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Thursday 12th June 2025
Beau Sejour - Dave Ferguson Hall
8.15 a.m. - 4.30 p.m.
Earlybird Bookings* until 11 May 2025
Member £200
Non Member £230
STEP Student £190
Standard bookings* from 12 May 2025
Member £260
Non Member £290
STEP Student £240
*All bookings subject to an administrative booking charge -
STEP Guernsey is a locally registered Non Profit Organisation and is self funding.
STEP SPONSOR PARTNERS
STEP Guernsey, as a Non Profit Organisation, relies on sponsorship to be able to put on our professional events.
Thanks to the following businesses for their sponsorship of the 2025 Conference:
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people, progress & potential
2025 AGENDA
CHECK BACK
FOR more details & UPDATES!
08.15 - Networking Breakfast
09.00 - Welcome, awards and sponsor introduction
09.05 - Sponsor's welcome
09.10 - STEP Worldwide Update
09.40 - Carey Olsen (sponsor slot)
10.10 - Ethical Awareness
10.40 Coffee Break
11.10 - Next Gen Panel Session: Evolving Attitudes to Wealth
11.40 - Guernsey Financial Services Commission
12.15 Lunch Break
13.15 - Panel Session: Stress Testing and Enhancing Future Resilience
14.15 - Hands On AI Training
15.00 Coffee break
15.30 - Stability in an Unstable World
16.00 - Healthy Leadership; Ensuring Employee Wellbeing
16.30 - End
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2025 CONFERENCE SPONSORS
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STEP Guernsey is grateful to the following sponsors for their support
Carey Olsen is a leading offshore law firm advising financial institutions, corporations and private clients on Bermuda, British Virgin Islands, Cayman Islands, Guernsey and Jersey law from a network of nine international offices.
They are the largest law firm in Guernsey, offering advice on corporate and finance, investment funds, dispute resolution and litigation, restructuring and insolvency, trust and private wealth and property matters. They work alongside all of the major international law firms and accountancy firms advising global financial institutions, high net worth individuals, family offices, directors, trustees and private clients.
With a fully integrated practice, they also represent trustees, executors and beneficiaries in contentious trust and private client matters and have appeared in many significant offshore trust cases to come before the courts, including representing clients before the Privy Council in the UK. They are ranked as a tier one firm in Guernsey in the Chambers HNW guide and the Legal 500 UK guide for their private client work and were named as Chambers HNW's offshore law firm of the year in 2024.
SAPPHIRE SPONSOR
Main Event
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PLATINUM SPONSOR
Eco package
At Titan Wealth we specialise in equity investing, researching and investing directly into shares of companies worldwide. This focus can add value through performance and can significantly reduce costs compared to a fund of funds.
Whilst our core focus is on equity investing, we also invest across multiple asset classes to aid portfolio diversification including fixed income, property and alternatives which includes absolute return, private equity and infrastructure. Investment performance is our main priority and our process is geared towards the long-term preservation and growth of wealth in line with your needs, expectations and attitude to risk.
We have been working with individuals, families, entrepreneurs, charities and trusts since the 1970s. We have grown by referrals and recommendations through an approach that focusses on transparency and client service. Our clients trust us with their wealth, and that of future generations. A testament to our approach and the results we have delivered.
Ogier is a professional services firm with the knowledge and expertise to handle the most demanding and complex transactions and provide expert, efficient and cost-effective services to all our clients. Our lawyers provide practical advice on a unique combination of six laws: BVI, Cayman, Guernsey, Irish, Jersey and Luxembourg. Our global network of offices covers Asian, European and US time zones.
Offering a seamless contentious and non-contentious private wealth advisory service, including relevant corporate support to structures underlying trusts, Ogier's Private Wealth team is focused on providing the right advice for each client. Our Contentious Trusts team can help resolve local and cross-border disputes concerning trusts and foundations, should the need arise. Additionally, our high-value residency teams in Cayman, Guernsey, and Jersey advise domestic and international clients on buying and selling residential property and associated estate planning.
Gold SPONSOR
Carbon Balance package
SILVER SPONSOR
Networking breakfast
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Grant Thornton Limited is a leading Channel Island practice with offices in Guernsey and Jersey with combined staffing strength of over 250 people. We are the Channel Island member of Grant Thornton International, one of the world's leading international organisations of independently owned and managed accounting and consulting firms.
Grant Thornton International is not a worldwide partnership. Services are delivered independently by the member firms and as a member firm within Grant Thornton International we have access to member and correspondent firms in over 140 countries, offering clients specialist local knowledge supported by international expertise and methodologies.
