THE SOUTH AFRICA VIRTUAL ROADSHOW
The Isle of Man: The Natural Choice for Private Wealth Series
05/10/20: Private Wealth in a New World: why the Isle of Man is the natural choice
About The Webinar
Finance Isle of Man, an Executive Agency of the Isle of Man Government's Department for Enterprise, is hosting this free webinar exploring why the Isle of Man is the jurisdiction of choice for succession planning, family office, asset protection, and establishing business structures for South African individuals and businesses. The Finance Agency will be joined by several industry members, specialising in the South African marketplace.
Panel questions: If you would like to submit a panel question prior to the webinar, please email [email protected] with your question/s.
John Hunter, Finance Isle of Man10:30-10:35 - Why the Isle of Man is the Natural Choice for South African Private Wealth
Roelf Odendaal, Turnstone Isle of Man10:35-10:40 – Succession Planning and Legacy Protection for the Third Generations
Colin Bird, Selu Mdlalose, Michel Ungerer, Maitland Isle of Man10:40 – 10:50 – The Isle of Man: the safe, stable and secure jurisdiction for Family Offices
Basil Bielich, Peregrine Isle of Man10:50 – 10:55 – Establishing business structures in the Isle of Man
Speaker Panel10:55 - 11:15 – Pre-submitted audience questions will be discussed and answered by our speakers during this 20 minute informal panel
Questions11:15- 11:30 – Audience members will have the opportunity to ask any questions through the chat functionality
John Hunter, Head of Banking and Fiduciaries, Finance Isle of Man
As Head of Banking and Fiduciaries for Finance Isle of Man, John works closely with the financial and professional services sectors across the Island. John has over 35 years' financial services experience, which has included senior management roles with several major banks, working across a wide spectrum of sectors, including Private Client and Fiduciary. During his banking career John set up a successful High Net Worth private client business for a major bank in Knightsbridge, developed a private banking business in the west country, and developed a significant Private Equity desk for an offshore bank.
Roelf Odendaal, Managing Director, Turnstone Group Isle of Man
Roelf has been Managing Director at Turnstone for over 20 years. Turnstone's core products are trust and company services, supporting the success of the family governance structure. Roelf's role involves assisting families to ensure that the business stays successful while they flourish as a family. Roelf is a firm believer that wealthy families that steward their wealth well, will ultimately create endless possibilities for the future.
Basil Bielich, Director, Peregrine Isle of Man
Basil joined Peregrine in 1997 and was made a director in 2001. He is responsible for managing a wide portfolio of business clients and has a particular interest in niche technology and internet companies. Basil's main strength lies in gaining an in-depth knowledge of his clients' business before transferring his commercial skills to them. He works with a large and varied client base and has specialist knowledge of tax planning and strategic advice with a well-honed ability to improve profit levels and introduce cost-saving schemes.
Colin Bird, Partner, Maitland Group Isle of Man
Colin has been a partner at Maitland since 2005. He is recognised in the Isle of Man for his expertise in complex commercial and trusts work, working particularly with family offices and private clients. He specialises in Isle of Man and British Virgin Islands (BVI) company law as well as in the trust law of both jurisdictions. He is a director of corporate trustee companies and is a director of numerous other companies, including mining and natural resource companies, e-commerce companies, investment holding companies and investment funds. Colin is also involved with transactions in works of art held in private collections.
Selu Mdlalose, Client Service Director, Maitland Group Isle of Man
Selu joined Maitland Isle of Man in 2017. As Client Service Director, he forms part of the senior management team and plays an important role client management and revenue generation, as well as providing subject matter expertise on Isle of Man structures. Selu is a fellow of the Institute of Chartered Accountants of England & Wales having initially qualified as a CA with PwC in Zimbabwe in 2001. Since then he has built a strong track record in the financial services industry, including over nine years' senior management experience in the fiduciary services sector. Selu joined Maitland from First Names Group, Isle of Man.
Michel Ungerer, Private Client Lawyer & Service Manager, Maitland Group London
Michél is a private client lawyer and fiduciary specialist based in London. She is a key account manager on family relationships and takes up trustee appointments on trust structures. Michél’s key focus areas are financial emigrations and exchange control queries, financial planning and wills drafting, setting up and migrating trust structures, and providing domestic and cross border tax and structuring solutions to clients. Michél joined Maitland in 2012 as a trust lawyer and trust relationship manager. She left Maitland to manage the trust division of a fiduciary company and returned in 2015.