DANIEL HURDLEY – ASSET RISK CONSULTANTS LIMITED
Dan has been a director of Asset Risk Consultants (ARC) for seven years having worked in the finance industry in Guernsey since 1994. Dan manages the research team at ARC, which includes the ARC Private Client Indices (PCIs), which provide a unique insight into investment manager performance based on a database of thousands of real discretionary portfolios. The ARC research team also maintains a large database of manager due diligence information which is the cornerstone of the unique Suggestus manager research portal.

Dan joined ARC in 2001.

DANIEL PHELAN – CHARITY FINANCE
Daniel Phelan is editor of Charity Finance magazine and editor-in-chief of Civil Society Media, which he founded in 1990. Civil Society Media also publishes Governance, Professional Fundraising and Civil Society IT and organises a wide range of conference and training programmes for charities and other civil society enterprises. Daniel also founded The Charity Awards, a programme designed to recognise and celebrate excellence in charity management which is now in its 12th year.

DERMOT CALLINAN – KPMG LLP (UK)
Dermot is a partner in the KPMG tax practice and UK Head of Private Client. Dermot leads a team of 150 tax professionals, specialising in personal taxation planning and compliance, trust accounting and taxation. Dermot has advised on a number of significant transactions, floatations and management buyouts and his private client specialist knowledge is widely recognised. Dermot is a chartered tax adviser and member of the Society of Trust and Estate Practitioners with 25 years experience.

MATTHEW VINCENT – FT MONEY
Matthew Vincent is the personal finance editor of the Financial Times. In this role, he edits the Weekend Money section and presents the FT Money Show podcast, as well as writing for the daily newspaper and FT Wealth magazine.

He was previously editor of Investors Chronicle, where he presented the award-winning online video The Market Programme, and launched the BBC-FT standalone magazine ‘How to be Better Off’. He began his career on the consumer finance magazine Moneywise, which he went on to edit for five years, and has since written columns for The Spectator and presented TV programmes for BBC2.

ROSIE CARR – INVESTORS CHRONICLE
Rosie Carr is deputy editor of Investors Chronicle, the magazine and website aimed at private investors. She’s worked in financial publishing for 19 years and has previously worked at Emap and Metal Bulletin.

SEBASTIAN DOVEY – SCORPIO PARTNERSHIP
Sebastian is a founding partner of Scorpio Partnership – the leading wealth management industry strategy think tank, with a client base that includes family offices, private banks, investment banks, asset managers and regulators. As a vocal advocate of innovation through listening to the client and the adviser when developing business strategies, Seb’s driving passion is to help chart the future vision of the wealth management industry. Indeed, Scorpio Partnership is now the world’s pre-eminent client interview research firm, having conducted over 6,000 face-to-face research interviews with millionaires and billionaires across the globe and in the course of its history also interviewing almost twice that number of professional advisers.

In 2009 Seb steered the introduction of the world’s first dedicated global HNW online client panel – Futurewealth – which is now pioneering the understanding of what wealth needs next on a massive scale.

ROBERT BUNTING – RSM TENON
Robert is one of RSM Tenon Financial Management’s Senior Advisers having provided advice to High Net Worth clients for the last 12 years. Robert manages a number of relationships with Private Banks and also sits on the RSM Tenon Investment Governance and Oversight Board.

CLIVE MACKINTOSH MA, FCA – PRICEWATERHOUSECOOPERS LLP
Clive Mackintosh is a Senior Tax Partner at PwC and is leader of the Private Client practise. Clive joined PwC in 1980 from Oxford University, qualified as a Chartered Accountant in 1983 and became a Partner in 1992. He specialises in tax planning for international individuals and families. Clive advises on all areas of personal tax but in particular on residence and domicile issues, capital gains tax and inheritance tax as they effect individuals and trusts. Clive’s clients include some of the UK wealthiest individuals and families.