We have been offering practical and strategic advice to all the key sectors in the Channel Islands for many years, and work closely with our clients to understand the specific issues that they face, as is evident in the many long standing client relationships that we have developed.
Bronze SPONSORs
Praxis is a leading independent provider of bespoke professional services to private individuals, families and international corporate clients.
Established for over 50 years, including over 40 in Guernsey, we approach our relationships with the understanding that our future success rests on the respect and confidence we build, and our ability to become trusted advisers and commercial partners.
Our expertise and experience is generated by recruiting and retaining the brightest and best and creating a culture that allows talented people to thrive. We are a Platinum Approved STEP employer and hold ACCA Approved Employer Platinum status.
We have always taken the long-term view, believing that the future of our business rests on the trust we build through the lasting quality of our relationships. Our team provides a personal service dedicated to the individual needs of institutions and high net worth individuals located worldwide.
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Through a team of specialists we are dedicated to working with our clients to provide multijurisdictional support tailored to fit your needs. Our independent status and creative approach enable us to rapidly adapt to business change.
At Aspida we focus on helping you define, mitigate, manage and monitor your risks, whilst you focus on growing your business. Our services are underpinned by cutting edge technology and built around highly qualified and skilled staff:
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Business Advisory Services - Regulatory Compliance (MLRO/MLCO/CO/NO), Internal Audit function, Cyber resilience, Policies Procedures & Controls, Corporate Governance & ESG.
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Resolver by Aspida – Cutting edge GRC software
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Hosted Services - Family Office, Licensee Management, Incubation
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Company Secretarial support services
Aspida – Your partner in protecting and growing your business.
Founded in 2007, we are an all encompassing IT and cyber security provider with offices in Guernsey, Jersey and Dubai.
With people based around the globe, and clients spanning 18 financial jurisdictions, we are consistently ranked as one of the leading MSPs in EMEA.
Our growing team of 75+ knowledgeable and industry accredited professionals utilise best-in-class software and processes to help our clients grow their business, increase productivity and improve their client experience.
As a values-led business, the Resolution IT team is driven by a shared mission to transform businesses using an innovative approach, secure, industry-leading technology and exceptional service, delivered with care.
To learn more, please visit resolutionit.com
At Vega Technology we develop solutions that simplify processes and provide an environment for you and your team to focus on business priorities.
We pride ourselves on our exceptional customer service and if you are unsure of how to implement digital transformation and cloud migration, we are here to support you all the way.
Our broad expertise in regulatory compliance helps you navigate your way through ever-changing national and international requirements. What’s more, with high-level security built into the core of every single one of our solutions, you can rest assured that every transaction and communication is secure.
To learn more, please visit vegatechnology.com
TERMS AND CONDITIONS
BOOKINGS
Please read this section carefully
Registration: You will receive an email confirmation in advance of the conference, if you do not receive an email confirmation, please let us know. If you request an invoice this will be raised on receipt of your booking and our payment terms are 14 days. Payment of invoices can be made by BACS.
Cancellations: All cancellations must be made in writing. A fee of 100% will be levied in respect of any cancellation made less than 14 days prior to the commencement of the event. A fee of 50% will be levied for cancellations made between 21 and 14 days prior to commencement. A substitute delegate from the same firm can be named at any time.
STEP Guernsey will levy a booking fee for paying by credit/debit card and/or raising an invoice. Booking fees are non-refundable.
Special arrangements: If you have any special requirements, please inform us at the time of registration.
Disclaimer
In the event that STEP Guernsey postpones the Event, any payment the Delegate has made to STEP Guernsey as at the date of postponement will be credited towards the rescheduled date. If the Delegate is unable to attend the rescheduled event or if STEP Guernsey cancels the Event indefinitely, the Delegate shall be entitled to receive 100% refund of all sums paid to STEP Guernsey.
Delegates are advised to take out the appropriate travel insurance.
STEP Guernsey shall not be responsible for any loss or damage as a result of substitution, alteration, cancellation or postponement of an event due to an event of force majeure, unforeseen occurrence or any other event that renders performance of this event inadvisable, illegal, impracticable or impossible.
For purposes of these booking conditions an event of force majeure shall include but shall not be limited to: adverse weather, government restrictions and/or regulations; war or apparent act of war; terrorism or apparent act or threat of terrorism; civil disorder; disturbance and/ riots; curtailment; suspension and/or restriction on transportation facilities/means of transportation; or any other emergency or circumstances outside a party's reasonable control.
