Conference

GPFO European Conference 2025

Presentations

Presentation materials and recordings where available
Keynote
Theme 4: Anatole Kaletsky | 05/11/25
Theme 4: Anatole Kaletsky
Gavekal
Anatole Kaletsky
Keynote
Stand: Jersey Finance | 05/11/25
Stand: Jersey Finance
Jersey Finance
Keynote
Theme 2: Eric Sarasin | 05/11/25
Theme 2: Eric Sarasin
White Sail Consulting
Eric Sarasin
Keynote
New Zealand Bullion Depository | 05/11/25
New Zealand Bullion Depository
New Zealand Bullion Depository
Michael O'Kane
Keynote
Keynote: Ola Rosling | 05/11/25
Keynote: Ola Rosling
Gapminder
Ola Rosling
Keynote
Theme 1: Simon Minder | 05/11/25
Theme 1: Simon Minder
M76 - Family Office Consulting Ltd.
Simon Minder
Keynote
Theme 3: Taz Sherwani | 05/11/25
Theme 3: Taz Sherwani
Wates Family Office
Taz Sherwani
Keynote
Theme 1: Dallington Associates | 05/11/25
Theme 1: Dallington Associates
Dallington Associates
Jessica McGawley
Keynote
Theme 1: Geoffroy Dedieu | 05/11/25
Theme 1: Geoffroy Dedieu
GED Family Office Services
Geoffroy Dedieu
Keynote
Theme 1: Gregor Raffai | 05/11/25
Theme 1: Gregor Raffai
FLAIR Family Office
Gregor Raffai
Keynote
Theme 3: Billy Stephenson | 05/11/25
Theme 3: Billy Stephenson
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Billy Stephenson
Keynote
Theme 2: Simon Tandy | 05/11/25
Theme 2: Simon Tandy
Simon Tandy
Keynote
Theme 3: Judith MacKenzie | 05/11/25
Theme 3: Judith MacKenzie
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Judith MacKenzie
Keynote
Theme 4: Karim Shariff | 05/11/25
Theme 4: Karim Shariff
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Karim Shariff
Keynote
Theme 2: Richard Geldart | 05/11/25
Theme 2: Richard Geldart
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Richard Geldart
Keynote
Theme 4: David Murrin | 05/11/25
Theme 4: David Murrin
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david Murrin
Keynote
Theme 4: Charles Burbridge | 05/11/25
Theme 4: Charles Burbridge
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Charles Burbridge
Keynote
Theme 2: Monica Espinosa | 05/11/25
Theme 2: Monica Espinosa
Union Bancaire Privee (UBP)
Monica Espinosa
Keynote
Theme 3: Alex Depledge | 05/11/25
Theme 3: Alex Depledge
Alex Depledge
Keynote
Theme 3: Suzanne Aplin | 05/11/25
Theme 3: Suzanne Aplin
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Suzanne Aplin
Keynote
Theme 3: Laura Cullinane | 05/11/25
Theme 3: Laura Cullinane
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Laura Cullinane

Speakers

Personal bios and useful information
Anatole Kaletsky
Gavekal
Geopolitics and Defence
Anatole is co-founder, chairman and chief economist of Gavekal. Before founding Gavekal he worked for 30 years as an economic journalist and commentator at the _Financial Times_, _The Economist_, and the London _Times_. He is also chairman of the Institute for New Economic Thinking, a foundation created to reform academic economics after the 2008 global financial crisis. His book _Capitalism 4.0_, on the post-crisis transformation of the global economy, was nominated for the 2011 Samuel Johnson Prize.
Keynote
Jersey Finance
Keynote
Eric Sarasin
White Sail Consulting
Fireside chat with Bjoern Von Siemens and Eric Sarasin on entrepreneurship. 'Fostering Entrepreneurship in the Family Office'
After being educated in the US (Babson College), and working for Citibank NA for 5 years, he joined the family-owned Bank Sarasin in 1988. He spent 27 years at the Bank being Partner and heading Private Banking. In 2012 the Bank was sold to the Safra family from Brazil and Eric staid for another 2 1/2 years as Deputy CEO. In 2014 he left the Bank and started his own family office which has activities (Eric's) in 7 boards of directors. 15 investments in Private Equity, and several philanthropic institutions in Switzerland and abroad. He lives in Zurich, has been married for 38 years to Esme (American/British), and has four grown-up children. His hobbies are Golf, Yoga, Soccer, and film.
