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Walkers Trusts Lawyer Included in List of Top Young Onshore and Offshore Professionals

Walkers associate Carla Plater has been included in ePrivateClient's "Top 35 under 35" list of the top young professionals in wealth management from the onshore and offshore worlds.

Carla, part of Walkers' Jersey Private Capital and Trusts team, has been included in the list which covers lawyers, trustees and accountants, and which includes lawyers from Charles Russell Speechlys, Macfarlanes and Farrer and Co.

Carla advises on a range of issues relating to Jersey trusts and foundations and regularly works alongside the firm's Investment Funds and Corporate and Insolvency and Dispute Resolution teams.

She has also been included in the eprivateclient top 35 under 35 list for the Channel Islands for the last three years running.

Partner Robert Dobbyn, who leads the Jersey Private Capital and Trusts team, said: "We are delighted at Carla's recognition in this list, and congratulate not just her, but all of those included. I am always impressed by the calibre of the successful nominees and it is particularly pleasing to see recognition for one of our team in a list that covers both onshore and offshore jurisdictions."

Walkers recognised by STEP for commitment to training and skills

Walkers has been granted accreditation by STEP as an "Employer Partner" for its commitment to training, professional skills and career development in its global Private Capital and Trusts Practice Group.

The accreditation recognises the firm's support of the skills of team members and follows a rigorous application and review process.

Partner Rupert Morris, who leads Walkers' Guernsey Private Capital and Trusts Group, and who also sits on the STEP Worldwide Council, said: "We are delighted to have been accredited across all ten of our international offices in Asia, the Caribbean and Europe as a STEP Employer Partner.

"STEP is the global watermark for professional skills in the area of family inheritance, and with succession planning forming such a significant element of our work in the global Private Capital and Trusts Group, this accreditation demonstrates our commitment to client service and to technical excellence in an area that is right at the heart of our work."

Walkers Private Capital and Trusts Group is based in the firm's BVI, Cayman, Guernsey and Jersey offices, but works closely on private capital/trusts matters with colleagues in and clients of the firm's offices in Bermuda, Dubai, Dublin, Hong Kong, London and Singapore.

The Employer Partnership Programme accreditation requires that firms have a clear Learning & Development policy that outlines provisions and expectations, that employees are guided throughout the study process and both financial and time support are provided for study.

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP works to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members. STEP members help families plan for their futures, from drafting wills to issues surrounding international families, protection of the vulnerable, family businesses and philanthropic giving. Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.

For further information please contact Joanna Pegum on +44 (0)20 3752 3771, This email address is being protected from spambots. You need JavaScript enabled to view it.

Find out more at www.step.org

Walkers Professional Services Welcomes Daniel Booth to Lead its Asia Pacific Operations

Walkers is pleased to announce that Daniel Booth has joined the firm as Senior Vice President to lead the Walkers Professional Services ("WPS") group in the Asia Pacific region. Daniel will be based in the firm's Hong Kong office.

Daniel brings significant commercial and strategic leadership to the firm with over 25 years' experience based in the Asia Pacific region, most recently as the Head of Commercial, Hong Kong and Greater Bay Area, at a leading global trust and corporate services provider.

WPS was launched in 2015 and provides Corporate, Corporate Governance, Regulatory and Compliance and Fiduciary services to corporate and institutional clients across global financial centres.

Anne Dolan, Director of Corporate Services said, "We see the Asia Pacific region as central to the success of WPS globally. Daniel will be instrumental in driving the growth and expansion of our professional services offering in the region."

Hong Kong Managing Partner Andy Randall adds, "Over the past five years, we have seen increasing demand in Asia for the quality of professional services that a firm such as WPS can provide. The addition of Daniel, a senior operational and commercial hire, comes at a time when we are looking at moving into the next phase of our business growth. We are excited to have Daniel join us and look forward to working closely with him to deliver best-in-class services to our clients."

Daniel Booth comments, "I am delighted to be joining Walkers Professional Services. I have worked in the industry for over 15 years and Walkers has always impressed me with the stellar reputation they have in the market. I look forward to working with colleagues across the legal and professional services teams in the region."

