s best known best-known and most forthright commentators. It is rare that Robert (or Bob as many people in the industry know him as) takes part in industry events and panels so International Investment is delighted to have him as part of adviser’s panel of this year’s Middle East Forum. Bob was recently voted Perosnality of the Year (Advisers) at the 2020 International Investment Awards on October 8, by a mix of judges the reasders of International Investment.

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Tim Searle

CEO
Globaleye

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Tim has lived and worked in the Middle East for over eighteen years following a distinguished career in the Royal Navy. He established Globaleye in 1999 to meet the demands of the modern Financial Services industry, whilst fully appreciating the complexities of Financial Planning for all nationalities. In 2008, Globaleye Pte Ltd in Singapore was formed with Tim at its helm as CEO, alongside his role as Chairman of the Globaleye Group. As CEO, Tim has over twenty years of experience in providing quality offshore financial advice.

As a licensed Financial Adviser regulated by the Monetary Authority of Singapore, Globaleye Singapore provides unbiased business solutions to both corporate and Private Clients. In line with MAS Fair Dealing Outcomes, we are committed to treating our clients fairly, and rely on strong governance systems and processes to ensure best advice is provided to clients. Globaleye Singapore has a strong operations and compliance team to support our professional Wealth Management professionals.

Tim is trained and qualified to International Standards as determined by the Chartered Insurance Institute of London and holds CII (Award) accreditation. He is married to Louise with four children and is an avid MG enthusiast.

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Con Lillis

CEO
Abacus Financial Consultants

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I joined the financial services in London in 1987 following five years as a police officer in the Met police, London. In 1992 I accepted a position with an IFA in Dubai and branched out to Abu Dhabi with a new licence granted by Central Bank, UAE. In 1998 I launched Acuma and later Acuma Insurance Brokers whilst studying an MBA with Leicester University, both of which I sold to a private investor in 2010. Following a non-competition clause I founded Abacus in 2013 and invited several business partners to join me in creating the company that is market leading in the UAE and recognised internationally. Today we are a team of 16 experienced and well qualified individuals that aim to make a difference to financial services in the region over the next decade and beyond.

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Noel O'Leary

Divisional Manager
deVere Acuma

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Noel O’Leary is Divisional Manager of the deVere Group and General Manager of deVere Acuma Insurance Brokers LLC, UAE. Noel is a well-known industry figurehead, recognised in the international advisory area for his motivational leadership, top-level management skills and over 24 years of experience in the world of financial services.

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Ashok Sardana

Founder and Managing Director
Continental Group

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A veteran of the industry, Ashok Sardana, founder and Managing Director of the Continental International Group, has been advising clients on a range of financial services for over 30 years. A dynamic individual, Ashok, believes in leading from the front and is passionate about spreading financial awareness and the need for proper financial planning.

Ashok's distinguished career is highlighted by his achievement of attaining lifetime membership in the Million Dollar Round Table (MDRT). He has the distinction of being a 'Top of the Table' qualifier for the MDRT for ten consecutive years. Ashok is an internationally certified financial advisor from the Chartered Insurance Institute of London and holds a Diploma in Business Management and a BA from Delhi University, India

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Christopher Copper-Ind

Editor, International Investment

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Christopher Copper-Ind is editor-in-chief of International Investment. Before this, he was editorial director of The Business Year, in Istanbul, from 2014 to 2017. He is also a Middle East consultant and the author of How to Negotiate (Macmillan 2019). He lives in Paris.

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David Coombs

Head of Multi Asset Investments, Rathbone Brothers Plc

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David is head of multi-asset investments and joined Rathbones in 2007. He is a member of the Investment Executive Committee as well as the Strategic Asset Allocation Committee. David is responsible for developing our investment propositions for national financial advisory firms and networks. He is the lead manager for the Rathbones Multi-Asset Portfolio Funds and the offshore Luxembourg-based Sicavs. David previously worked at Barings for almost 20 years where he managed institutional and private clients via pooled vehicles and segregated accounts. He joined Barings in 1988 from Hambros, where he managed multi-manager portfolios for private clients.

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Gary Robinson

Commercial Director - International Investment
Head of Video - International Investment

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Gary Robinson is Commercial Director at International Investment. Previously Deputy Editor and Head of Video and Ezines at International Investment, Gary now heads the commercial side of the operation. He also continues as head of video working closely with the editorial team and is well-known for his video interviews both editorially and commercially across the industry.

Gary was also previously a financial adviser, headed a Lake District TV channel and a Manchester United Fans TV Channel online and on SKY TV and has worked as a journalist for Financial Times Business, The Daily Express and Professional Adviser among others.

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