Focus on Succession Planning & Wealth Management

Sarah Courtney Dockett is Managing Director and Head of Women in Wealth, EMEA at Citi Private Bank.

She is passionate about Diversity and Inclusion.  She is also a Senior Private Banker in the UK UHNW Team based in London. Sarah is responsible for managing 30 UHNW clients and Family Office relationships.

While they may be resident in the UK, Sarah’s clients span the globe. Sarah has 23 years of experience working with Private Clients, 12 of which is with Citi.

Luca Derlin has 20+ years of experience in Financial Services. He started his career in Italy, where he worked for the FIG practice of McKinsey & Co. between 1998 and 2004, including a one year “gap” in 2001 for his MBA at INSEAD Business School.

Luca joined Deutsche Bank in 2004, where he has worked for the last 18+ years covering a variety of roles across different countries, in particular: he started in the UK as part of the Group COO team, in 2007 he was appointed Global Head of Strategy for Global Capital Markets, in 2008 moved to Hong Kong to drive business growth as APAC COO for Equity Capital Markets, Leveraged Debt Capital Markets and M&A; in 2013 he moved back to London as Portfolio Manager, responsible to wind-down a large book of non-strategic assets; in 2014 he joined the Group Strategy team (AfK) focusing on Legal Entity strategy / structure, and spending several months in New York; in 2017 he moved into Wealth Management, where he covered a number of global and regional roles, including Head of Sales Management for the UK business (until 2019), Head of Strategy, Sales and Performance Management for EMEA WM (from 2019 to 2021) before taking on the role of Head of International Private Banking in Luxembourg in 2021.

Alexandre Draznieks is CEO of Cardif Lux Vie since September 2022.

He began his career in 1994 at INSEE as a research officer. In 2002, he joined the Treasury Department of the French Ministry of the Economy and Finance as deputy head of “G7 and preparation of summits”, then as head of “emerging markets”. In 2005, he was appointed to the EBRD in London, where he was in charge of the President’s office and then held the position of Director “Official Co-financing “.

He joined the BNP Paribas Group in 2009 at IRB (International Retail Banking), where he was in charge of strategy. In 2012, he becomes head of the Northern Europe & emerging markets area of BNP Paribas Cardif. In 2020, he joined BNP Paribas Cardif France where he was appointed Director of the AEP business unit, a French player in asset-based life insurance.

Alexandre Draznieks is a graduate of the École Polytechnique de Paris and the École Nationale de la Statistique et de l’Analyse Économique (ENSAE).

Frederik Hansen, LL.M. is Head of A&S Wealth Planning Advisory at UBS Luxembourg.

Frederik began his post-university career in 2000, joining a leading multinational corporate/trust/fund service provider in Copenhagen. He subsequently assumed the role as head of the office and the Nordic activities and he set up an operating subsidiary in Stockholm. While in Copenhagen, he also led the acquisition and integration of the Danish corporate/trust business of ABN Amro.

In 2004, he moved to Singapore in order to expand the business in Asia. He acted as MD of the Singapore (corporate/trust) business, including an MAS regulated trust company. In 2007,  he established an office in and moved to Hong Kong, acting as MD, while also acting as Chief Representative in Shanghai, China.

After 8 years in Asia, Frederik relocated to Zurich, to assume the responsibility for the Wealth Planning activities of Nordea Private Bank (Zurich Branch). In 2017, he relocated to Luxembourg, still working for Nordea. One year later, he joined UBS as Senior Wealth Planner. Since 2021, he has been heading the Wealth Planning team of UBS, Luxembourg. He primarily works with the more complex client relationships, usually covering multiple jurisdictions and complexities related to cross-border wealth/family/tax/succession topics.

Pascal Julliard joined HSBC Luxembourg in 2020 as Head of Private Banking and was appointed as Chief Executive Officer of HSBC Private Bank (Luxembourg) S.A. in March 2022 and became an Executive Director thereof in April 2022.

Pascal plays a significant role in servicing markets across EMEA (Europe, the Middle East and Africa) while simultaneously delivering important strategic projects for Luxembourg.

Pascal has worked in financial services for almost two decades. Since joining HSBC in 2008, he has held a variety of client-facing roles and management positions. These include experience within Retail Banking and Wealth Management, Risk and most recently as Head of Credit Advisory for the French Private Banking division.

Prior joining HSBC, Pascal worked for Société Générale in diverse management positions within the Retail network.