Keynote
Michael O'Kane
New Zealand Bullion Depository
New Zealand, Gold and being Discreet
Michael is a Kiwi (New Zealander) and has spent the past 30 years working in the finance and treasury sectors. He helped create the New Zealand Mint Bullion exchange in 2004, and was Head of the Bullion Department, prior to leaving to establish the New Zealand Bullion Depository in 2012. Michael has worked closely with UHNW families and individuals providing them with world class service in New Zealand.
Keynote
Ola Rosling
Gapminder
A fun and thought-provoking talk about the need to understand global trends and proportions to make good decisions in a changing world. How can the use of data change our mindset and enable us to create a better future?
Ola Rosling is co-founder of Gapminder, an independent educational non-profi t, promoting a fact-based worldview. Ola Rosling is co-author of the internationally bestselling book Factfulness (2018), written together with his wife Anna Rosling Rönnlund and his father Hans Rosling. Together they also co-founded Gapminder: an independent educational non-profit, promoting a fact-based worldview. Rosling is fighting widespread hopelessness and confusion about the future of the world. He is an innovator, entrepreneur and entertainer who has invented new educational solutions to understand the world with facts instead of fiction. He analyses widespread public misconceptions and tells engaging data driven stories to confront them, using beautiful visualisation tools. In 1998 he and Anna invented the bubble-chart software Trendalyzer which Google acquired in 2007. The couple then worked three years at Google’s headquarters where Rosling was product manager for Google Public Data. They returned to Gapminder in 2010 to start the Ignorance Project, which now is the world’s largest collection of public misconception surveys. The fi ndings of the project are used to guide development of new free teaching materials.
Keynote
Simon Minder
M76 - Family Office Consulting Ltd.
The Professionalisation of the Family Office - Fireside Chat
Simon Minder is a seasoned independent family office advisor with over 20 years of expertise in the sector. He currently serves on the investment committees of eight distinct families, providing strategic guidance and expertise. Additionally, Mr. Minder represents families as a dedicated member of the board of directors for their investments. He specializes in the establishment and optimization of virtual or single-family offices, with a particular emphasis on implementing efficient software solutions. His deep understanding of family office structures and technologies has made him a valued consultant for both new and established family offices across Europe. Based in Switzerland, he is fluent in both English and German, enabling him to effectively serve an international clientele in the family office industry.
Keynote
Taz Sherwani
Wates Family Office
Is there a case for the UK? - The view from family offices
Taz heads up the Wates Family Office, a 4th Generation Enterprise with its heritage in Construction and the Built Environment. Alongside his day to day management role, Taz is very much focussed on portfolio management, tax and legal oversight, implementing wealth diversification strategies and planning for Next Generation transition.   Prior to joining the Wates Family Office, Taz spent 20 years in global Finance, Management Consulting and Investing roles with Unilever, Accenture and Fidelity's proprietary investment arm at Eight Roads.
Keynote
Jessica McGawley
Dallington Associates
The Professionalisation of the Family Office
Jessica McGawley, Founder of Dallington, is a qualified psychological consultant and mediator who works with UHNW families, focusing on the Rising Generation.   With over 16 years of experience, Jess has supported more than 150 families as they navigate the private and often complex dynamics that come with adolescence, inheritance, and growing up in the context of wealth and public success. She founded Dallington to provide discreet, highly tailored mentoring and psychological consulting for young inheritors, helping them step into adulthood with confidence, clarity, and a deeper understanding of their role within the family system and the wider world. Her work bridges emotional development and family governance, bringing a fresh and deeply human approach to an often-overlooked part of succession.
Keynote
Geoffroy Dedieu
GED Family Office Services
The Professionalisation of the Family Office
Geoffroy is a family officer and a sustainable investment expert (ESG, PRI) with over 25 years of experience in London, Asia, the UAE and Africa as a family officer, fund manager and senior manager of family-controlled businesses operating in emerging and frontier markets.
