Building Better Futures

Jersey Finance Annual Private Wealth Conference

The private wealth management sector connects people, positive causes and businesses around the world. Political and economic uncertainty, regulatory, technological and ethical topics are set to challenge the future prosperity of these connections.

The Jersey Finance Annual Private Wealth Conference, Building Better Futures, will explore how wealth management professionals can better support clients through these vital debates.

Expert speakers will examine how Jersey is connected to opportunities in key markets, the balance between socially responsible investing and profit, and regulation versus innovation.

For more information and sponsorship packages, please contact a member of the events team.

Venue: 8 Northumberland Avenue
Speakers
Andrew Marr

Andrew Marr Host of The Andrew Marr Show

Andrew is host of The Andrew Marr Show and also presents Start The Week on Radio 4, and occasionally appears as himself in Doctor Who. Andrew spent five years as a Political Editor and became best known for his unpretentious and friendly style, characterised by his distinctive arm-waving delivery. He has since fronted landmark series on Modern Britain and the Scottish Enlightenment as well as many others on history, politics and society.

Matthew Syed

Matthew Syed World-leading Author

Matthew is a world-leading author, thinker and expert on high performance, talent and mindsets. His work has influenced sport, business, education and public institutions with explorations into everything from creativity to marginal gains to learning from mistakes. Based on his own experience in international sport, Matthew has developed innovative, accessible ideas around how to create a culture of high performance in high pressure environments. Matthew's work has had a direct impact in many organisations, not least in the creation of the NHS's Healthcare Safety Investigation Branch.

Sponsors

Carey Olsen is a leading offshore law firm. We advise on Bermuda, British Virgin Islands, Cayman Islands, Guernsey and Jersey law across a global network of nine international offices.

We are a full service law firm working across banking and finance, corporate and M&A, investment funds and private equity, trusts and private wealth, dispute resolution, insolvency and property law.

Carey Olsen has one of the largest trusts and private wealth teams in the offshore world. Our global reach, scale and experience mean that we are perfectly positioned to assist and advise on the most demanding and complex cases concerning wealth planning and asset protection as well as the more straightforward day-to-day instructions.

We prevent and solve problems

Our highly experienced international private client team works with clients from all over the world to provide clear legal advice on trusts, foundations and related corporate law.  Our clients are mainly trustees, fiduciaries, family offices, settlors, beneficiaries and their advisors, and we help to mitigate risks to prevent future problems.

Clients benefit from our specialist expertise and ability to provide creative solutions and robust advice in an ever changing environment.

Should clients find that they are facing challenges, our expert litigation and contentious trusts team can guide them through the often complex legal process to resolve their issues.

Walkers is a leading international law firm, practising six laws from ten jurisdictions, including Jersey.

Within the firm, our multi-disciplinary Private Capital and Trusts group focuses on the needs of ultra-high-net-worth individuals and their families.  In addition, we work closely with their family offices and with private banks, trust companies and advisers to provide timely, customised advice.  We provide the same integrated, innovative and seamless service to clients holding private capital as we provide to listed companies, tier-one financial institutions and institutional asset managers.  Our clients have come to rely on us as a trusted adviser, thanks to our unmatched expertise and commitment to excellence.

Ranked in the top three corporate service providers globally, Vistra is a versatile group of professionals, providing a uniquely broad range of services and solutions. Our capabilities span across company formations to trust, fiduciary, private client services, and fund administration. Vistra employs over 4,000 employees across 46 jurisdictions.  The Vistra Jersey office specialises in wealth management solutions for high-net-worth individuals and families and is led by Clive T Wright, Managing Director, Vistra Jersey who has over 30 years of professional experience in Private Banking and Wealth Management. For more information, please visit www.vistra.com

Hawksford builds unique family office solutions based on the goals of each individual family; as the circumstances, needs and expectations of every family are unique, so are our services. Working closely with you and your advisers, Hawksford can meet the objectives you set, from the administration of a single asset to the establishment and management of full services to large, global structures holding a variety of assets, including Sharia-compliant structures and the support of philanthropic interests.

HIGHVERN is an award winning, independent fiduciary business with a 50 year heritage of providing a world class service. Our global client base encompasses Private Clients, Corporates, International Family Offices and Private Capital Funds.

At Highvern, client relationships are at the heart of our business. Our primary focus is to provide a high quality experience delivered through a senior dedicated team that understands each client’s goals and partners with them for the long-term.

We source and work with a number of leading legal, tax, accounting and property advisers as well as banks and wealth managers to ensure our clients benefit from an expertly qualified team at all times.

Fairway Group’s vision is to be the partner of choice for trust, funds and pensions by putting our clients first. As an independent, owner-managed fiduciary group we are able to provide continuity to clients through a director-led, dedicated team and a proactive and nimble service. We can be trusted to get it right every time.

Our client retention rate is testament to the strength of our offering, authenticity of the unrivaled service we aim for and the energy that we invest in our relationships. We take great pride in providing our clients with innovative solutions backed by administrative and technical excellence.

Affinity is an independent wealth management company. We provide advice, structuring and investment solutions; helping individuals and families preserve and enhance their assets for themselves and across generations.

Privately owned, our interests are wholly aligned with clients. Our ethics and values are at the core of everything we do. We were the first UN Global Compact participant in Jersey, consistent with Affinity’s commitment to sustainability.

Our primary focus is to understand our client’s requirements and aspirations, relating these to their finances. Our goal is to provide relevant advice, founded on a relationship of trust, with clear and timely communication.

Estera is an independent, global, market leading provider of trust, corporate and fund services.

Our teams of highly qualified experts in 11 jurisdictions have wide ranging experience in private client and trusts; corporate administration; funds administration and services; and regulatory oversight. With over 550 professionals globally, we service over 6,000 clients and 12,000 entities.

We are knowledge and experience led. This, coupled with our commercial focus and resolute commitment to the delivery of service excellence, helps us consistently deliver best in class fiduciary and fund services.

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