Guernsey Spring Series: 'Trust Companies: Planning for the Future' Seminar

The governance and ownership structures of Guernsey regulated businesses are under increased scrutiny. Shareholder-directors are under pressure from a variety of sources to put in place adequate succession planning. Good governance suggests that a regular infusion of new blood on the board is essential and talented young staff will demand a piece of the pie. Increased regulatory and compliance costs may make either a sale, merger or a consolidation essential and private equity buyers are seeking acquisitions. Putting off planning for the future is ceasing to be an option and preparation for an uncertain future is key. In this session we'll consider steps, both small and large, that all trust companies should consider taking.

  • Board assessment and renewal
  • Consolidation, exit and renewal strategies
  • Control and share reward schemes for employees
  • Preparing for a shareholder and/or director exit
  • Maintaining existing relationships during periods of change


Wayne Atkinson - Group Partner, Collas Crill

Wayne specialises in advising regulated entities on all aspects of their businesses including corporate governance and mergers and acquisitions. As one of the leaders of Collas Crill's risk and regulatory team, he regularly advises a range of financial services businesses on risk and regulatory matters as well as transaction and investment structuring, commercial contracts and mergers and acquisitions.

Rick Chana - Assistant Director, Corporate Finance, PwC

Rick is part of PwC's London M&A Team and specialises in Financial Services and regularly advises businesses on M&A strategy, acquisitions and disposals. He has developed a deep knowledge of the trust and fiduciary services sector having worked in the Channel Islands for 4 years and having recently advised on key sector deals including the sale of Appleby's global fiduciary services business to Bridgepoint, and previously Ogier Group's fiduciary operations to Electra. Trust sector consolidation has been a core part of his role now for a number of years.

WHO SHOULD ATTEND: This seminar will be of interest to directors and senior management of trust and corporate service providers, family offices, lenders and other regulated businesses.

COST: £25

WHERE: Royal Chambers Business Centre, St Julian's Avenue, St Peter Port

WHEN: Wednesday 17 February 2016. Registration from 4pm onwards. Speakers commence at 4.30pm sharp. Close at 6pm.

To reserve your place, please click here. If you have any queries, or would like to make a group booking, please email

Back to all events