P W M

PRIVATE WEALTH MANAGEMENT
AFRICA FORUM
23RD MAY 2016 - EKO SIGNATURE
LA G O S , N I G E R IA
TIME: 10:00 - 15:30
Hotel Venue
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Geneva, Switzerland:
[email protected]
Lagos, Nigeria:
[email protected]
African Wealth & Luxury Report is a publication of AWR and PwC. AMET Netherlands B.V. The logos of PwC , AWR and AMET are registered trademarks of the entities
represented. For further enquiries on the event please email: [email protected] or [email protected]. All rights reserved.
PRIVATE WEALTH MANAGEMENT
IN AFRICA FORUM
EKO SIGNATURE
23 MAY 2016
PR IVATE WEALTH MANAGEMENT IN AFRICA
Partner Club
M A X I M I S I N G A F R I C A’ S W E A L T H F O R
SOCIO- ECONOMIC DEVELOPMENT
Watch Partner
News
African Wealth Report and PwC are proud to announce the Private Wealth Management in Africa Forum. Wealth management is
evolving rapidly in Africa. Maximising profitability and growth is the clear goal of institutions tasked with managing this wealth.
Africa is producing more wealthy individuals and families in recent times as a result of economic boom seen recently in oil and gas
sector as well as other non oil sectors. The need for strategic wealth preservation and the management is therefore expedient due to
complexities associated with managing such wealth in a conventional structure. Family wealth would require expert services to manage
vital aspects of the wealth through family office setup, creating proper tax regimes as well as estate planning.
RESTRICTIVE INVITATION
SPECIAL AWR , PwC and Capital
Club Lagos GALA DINNER will
feature at the CAPITAL CLUB
LAGOS
LAGOS
Geneva, Switzerland:
Lagos, Nigeria:
Lagos, Nigeria:
Delia ASUZU
Marta EDEBOL
Email: [email protected]
Nigeria: +234 7055860735
Email: [email protected]
Nigeria: +234 8023175825
Email: [email protected]
Adaeze EKWUEME
African Wealth & Luxury Report is a publication of AWR and PwC. AMET Netherlands B.V. The logos of PwC , AWR and AMET are registered trademarks of the entities
represented. For further enquiries on the event please email: [email protected] or [email protected]. All rights reserved.
PRIVATE WEALTH MANAGEMENT
IN AFRICA FORUM
EKO SIGNATURE
23 MAY 2016
PR IVATE WEALTH MANAGEMENT IN AFRICA
Partner Club
M A X I M I S I N G A F R I C A’ S W E A L T H F O R
SOCIO- ECONOMIC DEVELOPMENT
Watch Partner
Theme: Banking Africa’s Wealthy and Family Offices
Wealth management in Africa is evolving and shaping the frontier’s economic sphere. Maximising profitability and growth is
the clear goal of institutions tasked with managing this wealth. Africa is producing more wealthy individuals and families in
recent times as a result of economic boom seen recently in the oil and gas sector as well as the non oil sectors. The need for
strategic wealth preservation and management is therefore expedient due to the complexities associated with managing such
wealth in a conventional structure. Family wealth would require expert services to manage vital aspects of the wealth through
family office setup, creating proper tax regimes as well as estate planning.
PWMA is a one day forum exclusively designed to inform of the growing trend in wealth accumulation, conservation and
growth. It is also a forum for wealth managers and family offices to understand the new strategies in market landscape trends,
client trends, and business economics trends.
The forum is tailored to the needs of portfolio/asset managers, wealth managers, investment advisors, private bankers and
financial consultants, and provides an exposition of leading-edge strategies, best practice, tools and techniques for wealth
management. The key challenges confronting portfolio managers and financial advisors are reviewed under the guidance of a
faculty made up of academics and practitioners from leading Swiss banks and academic institutions.
Objectives: To update participants about the latest trends and dynamics in private wealth management and the private
banking industry through interaction with wealth management experts from Geneva, Switzerland, the world centre for private
banking excellence. Participants will acquire value-adding expertise and a practical framework of understanding. The seminar
will enable them to achieve optimal operational performance and to take responsibility for managing their future professional
development.
WHO SHOULD ATTEND?
Executives of Wealth and Asset
Management firms, Private Banks
CEOs, CIOs, Family Offices,
Family Business Owners and
Advisers
 Luxury Executives, CEOs,
CIOs, COOs and Creative
Directors of Luxury Firms.
