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The Power of People
Giving back to the community

Suzy Webb, a Lead Project Manager in Transformation and Engineering at Lloyds Bank Corporate Markets, had to self-isolate on her return from Sri Lanka with her son, seeing first-hand the kindness of others who delivered her groceries. In return, Suzy wanted to give something back to the community. As soon as she was out of isolation, she reached out to Caring Cooks in Jersey and has been volunteering ever since delivering food for their Community Meal Service.

From day one, armed with her drop-off schedule and PPE, Suzy has been delivering food packs to Jersey’s elderly and vulnerable. As well as giving her own time, Lloyds Bank has supported Suzy by giving her time during working hours through its ‘Colleague Volunteering Scheme’. Caring Cooks will also receive £8.00 per hour of volunteering completed by Suzy paid for by the Lloyds Bank Foundation for the Channel Islands. Caring Cooks can use this money to go towards the cost of the food.

Global recognition for motherhood campaign ambassador

This year Joana Cerqueira from leading offshore law firm, Mourant, was shortlisted in the 2020 ‘Inspirational Women of the Year Award’ at the Jersey Women’s Refuge International Women’s Day Annual Breakfast.

Joana is recognised for her active support of ‘Positive Birth’ – Jersey’s Island-wide motherhood campaign, with Sophie Darwin Photography, for promoting body positivity among mums.

Her open and honest conversations about being diagnosed with breast cancer at 26 years old, her experience through diagnosis, remission, starting a family and breastfeeding have resulted in both local and worldwide interest – including US publication Insider Magazine and METRO in the UK.

“I think there was a part of me that saw having children as a way of saying to cancer that it hadn’t beaten me or stopped me doing what I wanted with my life, and for my son,” recalls Joana. “I’m a cancer patient and will always be, but this disease hasn’t prevented me moving forward. I hope my story inspires others to never give up in realising their dreams”.

Supporting Age UK

Every Thursday morning at eleven o’clock Richard Thomas, Relationship Director at Santander, makes a phone call. It doesn’t matter where he is in the world or even whether he is on holiday. He knows the voice at the other end is expecting him.

‘Doreen’ is one of the thousands of elderly people who live by themselves and who don’t have anyone to speak to; a situation made worse during COVID-19. Richard began calling ‘Doreen’ over three years ago as part of a partnership between Santander and Age UK. Since then, Richard has made the personal commitment to continue speaking to ‘Doreen’, becoming a registered volunteer with Age UK.

In his spare time, Richard raises funds for Island causes such as setting up Help for Jersey Healthcare Workers, which aims to raise over £50,000 for front line staff after the pandemic; and a crowdfunding programme which supports a local family during a life-changing illness.

Faces of the Future
A positive work-life balance

At the heart of Forward Group lies its core values: focussed on its people, their development, retention and achieving a positive work-life balance. These beliefs are central to their success and have attracted talented individuals like Daryl Blondel.

Daryl has 10 years’ experience in fiduciary services. He was attracted to the business due to these values, aligning his own motivations and ethos. Outside of work, Daryl focusses his well-being and fitness, completing numerous marathons, including the recent ‘Round the Rock’ ultra-marathon. He has also participated in the Jersey Marathon for the past 6 years.

Directors Alun Griffiths and Simon Voisin have been integral in building a people focussed ethos and embedding those core values of the business as part of the long-term growth strategy and continued business success. Follow Forward Group via their website or via social media on Facebook and LinkedIn for updates.

A next generation partner

In 2020, Legal 500 UK listed corporate partner Richard Daggett as a ‘Next Generation Partner’ and he is noted elsewhere in independent directories as “responsive, logical and commercial”. Richard, among other senior fee-earners at Ogier, qualified under the firm’s trainee solicitor programme and he is now Training Principal for Ogier and in charge of the training contract scheme.

Ogier is one of the few Channel Island firms to operate a structured England and Wales programme. Each year we take on a small number of graduates who are driven, ambitious, innovative and technically strong to the programme, which is regulated by the Solicitors Regulation Authority and is the equivalent of those run by City law firms. The training contract sees trainees completing a number of ‘seats’ in each of Ogier’s legal teams and we are proud of the many successful careers that this programme has helped to develop.

A people person and creative coach

Just a year after starting work with Santander International, Ryan Williams – Senior HR Assistant – has become a role model for young professionals in banking, championing improvements in employee welfare and providing support for candidates and members of staff alike. Alongside his role hiring and onboarding great talent, Ryan is furthering his skills, studying for a Level 7 Diploma in Human Resources Management.

Outside work, Ryan is active in the arts, last year becoming Chairman and Business Manager of the Jersey Green Room Club, one of Jersey’s oldest drama groups, and advisory member of the Performance Arts Development Group, developing plans to support various art groups in the Island.

