New Zealand has shown strong leadership in management of the global pandemic and is consequently enjoying increased interest for residence options for wealthy international families. In this session, we are going to bring our audience on all the latest trends and information on New Zealand Residence, Investment & Wealth Structuring for HNW families.
We are delighted to welcome the expert panel below:
Henry Brandts-Giesen - Head of Private Wealth, Dentons Kensington Swan, Auckland, New Zealand. Henry is a Partner & Head of Private Wealth; lawyer focused on strategic asset planning, family office design and governance, family business governance and succession, trust law and governance, fiduciary risk management, family/private wealth/relationship property related dispute resolution, residency by investment, private funds, strategic philanthropy, athlete representation, FATCA/CRS and AML/CFT; New Zealand and Cook Islands law; Band 1 Ranking in Chambers & Partners Legal Directory.
Evan Veza - Head of International Sector, BNZ Partnership Banking, BNZ, Auckland, New Zealand. Evan is the Head of International sector for BNZ and JBWere Wealth Management, presenting an integrated banking and investment offering to high-net-worth migrants. Evan is part of BNZ Growth Sectors, a team of specialists leading out in sectors that have been identified as high potential for growth. These include Asia Business, Export, Immigration, Technology, Professionals and Healthcare, with a large role to play for My Business Live for business.
Since joining BNZ in 2012 as a senior private banker, Evan has been focused on building key relationships within international markets and supporting the growth of high value immigration which addresses labour market skills gaps and capital markets. Focused on key markets such as ASEAN, Japan, USA and UK/Europe Evan develops and leverages third party relationships domestically and internationally, including partnering with Immigration New Zealand (INZ) to drive the execution of key business activation strategies that contribute positively to the NZ economy and help enable the aspirations and goals of our clients
Sam Bejjani - Family Office Adviser, JBWere, Auckland, New Zealand. Sam started his career in 1995 with the Bank of New Zealand, followed by HSBC, and Goldman Sachs JBWere. Sam re-joined the BNZ in 2012, helping setup the BNZ Family Office, the first multi-Family Office in New Zealand. Since then, Sam has been focused on the holistic needs of UHNW families, providing assistance and resources to Family Office clients focused on wealth management solutions, and the challenges such families face with the development of the next generation, and creating a strong values-based framework for how wealth is treated within generations.
Sam re-joined JBWere in late 2019 as part of a strategic alliance with the BNZ, aimed at bringing world class resources to Family Office clients. Sam works closely with the BNZ to ensure BNZ Family Office clients access a seamless and holistic service bringing the best resources from both BNZ and JBWere.
Sam holds a Post-Graduate Diploma in Financial Planning and an MBA, and has studied Mergers & Acquisitions at Stanford University in the US and is an NZX Adviser.
Bridget Romanes - Founder, Mobile Relocation, Auckland, New Zealand. Bridget is a global mobility practitioner and strategist, with a background as a diplomat, expat, communicator and analyst, who has spent many years living and working internationally. She founded Mobile in 2016 to provide wrap around support for expats establishing themselves in New Zealand, and has a client list ranging from major corporates to HNW families from all over the world.
Trevor Chanter - Investor Relationship Manager, Immigration New Zealand, London. Trevor has over 30 years' experience in the investment world starting in 1990 in private client asset management and stockbroking. Various roles were held at NatWest Stockbrokers and Collins Stewart before a successful transition into Fund Management with BNP Paribas and WAY (Chief Investment Officer).
Now Trevor's focus is on assisting potential investors in New Zealand through the Immigration New Zealand investor programme. As the Investor Relationship Manager he assists those interested in using either Investor Category to facilitate New Zealand permanent residency. Helping with most aspects ranging from the qualifying investment options which range from bonds to start ups or establishing a new business or subsidiary to locations and local introductions.
Michael O'Kane - COO, New Zealand Bullion Depository, Auckland, New Zealand. Michael has spent the past 25 years working in the finance and treasury sectors - initially as an IT manager and then as a FX dealer. Since 2006 Michael has been influential in the bullion industry in New Zealand. He created the New Zealand Mint Bullion exchange, prior to leaving in 2011 to help create the New Zealand Bullion Depository, New Zealand's only specialist Gold Bullion storage facility catering to HNW and UHNW investors globally.
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