A forum promoting Bermuda’s position as a premier destination for wealth preservation and growth has been hailed a success.

The Bermuda Business Development Agency facilitated the two-day Bermuda Wealth Forum, held at the JW Marriott Grosvenor House, in London, earlier this week.

Jason Hayward, the Minister of Economy and Labour, who opened the event, said: “The success of the Bermuda Wealth Forum reflects the strength of our industry partnerships and the shared commitment to positioning Bermuda as a leader in wealth management.

“Our progressive family office framework further enhances Bermuda’s appeal, offering innovative solutions that meet the evolving needs of high-net-worth individuals and families while reinforcing our standing as a premier global financial jurisdiction.”

Kendaree Burgess, the BDA’s managing director, added: “The forum served as a strategic platform for industry leaders and decision-makers to explore the unique advantages that Bermuda offers.

“This forum exemplifies our commitment to driving Bermuda’s leadership in wealth management by delivering innovative, client-focused solutions that respond to an ever-changing global landscape.”

The forum included contributions from a Bermuda delegation with expertise in trust and estate planning, private banking, regulation, and corporate concierge services.

The delegation included David Vaness, vice-president at Butterfield Trust (Bermuda) Limited; Neil Glass, independent non-executive director at WW Management; Ian Rumens, head of private client, Jersey, at Ocorian; Lola Myshketa, senior vice-president and head of private banking at Clarien Bank, and Marquis Caines, partner and head of portfolio at Diversity X.

• For the full statement, see Related Media

Download PDF File

Bermuda Wealth Forum Release_FINAL.pdf