Alongside this, Ryan volunteers with Jersey DIPS, helping adults with disabilities improve their wellbeing through swim therapy.

Making a Difference
Balloons, hedgehogs and Jools Holland

What links a balloon near Bordeaux, a hedgehog in Trinity, and a Jools Holland CD? The very tenuous answer: our charitable endeavours this past twelve months.

Each year, Affinity’s Charity Committee enables staff to select and support two Jersey charities – one environmental, the other social – through both financial aid and volunteered time. As well as being involved with local initiatives like ecoJersey’s beach and countryside clean-ups (location of the infamous Jools Holland CD find), in 2020 our chosen charities are Brighter Futures and Jersey Trees for Life. Having raced our balloon in Brighter Future’s virtual race, we are looking forward to working with Jersey Trees for Life, as part of their Hedgerow Campaign, this September – helping Trinity’s hedgehogs prepare for Autumn’s arrival.

Supporting Shelter Trust Jersey

Fairway Group chose The Shelter Trust Jersey as their charity of choice for 2020 through a colleague vote and quickly found ways to use their specialities to help with the day to day running of the charity. The pensions department has assisted in the charity’s administration while the finance department has used its industry knowledge to open new funding opportunities.

Each Fairway Group team member allocates a percentage of their salary to The Shelter Trust each month as part of the payroll giving scheme. In addition, every Tuesday, colleagues across the business including CEO Louise Bracken-Smith, deliver surplus food from Marks and Spencer’s on Queen Street directly to locations throughout St Helier for the charity.

The Shelter Trust has also been nominated as one of the chosen charities in the upcoming Fairway Super Series Cricket Tournament for 12-18-year olds, raising the profile of the charity further.

Focussing on mental health

RBC Wealth Management in Jersey is supporting this year’s Mental Health Awareness Week and its theme of ‘kindness’ through a donation of £10,000 to assist with Mind Jersey’s important work during Covid-19. The generous donation is being made as a part of an ongoing commitment by RBC to support the mental health charity throughout 2020.

The contribution from RBC will allow the charity to continue to offer its vital services to the community, now being provided through a range of mediums including online, Facetime, WhatsApp and other technological platforms due to physical distancing measures.

James Le Feuvre, Executive Director of Mind Jersey, said: “We are very grateful for RBC’s continued support of our charity and for recognising the impact the current situation will have on some people’s mental wellbeing. It is encouraging to see a large employer like RBC place such importance on promoting good mental health during these unusual times”.

Working for Change
Advocating sustainability within Island businesses

Dilly Wright, Advocate with leading offshore law firm Mourant, is Chair of IoD Jersey’s Environment Sub-Committee.

“The members of IoD Jersey, their businesses and organisations have an enormous opportunity to change behaviours in our community, and in turn encourage demand for sustainable services and products, increase environment awareness and improve the local economy and environment in Jersey”.

“The role of our Environment Sub-Committee is multifaceted. One of our key focusses is to distil the abundance of information available into accessible guidance for IoD members to inform business leaders on sustainability. We are also building a local network of contacts to facilitate local solutions and local problems through idea sharing”.

“We hope that by developing sustainable practices and behaviours among the IoD membership, we will raise greater public awareness and engagement in this critical issue across the Island’s community”.

Lean In with Sophie Reguengo

Investment Funds & Regulatory lawyer and Ogier partner, Sophie Reguengo, is also a founding member of Lean In Jersey. Sophie sits on the committee and leads the ‘Lean In to Law Jersey Circle’ to help more women in business achieve senior positions.

“Lean In focusses on networking for women, to help us build our own networks, which helps to build practices. Too often women are overlooked for partnership in law because they have thinner files. That may be because the referral network for women is not as well developed. One of the reasons that I joined Ogier was that I saw more senior women in my field. It helps you identify your own path because you can follow a similar route. I think that’s why men are so successful in business; there are more role models, more well-trodden paths and a large network available to them”.

Committed to environmental impact

Zedra Jersey created an Environment Committee in 2018, with the aim to minimise the Zedra community’s impact on the environment through improved awareness, implementing initiatives and promoting sustainability. A few of their many achievements include:

  • Paper saving costs of £1,500 over the last three months due to a shift to electronic signatures.
  • Zedra Jersey achieving Eco Active status and Plastic Free status.
  • CSR afternoon whereby staff helped Trees for Life maintain sapling whips and hedgerow maintenance.
  • Stationery amnesties to reduce the purchase of office stationery – resulting in no plastic pens being purchased in 2019 and wherever possible purchasing wooden stationery rather than plastic.
  • Holding a ‘Recycled Closet Day’ to recycle clothes and highlight the environmental damage of the fashion industry.
  • A cake sale for Bee Awareness Day.
  • Earlier this year the committee helped create a Global Green Team to spread their work across Zedra’s 16 offices covering 14 jurisdictions.
Helping Economies Prosper
Co-funding opportunities for communities

Sancus is a niche alternative asset-backed finance provider, offering short to medium term secured lending to property developers, HNWIs, entrepreneurs and SMEs. The Group’s head office is based in Jersey with offices in the UK, Ireland, Guernsey, Gibraltar and the Isle of Man.

