Speakers


Austen Robilliard
Investment Director
Murdoch Asset Management Ltd

Austen, who joined Murdoch Asset Management in 2007, is their Investment Director. I manage their Investment team and is responsible for the research, analysis and management of our investment portfolios. This spans across researching funds, meeting portfolio managers, developing new investment ideas and risk analysis. I began my career in the international division at Towry Law, but since joining Murdoch, I have become a well-known and respected analyst within the industry and was voted into Citywire’s Class of 2013 Top 30 Under 30 by his peers and won European Fund Selector of the Year at the International Investment Awards 2020 and 2022. I am a Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.

Bob Pain
CEO
AILO
David White
Managing Director
QB Partners
Gavin Pluck
Group Managing Director
Blacktower Financial Management (International) Ltd.

Overseer of all aspects of business development, change management and market growth.

Before joining Blacktower, Gavin served as Group Managing Director for Guardian Wealth Management and was a founding member of The GWM worldwide group of companies. He was largely responsible for overseeing the acquisition process when GWM was eventually acquired by Skybound Limited. Gavin brings with him 25+ years of Industry experience at executive level.

Starting out as an Independent Advisor Gavin won Top International Advisor Award 4 years consecutively before progressing through the managerial ranks. He has been largely responsible for opening and growing successful regulated operations across Europe, UK, Middle East and the USA. Working with over 250+ advisors worldwide.

Glenn McIlroy
Technical Manager
Utmost Wealth Solutions

Glenn has been working in financial services for over 25 years, spending time in technical roles with major UK financial services providers across both life and pensions. Glenn’s most recent experience has been in the international Life Insurance market with a focus on helping financial planners deal with the complexities of international wealth structuring and cross-border financial planning. He regularly presents to advisers and collaborates with them to identify opportunities to provide better outcomes for clients.

Jeremy Bezant
International Business Development Director
Evelyn Partners

Jeremy has over 20 years’ experience in wealth management across the UK, Europe, US and Asia. Jeremy began his career in scientific research with a PhD in genetic engineering before moving to Australia to become a stockbroker. He then moved to London and has managed portfolios and products at Aviva Investors, Natixis Global Asset Management, Neuberger Berman, Alliance Bernstein and finally Rathbones Brothers where he helped develop their international business. He joined Evelyn Partners in 2020.

John Chew
Technical specialist: Pension, Tax, Trust and Estate Planning
Canada Life

I have 30 years' experience working with advisers within the retirement, investments, estate planning and platform markets. Formerly I was Commercial Director at Fidelity International responsible for the strategy of Fidelity Retirement Solutions, and Funds Director at Legal and General.

Julia Peake
Technical specialist: Tax, Trust and Estate Planning
Canada Life

I’ve held many roles throughout my 18 year financial services career, working with providers, wealth planners and national advisory networks in the pension, tax, trust and estate planning markets. My focus is on tax, trusts and estate planning and I write articles, assist with technical queries, as well as deliver presentations on a range of subjects both locally and nationally.

Justin Oliver
Chief Investment Officer
Canaccord Genuity Wealth Management
Martin Sixsmith
Writer, Presenter and Journalist

Martin Sixsmith was born in Cheshire and educated at Manchester Grammar School followed by Oxford, Harvard, the Sorbonne and in St. Petersburg, Russia. He was a Slavics Tutor at Harvard and wrote his postgraduate thesis about Russian poetry.

From 1980 to 1997 he worked for the BBC, including postings as BBC correspondent in Moscow (for five years), Washington (four years), Brussels (four years) and Warsaw (two years). He covered the end of the Cold War and also reported from Poland during the Solidarity uprising and was the BBC's Washington correspondent during the election and first presidency of Bill Clinton.

From 1997 to 2002 he worked for Tony Blair's Labour Government as Director of Communications (a civil service post), first with Harriet Harman and Frank Field, then with Alistair Darling and finally with Stephen Byers. He left after raising concerns about the Government's laissez-faire attitude to telling the truth.

He is a writer, presenter and journalist, broadcasting on literature and music on BBC Radio Four and working on the political sitcom series, 'The Thick of It', on BBC TV.

Sixsmith's book, The Lost Child of Philomena Lee, was the basis for the 2013 film Philomena, in which Sixsmith is played by Steve Coogan.

Michael Crowe
CEO
Finance Isle of Man

Michael joined the Department after working in the Accountancy profession for 27 years. He was a Director at Grant Thornton Limited, and prior to that at PKF. Michael is a Fellow of the Institute of Chartered Accountants in England and Wales, the former President of the Isle of Man Chamber of Commerce and former Chair of the Isle of Man Society of Chartered Accountants. During his professional career he worked on the Island with a wide variety of clients and organisations of all sizes, covering all sectors of the local economy.

“My focus is on the future of the Island’s financial services sector, being part of the leadership team within the Department for Enterprise and Finance Agency and working to ensure that our economic success continues.”

Richard Burden
Head of International Sales
Canaccord Genuity Wealth Management

Richard is responsible for international business development and managing relationships with our strategic distribution partners in the Middle East and North Africa. Richard has nearly 30 years' experience working in the international financial services industry, nine of which were spent living in the Middle East. In his spare time, Richard ensures his two sons get to their various sporting events on time. When able to do so, Richard plays golf and travels extensively to watch Manchester City. He is Chairman of the IOM MCFC Supporters Group.

Richard Williams
Senior Vice President - Geneva
The Continental Group

With over 30 years’ experience primarily in the international financial services sector, working with banks, offshore life companies and fund management groups, Richard has gained a significant amount of expertise, particularly in business development, sales and marketing. He is particularly familiar with the Middle East and Africa, where he has previously been based.

Robert Shipman
Managing Director
The UAP Group

Rob has 20 years of experience, of working in international financial services.

Rob began is career working in Gibraltar, using his experience in pensions he decided early on to see how these structures could be utilised more in the personal international financial planning area. During 2006 Rob developed one of the first Qualifying Recognized Overseas Pension Schemes which ultimately took him to Guernsey to open an office for his then employer. Rob sits on the technical, ESG and marketing panels of the Guernsey Association of Pension Providers along with being a member of the main committee.

In 2020 to establish his own employee benefit and private client group, head quartered in Guernsey with other like-minded individuals, called The UAP Group. Subsequently they completed their first acquisition, Concept Group, a well-respected Guernsey based International Pension and Private Client company in October 2021. The group currently has offices in London and Guernsey with plans to open in Spain, South Africa, and the US later this year.

Simon Pickering
Head of Insurance and Pensions
Finance Isle of Man

In his role as Head of Insurance and Pensions, within Finance Isle of Man, Simon Pickering will call upon his 33 years of experience in the Island’s Financial services industry. A key part of that role is to support the existing businesses in the Life, Captive, Pensions, Funds and Wealth and Financial Advisory sectors.

Acting as a conduit between these traditional sectors and wider Government he looks for opportunities for growth through marketing and new initiatives both locally and internationally. He also assists any new licence holders looking to make the Island their home.

Victor France
Managing Director
Abbey Wealth