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IFC Awards Judges

John Bell, Chartered FCSI, Dip. IoD
Cazenove Capital
Head of Portfolio Management, Channel Islands

John’s investment career commenced in 1984. In 1988, he moved from Barclays Private Bank to Baring Asset Management before joining Schroders in 2007. As Head of Portfolio Management C.I., John leads the team of Portfolio Directors that manages our core discretionary investment management business in the Channel Islands. He is a member of the Cazenove Capital International Investment Committee; and a Director on the Board of Schroders (C.I.) Limited. John is a holder of the Chartered Institute of Securities & Investment (CISI) Diploma and a Chartered Fellow of the CISI. In addition, John is a Member of the Institute of Directors and holder of the IoD Diploma in Company Direction

Mo Baluchi
Quilter Cheviot
Executive Director

Mo has worked in the financial services industry for nearly twenty years and is responsible for developing business relationships with intermediaries, introducers and HNW private clients both locally and internationally. He has held senior roles within multinational financial institutions and joined Quilter Cheviot from Credit Suisse where he was head of intermediaries (Jersey). Mo is a chartered FCSI, a chartered wealth manager and a member of the personal Finance Society and Chartered Insurance Institute. He was recognised in the Citywealth Leaders lists for 2014 and 2015.

Fiona Whitehead
Barclays
Client Director

Fiona joined Barclays as a Client Director in August 2017 with responsibility for a team of Relationship Mangers in Jersey providing banking, credit and investment solutions to single and multi family offices all over the world. In addition she has responsibility for a relationship team focused on the fiduciary market. Fiona also worked for Barclays Private Bank in Jersey between 1998 and 2003 as a Client Director with responsibility for the private banking team before moving to Barclays Wealth as a Director within the International Private Banking Team in London where she remained until 2007. In London Fiona worked as the Head of International Private Banking’s Business Manager and London Platform Manager and had responsibility for the private banking support teams. Between 2007 and 2010 Fiona worked for Coutts in Jersey as the Head of Wealth Planning with teams in Jersey, London, Switzerland, Hong Kong and Singapore. She rejoined Coutts Trustees in 2014 as a Board Director heading up New Business On boarding, Client Accounting, Business Transformation, Office Administration and the Asia Relationship teams. She left in 2017 to rejoin Barclays. During her break from Coutts and prior to joining Barclays in 1998 Fiona worked for a number of trust companies in Jersey including UBS and BNP Paribas in Senior Administration roles. Fiona holds the STEP Diploma in Offshore Administration and the International Diploma in Compliance.

Geoffrey Kertesz
Bircham Dyson Bell
Partner

Geoff is the head of the Will and Trust Disputes team at Bircham Dyson Bell. He qualified in California in 2004 and was a litigator in San Francisco for three years before qualifying in England in 2008. He acts for individuals, families, trustees, beneficiaries and charities in domestic and international disputes, and has a particular interest in disputes involving the leading offshore jurisdictions. He advises on contested wills, trusts, disputes involving the administration of estates, charity legacies and Inheritance Act claims.

Angela Calnan
Collas Crill
Group Partner

Angela heads our multi-award winning fiduciary practice in Guernsey (STEP Legal Team of the Year (midsize) 2015/16) and leads our Middle East Practice Group. She is regarded as the "go to" lawyer in Guernsey for Middle East private client work and for foundations. She establishes, reorganises and terminates offshore dynastic structures (i.e. structures involving a combination of trusts, foundations and companies). Having lived and worked in the UAE for a number of years, those structures are often (but not exclusively) for Middle Eastern families and commonly involve a family business and UK/UAE residential real estate. Angela's work involves ensuring that the family business stays intact and that wealth transmits effectively to the first and second generations. This can often be complicated by family members being spread across the globe necessitating Angela's collaboration with specialist tax lawyers and accountants to ensure that the structuring is tax efficient and tax compliant. Angela also advises Guernsey trustees on their duties and on matters of risk when taking on, administering and exiting trust and foundation structures. As an experienced former private client litigator with Penningtons Manches LLP, Angela has a particular interest in avoiding and resolving trust disputes in conjunction with her dispute resolution team in Guernsey.

James Quarmby
Stephenson Harwood
Partner

The Legal 500 describes him as a “very experienced tax lawyer with commendable professionalism and responsiveness ” and Chambers describes James as "the fount of all knowledge". He has a wide ranging practice, advising on international trusts, taxation, pensions and disputes. James is currently named in the eprivateclient's "50 Most Influential in Private Wealth" and his team is the holder of various awards, including "Private Client Law Firm of the Year" in the Wealth Briefing Awards (2015 & 2017) and the British Legal Awards (2015). He lectures widely and frequently appears in the press and broadcast media (such as BBC TV News, BBC Radio 4, Radio 2, Bloomberg TV). As well as being a solicitor, James is a Registered Tax Technician and is regulated by the Association of Tax Technicians (ATT). He is an active member of STEP and the International Tax Planning Association (ITPA). James is also a contributing editor for Lexis/Nexis.

Wendy Walton
BDO
Tax Partner

Wendy Walton is the Head of Global Private Clients at BDO LLP specialising in the taxation of high net worth individuals. She has 30 years experience, all at BDO in corporate, personal inheritance and trust tax with a particular focus on private clients. Wendy deals with UK and international families with complex tax issues. She particularly enjoys dealing with the interaction between corporate entities, individual shareholders and their trusts. Wendy works with her clients to develop tax solutions that ensure their tax risk is managed and supports her clients overall family wealth and succession objectives. Wendy works closely with the Society of Trust and Estate Practitioners and was the Chair of the STEP England & Wales Technical Committee from 2011 to 2015. She has also been recognised through independent research by Citywealth, Spears and more recently Wendy was once again recognised by eprivateclient as one of the 50 Most Influential 2017.

Bart Deconinck
ZEDRA
Group Deputy Chairman

Bart has unrivalled experience in founding, building and operating global financial businesses delivering trust and corporate services to global clients; he was lead founder, Chairman and CEO of Vistra Group, one of today’s leading and largest international providers of corporate, fiduciary and company formation services. Bart began his career with Ernst & Young and went onto hold several management positions at MeesPierson, a leading Private Bank and subsidiary of Fortis at the time where he was a member of the worldwide Executive Board, a member of the Fortis Management Council and the CEO of MeesPierson Intertrust. Bart holds a Master’s degree in Economics from the University of Antwerp and a Master’s degree in Management Accounting from the Vlerick Leuven-Gent Management School. Bart is co-founder of ZEDRA.

Louise Bracken-Smith
Fairway Group
Chief Executive Officer

Louise Bracken-Smith is the Chief Executive Officer, co-founder and shareholder of Fairway Group and has been working within the offshore finance industry since 1993. Her responsibilities include the business development and overall strategy of Fairway Group and she specialises in providing services to private and corporate clients. Louise sits on the boards of the group managed trust and fund services businesses, which include Emirates NBD Trust Company (Jersey) Limited (a subsidiary of Emirates NBD Bank PJSC). Through the combination of fund directorship appointments and responsibilities to the managed trust and fund services businesses, Louise has significant experience of a broad range of asset classes, including real estate and private equity/venture capital investments. She is a Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW) and is also a member of the Society of Trust and Estate Practitioners (STEP), holding a Diploma in International Trust Management.

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