Welcome to the 2018 eprivateclient 50 Most Influential – the definitive rankings of the key movers and shakers in the UK and UK Crown Dependencies’ private client practitioner sector.
The 50 individuals listed below were selected after an exhaustive judging process where the industry knowledge of the PAM Insight judging panel and any achievements, promotions and progress potential candidates had done in the past 12 months. In addition an open call for nominations was made and names put forward by this process were also considered.
The list below represents the quality of private wealth advice that the UK and UK Crown Dependencies has to offer with leaders from the private client accountancy, legal, trust and family law sectors included with those named advising clients from across the UK mainland as well as from the Guernsey, the Isle of Man and Jersey.
The 2018 eprivateclient 50 Most Influential is kindly sponsored by Sarasin & Partners
Head of Private Client
Clare is a partner and head of private client at Penningtons Manches’ London office. She qualified in 1994 and was a partner with Rooks Rider solicitors for nearly eight years before joining Penningtons Manches in 2011. Clare’s expertise lies in capital tax planning, the administration of complex and large estates, will and trust drafting, and a wide range of asset protection and equity work, particularly for business owners and elderly clients with capacity issues. She has also developed a particular interest in family office work through her role as a trusted adviser to a number of high net worth families.
Global Co-Head of Wealth
With over 30 years’ experience, including 20 in Withers’ wealth planning team, Jeremy is now partner and joint chief executive of the firm’s private client and tax division. In 2006 Jeremy played a key role in establishing the wealth advisory business of Barclays Wealth, where he acted as managing director and a member of the executive committee. Following this in 2008 he moved to help develop the activities of a European family as general counsel and a strategic adviser, before rejoining Withers as a partner in 2016.
A lawyer by background Farah was a partner of global law firm Appleby from 2003 until 2015 during which time she led its global fiduciary practice from 2006, a practice which eventually became Estera in 2016. She is the fiduciary service provider’s chief executive where she oversees the group’s fiduciary, administration and accounting practices in Bermuda, the British Virgin Islands, Cayman Islands, Guernsey, Hong Kong, the Isle of Man, Jersey, Mauritius, the Seychelles and Shanghai.
Head of Private Client
Head of the private client department at law firm Macfarlanes, Piers has been a partner for over a decade and with the firm for over 20 years. Prior to becoming a partner, Piers spent six months on secondment in the trusts department of a leading international law firm. Piers specialises in succession, tax and estate planning advice for individuals and their families as well as related advice to trustees and other private client service providers, such as family offices. In addition to UK-based clients, much of his work has an international element, including structuring multi-jurisdictional estates, using trusts in civil law and Sharia law countries and advising non-UK trustees on tax and fiduciary matters.
Head of Family
Irwin Mitchell Private Wealth
Recently named as national head of Irwin Mitchell's Divorce & Family Law team, Ros has particular specialism in financial provision for children, where the parents were never married and is a Resolution accredited specialist. part of the private wealth team and with extensive experience acting in high net worth and ultra high net worth cases, Ros recently represented Alison Sharland and Varsha Gohil in their high-profile appeals to the Supreme Court, where the seven Supreme Court judges unanimously determined that the orders which had been made in their cases should be set aside, each of the women successfully securing costs orders against their opponents.
Head of Private Client
Berwin Leighton Paisner
Damian became head of private client at 2017 eprivateclient Top Law Firm Berwin Leighton Paisner in July 2017, taking over the role from Jonathan Kropman, who had led the team for the past 13 years. Damian joined Berwin Leighton Paisner in 2005 from Macfarlanes and was made a partner at in 2007. He has nearly 20 years’ experience advising private clients and the wider industry on tax, trust and estate planning both in the UK and globally. His focus is on long term tax and estate structuring for high and ultra high net worth individuals and their families.
Head of Private Client
Previously head of private client at law firm Speechly Birchams, Alison joined Edwin Coe in 2016 in the same role. As well as leading the firm’s tem, she acts for high-net-worth UK and non-UK domiciled clients on a wide range of tax and estate planning matters. Alison advises on and creates structures to hold, protect and pass on the wealth of her clients to minimise tax and maximise the protection against non-tax threats such as remarriage of the survivor, divorce of beneficiaries, family disputes, financially vulnerable or immature heirs.