Keynote
Gregor Raffai
FLAIR Family Office
The Professionalisation of the Family Office
With experience spanning Venture Capital, Investment Banking, Strategy, and Private Banking at institutions including JPMorgan, Citigroup, and LGT/Vestra, Mr. Raffai has worked in financial hubs including London, New York, and Zurich. Notably, he_ served for seven years as CIO/COO of a Single-Family Office_. Currently, he is the Principal of a Swiss-based, narrow-spectrum Multi-Family Office for prominent European Families (www.theflairgroup.org), aiming to alleviate the burdens of wealth and enable clients to focus on what they find most precious in life. His approach combines deep investment expertise with a commitment to enhancing clients’ quality of life. His motto is: **“Family before Wealth”**
Keynote
Billy Stephenson
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Is there a case for the UK?
Billy is the Founder and CEO of Stephenson Executive Search, a multi-award-winning search firm. He and his team focus on appointments in the family office sector across Europe, the Middle East, and the United States. Prior to founding Stephenson Executive Search, Billy was an investment adviser at Credit Suisse, where he managed the assets of ultra-high-net-worth clients. Billy is a Chartered Fellow of the Chartered Institute for Securities & Investment, serves on the board of a charity, and is a judge for the WealthBriefing Awards and the _Spear’s_ Wealth Management Awards.
Keynote
Simon Tandy
Fostering Entrepreneurship in the Family Office
Simon Tandy has been on the buy side for over 40 years, managing funds in London, Bahrain, Hongkong and Singapore. For the past  20 years he has been based in Bahrain and Dubai setting up two family offices acting as CIO in both cases as well as being involved with the full infrastructure and manning. Whilst investing across all asset classes with a keen interest in finding new un corelated opportunities. Recently retired he now acts as an advisor to Family Offices
Keynote
Judith MacKenzie
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Kickstart Economic Growth - The case for UK growth companies
Judith joined Downing in October 2009. Previously she was a partner at Acuity Capital managing AIM-quoted VCT and IHT investments and a small-cap activist fund. Prior to Acuity, Judith spent nine years as a senior investment manager with Aberdeen Asset Management Growth Capital as Co-Fund Manager of the five Aberdeen VCT, focusing on technology and media investments in both listed and private companies. Judith is Chair of the [Quoted Companies Alliance](https://www.theqca.com/) and is an active member on boards both in the private and public arenas. Judith founded **[Downing Fund Managers](https://www.downing.co.uk/downing-fund-managers)** in 2010, the boutique investment arm of Downing LLP.
Keynote
Karim Shariff
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Geopolitics and Defence
Karim founded MAJLIS INVESTMENT MANAGEMENT out of a conviction: lasting prosperity is crafted with intention, not chance—shaped at the intersection of patient capital, fierce curiosity, and hard-won trust. Karim, who grew up in an Indian multi-generational household in Tanzania, learned early that real understanding comes not from speaking, but from noticing when conversations drift past each other—in markets, cultures, generations. For him, the sharpest advantage lies with those willing to bridge quiet distances: to attend not only to words spoken, but to what goes unsaid, unseen, unresolved.  Karim is also Senior Advisor to Teneo, a global CEO advisory firm that integrates the disciplines of communications, strategy, talent development, and intelligence, offering independent counsel to significant institutional clients. By working closely with founders to shape strategies and capital structures, Karim keeps risk and opportunity aligned across cycles and regions. The goal is to find situations where he can see something others don’t—because real investment returns come from being right when others are not. Educated at Amherst, Johns Hopkins, and Yale, Karim brings curiosity honed by rigor. From Lehman Brothers’ emerging markets practice to leading SHUAA’s global multi-asset class principal investment program, and serving on The Nature Conservancy’s Africa Council, Karim has seen that prosperity and sustainability are not divergent—they’re twin rivers feeding a shared future.
Keynote
Richard Geldart
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Fostering Entrepreneurship in the Family Office
For more than two decades, Richard has designed and built investment offices for founders and their families; building the best, transforming the worst, and evolving the mediocre. In 2020, he built Tsugu, along with many members of the existing team. Leveraging his M&A, accounting, tax, legal, fiduciary and investment expertise as a Big4 Partner, Richard has developed a niche for designing and executing founder and family offices for many of the world's most successful founders and their businesses. Previously based in London, Richard is now based in Switzerland.
