Senior finance and legal professionals from Jersey and London will debate the issues affecting the wealth management industry at a conference hosted by Jersey Finance next month.

Speakers and panellists will be examining the commercial and regulatory developments which impact specifically on the trust and private wealth sector and the role of offshore jurisdictions in future financial planning strategies. 

Guest panellists include Jacob Rigg, Head of Policy, the Society of Trust & Estate Practitioners (STEP) and Clare Maurice, partner at Maurice Turner Gardner who will be accompanied by Geoff Cook, Chief Executive Jersey Finance Limited, John Harris, Director General, the Jersey Financial Services Commission (JFSC) and Colin Powell, Advisor to the States of Jersey

Jersey based practitioners, private client lawyers Alan Dart, partner at Bedell Cristin and Fraser Robertson, partner at Appleby, complete the line-up of speakers at the event.

Geoff Cook commented:

‘We will be examining the wider prospects for the trust and wealth management sector and assessing why business in Jersey continues to hold up well, despite the unprecedented economic conditions. We’ll analyse the impact of decisions at the G20 summit where they affect our industry, the increasing importance of tax information exchange agreements for the leading offshore jurisdictions and reflect on the measures announced in the UK Budget.

‘Our conference will examine these issues and also update delegates on developments in Jersey including further enhancements to the trust laws, the introduction of Foundations and changes to company law.’

The conference commences at 4.30pm at The Honourable Artillery Company, City Road in London, with a reception to follow. Sarah Montague, presenter of the BBC Radio 4 ‘Today’ programme, will act as moderator during the panel discussion and question and answer session.


Further information, please contact:

Piers Gould
Jersey Finance Limited
Telephone: +44 (0) 1534 836000


Mike Sunier
Managing Director
Crystal PR
Telephone: +44 (0) 1534 618613
E mail