New for 2021, our ‘Spotlight Private Wealth Series’ will explore the topics that matter most to private clients and their advisors. Exclusively for Jersey Finance Members, the first event in this series will take place in a virtual format.
We are delighted to have a range of experts on the agenda to discuss our first topic – the next generation of ESG investors, with a focus on wealth transfer.
Leading expert in sustainable and impact investing, James Hay of MainStreet Partners, will deliver a keynote address, which will be followed by an in-depth panel discussion featuring insights from: David Stearn, Chief Executive Officer, Affinity Private Wealth; Mona Shah, Director, Stonehage Fleming Investment Management; Paul Hunter, Director – Family Office Services, Crestbridge; and Jennifer Le Chevalier, Head of Private Wealth, IQ-EQ.
For more information on this event, please contact a member of our events team below.