The Company also offers a range of syndicated co-funding opportunities to individuals, HNWIs, trusts, institutional clients and companies.

Sancus’ mission is to support the communities in which it operates by providing fast, easy access to funding for borrowers and offering co-funders the opportunity to support the economy while participating in a range of risk-adjusted lending opportunities, backed by assets and led by an experienced team.

Sancus participates in each loan with its own funds, supported by a multi-jurisdictional credit committee with strong local technical knowledge. Co-funders can expect returns in excess of 6% p/a and all new co-funding opportunities may be accessed through the proprietary Sancus platform.

Supporting a philanthropist's lasting legacy

Whitmill has recently established a trust for an elderly HNW client from the Middle East.

This client and his advisors wanted to set up a structure and gift a substantial sum of money to support the philanthropic work the client had done throughout his life and ensure its continuance after his death. He wanted reassurance that the jurisdiction where the trust would be established was extremely well-regarded with a robust and respected legal and regulatory system in place. After discussions with his professional advisors, he selected Jersey, and while sadly he died shortly after the establishment of the structure, his family are satisfied that the trust is in place and that their father’s good work will continue for many years to come.

This case highlights how Jersey’s reputation and good standing with clients and their professional advisors attract business from around the world; as a premier international finance jurisdiction with world-class legislation and legal and judicial systems.

Providing a free co-working space for Islanders

The world is changing and so is banking. As more and more of us work from home or spend less time in offices, the need for safe places to meet and conduct business is growing.

Santander International’s Work Café is designed to put people back into banking, offering customers the face-to-face service many of us need. It provides the Island with a free co-working space and bookable meeting rooms to help local businesses and give the community a new, accessible hub where everyone can participate in learning new skills through talks and events aimed at helping people and business prosper.

With many years’ experience as Relationship Manager, John Burns – Santander Work Café Director – understands the importance of customer care, helping set up the Work Café so it can best serve the needs of everyone in the community – bringing 21st-century banking to a wider audience.

Part of the Solution
PwC logo
Upskilling our Island workforce for a digital world

PwC analysis reveals that around 30% of jobs in Jersey are at risk between now and 2035. If governments, businesses and educators don’t take decisive action now, the jobs that are furloughed or lost in the downturn may never come back. In turn, posts at risk of automation in 5-10 years’ time could disappear much sooner as restructuring and cost-saving accelerate in the wake of the pandemic.

With the right skills, agility and readiness to embrace change, Jersey can create thousands of new jobs to make up for the ones that will be lost. The Island can attract new businesses with new ways of working, improve the quality and value of the work done in Jersey, make it more fulfilling and ultimately bolster the long-term competitiveness and prosperity of our Islands.

PwC Channel Islands’ latest report looks at what kinds of work are under threat and how we can create opportunities on the other. Read the report here.

Mobilising capital for good

As the first Jersey company to become a signatory to the UN Global Compact, and as a wealth management firm, it is our responsibility to mobilise capital for good. One of our key channels for doing this is Affinity’s sustainable strategy.

More than ever, companies that provide solutions to the challenges faced – whether this be recycling the plastics on the verge of overwhelming our oceans or addressing the growing social and economic inequalities we see around us – are well placed to perform strongly. We believe, by investing in these firms, our clients can make a positive contribution towards a more sustainable world and generate attractive capital gains.

In addition, investors in this mandate support a Jersey-based charity, with a global reach –  namely the Durrell Wildlife Conservation Trust. We donate a portion of the fees earned to Durrell’s work recovering threatened wildlife, reviving damaged ecosystems and reconnecting people to the natural world. Based on current assets, this equates to annual contributions of over £10,000.

A charity trust dedicated to the Arts

Whitmill administers an exclusive charity trust established by a wealthy philanthropist. The trust has substantial assets and makes multiple donations and contributions to the Arts ranging from support to some of the large opera houses in Europe, to providing scholarships and bursaries to disadvantaged but highly talented dancers from developing nations. One of the performers previously supported by the trust is now a highly successful international artist, who in turn is now developing the next generation of talent with the help of the trust.

The expertise of Whitmill as trustees together with our intermediaries in investments, banking and regular input by lawyers and tax advisors working together, shows how the financial services sector in Jersey can deliver a real and meaningful difference to both large institutions dedicated to promoting the Arts, to individuals with talent living in difficult circumstances.