DANIEL HURDLEY – ASSET RISK CONSULTANTS LIMITED
Dan has been a director of Asset Risk Consultants (ARC) for seven years having worked in the finance industry in Guernsey since 1994. Dan manages the ARC Private Client Indices (PCIs), collecting data and providing market intelligence reports to over 40 top investment management companies. The PCIs provide a unique insight into investment manager performance based on a database of thousands of real discretionary portfolios.

Dan is also involved in ARC’s portfolio and fund monitoring software services, providing analysis on over 15,000 portfolios and over 40,000 funds. Dan joined ARC in 2001.

DANIEL PHELAN – CHARITY FINANCE
Daniel Phelan is editor of Charity Finance magazine and editor-in-chief of Civil Society Media, which he founded in 1990. Civil Society Media also publishes governance, Professional Fundraising and Civil Society IT and organises a wide range of conference and training programmes for charities and other civil society enterprises.

Daniel also founded The Charity Awards, a programme designed to recognise and celebrate excellence in charity management which is now in its 11th year.

DERMOT CALLINAN – KPMG LLP (UK)
Dermot is a partner in the KPMG tax practice based in Leeds and is Head of Private Client Advisory and People Services in the North. Dermot leads a team of 80 tax professionals, specialising in personal taxation planning and compliance, trust accounting and taxation, international executive services, employment tax advisory and executive compensation, including share schemes.

Dermot has advised on a number of significant transactions, floatations and management buyouts and his private client specialist knowledge is widely recognised. Dermot is a chartered tax adviser and member of the Society of Trust and Estate Practitioners with 21 years experience.

LEONIE KERSWILL – PRICEWATERHOUSECOOPERS LLP
Leonie is the tax partner responsible for leading the London private client business within PricewaterhouseCoopers LLP. Her clients include shareholders and senior management of private companies, entrepreneurs and wealthy families. Given this client base she has extensive experience of advising on cross border issues.

The advice needed by her clients is varied, but typically includes structuring business ventures, overseas property ownership, residence and domicile issues and income and capital taxes planning.

Over the last 2 years she has spent a lot of time advising on the effect of the changes to the taxation of non domiciled individuals, not only for her clients but also for many private banks and trust companies. Most recently she has worked closely with a number of her clients advising them on how they might manage the impact – for them and their businesses – of the proposed new 50% tax rate.

MATTHEW VINCENT – FT MONEY
Matthew Vincent is the editor of FT Money. Before that he edited Investors Chronicle for five years. He has worked as a financial magazine editor, writer and broadcaster for 18 years.

ROSIE CARR – INVESTORS CHRONICLE
Rosie Carr is deputy editor of Investors Chronicle, the magazine and website aimed at private investors. She’s worked in financial publishing for 19 years and has previously worked at Emap and Metal Bulletin.

SEBASTIAN DOVEY – SCORPIO PARTNERSHIP
Sebastian is a founding partner of Scorpio Partnership – the leading wealth management industry strategy think tank, with a client base that includes family offices, private banks, investment banks, asset managers and regulators. As a vocal advocate of innovation through listening to the client and the adviser when developing business strategies, Seb’s driving passion is to help chart the future vision of the wealth management industry. Indeed, Scorpio Partnership is now the world’s pre-eminent client interview research firm, having conducted over 6,000 face-to-face research interviews with millionaires and billionaires across the globe and in the course of its history also interviewing almost twice that number of professional advisers.

In 2009 Seb steered the introduction of the world’s first dedicated global HNW online client panel – Futurewealth – which is now pioneering the understanding of what wealth needs next on a massive scale.

ADRIAN GOUGH – VANTIS FINANCIAL MANAGEMENT LTD
Adrian is Investment Director for Vantis Financial Management, the Independent wealth management division of Vantis plc, the Aim listed accountancy group. Adrian has overall responsibility for the group’s investment approach.

Adrian has been an IFA for 20 years and concentrates on investment planning for high-net-worth clients. Adrian is a member of the Chartered Institute for Securities and Investments and also holds the Chartered Insurance Institute’s Advanced Financial Planning Certificate.