RESTRICTIVE INVITATION
SPECIAL AWR , PwC and Capital
Club Lagos GALA DINNER will
feature at the CAPITAL CLUB
LAGOS
FOLLOW US
African Wealth & Luxury Report is a publication of AWR and PwC. AMET Netherlands B.V. The logos of PwC , AWR and AMET are registered trademarks of the entities
represented. For further enquiries on the event please email: [email protected] or [email protected]. All rights reserved.
PRIVATE WEALTH MANAGEMENT
IN AFRICA FORUM
E K O S I G N AT U R E
23 MAY 2016
P R IV AT E W E A LT H M A N A G E M E NT I N A F R I C A
M A X I M I S I N G A F R I C A’ S W E A L T H F O R
S O C I O - E C O N O M I C D EV E L O P M E NT
Partner Club
News
Watch Partner
09:30- 10:00. Registration & Welcome:
¾RESTRICTIVE INVITATION
10:00- 11:00. Wealth Management in Africa : MODERATOR - Nana DAWODU
- SPEECH by: O. Paul ANDREW, Chair AfricanWealth Report
- Elizabeth HENSON, Partner, PwC, UK
- Brian MENELL, Chairman, Sallfort Private Bank, Zurich
- OliverWILLIAMS, Co -Founder, WealthInsight
SPECIAL AWR , PwC and Capital
Club Lagos GALA DINNER will
feature at the CAPITAL CLUB
LAGOS
11:00- 11:45. Q & A INTERACTIVE SESSION
11:45-13:00. Family Office in Africa Panelists : MODERATOR - Ndidi NJOKU
- Taiwo OYEDELE, Partner, PwC Nigeria
- Nana DAWODU, CEO ALM Trust
- O. Paul ANDREW, Chair AWR, Family Office Advisor
- Rotimi OYEKANMI, Chairperson, Rendeavour
LUNCH: 13:30-15:00
15:15. NETWORKING AND CLOSING
For Participation please contact: Delia ASUZU
[email protected]
Nigeria: +234 8023175825
?
Adaeze EKWUEME
[email protected]
FOLLOW US
Nigeria: +234 7055860735
F
African Wealth & Luxury Report is a publication of AWR and PwC. AMET Netherlands B.V. The logos of PwC , AWR and AMET are registered trademarks of the entities
represented. For further enquiries on the event please email: [email protected] or [email protected]. All rights reserved.
PRIVATE WEALTH MANAGEMENT
IN AFRICA FORUM
EKO SIGNATURE
23 MAY 2016
PR IVATE WEALTH MANAGEMENT IN AFRICA
T E A M
AW R
Partner Club
News
Watch Partner
RESTRICTIVE INVITATION
SPECIAL AWR , PwC and Capital
Club Lagos GALA DINNER will
feature at the CAPITAL CLUB
LAGOS
O. Paul ANDREW
 Founder, African Wealth Report Paul is an investment/wealth
adviser As a wealth adviser to a multi-family office in Africa, he
has corporate relationships and business contacts with some of the
leading Asset and Wealth Management firms in Geneva and
Zurich, Switzerland. He resides in Geneva where he coordinates
all the activities of AWR
Paul De SOUSA
Director and Global Head of Private Equity Finance,
covering Central and Eastern Europe, Middle East & Africa for
Ultra High Networth Individual and for the Family Office
Group Wealth Management, CITI Private Bank, Geneva,
Switzerland
Ndidi NJOKU
Ndidi Njoku, is a Global Head at a multinational banking and
financial services firm headquartered in London, England where
she specialises in financial services regulation. Ndidi has an
extensive experience in the field of regulation, which has seen her
work for the UK’s Office of Gas and Electricity Markets, the
Financial Conduct Authority and HM Treasury.
John HEPTONSTALL
FOLLOW US
Adviser, African Wealth Report, John is an Harvard trained
financial and leadership management expert. He has consulted
and trained world class institutions in finance related and wealth
management subjects including UBS, Bank of Montreal, ANZ
Bank, Commonwealth Bank of Australia. A former professor at
IMD Lausanne, John was also a visiting professor at Ashridge UK
Oliver WILLIAMS
Senior Analyst and Co-Founder of the global firm, Wealth
Insight UK. Oliver is a seasoned wealth analyst and
contributes to leading newspapers, magazines and journals on
Wealth Management.