EMEIA Head of Private Client Services
Based in Yorkshire, Katherine is a partner and EMEIA head of private client services at EY having joined the firm in 2015 having previously been a partner at PwC in Leeds from 2005 where she also held the role of head of private client. Katherine specialises in solving personal tax and financial problems for individuals with complex, active and significant financial/business interests in the UK and internationally.
A partner in the private client group of law firm Taylor Wessing in London, Mark specialises in asset holding structures, including trusts, for individuals and families. He also advises on matters relating to personal taxation, migration across borders and tax planning. He acts as, and advises, trustees of trusts of considerable value and ultra high net worth individuals across the world. He is highly experienced in the areas of probate, succession and wills especially involving multi-jurisdictional assets and heritage tax issues.
Previously chief executive of Offshore Incorporations (OIL, now rebranded as Vistra) from 2009, Martin led the merger of OIL with Vistra in 2011. Since then Martin has held the position of group chief executive Prior to this Martin launched his career in London with strategy consulting firm Bain & Company before relocating to Australia where he spent seven years managing the institutional funds management division at MLC, one of the largest fund managers in Australasia before becoming regional managing director (Asia-Pacific) for Travelex PLC, the world's largest non-bank foreign exchange specialist. Following this and prior to joining OIL, was chief executive of Malaysian business development agency, the Labuan International Business and Financial Centre (IBFC).
Head of Wealth Management - London
Baker & McKenzie
Chair of Baker & McKenzie’s Europe and Middle East wealth management practice group, Ashley also serves as the firm’s head of wealth management department from its the London office. At the same time he is a member of Baker McKenzie’s global wealth management steering committee and coordinating partner for the firm’s global banking relationships. He also heads the firm's Russia/CIS practice. Ashley specialises advising clients on cross-border trust and tax-related issues and also advises governments and global financial institutions on compliance and regulatory issues, including disclosure and exchange of information.
Partner and National Head of Private Client
Smith & Williamson
With much experience advising on complex tax and financial matters, Joss specialises in looking after landed estates, farms, trusts, high net worth families and individuals at Smith & Williamson. He works with other professionals to meet the technical and practical needs of private clients, provides family office services for a number of clients, and acts as a trustee and executor for families. Furthermore, Joss is a member of Smith & Williamson’s landed estates, bloodstock and equine groups.
Global Chief Executive
Sheila was responsible for the management buyout which formed Equiom and took on the role of managing director over a decade ago. Since, she has become global chief executive at the firm, taking on responsibility for strategic direction and operational control. Sheila specialises in implementing and managing trust and company structures, managing a portfolio of high net worth clients. Over the course of this year, Sheila oversaw Equiom’s acquisition of Virtus Trust Group, a Guernsey headquartered trust and corporate services provider, co-founded by Roddy Balfour, as well as the acquisitions of DF Corporate Services (a licenced trustee and fiduciary company based in Malta), and trust and fiduciary business Carey Group Monaco.
Based in Jersey, Paul is managing director for Accuro, as well as a member of the holdings board for the global trust and fiduciary operation. Previously, Paul spent 12 years in the firm’s Geneva office where he was managing director. As part of the senior management team of Salamanca Group’s trust and fiduciary business (SGTF), Paul reinvested in the business as part of its sale earlier this year, which led to it launching as Accuro Fiduciary in June 2017. He has much experience in private banking and knowledge of the management of international wealth planning and family office structures, and he advises many ultra high net worth individuals and families. He holds both the Advanced Diploma in International Tax and the STEP Advanced Certificate in Family Enterprise Advising.
National Head of Private Clients
Crowe Clark Whitehill
Tom is the national head of private clients as well as a managing director at the firm, managing its second London office based in the West End which has a strong private client focus. Furthermore, Tom is a member of the firm’s property group, advising clients on the personal tax aspects of property investment. He serves high net worth clients, families and family estates and entrepreneurs with specialisms including residence and domicile, inward investment to the UK, capital gain tax and value retention. Additionally, Tom is a member of the Chartered Institute of Taxation and a committee member of the Private Client Technical Committee, Tax Faculty, Institute of Chartered Accountants in England and Wales (ICAEW).
