Welcome to the ‘Jersey for Private Wealth’ newsletter

In this Q4 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, event write-ups and useful resources.

At a glance:

New Office: Jersey Finance Formally Launches Office in New York
Research: Jersey: The Clear Choice for Family Offices
Industry Insight: Asia-Focussed White Paper Launched
Flagship Event: ‘Building Better Futures’ a Resounding Success
Gulf Region: ‘Women and Wealth Management 2019 Events Series’
Jersey Focus: STEP Journal Jersey Magazine Supplement
Middle East: Jersey Finance Outlines Global Wealth Trends to Lebanese Audience
Blog: Wealth as a Vehicle for One’s Values: A Broader View of Philanthropy
Research: Jersey for Socially Responsible Investing
Awards: Jersey Wins at Investment Awards 2019
Lifestyle: Thinking of Relocating?

Jersey Finance Formally Launches Office in New York
New Office

In October we formally opened our new office in New York. This development is set to enhance Jersey’s visibility in the US, and to promote our proposition as a gateway to Europe for US alternative fund managers.

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Jersey: The Clear Choice for Family Offices
Research

Our latest publication,  Jersey: The Clear Choice for Family Offices, developed around in-depth interviews with Jersey-based family offices, provides clear insights based on personal experiences into the rationale behind family offices established in Jersey.

If you are working with a family wishing to establish a family office, or an existing family office wishing to redomicile or relocate, please contact Allan Wood or Robert Moore .

Download report
Asia-Focussed White Paper Out Now
Industry Insight

Our latest white paper, The Evolution of Family Office in Asia – Views from Asia’s Wealth Management Community, examines the views of Asia-based wealth managers to understand and communicate the development of family offices in Asia and the use of IFCs among Asia’s wealth management community.

Produced in partnership with Hubbis, the paper reveals that the next generation of ultra-high net worth families will play a crucial role in expanding family offices in Asia, leading to new developments and changes in the wealth management landscape.

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‘Building Better Futures’ a Resounding Success
Jersey Finance Private Wealth Conference 2019
Flagship Event

More than 400 delegates attended our annual private wealth flagship conference held on 26 September in London.

On the theme ‘Building Better Futures’, panel discussions focussed on the future of wealth management, family offices, socially responsible investing and philanthropy. Heavyweight political broadcaster, Andrew Marr, and world-leading author and expert on high performance, Matthew Syed, delivered keynote speeches at the fully subscribed event.

Women and Wealth Management 2019 Events Series
Gulf Region

In October, Jersey Finance hosted a second edition of the ‘Women and Wealth Management 2019 Events Series’ in Jeddah, Kuwait and Dubai. Discussion topics included international trends in regulatory and legal architecture on wealth preservation and structuring.

The events allowed women based in the Gulf region to network with leading wealth practitioners, lawyers, investment managers, fund managers and other finance professionals.

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STEP Journal Jersey Magazine Supplement 2019
Jersey Focus

Jersey Finance worked with the Society of Estate and Trust Practitioners (STEP) to produce a Jersey-focussed magazine supplement which explores philanthropy, digital connectivity and innovations showcasing Jersey’s place in global private wealth management.

Read the magazine
Jersey Finance Outlines Global Wealth Trends to Lebanese Audience
Jersey Finance Beirut seminar
Middle East

The implications of exponential growth in global wealth and the increasing importance of corporate governance for family succession planning were among the themes discussed at our inaugural private wealth seminar in Beirut in October.

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Wealth as a Vehicle for One’s Values: A Broader View of Philanthropy
Joe Moynihan
CEO Blog

Following a panel discussion on philanthropy and socially responsible investing (SRI) at our flagship London conference, our Chief Executive Officer, Joe Moynihan, published a blog with Philanthropy Impact about the broader view of philanthropy and how it relates to wealth management strategies of high-net worth individuals.

Read the Article
Jersey for Socially Responsible Investing (SRI)
Research

SRI, and particularly impact investing, is experiencing significant growth on a global scale, and Jersey has been active in this vital area for some time. As a forward-thinking jurisdiction, Jersey is keen to encourage more sustainable finance by capitalising on its existing strengths and building on its reputation as a jurisdiction of choice for SRI.

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Jersey Wins at Investment Awards
Awards 3
Award

Jersey has been crowned ‘Best International Finance Centre’ at this year’s International Investment Awards. Now in their 20th year, the awards are renowned as a key event recognising talent, excellence and expertise across the international wealth, asset management, investment and financial advisory sector.

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Thinking of Relocating? 
Lifestyle

Jersey can offer excellent lifestyle benefits while also providing a high-quality environment in which to grow your business.

From beautiful, unspoiled beaches to a highly-developed business community and excellent links to the City of London, Jersey has everything for growing families and businesses alike.

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