Albert MOMDJIAN
Founder & CEO of SOKOTRA Capital Ltd., Albert was
Managing Director at UBS and headed the Ultra High Net Worth
and Corporate Advisory Group businesses for the Middle East and
Africa region at UBS. He is member of the World Economic
Forum.
Niran ADEROGBA
 Founder of CLG Securities Ltd, Niran is an investment
banker with over 25 years of industry experience. A
technocrat and Fellow of The Institute of Chartered
Accountants, Nigeria, Niran was Executive Director at
FINBANK (Now FCMB)
Fiona SANDERSON
 Fiona is Founder and Managing Director of The Luxury Channel which has
established an enviable and deserved reputation as one of the key platforms
for news and information on luxury, working with most of the leading luxury
brands. Fiona has been responsible for the development and production of
over 100 hours of lifestyle programming. working with broadcasters CNBC
Europe & Asia, BBC Worldwide and Bloomberg amongst others.
African Wealth & Luxury Report is a publication of AWR and PwC. AMET Netherlands B.V. The logos of PwC , AWR and AMET are registered trademarks of the entities
represented. For further enquiries on the event please email: [email protected] or [email protected]. All rights reserved.
PRIVATE WEALTH MANAGEMENT
IN AFRICA FORUM
EKO SIGNATURE
23 MAY 2016
PR IVATE WEALTH MANAGEMENT IN AFRICA
T E A M P W C
Partner Club
Watch Partner
C O N T A C T PwC
Taiwo OYEDELE, Partner PwC
Taiwo OYEDELE
Taiwo is the Head of Tax and Regulatory Services for PwC Nigeria and also
the West Africa Market Tax Leader. He is an author, public speaker,
writer, blogger, and renowned commentator on economic, accounting and
tax matters. He is the Lead Facilitator at PwC Tax Academy, member of
the Nigerian Taxation Standards Board, member of the ACCA Global
Governing Council, fellow of the Nigeria Leadership Initiative and member
of the Corporate Governance Society Nigeria. He has significant
experience in personal and corporate tax compliance, international tax
structuring, and governance.
Elizabeth HENSON
Elizabeth is a private client tax partner who has been listed in the Spears
“Top 10 Private Client Accountants" and the Citywealth “Power Woman"
Awards for 2015. Over her career she has built up a client base consisting
of some of the wealthiest and most successful entrepreneurs and business
men in the Sunday Times Rich list. These include prominent UK
individuals, Europeans and those from emerging markets such as Russia and
the Middle East.Elizabeth also provides advice on confidentiality, family
governance, reputation management, generational wealth transfer and
financial advisory.
Direct: +234 (1) 271 1700 ext 50002
Mobile: +234 806 019 6593
[email protected]
Blog: www.pwcnigeria.typepad.com
James WHITAKER, Partner/Director,
PwC
Office: +27 (21) 529 2638
Mobile: +27 (72) 117 2180
Email: [email protected]
Elizabeth HENSON, Partner, PwC
Tel: +44 20 7212 6024
Mob: +44 (0) 77384 735559
[email protected]
James WHITAKER
James joined PwC London in 1993 and moved to Cape Town in 2001. His
main area of expertise is expatriate tax and now he also heads up Ultra High
Net Worth Individual practice in South Africa. His passion is great client
service and running Human Resource Services consisting of expatriate tax,
immigration, high net worth individuals, reward and employees’ tax.
Rachel BENTLEY
Rachel BENTLEY, Director, PwC
Rachel Bentley is a director in the Private Client tax team at PwC in London.
She joined PwC in Tokyo, Japan in 2002 and has worked with the firm for
over 14 years in Tokyo, London, New York and Honolulu. Rachel specialises
in providing cross-border tax compliance and consulting services to
individuals and families with international tax and legal situations. Her
particular focus is US individual taxation but she can also advise on tax
treatment of trusts, estates and closely held entities. She is a graduate of the
University of Warwick and also holds a Masters in Law from Nagoya.
+44 (0) 207 804 1164
Mobile: +44 (0) 7808 107170
Email: [email protected]
African Wealth & Luxury Report is a publication of AWR and PwC. AMET Netherlands B.V. The logos of PwC , AWR and AMET are registered trademarks of the entities
represented. For further enquiries on the event please email: [email protected] or [email protected]. All rights reserved.