Pascal has a strong finance industry experience and leadership skills and is instrumental in further developing HSBC private banking business in Luxembourg, which is an integral European booking centre of Global Private Bank. HSBC Private Banking Luxembourg combines the financial strength and global reach of the HSBC Group with local private banking excellence, delivering high quality and integrated banking facilities, investment services and wealth advisory solutions to customers in Europe and across the Globe.

Hannamari Koivikko joined J.P. Morgan Luxembourg 2019 as an executive director leading wealth advisory in the Nordics, BeNeLux and Greece. Since 2023 she has concentrated on Nordics. Her target is to ensure together with the private bankers, that clients have the necessary tools and knowledge to manage their family wealth, succession and governance. Wealth advisory assist clients and their advisors to find the compliant and suitable structures to support their needs.

Hannamari has worked in similar roles in Luxembourg since 2006, prior to which she has worked for prosecutors’ office and tax authorities. She has also been a member of the board of a private equity fund.

Hannamari has obtained Licentiate of Laws from the University of Helsinki, and Master of Laws from the university of Turku. Furthermore, she has studied Trust law at the University of London and is a member of STEP Benelux. She is a Luxembourg licensed director for life insurance brokerage and was acting as director for the J.P.Morgan Luxembourg brokerage company until March 2022.

After more than 20 years of experience at the Luxembourg bar working for the law firm Arendt & Medernach in the private banking and wealth management sector, Claude Medernach joined in 2016 Banque de Luxembourg as Legal Counsel for Family Office Services.

Throughout her career, she has advised wealthy Luxembourg and international clients on the long-term protection and devolution of their assets which include some quite substantial private businesses. She provides expert guidance on succession planning, asset protection, capital and income taxes, wealth structuring, residence planning, administration of estates, matrimonial property law and international private law.

Charity and philanthropy also fall within the areas of her competence.

Claude served as a member on boards of various family owned holding companies.

Espen Raakil is Senior Client Executive in the Professional Family Office segment at Skandinaviska Enskilda Banken AB (publ) (SEB) in Luxembourg. SEB is a leading northern European financial services group and partner for Nordic Family Offices. The Luxembourg branch serves as the group’s cross-border centre of excellence and hub for international clients, using the full Luxembourg toolbox.

Throughout his career in international Wealth Management spanning 25 years, Espen has accumulated deep knowledge and experience in safeguarding, growing and transferring family wealth to future generations and for philanthropic purposes. Espen supports and guides both private individuals as well as Family Offices through the complexities of their wealth structures, from financing, asset and cash management to governance, liquidity frameworks, trends and regulations. Together with SEB’s dedicated team of experts, he draws from many of the bank’s comprehensive offerings to create customised wealth management strategies for each individual client.

Espen Raakil graduated with a CEMS Master in International Management from Norwegian School of Economics (NHH) in Bergen, Norway (1996) and Université Catholique de Louvain, Belgium (1996). He is also a member of the Oxford University Impact Investing Alumni after completing its on-site Impact Investing Program in 2016. Alongside his professional duties, he serves as Honorary Consul General for Norway in Luxembourg.

Lynn Robbroeckx is Secretary General at Luxembourg for Finance (LFF), the agency for the development of the financial centre.

She currently also serves as Secretary General of PROFIL, the Luxembourg Financial Industry Federation, and is a member of the board at the Luxembourg Sustainable Finance Initiative (LSFI) and LuxFLAG.

She holds a Master Degree in Sinology from the Catholic University of Louvain in Belgium and studied Chinese at Chengkung University in Taiwan.

Prior to joining LFF, Lynn served as Head of Communication at the Luxembourg Space Agency (LSA) and SpaceResources.lu initiative. She began her career at the Luxembourg Embassy in Beijing and later on worked for the world’s leading steel and mining company, ArcelorMittal, in China and London.

Rosa Sangiorgio is leading the Environmental Social and Governance effort for Pictet Wealth Management.

She has over 24 years experience in structuring, managing and distributing traditional and responsible investment solutions for institutional and private investors globally.

Prior to joining Pictet in 2020, she worked for several major European financial institutions. Since 2012, she is focusing on Sustainability and Impact Investing, most recently leading the Sustainability and Impact Investing effort for Credit Suisse Investment Management.

Rosa is Vice President of the Expert Commission Sustainable Finance of the Swiss Banking Association (SBA), a CEFA charter holder and a TEDx speaker.