Keynote
david Murrin
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Geopolitics and Defence
David is often described as a polymath. For more than four decades he has studied collective human behavior—especially the deep, recurring patterns in history—and applied those insights to forecast geopolitics and markets in turbulent times. His track record is remarkable. He was CIO of his own macro hedge fund for two decades , has authored of four books on geopolitics and war, and his current role as CEO and foudner of Global Forecaster, specialising in high-conviction geopolitical and market forecasts to leading clients, generating signifcant alpha returns.
Keynote
Charles Burbridge
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Geopolitics and Defence
Following a career in army in which he completed nine combat tours he transitioned to being a banker, specialising in large corporate debt restructuring before returning to high risk security in frontier markets. He has held CEO and Chairman roles before taking up a partnership in Tiller Global Counsel which provides Intelligence, Advisory and Strategy services.
Keynote
Monica Espinosa
Union Bancaire Privee (UBP)
Head of Family Office Solutions at Union Bancaire Privée
Monica Espinosa is a seasoned financial services executive with over 20 years of experience in banking, wealth management, and family office advisory. As Head of Family Office Solutions at Union Bancaire Privée (UBP), she specializes in wealth preservation, governance, and legacy planning. Monica has held leadership roles at HSBC Private Bank and Citigroup Private Bank, managing high-value relationships and driving change initiatives. She holds a degree from the University of Geneva, CFWA and CFBA certifications, and is completing her ICF Executive Coach certification. Monica is passionate about empowering families to align wealth with values and build sustainable legacies.
Keynote
Alex Depledge
Is there a case for the UK?
Alex Depledge is a serial tech entrepreneur and the current CEO of [Resi.co.uk](http://resi.co.uk/) - the UK’s largest residential architectural practice. Prior to [Resi.co.uk](http://resi.co.uk/), Alex founded Hassle.com, Europe’s largest domestic cleaning marketplace. In addition to her entrepreneurial success, Alex is a TV & radio commentator and sits on the board of Persimmon Homes. She has also won a string of awards including being made an MBE for services to the Sharing Economy in 2016. She is currently Entrepreneurship Advisor to the Chancellor of the Exchequer.
Keynote
Suzanne Aplin
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Building into the future - Delivering homes at pace, sustainably.
Suzanne joined Weston Group in 2020 as Group Sales and Marketing Director. Suzanne has held senior Sales and Marketing leadership positions in a career in housebuilding spanning over 25 years at Countryside Properties, Skanska UK and City & Country, after her earlier career in retail merchandising and marketing at Marks & Spencer Plc.
Keynote
Laura Cullinane
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Is there a case for the UK?
Laura advises on a broad range of private client, tax and trust law matters for high net worth individuals. She has a particular interest in advising family offices and businesses on family governance, succession planning and helping to ensure a successful transition to the next generation. Laura also advises on personal estate planning, advising on Wills and trusts and lifetime giving and is experienced in international estate planning and trust structures. She regularly speaks at sector conferences and contributes to industry publications including FBUK, Family Business United, and Wealth Briefing on changes to the UK tax system.
Keynote

Corporates

Company backgrounds and useful links.
Gavekal
Anatole Kaletsky
Geopolitics and Defence
Gavekal is a financial services firm specializing in institutional financial research, fund and private wealth management, and portfolio construction tools. They are headquartered in Hong Kong with a research hub in Beijing.   The company operates on three core principles: prioritizing client interests, maintaining healthy profitability, and fostering a rewarding work environment. Gavekal believes that understanding client needs through continuous engagement is paramount, with many of its best ideas stemming from client collaboration. This client-centric approach, supported by a dedicated and talented global team, has been the foundation of Gavekal's sustained performance for over two decades.
Keynote
Jersey Finance
Jersey Finance is a not-for-profit organisation that works closely with key partners to represent and promote Jersey as a forward-thinking international finance centre (IFC). We have a presence in Jersey, London, Dubai, Johannesburg, Hong Kong SAR, New York, Shanghai and Singapore.  As an award-winning IFC, we understand the key drivers that make Jersey a destination of choice for family offices. With key aspirations and insights, we are able to support them in achieving their future wealth ambitions. Jersey can support family offices to grow and protect their wealth, through the Island’s solid infrastructure, specialist advice and its wide range of products and services.
