Ariel AraziManaging Partner and Co-Founder, Bedrock, the private investment office.
From 2000 to 2004, Ariel was with the Safra Family Office in Geneva where he co-managed the financial assets of the family and the foundation. He started his career in 1993 with the Republic National Bank of New York in Switzerland as a proprietary trader; he later co-managed a portfolio of fixed income, foreign exchange and emerging market debt of more than $10 billion.
Sebastian DoveyFounding Director and Managing Partner, Scorpio Partnership
Sebastian Dovey is the founding director and managing partner of Scorpio Partnership - a leading strategy consultancy in global wealth management. The owner-managed firm was established in 1998 and has now undertaken assignments with over 80 institutions worldwide including universal banks, private banks, family offices, asset managers, M&A firms, technology firms and private companies.
William DrakeCo-founder, Lord North Street
Co-founder of Lord North Street, William is involved in all areas of the business including direct responsibility for client families. A barrister and US attorney, William completed his training in the corporate finance department of Kleinwort Benson. Then for almost seventeen years he was central to the development of Granville plc as a leading investment bank in the growth company sector.
James FlemingChief Executive, Arbuthnot Latham
James Fleming, chief executive of Arbuthot Latham. Fleming joined the Board of Directors in March 2012. Prior to joining Arbuthnot Latham, James held various executive positions at Coutts & Co including Head of International Private Banking and Managing Director of the UK Entrepreneurs, Landowners and Inpatriotes businesses. James was also Managing Director of SG Hambros UK.
Philip HarrisChief Executive of the UK private banking arm of Credit Suisse
Philip Harris, chief executive of the UK private banking arm of Credit Suisse. Previously, he was head of the private client management, British Isles, for RBC Wealth Management's UK Wealth Business. After a career in the military during the 1980s, he moved to the City of London in 1989 to begin work for a number of blue chip insurance companies. In 1998 he founded Scott Goodman Harris, a City-based financial advisory business which was sold to UBS in 2004. Harris remained at UBS, eventually leading their UK domestic HNW business in London. He joined RBC in early 2009. He is a member of the Chartered Insurance Institute, the Chartered Institute for Securities and Investment and the Worshipful Company of International Bankers
Daniel MartineauExecutive Chairman, Summit Trust International SA
Daniel Martineau is Executive Chairman of Summit Trust International SA a leading offshore trust provider. Prior to starting the Summit Trust (formerly Close Trustees) business in Geneva, Daniel held management positions with Coutts International Private Bank in Nassau, Jersey and Geneva. A graduate of the University of Western Ontario in London, Canada, he subsequently earned his Master of Business Administration at the University of Miami. He is accredited as a member of the Financial Planning Institute of Canada and a member of the Society of Trust and Estate Practitioners (STEP). Daniel is a founder of the Swiss Association of Trust Companies (SATC).
David ScottManaging Partner, Vestra Wealth LLP
David Scott is the managing partner at Vestra Wealth LLP, an independent wealth management partnership with £1.7bn assets under management. David is a former managing director of UBS in London, where he headed up both the high net worth wealth management and the stockbroking divisions in the UK. Before UBS, he co-founded and was Managing Partner of Scott Goodman Harris, a boutique advisory business that was acquired by UBS in 2004.
He has recently stepped down from his role of CEO at LawInContext, the organisation he founded and which is interactive knowledge venture created by international law firm Baker & McKenzie. He continues to work with LawInContext and its global roster of clients as a part-time consultant and chair LawInContext’s Board of Directors. He is now based in Hong Kong. Marcovici practiced in the area of international taxation for over 25 years and retired as a principal of Baker & McKenzie at the end of 2009.
Ray SoudahFounder, MilleniumAssociates AG
Ray Soudah is a Harvard Business School & INSEAD alumnus. He has a long and prominent background in financial services, working for among other organizations UBS and Midland Montagu Investment Banking. In May 2000, Ray founded MilleniumAssociates AG, specialising in independent M&A advice for the Wealth Management Industry. He takes an advisory role in deal initiation / origination, negotiation/closing, integration and team management on a global basis. Focus is on the financial institutions sector and in particular the wealth and asset management Industry. Ray has a network of contacts of buyers, sellers and investors in Europe, Middle East, Asia, Japan, and US.
Randall WilletteFounder and Managing Director, Fine Art Wealth Management
Randall Willette is the founder and managing director of Fine Art Wealth Management, the first art investment consultancy to specialise in art as an alternative asset class. Prior to establishing the company in 2003 Randall was Executive Director and Head of Art Banking for UBS Wealth Management in London responsible for building its global art banking franchise in Europe and America. Before joining UBS, Randall was a managing director in corporate finance and joint head of securitisation with Citigroup in Europe.