Webinar:

Global private wealth and the future of philanthropy 2021

Sponsored by: Vistra

Focused on:

  • Philanthropy
  • Wealth
  • Covid 19

Date: 9 March

95

Time: 10AM London / 6PM HK / 2PM GST

The future of philanthropy: fast decision-making, more control and tangible outcomes

For centuries, philanthropy has played a significant role in how wealthy families give back to the societies in which they live and to causes that they deem important. In a globalised, technologically advanced world, however, the shape of philanthropy is changing. And the events of 2020, in the form of the Covid-19 pandemic, have potentially pushed philanthropy into a whole new realm.

In a report due to be released early in 2021, Vistra surveyed 225 HNWI and UHNWI from around the world and found that Covid-19 had an immediate and dramatic impact on philanthropic giving – But it is when examining philanthropy in light of the pandemic and what this means for the future that the responses become particularly revealing.

In this webinar, a global team of Vistra representatives will review the findings in detail, discussing the ins and outs as to why some regions may have increased their philanthropic efforts whilst others decreased theirs. They’ll delve into where the money is going and what is driving the significant shift being seen from passive philanthropy to active philanthropy.

The report not only examines regional differences but also how attitudes vary across age ranges and in doing so, the team will give their views as to why some of the deep-rooted traditions of old, may now be starting to move in a different direction.

While philanthropy was one main focus of the report, it also uncovers some interesting approaches to wealth planning and structuring as well as to succession. To be one of the first to hear about these unique insights, click here to register for our webinar where you can also get immediate access to the report following the event.

Presented by

Chris Marquis ,

Managing Director, Global Head of Private Wealth

Chris Marquis was appointed Global Head of Private Wealth for Vistra in May 2019. Currently based in London, Chris brings extensive experience in leading international Private Wealth succession planning businesses and is responsible for leading the Private Wealth sector across the Vistra Group. Chris has responsibility for global coverage teams and is tasked with driving growth across the Private Wealth sector.

Having worked closely with families based in Asia, the UK, Europe and the US, Chris’s expertise lies in advising on the complex needs of high net worth families and finding solutions to ensure they can successfully build their legacy and navigate the preservation and transfer of their wealth. His expertise extends to fulfilling client’s family governance and philanthropic needs and successfully integrating the next generation within the wider family enterprise.

Before joining Vistra, Chris was CEO of HSBC Private Wealth Solutions, one of the world’s largest bank owned fiduciary businesses, and has previously undertaken leadership roles across Asia and Europe. Chris has strong international experience across multiple jurisdictions having lived and worked in the UK, Europe, Asia and Australia.

He holds a Bachelor of Commerce Degree from the University of Western Australia, a Diploma in Applied Finance and Investment from the Australian Securities Institute, is a qualified Chartered Accountant and is a member of STEP.

Heba Khairallah Al Emara,

Managing Director, Middle East

Heba began her career in various legal and philanthropy roles in the City of London and later joined Orangefield Group (now Vistra) in 2012 as part of the UK client commercial advisory department.

She has a particular focus on HNWIs, UHNWIs and Family Offices from the Arabian Gulf. In collaboration with the client’s advisers, support extends to structuring their international personal and business assets, succession and implementing governance across generations.

Heba grew up in the Middle East, and is equally comfortable working in English and Arabic. She holds a degree in Law and has completed the Legal Practice Course at the University of Law, London.

In 2018 and 2017, Heba was named as one of eprivateclient’s ‘Top 35 Under 35’ professionals. Heba has also been shortlisted as Woman of the Year - Future Leaders in the Powerwomen Awards 2020.

Christine Tan,

Managing Director, Private Wealth, Singapore

Christine comes from a banking background, bringing with her over 10 years of banking and trust experience in treasury, corporate finance and trust and estate planning. Previously, she has worked in treasury trading function and mortgage-backed securitisation of corporate finance in mostly international banks.

Prior to joining Vistra, Christine has worked with a well-known private bank-owned Trust Company, overseeing an extensive portfolio of high and ultra high net worth private clients spanning several jurisdictions in Southeast Asia (Singapore, Malaysia, Thailand and Indonesia) and North Asia (Hong Kong, China and Taiwan). In the course of her work, she has undertaken clients' advisory work in establishing private onshore and offshore fiduciary structures, co-ordination of cross-border tax, setting-up appropriate wealth protection and succession planning structures for trans-generational high net worth clients.

She has experience in trust restructuring, trust administration, estate planning and succession planning. Christine has an established network and referral relationships with professional intermediaries including private banks, law firms, CPAs, asset/fund managers and high net worth clients in North Asia, South East Asia and Europe.

Christine holds an Honours Degree (Second Upper) in Economics from the National University of Singapore and is a full member of the Society of Trust and Estate Practitioners.

She speaks English and Mandarin fluently and has been has been nominated consecutively in Citywealth IFC Powerwomen Top 200 from 2014 – 2018. In 2021, Christine has been nominated in The Private Client Global Elite List.

Simon Bernet,

Director

Simon joined Vistra as a Relationship Manager in May 2014 and has worked his way up to now head up the Brazilian private client team at Vistra Zurich.

Before joining Vistra, Simon began his career at a Zurich based Law Firm in 2012. He holds a Master of Law from the University of Fribourg and is a STEP Affiliate Member.

Simon’s native language is German but he also speaks fluent Portuguese, English, and French.

Key Learning Objectives

  • Learn about the evolving nature and trends of global Philanthropy
  • Hear about how the pandemic has influenced individuals behaviour and approach to Philanthropy
  • Understand more about the key drivers that influence philanthropic activities
  • Recognise the regional variances of what influences philanthropic activity

Audience

  • Heads of Private Banking
  • Heads of Fund Management
  • Heads of Family Offices – Investment Assets
  • Family Enterprise Business Assets HNWIs / UHNWIs
  • Heads of Independent Wealth Managers – Investment Assets HNWIs / UHNWIs
  • Discretionary Portfolio Managers - Independent Investment Advisory Firms
  • Lawyers - heads of family offices and Private Client practices
  • Heads of independent Accountancy and Tax