Karen founded Citywealth after a career at News International, The Times, and Sunday Times in the legal, financial and recruitment sections. She also ran the Legalease flagship title Legal Business/Asia Pacific Legal 500, and launched Legal Business Awards and Legal 500 parties. Karen then took over In Brief magazine, where she grew the organisation from a buyout where it had gone bankrupt to a successful £500,000-a-year publishing and events business. Her work as a Citywealth CEO was recognised by four New York Stevie Awards: Women helping women (2014, 2015), Innovator of the year (2015), and Entrepreneur of the year (2015).
Daniel Leu advises private clients and family offices on wealth and succession planning, on the handling of estates, in connection with foundations and trusts and on questions in connection with the place of residence. Other areas of work include advising clients who buy or sell real estate in Switzerland and art law.
Daniel Leu is a Certified Specialist SBA Inheritance Law and publishes regularly in the field of inheritance law. He has published extensively and frequently lectures on trust and estate matters in Switzerland and abroad. In addition to his practice, Daniel Leu is a lecturer at the University of Muenster, Germany (Master of Law in Inheritance Law & Corporate Succession).
Matthew is a client director at Rathbone Investment Management International in Jersey. He has a long track record of developing and maintaining relationships with professional trustees, family offices, intermediaries and high-net worth families in the Channel Islands, Isle of Man, Gibraltar, Malta and Bermuda, providing solutions in investment management, banking, cash management and debt structuring. Previously a director at Schroders and Cazenove Capital, Matthew joined Rathbones in 2017. He has a wealth of experience at senior managerial and board level, and has been involved in the offshore financial services industry for more than four decades. In that time he has worked for a number of financial organisations, in retail, corporate and private banking, investment management, business development and marketing.
Naomi is a Group Director at Highvern, having been called to the English Bar in 1999 and re-qualified as a Jersey Advocate in 2003. As a former Partner at law firm Appleby, Naomi provided wealth-structuring advice to high and ultra-high net worth individuals, international private banks and trust companies. She now works closely with clients and their advisers to establish and implement robust and sustainable wealth planning structures. Naomi is a member of the board of Highvern Trustees Limited, Former Chair to the Society of Trust and Estate Practitioners (STEP) in Jersey and sits on the Jersey Finance Trusts Law Working Party. She has been a regular feature on the Power Women listing and is widely regarded as one of the most influential practitioners in the private client advisory profession.
Darren is an experienced guardian when it comes to the assets and financial affairs for ultra HNW individuals and families. He has substantial experience as both a trustee and a director on complex trust structures, family offices and multinational companies, and has provided administration services for high profile and influential individuals, entrepreneurs and long established families with considerable private capital and varied business interests.
Darren leads the management and growth of our Private Client services and proposition. He is responsible for our team of specialist administrators who are discreet, professional and focused on the long term and individual needs of our clients. He expects our team to deliver nothing but the best service.
Darren has spent 13 years of his fiduciary services career in management and/or leadership positions. Prior to Hawksford, Darren held senior leadership position at Intertrust (formerly Elian) where he was responsible for their Private Wealth team in Jersey and held key client relationships across the Private Wealth, Fund Administration and Real Estate Administration service lines.
In his widely respected practice, Joshua Rubenstein, national chair of the firm's Private Wealth practice, brings a variety of important services under one roof for high-net-worth individuals. He offers integrated planning, administration and litigation counseling for individuals, their estates and their businesses, all of it designed to preserve wealth over generations. His advice stretches as far as his clients' financial interests – locally, nationally and globally.
Robert is a Partner and the Head of Private Client at Druces. He has significant experience with UK and international tax planning, trust matters, probates, tax disclosures and disputes for banks, high net worth individuals, trustees, international companies, UK collection societies and partnerships.
Robert specialises in complex tax planning for international and domestic clients. He is highly recommended for his specialist knowledge in restructuring business assets and optimising investments into real estate and new technology worldwide. Robert also has particular expertise in dealing with copyright in relation to film and television directors and the UK representative body of those directors.
Over the past 17 years Robert has been involved in a number of notable matters successfully assisting clients caught up in the HSBC data theft in Switzerland and dealing with issues for fiduciaries drawn into litigation with a new government of a Middle Eastern state following the Arab Spring. He has also pioneered the successful use of various tax reliefs with claims for the remittance basis of taxation
Andy joined the team at Affinity in 2008 and has over fifteen years experience working within the offshore business environment. He is responsible for overseeing the development of the Group across all jurisdictions.
Andy is a full member of the Society of Trust and Estate Practitioners (STEP), International Compliance Association (ICA), Institute of Directors (IoD) and also holds a Master of Business Administration (MBA) Degree.
Patricia Guerra is head of the private clients team of Meyerlustenberg Lachenal Froriep AG in Zurich
and head of the Latin-America desk of the firm. She has extensive experience in advising UHNW
individuals and their families and is their trusted advisor in all matters personal and concerning family
assets, as well as in philanthropic endeavors. Patricia deals with complex cross border issues and
takes on the coordination of legal teams across various jurisdictions. She is fluent in English, Spanish,
German and French. Patricia is board member of several Swiss charitable foundations, of a Swiss
Private Bank and is the Honorary Consul of Ecuador in Zürich.
Meyerlustenberger Lachenal Froriep is a leading full service Swiss law firm with offices in Zurich,
Geneva, Zug and Lausanne as well as in London (UK) and Madrid (Spain). The firm's international
private clients team offers pragmatic, creative and solution-oriented advice and a client centric
approach with high partner involvement