In recent years, private investors and wealthy families with entrepreneurial backgrounds have been looking for co-investment opportunities with other private investors, families or institutions – accessing deals that may otherwise be beyond their reach, diversifying their risk and offering more control on a deal-by-deal basis.

Industry experts attribute this trend to a number of changes, none more influential than the increase in sophistication of private investors and family offices themselves, the accumulation of assets and the talent required to effectively allocate capital directly into the private space. As a consequence of turbulent economic conditions, reports also suggest clients have lost confidence in some private equity managers, leading private investors and families to invest directly as they look to achieve lower fees, greater control and greater transparency.

Open exclusively to Jersey Finance Members, this event will see a panel of leading experts in the private client world explore the key drivers behind these trends, the opportunities for international finance centres such as Jersey, and the factors affecting co-investment structures for private investors.

For more information, please contact a member of our Events Team.

Speakers

Robert joined Jersey Finance as Business Development Director following three years with Ocorian Limited in Jersey. Born in Dublin, Robert has over 13 years’ financial service experience in Jersey.

Prior to Jersey Finance, Robert was employed as a Client Director in the Alternative Investment Division of Ocorian Limited. Previous to this he spent eight years with Garfield-Bennett Trust Company and two years with the TMF Group. Robert has extensive experience within the private wealth, real estate and private equity sectors and has held executive director roles on a number of complex portfolios with varied administrative and regulatory requirements. Professionally he is a member of the Society of Trust and Estate Practitioners (STEP) obtaining the Diploma of International Trust Management, entitling the TEP designation.

Charlotte Thorne

Charlotte Thorne Partner, Capital Generation Partners (CapGen)

Charlotte Thorne is a founding partner of Capital Generation Partners, a multi award-winning investment management firm serving clients in the Ultra High Net Worth space. Charlotte designed and developed the firm’s discretionary platform and remains closely focussed on maintaining excellence in client service. Charlotte is a member of the firm’s three investment committees, bringing her understanding of client goals and their structuring needs to the investment process. She also chairs CapGen’s Business Risk Committee. Charlotte leads the firm’s connections with the wider private client industry – she has served as a STEP judge and as a member of the Panel of Experts and has written for a range of news outlets including national and industry titles. She has a background in financial policy having spent several years at HM Treasury advising Conservative and Labour Chancellors on issues including corporation tax and pensions policy.

Tim Houghton

Tim Houghton Global Head of Private Wealth & Family Offices, TMF Group

Tim is the Global Head of Private Wealth & Family Offices at TMF Group. His focus is on building the Private Wealth & Family Office segment supporting the needs of UHNW global clients leveraging the network of TMF offices in 85+ countries. Prior to joining TMF in 2019, Tim worked for RBC Wealth Management, for almost 20 years, covering multiple senior positionings including the Head of Business Development for the banks International Business, Head of Private Wealth Management offshore and the Head of Client Experience. He is a Chartered Member of the CISI, holds the ICSA diploma in offshore finance and administration, the Executive Diploma in Management from the CMI and is an affiliate member of STEP.

David Fletcher

David Fletcher Partner, Farrer & Co

David is a partner in the firm’s corporate team and acts for private businesses, family businesses, entrepreneurs and investors. Legal 500 note that David "combines technical excellence with a realistic and commercial approach". He has long-standing client relationships across a number of industry sectors, including technology, financial services and luxury brands and has a particular interest in the legal challenges and opportunities arising from 4IR and blockchain. David is also a member of the Advisory Board of Ocean Bottle - an exciting start up with a mission to remove plastic from our oceans - and has a focus on issues linked to sustainability. He is also recognised for his expertise in corporate restructuring and finance.

Josephine Howe

Josephine Howe Partner, Ogier

Josephine acts for a wide range of professional trustees, settlors and beneficiaries, including leading trust companies, private banks and family offices on all issues concerning trusts and foundations as well as private wealth, probate and regulatory matters. Her principal areas of expertise include advising ultra high net worth clients and family offices on the establishment and administration of complex trust structures, private trust company structures, restructuring trusts and on rectifying and mitigating breaches of trust.

Karen O'Hanlon

Karen O'Hanlon Senior Director - Private Client Services, JTC

Karen joined JTC in 2018 as Senior Director – Private Client Services. Based in Jersey, she is responsible for driving growth in the company’s Europe and UK region, as well as being an integral member of the equivalent Asia regional team. Prior to arriving at JTC, Karen held various senior positions at leading firms within the private client industry over a period of more than three decades. During this time she has worked closely with a variety of multi-jurisdictional, multi-generational high net worth individuals and families. Karen’s career has seen her work in numerous jurisdictions such as Geneva and Singapore, the latter as Managing Director of a major global fiduciary service provider. Few are better respected than Karen when it comes to working with multi-jurisdictional, multigenerational ultra-high net worth families.