Keynote
White Sail Consulting
Eric Sarasin
Fireside chat with Bjoern Von Siemens and Eric Sarasin on entrepreneurship. 'Fostering Entrepreneurship in the Family Office'
The company advises on Private Equity, Wealth Management and Family Offices.
Keynote
New Zealand Bullion Depository
Michael O'Kane
New Zealand, Gold and being Discreet
Strategically located in one of the safest countries in the world, New Zealand Bullion Depository provides private offshore gold storage for discerning individuals and groups. NZBD was created with the goal to provide the safest, discreet, secure precious metals storage service in the world.
Keynote
Gapminder
Ola Rosling
A fun and thought-provoking talk about the need to understand global trends and proportions to make good decisions in a changing world. How can the use of data change our mindset and enable us to create a better future?
Keynote
M76 - Family Office Consulting Ltd.
Simon Minder
The Professionalisation of the Family Office - Fireside Chat
Professional consulting for families, single and multi-family offices on a strategic business and investment level as well as in projects, software selection, implementation and operational challenges.
Keynote
Wates Family Office
Taz Sherwani
Is there a case for the UK? - The view from family offices
Keynote
Dallington Associates
Jessica McGawley
The Professionalisation of the Family Office
Dallington is a specialist consultancy for UHNW families. Through mentoring, therapy, and educational tools, they support parents and young people with the unique challenges wealth can amplify. Their work helps families build trust, resilience, and connection across generations - making family life simpler, stronger, and more joyful.
Keynote
GED Family Office Services
Geoffroy Dedieu
The Professionalisation of the Family Office
Geoffroy provides services UHNW family offices from Emerging Markets.
Keynote
FLAIR Family Office
Gregor Raffai
The Professionalisation of the Family Office
Many traditional multi-family offices offer curated and captive investment products across all asset classes and a full set of ancillary services, i.e., offering everything to everyone. In contrast, FLAIR works only for clients whose core objective is to put "F**amily before Wealth"** and we introduce them to products and provide them with services (e.g., financial planning, risk management, governance, simplification of wealth structures and FO operations) serving that core objective. Our narrow focus also means lower costs. _Our fees are based on our billed time_ not on the traditional pricing scheme that is based on clients’ Assets Under Management (AUM).
Keynote
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Billy Stephenson
Is there a case for the UK?
Stephenson Executive Search (SES) is a multi-award-winning, family-owned executive search firm specialising in the family office sector. With a deep understanding of the unique dynamics of single and multi-family offices, SES partners with principals, executives, and advisers to build high-performing teams across managerial, investment, operations, and governance functions. Operating internationally across the UK, Europe, the Middle East, and the United States, the firm takes a discreet, relationship-led approach rooted in trust, integrity, and long-term partnership. SES helps family offices secure exceptional talent aligned with their values, vision, and generational objectives.
Keynote
Simon Tandy
Fostering Entrepreneurship in the Family Office
Keynote
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Judith MacKenzie
Kickstart Economic Growth - The case for UK growth companies
Downing is an investment manager with over 35 years’ experience, providing a range of investment solutions designed to meet the needs of institutional investors, advisers and private investors. Based in five offices throughout the UK and Europe, we manage over £2.1 billion in assets\* across private and public markets, offering a suite of funds, investment trusts, and tax-efficient products. Downing is committed to delivering long-term value and attractive investment opportunities across our investment range.  \* as at 31 Dec 2024  
Keynote
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Karim Shariff
Geopolitics and Defence
MAJLIS, meaning assembly, draws together families whose ambitions defy borders and whose horizons stretch decades, not quarters. The firm’s philosophy is rooted in the belief that ‘regional’ investors should benefit from access to cross-disciplinary counsel, to advocacy, and to communities of like-minded investors, across geographies, confronting similar challenges.  Rather than adopting the removed stance of a passive LP, MAJLIS’s investment model is predicated on direct partnerships with exceptional operators, ensuring that institutional rigor, transparency, and agility inform every decision. MAJLIS is built for times that test easy models and fracture familiar formulas. Pandemics redraw boundaries, climate realities intrude, power shifts unsettle the map, and technology both promises and upends. We are now entering an era where intelligence itself is being industrialized - signaling a fundamental shift that requires investors to combine rigorous analysis with adaptive foresight to capture emerging asymmetric opportunities. In these currents, MAJLIS convenes families from the Middle East, East Africa, and India—networks formed not just to preserve wealth, but to turn lived experience into durable value: local reputation, business resilience, silent influence. MAJLIS invests in places where reputation still carries more weight than data and trust holds more weight than branding—hospitality, logistics, financial services. These sectors quietly reward patience and reputation; here, substance outlives fashion.
