Jersey Finance Annual Private Wealth Conference 2017

Tuesday 16 May 2017, 12:00 - 19:00

Location: 8 Northumberland Avenue, London, UK

Pricing: £315 for Jersey Finance Members, complimentary for London delegates

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Tuesday 16 May 2017, 12:00 - 19:00

Location: 8 Northumberland Avenue, London, UK

Pricing: £315 for Jersey Finance Members, complimentary for London delegates

Against a backdrop of significant shifts in the global geopolitical landscape and with Brexit now a firm reality, the 2017 Jersey Finance Annual London Private Wealth Conference will explore how the international wealth management industry is responding to unprecedented market disruption, regulatory change and the rise of post-truth politics.

One year on from the Panama Papers and with the spotlight still firmly on transparency, information exchange and beneficial ownership, expert speakers at the event will examine how international finance centres (IFCs) are adapting in an increasingly complex market to meet the needs of globally mobile clients and offer some much-needed certainty. In particular, speakers will discuss how Jersey is differentiating itself as a private wealth management centre through innovation in its legislation, a commitment to philanthropy and a concerted focus on reputation.

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Speakers

Geoff Cook

CEO, Jersey Finance

Geoff Cook

Geoff joined Jersey Finance as Chief Executive in January 2007.  In promoting the finance industry of Jersey, Geoff visits many of the world's leading finance centres on a regular basis, highlighting the strengths of Jersey as a financial jurisdiction and updating Government officials, regulators, finance professionals and international investors on legal and regulatory developments and service innovations offered by Jersey.

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In addition to speaking at Jersey Finance hosted events, Geoff is a regular speaker and contributor to conferences and seminars around the world and he writes frequently on the issues affecting Jersey and other finance centres in leading magazines. As a result of his blog and the articles he has authored, Geoff has featured in media such as the Financial Times, The Economist, BBC Radio 4, BBC World Service and Bloomberg TV.

Previous to his role at Jersey Finance, he was Head of Wealth Management for HSBC Bank Plc, based in London, and responsible for the delivery of Financial Planning Services to the 10 million HSBC customers in the UK.  His earlier career was spent at a senior management level with HSBC Bank plc in the UK and as Head of Personal Financial Services and Deputy to the Chief Executive at HSBC Bank International Limited in Jersey.


Nick Robinson

Today Presenter and Former Political Editor

Nick Robinson

Nick Robinson presents the Today programme, Radio 4’s agenda-setting daily news programme. He has also made documentaries on subjects from Sir Alex Ferguson to Europe. He previously took the mantle of Political Editor from Andrew Marr, after three years in the same role at ITV News. Serving for a decade in the role he went on to become one of the broadcaster’s most popular correspondents.

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After studying PPE at Oxford, Nick was inspired to go into broadcasting by the legendary Today presenter and family friend, Brian Redhead. He gained production experience on Brass Tacks, Newsround and Crimewatch, and got his first presenting credits on Radio 5Live. A former Deputy Editor of On The Record and Panorama, Nick is one of several to have switched from working behind the camera to appearing on-screen. 

Nick reported on Prime Minister’s Questions and fronted Westminster Live before becoming the nation’s favourite political correspondent. He cemented his reputation in the 2010 and 2015 General Elections, guiding his audience through every twist and turn of the historic events with a sharp insight and a welcome wit. He brings the same insight to his books, Live from Downing Street - The Inside Story of Politics and the Media, and Election Notebook: The Inside Story Of The Battle Over Britain's Future And My Personal Battle To Report It which not only looks at the tumultuous 2015 campaign, but also Nick’s struggle with cancer and the treatment that resulted in the loss of his voice. In ten years as Editor he covered the Blair, Brown and Cameron administrations, and famously clashed with George W Bush.

As well as almost 20 years of standing outside Number 10, Nick has appeared on Have I Got News For You, competed in University Challenge - The Professionals, and indulged his passion for Manchester United in an exclusive one-off interview, Sir Alex Ferguson: Secrets of Success. He also took a pre-Brexit referendum look a the EU in Europe - Them & Us.


More speakers to be announced…

Event Sponsors

Carey Olsen

Carey Olsen

Sponsor of the Keynote Speaker and Exhibitor

Carey Olsen is a market leading offshore law firm operating out of the key offshore financial centres of the British Virgin Islands, the Cayman Islands, Guernsey and Jersey.   We also have offices in Cape Town, Hong Kong, London and Singapore.

We provide legal services in relation to all areas of corporate and finance, trusts and private wealth, investment funds, restructuring and insolvency and dispute resolution.

Our Trusts & Private Wealth Group looks after a range of private clients and professional trustees.  We work closely with onshore advisers to provide clients with structures which achieve their objectives be it the protection of family wealth for future generations, arranging charitable donations or funding philanthropic initiatives.

Carey Olsen

@CareyOlsen

Carey Olsen LinkedIn

Affinity Private Wealth

Affinity Private Wealth

Exhibitor

Affinity is an independent trust, investment and wealth structuring company helping clients preserve and grow their assets for themselves and across generations. Our founders and employees are professionals with many years experience in caring for clients and expertise in managing, structuring and transacting in financial instruments.

