Making A Positive Impact
Registration is still open for this event and you can register here.
Over the past decade, there’s been a revolution in finance. Investments into environmental, social and governance principles which have expanded to reach tens of billions of dollars.
More investors are getting involved in this future-focussed agenda to make a positive impact. The finance industry is realising that it cannot ignore this trend towards sustainable finance and ‘green’ investments.
Alongside this, a new generation of ‘woke’, tech-savvy, issues-focussed wealth owners and philanthropists is set to inherit trillions of dollars from their predecessors.
At the ‘Making A Positive Impact’ private wealth conference, expert speakers will discuss sustainable finance trends, impact investing, philanthropy and how international finance centres such as Jersey support these agendas – through our expertise, connectivity and relationships around the globe.
The half-day attracts a broad range of practitioners including lawyers, wealth managers and other private wealth professionals, and provides excellent networking opportunities.
For more information, please contact a member of the events team.
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.
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.
Our award-winning, independent Multi Family Office is strategically positioned to service the needs of high-net worth individuals and families, cross border, to deliver value and commercial advantage.
As a leader in management, protection, and administration of family wealth, we take pride in the inherent dynamism of this sector. Aqua people believe that being able to offer clients and their advisors clear, commercial expertise connected to relevant experience and management of risk adds value.
Aqua understands that our families require a wide range of services, beyond what may be offered by more traditional financial service providers.
Equiom is a global professional services provider supporting clients with a range of bespoke end-to-end wealth protection and support services to enable them to achieve their ambitions.
Established 40 years ago, it has evolved from a traditional ‘asset protection business’ to an international enablement business with an extensive suite of professional and business support services and a strong presence across Europe, Asia, the Middle East and the Americas.
Equiom Jersey offers a wealth of experience relating to the setting up and administration of trusts and companies, along with specialist skillsets including aviation and real estate.
LGL Group is an experienced provider of alternative asset and corporate administration, financial reporting, funds and family office solutions. Our highly-experienced team works closely with clients, drawing on extensive skills and knowledge as we adapt to their evolving needs.
LGL’s strength lies in our people. Experienced, independent, and highly skilled, we are trusted leaders in administration, and valued partners in business.
We pride ourselves on consistently excellent service and long-lasting client relationships. We are qualified legal, trust and secretarial professionals, bringing valuable expertise to our clients’ businesses. Uniquely independent and free from conflict, LGL have the flexibility to evolve according to our clients’ changing needs.
Melville Douglas is the boutique investment management arm of Standard Bank Group and manages investments on behalf of endowments, charitable trusts, retirement funds, institutional and private client mandates. Since 1983, Melville Douglas has delivered superior investment returns, across a wide range of asset classes.
We offer a range of managed funds that allow investors to access domestic and offshore markets in line with their needs and risk profiles, while our portfolio management service provides high net worth and institutional investors with the opportunity to establish bespoke portfolios.
Through our close collaboration with Standard Bank we also offer a global investment management service to investors from and into the African continent.
Expert tailored service: how and where it’s needed.
Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets.
We’re where our clients need us …
Our global network is designed to put us exactly where our clients need us to maximise the potential of their business and investments.
… and we work the way they want to work.
Our approach is personal, professional and flexible. We take the time to understand our clients’ ambitions and work with them to deliver customised, scalable solutions.
- Offices worldwide
- Expert teams
- Flexible platforms and processes
- Robust risk management
Established in 1982, VG is one of Jersey’s largest, independent and privately owned providers of fiduciary and administration solutions.
We have supported families globally for over 35 years, some into their third generation, by offering continuity, consistency and excellence.
Our Private Wealth teams focus on what really matters to our clients: whether it is protecting wealth, structuring investments to grow capital, or creating efficient structures to help transfer wealth to the next generation.
We specialise in the establishment and administration of trusts, companies, foundations, PTCs and are recognised for our award-winning expertise in Islamic finance.
With a laser focus on minimising risk and enhancing efficiencies, Vistra provides expert advisory and administrative support to Fund, Corporate, Capital Market and Private Wealth clients; helping capital flow, protecting investors and safeguarding assets across multiple industries. Vistra is present in 46 jurisdictions and employs over 4,600 professionals. For more information, please visit www.vistra.com
eprivateclient is the leading website and news service for private client practitioners, including lawyers, accountants, trustees and fee-based IFAs.
eprivateclient is also the only place to see the annual rankings of eprivateclient’s Top Law Firms, Top Family Law Firms, Top Accountancy Firms, Top Trust Companies, Top 35 Under 35 and 50 Most Influential.
In addition, subscribers also receive eprivateclient’s annual jurisdictional reports, covering the world’s leading offshore financial centres.
IFC Media is the leading publishing house for the global wealth management industry. The company provides a comprehensive archive of expert commentary, analysis and technical articles.
IFC Media publications include the flagship IFC Review which is produced once a year, the biannual IFC Economic Report and regional reviews such as the annual IFC Caribbean.
We also publish a range of supplements including, Invest Africa, and Asia Pacific Review, as well as a range of bespoke jurisdiction guides such as IFC Guernsey.
Philanthropy Impact’s vision is to move towards a world where individuals and families engage in philanthropy and social investment, supported by their professional advisers.
Our mission is to develop the skills and knowledge of professional advisers about philanthropy and social impact investment to prepare them to meet the emerging needs of their clients who want their advisers to support them on their philanthropic and social impact investment journey.
We are a knowledge hub and centre of excellence providing training, resources, bespoke events and platforms to support the development of the advisers, whilst also providing voluntary standards and sector and government liaison.