Ireland Update – Use of Electronic Signatures on Regulatory Documents and Forms

In a statement published on 24 August 2020, the Central Bank of Ireland (the "Central Bank") confirmed to regulated firms that its policy regarding the use of electronic signatures is that, in the absence of any specific legal provisions to the contrary, regulated firms may use electronic signatures in submitting regulatory documents and forms to the Central Bank.

The Central Bank advised that it reserves the right to request a "wet ink" signature where the Central Bank deems it appropriate. In addition, the Central Bank expects regulated firms to continue to meet their regulatory and statutory obligations on an ongoing basis including the requirement to have adequate internal systems and controls.

Walkers Commits to Jersey IoD Diversity and Inclusion 2020 Vision Statement

Walkers' Jersey office has signed a statement of support for the Jersey Institute of Directors Jersey Diversity and Inclusion 2020 Vision Statement, signalling its intention to collaborate with and support IOD Jersey in creating a Diversity and Inclusion Leadership Charter, to encourage and underpin tangible diversity and inclusion (D&I) action.

The firm has recently established a Channel Islands Diversity and Inclusion Committee chaired by partner Alexandra Corner, who also sits on the firm's Global D&I Committee along with representatives from the firm's Asian, Caribbean and European offices.

One of the local committee's first acts was to arrange unconscious bias training for all of Walkers' employees in Jersey and Guernsey – the sessions will be led by senior counsel Sarah Ash, who is a specialist in discrimination law issues in the firm's Guernsey Employment Law Practice Group.

Alexandra said: "We anticipate that the Diversity and Inclusion Leadership Charter will be an effective and considered framework for organisations of all kinds to embrace D&I principles in a practical and meaningful way and we look forward to working with the IoD and other businesses to create that Charter."

Group partner Leanne Wallser and associate Meg McAuley will be attending the IOD Jersey workshops this month with the aim of helping shaping the Diversity and Inclusion Leadership Charter. Leanne said: "We are pleased to be one of the early signatories from the legal sector to support the vision statement and excited about the opportunity of being involved with this important initiative."

It is anticipated that the Jersey Diversity and Inclusion Leadership Charter will set out core D&I principles such as:

  • Valuing a diverse range of perspectives, ideas and experiences, regardless of gender, age, disability, ethnicity, neurodiversity, sexual orientation, language, cultural background, religious beliefs, educational background, socio-economic background or marital, family or carer status.
  • Building the knowledge, skills and tools to attract and retain the widest possible pool of human talent, creating broader and richer workplaces to enhance creative thinking, innovation and problem solving.
  • Promoting and encouraging diversity and inclusion, raising awareness of the benefits by “walking-the-talk” and leading dialogues on best practice within our organisations and the broader island community.
  • Preventing unlawful discrimination, building workforces that are representative of all sections of society, and respecting every employee, volunteer, supplier and customer.

Partner Jonathan Heaney, who leads Walkers' Jersey office, said: "At a point at which we're growing so rapidly and recruiting so widely, signing up to the IoD 2020 Vision Statement not only demonstrates our commitment to valuing and living D&I principles to our team, it also ensure that these points are front-of-mind as we continue to expand."

Walkers Partner Rupert Morris Appointed Chair of STEP in Guernsey

Walkers partner Rupert Morris has been named Chair of the STEP Guernsey Branch Committee.

Rupert, who already sits as the Guernsey representative on the STEP Worldwide Council, has taken on the three-year term as the head of STEP Guernsey.

He is a Guernsey Advocate and the head of Walkers' Channel Island Private Capital and Trusts Practice Group, and has almost 15 years' experience as a private wealth specialist advising on private client advisory and structuring work.

"I am very pleased to have been appointed to this position – STEP plays a big role in the private client community as not just a quality watermark for thought leadership and technical expertise, but also as a forum for discussion and networking," said Rupert.

"From my role on the STEP Worldwide Council, I also get to see how international that community is, and how the organisation connects members and practitioners here in Guernsey to those all around the world."

Walkers' Private Capital and Trusts team has members in its BVI, Cayman, Guernsey and Jersey offices, who frequently work with colleagues in its offices in Bermuda, Dubai, Dublin, Hong Kong, London and Shanghai.