Risk Management & Security for the Family Office

Peter Wall retired from the British Army after a 40 year career and was its Chief from 2010-2014. He joined the Royal Engineers from Sandhurst in 1974 and read engineering at the University of Cambridge. He has served all over the world, including operational command tours in the Balkans, Iraq, and Afghanistan. Peter is now Director of Amicus, which specialises in imparting military and commercial leadership expertise, with emphasis on strategic planning and execution, leadership development, and organisational health. Peter is a director of General Dynamics, and President of Combat Stress, the veterans’ mental health charity.

Helen is widely recognised as the prime architect of the Jersey financial services regulatory regime, broadening wealth management offerings whilst tightening anti money laundering controls. Key milestones include: SIB -v- Lloyd Wright case achieving the first offshore freestanding mareva injunction, effectively ending offshore secrecy; missions for the UK Foreign and Commonwealth Office, IMF, World Bank and FATF throughout the Gulf region, Africa, Europe and Caribbean. Helen is a Fellow of the Institute of Advanced Legal Studies; member of the Editorial Board, Journal of International Banking Regulation; liveryman of the Worshipful Company of International Bankers; serving on a number of Boards including Santander Financial Services UK Limited and Central Associates Limited.

Terry Roberts is a global risk, cyber intelligence and national security professional with over 20 years of Executive level experience across government, industry, and academia. Currently as the Founder and CEO of WhiteHawk, Inc. she has established the first online Cybersecurity Exchange, a risk focused, cloud-based ecosystem enabling companies/organizations of all sizes. Previously Terry was the TASC VP for Cyber Engineering and Analytics, running all Cyber/IT, Financial and Business Analytics cross cutting, innovative technical services. Prior to TASC, Terry was an Executive Director of the Carnegie Mellon, Software Engineering Institute, leading the technical body of work for the US Interagency, with a special focus on leveraging and transitioning commercial innovation and acquisition excellence to government programs and capabilities and establishing the Emerging Technologies Center and Cyber Intelligence Consortium. Before transitioning to industry in 2009, Terry Roberts was the Deputy Director of Naval Intelligence (DDNI) and the Director of Requirements and Resources for the Office of the Under Secretary of Defense for Intelligence (USDI). Terry Roberts is Chair Emeritus of the Intelligence and National Security Alliance (INSA) Cyber Council, was a Member of the AFCEA Intelligence Committee from 2008-2017, former President, Naval Intelligence Professionals (NIP), a 2017/18 Cyber Fellow at New America (non-partisan think tank), and a member of the USNA Cyber Education Advisory BOD since 2010 and of the Cyber Florida Advisory BOD. Terry’s personal awards include the Office of the Secretary of Defense Medal for Exceptional Civilian Service; the Navy Senior Civilian Award of Distinction, the NGA Personal Medallion for Excellence; the Coast Guard Distinguished Public Service Award; the Director of Central Intelligence National Intelligence Certificate of Distinction; the National Intelligence Reform Medal; and the National Intelligence Meritorious Unit Citation.

Shane Giles is the founder of Opus Private and has managed the affairs of a number of wealthy families for over 25 years. Through the 1990's he headed the trust division of a leading International Private Bank and set up Opus in 2002 to cater for the specialist needs of a number of private clients as well as to satisfy the demands of professional advisors seeking to engage with a truly impartial fiduciary. In recent years he has focussed upon the wider needs of clients, addressing fundamental issues such as family governance, next gen education and total risk management.