New for 2021, the second event in our Spotlight Private Wealth event series explored co-investment trends and strategies adopted by private clients.
The second event in our Spotlight Private Wealth series was held on 18 May and brought together a panel of Jersey and UK experts to discuss co-investment trends in the private client space.
Jersey Finance Members can view the event recording via Webinars on Demand.
Watch a few highlights and see what happened behind the scenes at our Spotlight Private Wealth event on co-investment trends in the private wealth space.
Speakers and Panellists
Robert Moore › Director – UK, Jersey Finance
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Charlotte Thorne Partner, Capital Generation Partners

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

David Fletcher Partner, Farrer & Co

Josephine Howe Partner, Ogier

Karen O'Hanlon Senior Director - Private Client Services, JTC
Quotes From the Audience Q&A
Has the pandemic accelerated your client’s interest in/appetite for co-investing?



Aside from crypto, are you seeing a marked interest in ESG-related deals?
Charlotte Thorne:
“Yes, we have seen an increase in ESG related deals but the better quality deals tend to be fairly technical and sector-specific”
Josephine Howe:
“Impact investing and ESG has become a powerful mechanism for family offices looking to balance their desire to preserve wealth through the generations with income needs and investment sentiment of the current generation”
Karen O’Hanlon:
“Definitely a lot of interest however due diligence and governance play a large part therefore lots of research going on in the background”
What part does risk play in setting these structures up?

Karen O’Hanlon:
“Most clients will be involved at the outset rather than operating at arm’s length. Incredibly important to have the legals such as shareholders agreements well drafted with exit agreed upon and discussions at the outset regarding failure”
Charlotte Thorne:
“Our job as an adviser in these cases is to make sure that clients understand the risk associated with their investment going in”. Read more.
How important is the client’s reputation in accessing the best deals?
“The client’s reputation is crucial – they will find themselves working with numerous different providers, all of whom will have to take the investor on as a client, and this will mean rigorous KYC checks.”
“Reputation should be an important factor for a client in determining the person they want to partner with in any co-investment”
“Clients’ reputations may well give more accessibility to clients however on the flipside this can also go against”.