Partner and Head of Private Client Tax Services
Smith & Williamson
Geoff’s areas of expertise include personal direct tax, non-UK domiciliaries, tax compliance, income tax, capital gains tax and inheritance tax. He has more than 25 years of experience in private client taxation, and has a varied client base which includes high net worth individuals, executives and high-paid employees, entrepreneurs, non-domiciled individuals and clients with residency issues. He is a tax partner at Smith & Williamson, as well as a chartered tax adviser and a prize winning member of the Association of Taxation Technicians (ATT). Geoff advises clients on annual tax compliance matters and gives advice on strategic issues such as family wealth planning, including the use of wrappers to maximise returns on investments and implementing strategies to pass wealth onto the next generation.
Mike leads Zedra’s fiduciary investment services department, with responsibility for the appropriate appointment of all investment mandates for the company. He works across jurisdictions with a multitude of professional investment firms, and offers services in cash management, family wealth, fiduciary investment, fiduciary risk and fund management. Having started his career as a discretionary manager, Mike became a fund analyst with responsibility for the offshore fund selection of Barclays Wealth, before moving into the fiduciary sector to lead the investment oversight and performance monitoring for Barclays Global Trust division. He is a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI) and a member of STEP. He served for seven years on the Jersey STEP committee as their investment management specialist until 2013.
Maurice Turnor Gardner
Ceris advises UK and non-UK domiciled and resident individuals, families, estates and trustees on UK and international tax and succession issues, establishing UK and offshore trusts, family limited partnerships and other cross border and asset-holding structures. She founded Maurice Turnor Gardner in 2009 alongside fellow colleagues from Allen and Overy’s private client department, with a wealth of experience advising on immigration, philanthropy and art heritage property matters. She is both a member of the Charity Law Association and a trustee of Crimestoppers and Philanthropy Impact, and is well known for advising grant-making and operational charities on matters of charity law and tax.
Head of Family
Charmaine is a partner at Wedlake Bell with 23 years of experience practicing family law in England. She has represented many public figures, including actors and actresses, members of parliament, TV personalities, entrepreneurs, bankers and accountants to name a few. She has particular experience in advising on big-money and big-name divorces, and is able to advise on cross border money matters, with a particular interest in trusts and pensions. Charmaine’s practice covers divorce, separation, civil partnerships, pre- and post-nuptial agreements, co-habitation agreements, children issues, abductions and international law. She is a regular contributor to eprivateclient, attending many events on behalf of Wedlake Bell.
Martin has been involved at senior levels in the wealth management industry for over two decades, responsible for investment management, private banking and trust businesses throughout that period. Martin has also worked in Italy, Switzerland and the Isle of Man, in roles including international corporate and retail banking as well as in consumer and asset finance. He has played key roles in corporate strategy and merger and acquisition activity during his career, including the management buyout of Coutts Trustees in Jersey in 2016.
Head of Private Client
Having been head of the private client department at Forsters since April 2016, Patrick has two decades of experience in tax, trust and estate planning in the UK, Ireland and the US. He specialises in UK tax planning for non-domiciliaries and has particular experience in US-UK and UK-Irish tax planning. Furthermore, Patrick advises high net worth individuals on tax efficient structuring of property transactions and domestic UK families on wealth structuring, with expertise in the use of family partnerships and family investment companies as a tax efficient wealth holding vehicle. He has been qualified as a solicitor since 1997 in Ireland, and 2003 in England and Wales.
Rawlinson & Hunter
Mark joined Rawlinson & Hunter as a tax manager in 1992 and was made a tax partner in 1996. He was the firm’s finance partner before becoming managing partner, and is also the London liaison partner for the firm’s offices in Bermuda and the British Virgin Islands. He acts as a trustee and executor for a number of private trusts and estates and charitable trusts, and is authorised to carry out non-contentious probate work. Mark is a fellow of the ICAEW, an associate of the Chartered Institute of Taxation, a member of STEP, and has expertise in many areas including domicile and residence, estate planning, personal taxation, trusts and foundations and wealth reporting.
Head of Private Client
Gary is a partner and head of private client at RSM, formerly Baker Tilly. He has much experience in private client tax issues, and advises entrepreneurs, business owners, UK non-resident and non-domiciled individuals and trustees on UK tax matters in the UK and offshore. Gary is also an associate of the Chartered Institute of Taxation, and this year, assisted RSM’s launch of a private client legal offering with the appointment of a private client partner in its client legal services practice, as the firm seeks to broaden its legal services offering.
