About this Event
STEP Isle of Man Conference 2026: Evolving Fiduciary Duty
Join us for the STEP Isle of Man Conference 2026, centered around this year's theme, "Evolving Fiduciary Duty."
Key Highlights:
Expert Speakers: Hear from top industry leaders as they discuss key topics such as Trust Companies, Wealth Management, and Family Offices. Gain insights into these crucial areas and learn about the latest trends and strategies shaping the future of the industry.
Networking & Collaboration: Connect with like-minded professionals, expand your network, and engage in discussions that could lead to future collaborations. Share experiences and gain new perspectives in a collaborative environment.
Take this opportunity to explore the pathways that will lead you to success in 2026 and beyond. Join us at the STEP Isle of Man Conference 2026 and invest in your professional development!
Sponsors
- Gold - Barclays
- Bronze - Appleby
- Bronze - Vega Technology
- Bronze - Cayman National Trust Company (IOM) Limited
- Breaktime session - Humphrey and Helfrich
- Pre Conference Drinks - Praxis
- Exhibitor - Resiliance Asset Management
- Exhibitor - Classifi
- Exhibitor - MPI
Agenda
🕑: 08:15 AM - 09:00 AM
Networking Breakfast
🕑: 09:00 AM - 09:05 AM
STEP IOM Welcome
Host: Adam Beighton, Chair STEP Isle of Man
🕑: 09:05 AM - 09:25 AM
STEP Worldwide CEO Welcome
Host: Emma Lovell, CEO STEP
Info: From the Great Wealth Transfer and AI to increasingly complex family structures, the sector is evolving quickly. I'll be sharing how STEP is responding and how we’re preparing for the future, including our new strategy, key priorities and our forthcoming review of STEP's global operating model.
🕑: 09:25 AM - 09:30 AM
Sponsor Welcome
Host: Estelle Spiers, Head of Fiduciaries IOM, Barclays
🕑: 09:30 AM - 10:00 AM
Keynote - Private Wealth in a Changing World: A Swiss Perspective
Host: Edouard Gueudet, TEP
Info: Drawing on his professional experience and entrepreneurial family background, Edouard Gueudet will offer a Swiss perspective on the changing private wealth landscape, examining the evolution of family offices, fiduciary responsibilities and the challenges of governance and generational change.
🕑: 10:00 AM - 10:30 AM
Risk – Systemic and Dynamic
Host: Louise Towers, Director, Wealth Advisory, Barclays
🕑: 10:30 AM - 11:00 AM
Tax Disputes
Host: Craig Aspinall, Director, Tax Risk & Dispute Management
Info: When HMRC calls, are you and your client ready? Craig will lead a practical session on handling tax disputes with confidence.
🕑: 11:00 AM - 11:30 AM
Morning Break sponsored by Humphrey and Helfrich
🕑: 11:30 AM - 12:00 PM
STEP Around the World
Host: Susana A. Duarte, Professional Partner, Abreu Advogados
🕑: 12:00 PM - 12:30 PM
Role of the protector
Host: Katya Vagner, Private Client Partner, Fladgate LLP
Info: Following the Privy Council's decision in A & Others v C & Others [2026] UKPC 11 the panel will be discussing what is the role of the protector now?
🕑: 12:30 PM - 02:00 PM
Lunch
🕑: 02:00 PM - 02:30 PM
AI and Autonomous Decision-Making
Host: David Cooney, Partner, Spencer West
Info: What would happen if AI got better than humans at making trustee decisions? Should we delegate such important decision-making to AI? Could we, legally, delegate the decision making? What about a hybrid approach where AI was involved, but the process was still human driven? Is this the future we are heading towards and, if so, should we welcome it or fight against it?
🕑: 02:30 PM - 03:00 PM
Legal re-evaluation of fiduciary duty
Host: Edward Birrell, Partner, Charles Russell Speechlys LLPC
🕑: 03:00 PM - 03:30 PM
Afternoon Break
🕑: 03:30 PM - 04:00 PM
The journey of wealth within Sports and Entertainment
Host: Elle Scrivens - Private Clients Tax Associate Director,
🕑: 04:00 PM - 04:30 PM
Tools for Trustees
Host: Frederick Deacon TEP, Director - MPI Group Limited
🕑: 04:30 PM - 05:00 PM
Great Debate
🕑: 04:00 PM - 04:05 PM
Data Asset Foundations
Host: Joel Waterhouse
🕑: 04:35 PM - 04:40 PM
Final Thoughts & Thank You
🕑: 12:55 PM - 01:00 PM
Next Gen Update
Host: Rebecca Bannister TEP
Event venue & nearby stays
Comis Hotel & Golf Resort, Mount Murray Back Road, Douglas, Man, Isle of
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