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Powerwomen Awards Judges

Sarah Allat
UBS Wealth Management
Head of Wealth Planning Advisory UK

Sarah is Head of Wealth Planning Advisory UK and specialises in tax planning for UK resident domiciled and resident non-domiciled clients. Before joining UBS in 2010, she worked for 10 years at PricewaterhouseCoopers advising entrepreneurs, private companies and families. She holds a number of external tax related positions in addition to her role at UBS. Sarah graduated with a first class honours degree from the University of Oxford and is a Chartered Accountant and a Chartered Tax Adviser

Lisa Francis
Barclays Private Bank
CEO Private Bank, UK and Ireland

With over 25 years of banking experience, Lisa has a proven track record of growing businesses. She is a successful leader with strong client relationships with UK, European and global corporates. In her previous position she was Head of European Corporate FX Sales Distribution in the Investment Bank, covering Corporate, Private Equity and Fintech clients across Europe and the UK. Prior to joining Barclays in 2012, Lisa spent 12 years at RBS where she was Head of European FX Sales and Global Head of Event-Driven FX business. She started her career at NatWest within the Corporate & Investment Banking division, and has held positions in Sales, Risk and Coverage across the UK and US.

Alison Broadberry
Edwin Coe
Partner, Head of Private Client

Richard Jordan
Irwin Mitchell
Partner, Head of Tax, Trusts & Estates

Richard is head of the Irwin Mitchell Tax, Trusts & Estates Team in London. He provides both technical and practical advice on tax and legal issues to the heads of a small number of ultra high net worth families and family offices. The majority of the families he looks after are from outside of the UK, but he also acts in a similar capacity for a small number of British families. In each relationship the family head also expects Richard to identify, manage, coordinate and ultimately deliver the legal, tax and the necessary administration services required by the family from within the business. Aside from these established client relationships, Richard is also retained on specific tax-driven projects to provide advice to foreign families with significant wealth looking to move to or invest in the UK. This transactional work almost always involves tax efficient structuring alongside practical and commercial considerations, risk management and issues relating to family governance and succession planning. Richard travels to Switzerland and the Channel Islands frequently to meet with clients and family offices and also remains actively engaged with the UK tax authorities in the formulation of new legislation and previously enjoyed the pleasure of being on the STEP UK technical committee for many years. PAM, the leading Private Asset Management directory, has consistently recognised Richard as one of the 50 most influential people operating in the UK private wealth sector.

Katherine Neal
Ogier
Counsel

Katherine Neal is counsel in Ogier's Private Client and Trusts team in Jersey. She regularly advises professional trustees, settlors and beneficiaries on matters relevant to trusts and foundations, including drafting trust deeds and advising on complex structures including charities, employee reward schemes, JPUTs and pensions. Described by clients as "someone you can really rely on" (Chambers UK 2018) and "a pleasure to work with" (Legal 500 UK, 2017) she was recently named Woman of the Year: Business Growth – silver in the Citywealth Powerwomen Awards 2018. Katherine is a member of the Association of Contentious Trusts and Probate Specialists, the working party for charities legislation in Jersey and until 2012 was the Vice Chair of the Law Society of England and Wales Private Client Section. Katherine has been recognised in the Citywealth IFC Power Women Top 200 list for 2018."

Helen Humphries
BDO
Tax Director

Paul Perris
Crestbridge
Group Managing Director

Paul has over 25 years' experience in the establishment and administration of a wide range of multi-jurisdictional Corporate, Real Estate, Fund and Private Wealth structures for global funds, institutions and wealthy families. He also has significant experience dealing with Middle Eastern investors, sovereign wealth funds and family offices. Prior to joining Crestbridge Paul was a Partner and Group Director at a global provider of offshore legal and fiduciary services headquartered in Jersey. Paul is also recognised in the Citywealth Leaders List 2017.

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