Partner and Vice Chairman
Paula is a private client partner and as of June 2017, vice chairman at Deloitte, who makes regular contributions to eprivateclient. She joined Deloitte in 2001 and was made private client head in 2008, with clients including private individuals and entrepreneurs based in the UK and overseas. Paula’s work has a strong emphasis on non-UK domiciled and internationally mobile individuals and family offices. She is a member of the Chartered Institute of Taxation and a regular speaker and commentator on private wealth industry related issues, as well as a member of the judging panel for the PAM Awards.
Butterfield Trust (Guernsey) Limited
Paul joined Butterfield Trust in Guernsey in 1998 following a decade at KPMG in both Australia and briefly in Hong Kong. He has progressed from client relationship manager to director at Butterfield Trust, leading to him becoming managing director in 2003. He regularly attends industry conferences to speak on wealth structuring and fiduciary services, and is a committee member of the Guernsey branch of STEP. Furthermore, Paul is a deputy chairman of the Guernsey Association of Trustees.
Group Head of Private Wealth Services
With experience in dealing with the financial affairs of some of the world’s wealthiest families, as group head of private wealth services at JTC Group, Iain is responsible for the strategic development and performance of the firm’s global private client business line. He joined JTC Group in 2012 and was formerly global head of private clients for TMF Group, as well as managing director of its Jersey office. He now sits as a director on JTC’s Group holdings board, and is also responsible for the internationalisation of JTC and its expansion into new and existing regions.
Global Head of Private Client Services
Darren was appointed to his current role as global head of private client services at Hawksford in October this year, to further develop the strategic direction of its private client division. A chartered accountant, Darren has 13 years of experience working with private clients and family offices, and is now responsible for a team based across Jersey and Asia. Darren joined Hawksford from Intertrust where he was head of private wealth in Jersey, having previously held the role of director and head of the firm’s family office team which he established in 2010. His areas of expertise are fiduciary, succession planning, asset protection, family office and Middle East and Europe.
Senior Partner – Private Client
David has more than three decades of experience in tax and regularly contributes to newsletters and seminars alongside his team in the Wealth Advisors Network and Wealth Advisors Forum. He has a keen focus on coaching and developing the next generation within EY, and his clients include family offices, entrepreneurs, non-domiciled individuals and trusts and related offshore structures. David has attended many eprivateclient events, both as a speaker and guest, and has contributed his ideas to many articles.
Partner and Head of Private Client
Greg was appointed to his role to replace former head of private client at KPMG, Dermot Callinan, in October 2016 and has served at the firm since 2008. He has 25 years in total of practical tax experience, and specialises in advising individuals, family offices, entrepreneurs, shareholders and private equity executives on their personal tax issues. He also has experience in creating family office structures for UK and non-UK based families, with many of his clients having an international dimension in terms of their residency, domicile, or location of their assets and structures.
Global Managing Partner
Ed was appointed as global managing partner at Ogier in April 2016. His practice includes fraud and asset tracing, restructuring and insolvency, trusts, financial services, regulation and disputes, banking and anti-money laundering law and regulation, contractual, shareholder and boardroom disputes. Ed’s expertise covers a wide area, British Virgin Islands and Cayman law in Europe and Asia. He is a partner in the dispute resolution and trust advisory groups and was previously global head of Ogier’s dispute resolution group. He became a partner in 2010, having joined Ogier in 2004.
Head of Family Business Consulting
Having joined KPMG in January 2016, Ken works with families in business and family offices to improve their overall family and business governance and helps them to plan for effective transitions in ownership and leadership. For over 20 years he has worked with the families involved in many types of enterprise around the globe. He is author and teacher of the Advanced Certificate in Family Business Advising for the Society of Trust and Estate Practitioners and a fellow of the Family Firm Institute.
Head of Private Client
Mary specialises in advising entrepreneurs and private companies on tax issues across the spectrum from founder shareholdings to corporate structuring. She has been a member of the UK firm's tax leadership team for the last three-and-a-half years, formerly as market leader for the firm's private business, and works with the owners and management teams of businesses at various stages of growth and, in some cases, generational change.