PRIVATE WEALTH MANAGEMENT
IN AFRICA FORUM
EKO SIGNATURE
23 MAY 2016
A W R 2015 CONTENT BLOG
News
RESTRICTIVE INVITATION
WEALTH SURVEY
 AWR Wealth Survey offers a holisitc perspective on wealth
accumulation, consumption and preservation of UHNWIs in the
continet. Its in-depth analysis on trends, patterns and economic
sectors prompting such wealth is clinical.
AFRICAN CITIES
 AWR insightful viewpoint on African cities prompts its
specific view-point on prime property locations, commercial
property, real estate investments and infrastructure
developments in each City of the continent.
SPECIAL AWR , PwC and Capital
Club Lagos GALA DINNER will
feature at the CAPITAL CLUB
LAGOS
« Africa is reshaping the face of
wealth creation and conservation.
The story should be Reported
accurately and fairly! AWR is
reporting the dynamics of African
Wealth made and distributed in
Africa»
O. Paul Andrew, Chief
Responsibility Officer, AWRAMET
FOLLOW US
LUXURY INVESTMENTS
 AWR looks at various luxury investments as well as its demand
and supply trend within Africa’s economic empowerment scope.
Africa has become the new bride and a new destination for ultraluxury goods with increasing appetite for luxe statement
WEALTH DISTRIBUTION
 AWR provides up-to-date intelligence on wealth distribution
and accumulation pattern of key economic drivers and sectors.
African Wealth is mostly driven by young and skillful
entrepreneurs who are changing Africa’s economic landscape
African Wealth & Luxury Report is a publication of AWR and PwC. AMET Netherlands B.V. The logos of PwC , AWR and AMET are registered trademarks of the entities
represented. For further enquiries on the event please email: [email protected] or [email protected]. All rights reserved.
Partner Hotel
AWR PwC AFRICA WEALTH & LUXURY FORUM- MONACO
ACTIVITIES OVER THREE DAYS
Private Jet
Partner
News
WHO SHOULD ATTEND?
28TH MAY, 2016: COCKTAIL & DINNER
AFRICA WEALTH & LUXURY FORUM
FAIRMONT MONTE CARLO
TIME: 6PM- 9PM
A F R I C A
WEALTH & LUXURY FORUM
28TH MAY, 2016: COCKTAIL & DINNER
AFRICA WEALTH & LUXURY FORUM
FAIRMONT MONTE CARLO
TIME: 6PM- 9PM
 Luxury Executives, CEOs,
CIOs, COOs and Creative
Directors of Luxury Firms.
Executives of Wealth and Asset
Management firms, Private Banks
CEOs, CIOs, Family Offices,
Family Business Owners and
Advisers
AWR PwC MONACO F1
Additional side events:
27TH MAY, 2016: NIKKI BEACH CANNES
SPECIAL DINNER WITH PAUL ANDREW GENEVA
AT THE NIKKI BEACH, CANNES
TIME: 7PM
28TH MAY, 2016: MONACO F1 DAY1
AFRICA WEALTH & LUXURY FORUM
BY THE YACHT CLUB
TIME: 12PM- 3PM
29TH MAY, 2016: MONACO GRAND PRIX
SPECIAL YACHT WATCH VIEW & FAIRMONT ROOF TOP
YACHT CLUB, MONACO VIEW INVITATION ONLY
TIME: 2:30 PM-530PM
 AWR PwC AFRICA
WEALTH & LUXURY
FORUM will feature at the
Monaco Grand Prix in 2016.
Book your place
African Wealth & Luxury Report is a publication of AWR and PwC. AMET Netherlands B.V. The logos of PwC , AWR and AMET are registered trademarks of the entities
represented. For further enquiries on the event please email: [email protected] or [email protected]. All rights reserved.
2016
AFRICA N WEALTH & LUXURY
R E P O R T
To be released in September 2016
a AWR PwC
Joint Publication
Wealth & Luxury Partners
Just all about African Wealth
African Wealth & Luxury Report 2015 is a publication of AWR and PwC. AMET Netherlands B.V. The logos of PwC , AWR and AMET are registered trademarks of the entities
represented. For further enquiries on the African Wealth Report please email: [email protected] or [email protected]. All rights reserved.