Spotlight Private Wealth: Supporting Philanthropy Through Foundations
Friday 29 October 2021
10.00 am - 11.00 am
Location: Live-streamed via Vimeo and YouTube
Pricing: Exclusive to Jersey Finance Members
Professional firms in Jersey have helped clients around the world to identify, establish and run philanthropic ventures for six decades. The expertise found on-Island, our flexible legislation and tax-neutral environment alongside our high regulatory standards and convenient location has set Jersey apart from other international finance centres as the ideal jurisdiction for the formation and administration of philanthropic structures.
Since their launch in 2009, Jersey Foundations have become increasingly popular with more than 400 registered; one third are used for philanthropic purposes, as identified through industry.
As Jersey celebrates its 60th anniversary as an international finance centre, and we look ahead to the next 60 years, now is an opportune time to consider how Jersey can evolve its offering to better support a more socially-conscious and connected private wealth community – from philanthropists to global institutions.
Open exclusively to Jersey Finance Members, the third event in our 2021 Spotlight Private Wealth event series will see a panel of leading experts in the private client world explore how the sector supports philanthropy through foundations and the opportunities for Jersey to evolve with future demands from global philanthropists who wish to support the United Nations’ Sustainable Development Goals.
For more information, please contact a member of our events team.
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.
Born in Liverpool, Allan has more than 25 years’ financial service experience in Jersey and the UK.
As Global Head of Business Development, Allan is responsible for overseeing the promotion of Jersey as a leading international finance centre across key strategic overseas markets including Africa, the Gulf region, Asia, the US and the UK.
Allan joined Jersey Finance in 2015 as Business Development Director, before being promoted to Regional Head – West, where he was responsible for overseeing the Africa, US and UK markets.
Prior to Jersey Finance, Allan spent five years with Barclays in Jersey, where he was Vice President and leader of the Jersey International business within Barclays Wealth & Investment Management division. Before this, he spent 20 years with Royal Bank of Scotland.
A keen runner in his spare time, Allan successfully completed the London Marathon in 2014 and 2016, while he is also Chairman of The Grace Crocker Family Support Foundation, a Director of Jersey 2 Africa 4 Football Foundation, and an advisor to the Cherie Blair Foundation’s 100,000 Women Campaign Board.
Jonathan Sprigg Head of Fiduciary Services, International Client Solutions, Standard Bank
Jonathan is Head of Standard Bank’s international client solutions, fiduciary services business located in Jersey and Mauritius. Jonathan has worked in the industry for 25 years in Jersey, Isle of Man, London and Mauritius travelling extensively across Africa during his career assisting private families, corporates and institutions to establish structuring solutions.
Heather Maizels Senior Advisor, Charles Russell Speechlys LLP
Heather provides strategic advice to Charles Russell Speechlys on private wealth and brings knowledge and powerful connections to the firm’s clients. A recognised commentator on family and business governance, responsible stewardship, risk management, and a frequent speaker on ArtWealth, Heather has broad experience of families with active business interests and portfolios holding art, private equity, and successful use of philanthropy. Find a full profile at www.charlesrussellspeechlys.com.
Simon Morgan Director, Private Clients – Jersey, Vistra
Joining Vistra in 2011, Simon Morgan is Head of Vistra Jersey’s Private Wealth team, where he manages a portfolio of Vistra’s global ultra-high net worth client relationships. Simon has been in the international fiduciary business since 1982, working in Jersey and the Cayman Islands. He began his career as a Trust Administrator, becoming Head of Business Development at HSBC Private Bank before joining Barclays Private Bank in Cayman as Head of their fiduciary services. Simon relocated to Jersey as Barclays’ Head of Wealth Structuring before moving to RBS Coutts as the Global Head of Trust and Fiduciary. During 2019 and 2020, Simon was Worldwide Chair of the Society of Trust & Estate Practitioners (STEP), and was a winner of STEP’s Founder's Awards in 2010 for his work for the Jersey branch. He is a Fellow of the Chartered Institute of Financial Services (IFS) and is listed in Who’s Who Legal as one of the world’s leading practitioners in his field.