Welcome to the latest edition of the ‘Jersey for Private Wealth’ newsletter

In this Q2 2019 edition of our quarterly newsletter you will find news, views and updates on Jersey’s private wealth sector, details of Jersey Finance’s latest research reports, useful resources and key dates for your diary.

At a glance:

Jersey International Savings Plans (ISPs) Campaign has Global Reach
The USPs of Jersey ISPs
Jersey’s Attorney General Wins UK Supreme Court Argument
Jersey Flies High with Innovation
Save the Date: Annual Private Wealth Conference, 26 Sept, London
CEO Blog: Stats the Way I Like It
Latest Research and Thought Leadership
Further Evidence Submitted on UK’s Draft Bill
Lisa Springate to Open Channel Islands International Pensions Conference
Useful Resources on Philanthropy and Socially Responsible Investing
Facilitating Global Flows Film Series
Jersey Finance’s Lisa Springate Appointed as New IoD Jersey Chair

Jersey International Savings Plans (ISPs) Campaign has Global Reach

We launched the ISP product to the financial services industry at an event in March, attended by more than 300 representatives from our Member Firms. Local and trade media journalists also attended the event and Jersey’s ISP product has since received global media coverage. Read a selection of the online articles including:

The USPs of Jersey ISPs

We are proud to promote the Jersey International Savings Plan (ISP) product to clients around the globe. Find a handy factsheet, FAQs and watch a selection of films promoting Jersey’s ISP product. The films feature representatives from Jersey-based firms, Jersey Finance and Revenue Jersey – the Government of Jersey’s tax office.

More Info

Jersey’s Attorney General Wins UK Supreme Court Argument on EU Free Movement of Capital

In a landmark constitutional decision for Jersey, the UK Supreme Court has accepted the arguments of the Attorney General for Jersey as to whether or not the European Union right of free movement of capital applies to movements between the UK and Jersey. The case was heard by the Supreme Court because HMRC appealed the decision of the English Court of Appeal, which also agreed with the Attorney General.

Find media coverage in the Bailiwick Express, Channel 103 and International Adviser

Jersey Flies High with Innovation

We worked with International Investment to produce a Jersey-focussed electronic magazine (or ezine) featuring the many things that set us apart as an international finance centre in wealth management services.

Read the Ezine

Save the Date: Annual Private Wealth Conference, Thurs 26 Sept, London

Save the date for the Jersey Finance Annual Private Wealth Conference 2019 which will take place on Thursday 26 September 2019 at 8 Northumberland Avenue in London.

Not a Jersey Finance member? Email us to register your interest to attend.

Email us

CEO Blog: Stats the Way I Like It

Joe Moynihan

In his latest blog, our CEO, Joe Moynihan, looks back to 2009 – a significant year for Jersey, when the G20, OECD and UK Treasury all positively assessed the Island’s approach to transparency and regulation.

Read the blog

Latest Research and Thought Leadership

As a forward-thinking jurisdiction we endeavour to set Jersey apart from other jurisdictions by growing our library of evidence-based research. Read some of our latest reports:

Further Evidence Submitted on UK’s Draft Registration of Overseas Entities Bill

Jersey Finance once again worked with its Member Firms and industry to submit further written evidence, as requested by the Joint Committee, on the UK’s Draft Registration of Overseas Entities Bill

The consultation set out provisions to establish a new beneficial ownership register of overseas entities that own UK property.

Read our submission

Lisa Springate to Open Channel Islands International Pensions Conference 2019

We are delighted to announce that Lisa Springate, our Head of Technical will open The Channel Islands International Pensions Conference in Jersey on 24 May. Aimed at pension professionals and trustees in the Channel Islands, the conference will have an international flavour where we expect the Jersey ISP product to be of particular interest.

Conference Info

Useful Resources: Philanthropy and Socially Responsible Investing

Jersey Finance Philanthropy and Socially Responsible Investing

Jersey has been providing philanthropic solutions to global investors for many years. Find the latest Jersey SRI statistics, related videos and news about the positive benefits of choosing Jersey for philanthropy and socially responsible investing (SRI) on our website.

More info

Facilitating Global Flows

Business people walking outside office building

In this short film series, Editor in Chief of Professional Wealth Management (PWM) magazine, speaks with Jersey-based experts on a range of topics. Discover why Amy Bryant, our DCEO, believes the Island is seeing a banking renaissance, how Jersey’s experts are supporting succession planning in Asia, and why clients continue to select Jersey to structure high-quality trusts.

Watch Now

Jersey Finance’s Lisa Springate Appointed as New IoD Jersey Chair

We are delighted to announce that Lisa Springate, our Head of Technical, has been elected as the new Chair of the Institute of Directors (IoD), Jersey. Lisa will succeed Chris Clark at the IoD’s Annual Members’ Meeting on 23 May 2019.

Read more