Our primary focus is to truly understand our client’s requirements and aspirations and relate these to their finances. Our goal is to provide relevant advice with individual attention, founded on a relationship of trust, with clear and timely communication. We deliver on our promises, take pride in what we do and make our clients’ lives simpler. 

Affinity Private Wealth

Affinity Twitter

Affinity LinkedIn


Vistra

Vistra

Exhibitor

Vistra's specialist colleagues provide tailored trust, fiduciary, fund and corporate services. We form strong, trusted connections with our clients, based on a deep understanding of their professional worlds, drawn from our extensive experience of working in those same worlds – across finance, structuring, law, and accounting.

Our approach is always personal. We develop perceptive solutions to the often complex needs of each individual client, from international corporations to high net worth individuals.

With over 2,600 professionals in 42 countries, we always go further for clients, from forming new connections to navigating new jurisdictions, to maximise what is possible in international business.

Vistra

Vistra Twitter

Vistra LinkedIn


Hawksford

Hawksford

Sponsor of the Coffee House

Hawksford is an international and award-winning corporate, private client and funds business trusted by our clients to administer and structure their private and commercial wealth. Hawksford offers a comprehensive range of services and solutions to and for trusts, companies, foundations, partnerships, family offices and investment funds. We also provide listing services, wills and probate, succession planning and employee solutions.

Our blend of expertise and experience, mixed with enthusiasm and entrepreneurialism, enables us to meet our clients’ expectations consistently. Independent and focused on the future, we help clients to make the most of their business and private wealth decisions across our international offices.

Hawksford

Hawksford Twitter

Hawksford LinkedIn


Moore Stephens Trust and Corporate

Moore Stephens Trust and Corporate

Sponsor of Networking Lunch

Moore Stephens Jersey is an independent, established provider of trust and corporate services from a well-regulated, stable offshore jurisdiction.

Our team offers experience, expertise and an efficient, consistent and precise service. We work across multiple jurisdictions using our insight and knowledge to deliver innovative solutions, tailored to your requirements.

Being an independent member of Moore Stephens International network allows our clients to benefit from access to international tax advice, a global reach, cross border expertise and advice, and an in-depth cultural and technical understanding of different markets around the world.

 

Moore Stephens

Moore Stephens Twitter


Whitmill Trust Company Limited

Whitmill Trust Company Limited

Sponsor of the Networking Drinks Reception

Decades of experience in serving and supporting private clients across the globe has earned Whitmill Trust a reputation as a trusted advisor, to which clients and their professional advisors turn to when they require a flexible, expert and reliable partner to coordinate their financial and family affairs.

Our private clients range from entrepreneurial individuals through to large families and we have extensive experience in managing wealth from trust and estate planning to family governance and succession.

We also act for private clients, running the underlying businesses within their structures. This blend of ‘corporate style’ service with the defined focus and personal interaction underpins our traditional private client relationships.

For more information on Whitmill’s Private Client Services please visit www.whitmill.com

Whitmill Trust

Whitmill LinkedIn 

Whitmill Taxlinked


Estera

Estera

Sponsor of the Pads & Pens

We are Estera, a world-leading provider of offshore fiduciary and administration services.

Established for over 25 years, our strong legal heritage, rooted in our previous partnership with Appleby, and resolute commitment to the delivery of service excellence is what sets us apart.

Independent and truly global, we have over 350 dedicated, professional and highly qualified employees creating and supporting smart and integrated fiduciary solutions.

Our unique understanding of the complexities surrounding the world of fiduciary services inspires us to achieve the best possible results for our clients. This, combined with our commercial acumen, attention to detail and responsiveness, enables us to meet our clients’ needs on time, every time.

Supported by a corporate structure and ownership model that instils a collaborative, nimble and forward-thinking culture, we are focused on the quest for growth and progression and are committed to preserving our integrity every step of the way.

Estera

Estera LinkedIn

Estera Twitter


Highvern Trustees Limited

Highvern Trustees Limited

Highvern Trustees is a leading provider of wealth structuring, governance and advisory services to an international client base of high-net-worth individuals, their families and businesses. As a business we are dedicated to providing tailored private client services and developing long-term, sustainable client relationships through working closely with and getting to know the individual requirement of every client that we work with. Client relationships are at the heart of our business model. We operate a director-led model which means that clients are guaranteed a consistently high-level of service from a team of dedicated and specialist individuals led by an experienced Private Client Director. Highvern is an independent and privately owned business that can respond to client needs in a flexible and timely manner.

Highvern Trustees Limited

 


Venue

8 Northumberland Avenue, London

8 Northumberland Avenue, London, WC2N 5BY


 


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Public Transport


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Get in touch

 

Contact our Events Team

Georgina Matthews

Georgina Matthews

Events Manager at Jersey Finance

Tel: +44 (0)1534 836008
Email: georgina.matthews@jerseyfinance.je

Katie Patterson

Katie Patterson

Events Assistant at Jersey Finance

Tel: +44 (0)1534 836013
Email: katie.patterson@jerseyfinance.je