Senior Partner & Head of Private Client
Payne Hicks Beach
Alastair advises on all aspects of estate planning and taxation matters and offshore trusts. Some of the work relates to tax structures with a matrimonial context and he works closely with the family department on such matters. He also deals with taxation planning and structuring for agricultural landed estates and other property transactions. Alastair deals with family businesses of all kinds and across the whole of the UK. He became head of private client in 2009 and senior partner at the firm in 2011.
Mishcon de Reya
Filippo is a partner in Mishcon Private. A dual qualified English solicitor and Swiss lawyer, he advises clients on international tax and estate planning issues. Able to approach both common law and civil law issues from a practical perspective, he routinely advises on the establishment and restructuring of both trusts and foundations as well as on UK and international tax and succession planning issues, including family governance and disputes. Filippo has also advised a number of governments on the introduction of private foundations' laws and successfully lobbied the Swiss government on the recognition of trusts in 2007. Filippo is a member of the Society of Trust and Estate Practitioners and the International Academy of Estate and Trust Law.
Charles Russell Speechlys
Bart’s practice is diverse as he advises individuals, trustees and beneficiaries, based in both the UK and abroad, in relation to succession and estate planning including tax and on the use of trusts and other asset holding vehicles. His clients include some of the world’s wealthiest families; in particular, he advises many UK and international business people and substantial landowners and frequently has to deal with cross border tax and succession issues in the course of this work. He also acts for a large number of charitable trusts and is a trustee of several charities. Bart has been with Charles Russell Speechlys for over 20 years. He is admitted to practise in England and Wales.
First Names Group
As chief executive of First Names Group, Mark heads up the group’s management committee, overseeing the day-to-day management and leadership of the business. Mark’s journey began with PwC in Jersey where he qualified as a Chartered Accountant before moving on to gain international experience in Singapore, Melbourne and London. He returned to Jersey in 2004 to join the Langtry Trust Group and was appointed to partner within 12 months. In 2005, Mark led the sale of Langtry to IFG International and in 2008 he was appointed managing director for IFG’s Jersey offering. Since IFG International became First Names Group in 2012-13, Mark has continued to enjoy quick progression through the ranks. Before being appointed as chief executive he held the title of group managing director, private client.
Anne Marie Piper
Farrer & Co
Anne-Marie is head of the charities team and was named as Farrer & Co’s first female senior partner in 2017. Ms Piper trained at Richards Butler, where she became a partner in 1989 and later joined Paisner & Co where she headed its charities group from 1994–2001. She joined the charities team at Farrer & Co as a partner in 2001. She acts for sponsors of new charities, directors, trustees and officers of existing charities and other not-for-profit bodies and individuals and companies wishing to make charitable gifts or do business with charities. She is particularly well known for her handling of difficult regulatory cases; fundraising and complex mergers, reorganisations and administrations.
Head of Private Wealth
James is partner and head of private wealth at Stephenson Harwood LLP, specialising in international tax planning and asset protection for high net worth individuals and their businesses. He provides advanced international tax planning for high net worth individuals, family companies and entrepreneurs in the UK and abroad. James also provides advice on domicile and residency, creating private wealth structures and complex cross-border trading structures.
Jonathan joined Mourant Ozannes in 1998 and was admitted as a partner in 2003. Between 2003 and 2006, he was head of the London office and led the team through a period of significant growth. Jonathan was elected global managing partner in 2008 and re-elected in 2012 and again in 2016. Jonathan chairs the management committee and is responsible for implementing the firm's strategy. His experience includes leading the firm through the largest merger of offshore law firms, opening new offices and establishing complementary businesses and services lines. Jonathan has extensive experience advising financial institutions, corporates and intermediaries on a wide range of capital markets, structured finance and investment fund transactions.
UK Head of Private Client
Made head of private client services in July 2017, Nicola, who has over 20 years’ experience in providing private client tax services, became one of the firm’s youngest partners in 2011. She leads the firm’s relationships with private clients and has been pivotal in the practice’s success in advising international entrepreneurial clients from around the globe.
National Head of Tax, Trusts & Estates
Irwin Mitchell Private Wealth
National head of tax, trusts & estates, Nick runs the Irwin Mitchell Private Wealth London and International teams. He has a background in corporate and private client law with particular interest in international structuring, investment structures, tax, family and private offices and investment of all sorts. Nick spent five years outside the legal profession as a banker at UBS in its UK investment banking team specialising in investment funds. He is interested in all areas of private wealth and making Irwin Mitchell Private Wealth the wealth adviser of choice in the UK.
