Change, Challenge and Opportunity
The world continues to see change on a daily basis and we all have to be flexible, adaptable and resilient to those changes, and the challenges they present.
The conference, entitled ‘Change, Challenge and Opportunity’, will focus on how leading financial services businesses must continue to adapt to an ever-changing landscape. Acting responsibly, engendering trust and remaining innovative will all play vital roles in creating opportunities for the future. Now more than ever, world-leading international finance centres like Jersey must evolve in an environment that presents continued societal, political and digital disruption as well as changes in investor behaviour.
For more information, please contact a member of our events team.
With a career in financial services spanning four decades, Joe has a strong commitment to the future success of the industry in Jersey.
Joe commenced his professional life in the banking sector, rising to the position of CEO of Jersey and the Isle of Man for a major bank, which included responsibilities for trusts and investments. In recent years, he expanded his focus as Director of Financial Services within the Government of Jersey, where he worked closely with industry and regulator to ensure the island’s position as a leading international finance centre. Before joining Jersey Finance in February 2019, Joe was working to establish high-reputation regulatory frameworks and business models for IFCs in the Middle East and Africa.
Amy is Deputy Chief Executive of Jersey Finance. Amy joined Jersey Finance in 2011, becoming Chief Operating Officer in January 2014 and assumed her current role in September 2017. Amy also retains an active position leading the Strategic Projects team which undertakes projects and initiatives to develop the financial services industry in the Island.
Amy was born and educated in Jersey and subsequently went on to study at Durham University where she graduated with an honours degree in Natural Sciences.
Previous to Jersey Finance, Amy worked for PwC in the Channel Islands where she specialised in the taxation of offshore funds and Jersey corporate vehicles and provided international structuring advice to a global client base. Whilst working within the tax team, Amy was admitted to the Chartered Institute of Taxation as a Chartered Tax Advisor. Amy initially qualified as a chartered accountant within PwC’s Assurance team working on the audits of a number of banks, financial institutions and public sector bodies.
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.
At abrdn, our purpose is to enable our clients to be better investors.
abrdn plc manages and administers £542 billion of assets for clients, and has over 1 million shareholders (figures at 31 December 2021).
Our personal wealth arm, includes our discretionary investment management business, offers tailored services to help individuals create financially secure futures in a way that works for them.
As a discretionary investment manager, with offices across the UK and a dedicated team in Jersey, we have vast experience in understanding the bespoke needs of UHNW / HNW private client portfolios, trusts portfolios, charity assets and offshore companies.
We are an independent wealth management and trust company. We provide advice, structuring and investment solutions; helping individuals and families preserve and enhance their assets for themselves or across generations.
As a privately owned business, our interests are wholly aligned with our clients. Our ethics and values – the intangibles that count – are at the core of everything we do. We were the first Jersey firm to become a UN Global Compact participant and are signatories to the UN PRI, consistent with Affinity’s commitment to sustainability.
AYU is a private members club that connects a global community of hedge funds, family offices and alternative investment professionals via a dedicated digital platform and networking events around the world.
At Baccata, we are fully focused on using our wealth of expertise, experience and knowledge in international finance, corporate governance and wealth structuring for the benefit of our global client base. We are an experienced, independent, owner-managed trust and fiduciary service provider based in Jersey, Channel Islands. Our group has existed independently for nearly thirty years and focuses exclusively on private clients. We pride ourselves on developing long-term, multi-generational relationships with our clients. We aim to offer the very highest levels of service combined with a proactive and thoughtful can-do attitude to the issues that our clients face.
Lloyds Bank International is a long established business, offering
banking, savings accounts, mortgages and loans to Channel Island and Isle of Man residents. We also provide a range of general and specialist Corporate Banking solutions. In addition Lloyds Bank
International offers an international banking service, subject to eligibility and cross border regulations. Black Horse Offshore provides personal, motor and Commercial Finance to Channel Island and Isle of Man residents.
Standard Bank International is the Offshore arm of the Standard Bank Group, Africa’s largest bank by assets. Our international Banking, Lending, Investment, Fiduciary and Wealth Management services help us serve Africa’s rapidly growing globally mobile and affluent population.
We have come a long way since we began in 1992, and strive to go even further. As the African economies continues to grow, Standard Bank International is perfectly positioned to support the growth of our organisation and the continent itself. Our objective is clear – support Africa’s growth by connecting the continent to international markets from our offices in the Isle of Man, Jersey, London, Mauritius and South Africa.
TMF Group is the leading provider of critical administrative
services, helping clients invest and operate safely around the
Our 9,100 experts and 120 offices in 85 jurisdictions
worldwide serve corporates, financial institutions, asset
managers, private clients and family offices, providing the
combination of accounting, tax, payroll, fund administration,
compliance and entity management services essential to
global business success.
At Vistra, we believe your business and your people can make a difference in the world. That’s why our work is focused on helping our clients act with confidence and speed to seize opportunity wherever it arises. As a global corporate service provider and fund administrator with more than 5,000 professionals in over 45 jurisdictions, we empower legal entities globally to work smarter, grow faster, act responsibly, protect capital and scale across borders — by doing what we do best: reducing risk and enhancing efficiency. Discover how we can help you and your business seize opportunity today by exploring our services at vistra.com
Bedell Cristin are a leading global offshore law firm.
Different by design, we see more than just the matter presented, we see you. Because we believe understanding you is of equal importance to mastery of the law. Together they forge a smoother, swifter journey, and lay the foundations for long term success.
As a modern law firm we embrace a wider definition of service, offering expert advice through a human lens.
Sound judgement, pragmatically applied – giving you confidence and clarity in a complex world.
Since 2005, WealthBriefing’s network has given members access to regular and exclusive news and research on the global wealth management sector, along with the opportunity to attend useful and informative in-person events in the major wealth management centres. Its industry leading awards now include a Channel Islands focussed programme.
WealthBriefing is a truly global news service with sister publications WealthBriefingAsia and the North America based Family Wealth Report reflecting the global nature of the wealth management industry and its client base.
IFC Media is the leading publishing house for the global wealth management industry. Representing international finance centres across the globe while creating a comprehensive archive of commentary, analysis and technical articles, IFC Media publications include the flagship IFC Review annual, the annual IFC Economic Report and regional reviews such as the Caribbean Review.
Supplementing our hard copy publications is ifcreview.com, which houses the monthly IFC Review E-Journal and the IFC Review digital library and archive. Created as an online resource for wealth management professionals, ifcreview.com combines reference materials with highly technical articles and thought-provoking commentary from industry-leading contributors.
PAM Insight is an independent company dedicated exclusively to serving a broad and diverse community of professional wealth management organisations around the world (currently in over 50 jurisdictions), with innovative, market-leading and independent information products and services, delivered online, in print and face-to-face.
PAM Insight operates three news services dedicating to providing cutting edge news, features and analysis on all areas of the wealth management and private client sectors.