Why study with us
Connecting you to the information and advisors you need, when you need it.
We aim to deliver engaging and relevant content at the click of a button, but it doesn't end there. We want our members to actively be involved in sharing their knowledge and ideas with their peers.
We have worked with experts across the globe to bring you the expertise you need.
Meet our contributors
Global Wealth Specialist - Utmost Wealth Solutions
Marc is a qualified, respected and trusted partner to advisers of high and ultra high net worth clients in the UK, Europe and beyond.
Estate Planning Consultant - IPG
Stefan is a highly experienced Senior Manager / Entrepreneur and acknowledge authority in the application of insurance products in various segments and regions.
Partner - Carey Olson
Bernadette has a broad private client practice advising on wealth structuring and estate planning matters, including the administration, restructuring, and termination of trusts, as well as probate and testamentary issues.
Rachel De Souza
Partner - Private Client RSM
Rachel De Souza is a tax advisor with over 25 years' experience in private client tax planning. I specialise in advising clients where there are international aspects.
Partner, Swiss Certified Tax Expert - Transforma Consulting
Aline is a certified Swiss Tax Expert Partner and Co-Owner of Transforma Ltd.
Head of International Technical Sales - Quilter International
David specialises in international planning, trusts and pensions, working with financial advisers, their introducers and clients all over the world.
Senior Partner - EDGE
Graham is a Senior Partner in charge of the International Department, providing expertise on real estate, international tax planning, and aviation law.
Partner & Head of Private Wealth - Dentons Kensington Swan
Henry heads New Zealand’s Private Wealth team, advising high net worth individuals and families, family offices, athletes, entrepreneurs and captains of industry to structure their wealth.
Co-Founder - Seed
Nicky specialises in international taxation with a focus on Malta's tax legislation. He has vast experience in handling a wide portfolio of local and international clients operating in various industry sectors.
Partner - Burges Salmon
Suzanna is a partner in the private client team, specialising in tax, trusts, immigration and estate planning for international clients (both UK resident and non-resident).
Partner, Private Client Services - Rawlinson & Hunter
David is a Senior client adviser with extensive experience in advising individuals on all aspects of personal taxation. A qualified lawyer with particular expertise in trust tax and non-dom issues.
Partner - Charles Russell Speechlys
Nicola is a partner of Maisto e Associati, an independent Italian law firm specialised in Italian tax law with offices in Milan, Rome and London.
Head of International Business Development - Strabens Hall
Peter is Head of International Business Development, having responsibility for promoting Strabens Hall’s wealth planning services to HNW & UHNW clients and their professional advisers in the key offshore jurisdictions.
Partner, Private Client - Sestini & Co
Rachel is a specialist in International personal tax with over 25 years' experience of advising individuals and companies on cross-border tax planning and private client tax planning.
Partner, International Private Wealth - Katten
Matthew is an international private client attorney whose practice is devoted to making it easier for global ultra-high-net-worth individuals and families to access the United States..
Tax Partner - Zadal
Constantino has an extensive professional career in corporate tax advice, mergers and acquisitions, cross-border transactions, restructuring, private banking and wealth management; both nationally and internationally.
Partner, Head of London - Hall Brown
Izzy is a family lawyer advising on all aspects of relationship breakdown with particular experience in financial cases with international elements.
Partner, Immigration - fladgate
Kelly is an UK immigration specialist. Her expertise lies in assisting clients make their relocation dreams a reality, navigating the increasingly complex Immigration Rules to make the process as stress-free as possible.
Tap In To Knowledge
Bringing you the facts that you need to best advise your clients and understand the opportunities.
HNW Advisor is a platform that contains everything you need to better understand your clients needs, including:
- Video interviews in a case study format covering a comprehensive range of subjects including tax, law and investment, relevant to the high net worth advisor and their client;
- Data cards containing tax & other information on key jurisdictions;
- High-level summary articles on wealth planning and investment trends in key locations for HNW clients.
Meet the team
David Bell is the Founder and Managing Director of PCD Club.
As a wealth management specialist Ken has worked in senior roles with a number of leading financial services organisations over the last 30 years in the UK and elsewhere this includes Merrill Lynch International Bank, Credit Suisse Private Bank, Bank of Singapore and EFG Private Bank in Mayfair, London.