Global Head of Private Wealth
Appointed as global head of private wealth in June 2017, Ian has been part of Intertrust's private wealth team as director since the acquisition of Elian in 2016. He joined the firm in 2009 from an international legal and fiduciary company. Prior to moving to Jersey, Ian spent six years practising in London with leading private client practices as an English Solicitor. He has international experience in both the legal and fiduciary fields and specialises in the establishment and ongoing administration of offshore structures for private clients. Ian will be focuses on expanding Intertrust’s client base amongst the world’s wealthiest families and high net worth individuals.
Head of Private Client
Simon is head of the private client and tax department at law firm Boodle Hatfield. He specialises in UK and international tax and estate planning for individuals and trusts. His work includes estate planning strategies for wealthy families and their businesses encompassing jurisdictional and conﬂicts of laws considerations, wealth protection structures, governance, divorce issues, pre- and post-nuptial agreements and generational succession planning. Simon also advises on high value, contentious trusts and estate disputes for both onshore and offshore clients.
Managing Director & Head of Private Clients
Cengiz is the managing director of TMF Jersey and oversees the day-to-day management and leadership of the Jersey business. He has enjoyed a successful career in financial services and has held senior leadership roles in EMEA and Asia in a number of leading international companies, including Mourant-Ozannes, State Street and Standard Bank. Most recently Cengiz was group chief executive of First Names Group, successfully servicing a global client base that included multinationals, institutional investors, fund managers, entrepreneurs, families and ultra-high-net-worth individuals.
New Quadrant Partners
Having founded New Quadrant Partners in 2010, Louise serves as the principal and the senior partner specialising in assisting high net worth and ultra high net worth families manage their wealth across multiple generations. Before founding NQP, Louise was a partner at private client firm Payne Hicks Beach after a period of time as a private client stockbroker and with City firm Beachcroft Stanley following her qualification in 1997.
James has been the firm’s chairman since November 2016. He advises wealthy private clients, including families with landed estates and growing commercial enterprises. James acts as a trustee for many of the families he advises and he is also a non-executive director of Henry Boot Plc. James trained with Saffery Champness, having joined as a graduate, and became a partner in 1997.
Michel van Leeuwen
Group Chief Executive
Michel has a proven track record in delivering growth, having held senior positions at numerous high profile financial services and fintech businesses. Most recently Michel was the chief executive of Cordium, a market-leading provider of regulatory compliance services. Prior to this he held leadership roles at Microsoft, Misys and State Street Bank. As group chief executive, Michel is focused on the strategic leadership of staff, the development of the firm’s multidisciplinary service offering for clients and increasing our reach in core markets. Michel is based at Hawksford’s head office in Jersey and travels regularly to see clients, intermediaries and colleagues internationally.
Head of Private Client Group
Appointed to lead the private client group in June 2017, Camilla advises high net worth individuals, both UK and non-UK domiciliaries, on estate planning to mitigate the incidence of inheritance tax and control the devolution of estates using lifetime gifts, trusts and tax-efficient wills. She also provides advice to clients on capital gains tax and income tax mitigation strategies as regards lifetime tax planning. Camilla has experience of both offshore and onshore trust structuring and advising trustees and beneficiaries in relation to the day-to-day management and administration of trusts and estates. Camilla is a member of the firm’s offshore, family office and India groups.
Head of Private Client
Wendy is the head of global private client services based in BDO's London office. She is also a senior partner within the firm’s London tax team. She specialises in the taxation of private clients with 30 years’ experience, all at BDO, in corporate, personal, inheritance and trust tax. Wendy deals with UK and international families with complex tax issues.
Head of Landed Estates
Matthew is a partner in the private client and tax team, with a focus on farms and landed estates. Key to his success is in advising clients on how to hold and retain family assets and businesses and the effective transfer to successive generations. He has the ability to listen and understand the objectives and aims of the client before coming up with solutions to achieve those goals. These skills have allowed Matthew to advise a wide range of clients who do not own rural property, many of whom have connections outside of the UK, in particular the Middle East, the US and low tax jurisdictions.
The 2018 eprivateclient 50 Most Influential is kindly sponsored by Sarasin & Partners
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