Keynote
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Richard Geldart
Fostering Entrepreneurship in the Family Office
Tsugu is a founder office.
Keynote
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david Murrin
Geopolitics and Defence
Global Forecaster was founded in 2019 to support clients to strategically navigate the exceptionally challenging decade ahead. A prediction that is based on the simultaneous confluence of a series of geopolitical events that were accurately predicted in Breaking the Code of History 16 years ago, where humanity will face a decisive moment of catastrophe or consciousness in the form pf WW III Our clients include governments, some of the world’s largest financial institutions, asset managers (who value our alpha generation), corporates, and the senior echelons of the military. They all value our distinctive perspective, grounded in powerful and highly predictive collective-behaviour models developed and refined over three decades.
Keynote
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Charles Burbridge
Geopolitics and Defence
Tiller Global Counsel provides specialist intelligence, advisory and strategy services to private and public sector bodies. Currently the business is developing a new means to model and manage complex supply chains in a rapidly de-globalising and increasingly unpredictable world.
Keynote
Union Bancaire Privee (UBP)
Monica Espinosa
Head of Family Office Solutions at Union Bancaire Privée
UBP is one of the world’s largest family-owned and owner-managed private banks with over CHF 150 billion in client assets and strong financial foundations. Our entrepreneurial client-centric mindset drives agile decision-making, ensuring quick responses in a fast-changing world.   As a pure-play private bank, we focus exclusively on wealth and asset management, which enables us to provide highly customised, performance-driven solutions for private and institutional clients. Our expertise spreads across traditional and alternative investments, wealth structuring , and lending.   With a presence in over 30 locations, we offer both global perspective and local insight, and access to a global range of high-quality solutions and strategies, empowering our clients to diversify and grow their wealth.   UBP has a significant footprint in the UK, Channel Islands and Gibraltar, managing over £20 billion in client assets with offices in London and other key locations across the region. As its largest hub outside of Switzerland, the UK is a key strategic location, supporting UBP’s commitment to providing clients with flexible wealth management solutions.
Keynote
Alex Depledge
Is there a case for the UK?
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Keynote
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Suzanne Aplin
Building into the future - Delivering homes at pace, sustainably.
Weston Homes, a subsidiary of Weston Group Plc, is a multi-award-winning housebuilder, operating since 1987 and now one of the leading developers of high quality new homes in the South East. Founded and led by Chairman Bob Weston, Weston Homes has established a reputation for excellence in design and build standards, with a strong focus on sustainability, a passionate desire to make a genuine difference to the lives of their customers and to leave a legacy of which the company is justly proud. A further Weston Group subsidiary company, British Offsite, is an Essex-based manufacturing and construction company that uses offsite methods to create light gauge steel frame building systems for residential and commercial projects. Their automated factories produce SFS and load-bearing prefabricated panels suitable both for low and high-rise buildings, that are then assembled on-site, leading to faster construction times and delivering extremely thermally efficient properties. For more information visit: [www.weston-homes.com](http://www.weston-homes.com/)
Keynote
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Laura Cullinane
Is there a case for the UK?
Boodle Hatfield is a successful London law firm with a heritage spanning more than 300 years. They are recognised as a leading ‘Tier One’ UK private wealth law firm and have been awarded 'International Legal Team of the Year' and “Family Business Advisory Practice of the Year” by STEP in recent years. With expertise across five core practice areas (Private Wealth, Real Estate, Corporate, Family, and Litigation), they act for internationally mobile business families with complex cross-border interests, single and multi-family offices, and long-established families with business and property portfolios, providing a full legal service offering to help clients throughout the key decision-making stages of life.
Keynote