We have compiled this section of the website to make it easier for you to access resources from our 2023 Annual Private Wealth Conference, such as articles, podcasts, videos and photos from the day. If you have any questions regarding the content, please feel free to drop us a line.
The full gallery of photographs can be viewed here.
Hear from our panel session moderators in these special edition podcasts recorded in London at our 2023 Private Wealth Conference titled ‘Strategies for a World in Transition’.
Our Annual Private Wealth Conference 2023 was kindly sponsored by
We are an independent wealth management and trust company. We provide advice, structuring and investment solutions; helping individuals and families preserve and enhance their assets for themselves or across generations.
As a privately owned business, our interests are wholly aligned with our clients. Our ethics and values – the intangibles that count – are at the core of everything we do. We were the first Jersey firm to become a UN Global Compact participant and are signatories to the UN PRI, consistent with Affinity’s commitment to sustainability.
Bedell Cristin is a global, full-service offshore law firm, providing corporate, institutional, and international private clients with straight-talking legal advice.
Our teams marry legal expertise with commercial acumen across a range of practice areas, from the straightforward to the highly complex.
We advise on BVI, Cayman Islands, Guernsey, and Jersey law, operating from six conveniently located offices around the world.
Working in partnership with our clients we provide sound judgement, pragmatically applied, to give them the confidence and clarity they need in a complex world.
To find out more about how we can help you, please get in touch.
Carey Olsen is a leading offshore law firm. We advise on Bermuda, British Virgin Islands, Cayman Islands, Guernsey and Jersey law across a global network of nine international offices.
We are a full service law firm working across banking and finance, corporate and M&A, investment funds and private equity, trusts and private wealth, dispute resolution, insolvency and property law.
Carey Olsen has one of the largest trusts and private wealth teams in the offshore world. Our global reach, scale and experience mean that we are perfectly positioned to assist and advise on the most demanding and complex cases concerning wealth planning and asset protection as well as the more straightforward day-to-day instructions.
Headquartered in Jersey, Crestbridge Family Office Services helps ultra-high-net worth families preserve and enhance their wealth. Working with trusted advisors, intermediaries and directly with families, we offer a comprehensive breadth of fiduciary services ranging from trust, company, accounting and reporting to the management of luxury assets and establishing philanthropic structures.
By providing far-sighted administrative support, our experienced team help our clients, and future generations of their families, to create long-term stability, allowing them to focus on pursuing their own interests and ambitions.
As an independent and privately-owned organisation with an international presence, we can offer objectivity and clarity to our clients, supporting them as they navigate a changing world.
HIGHVERN is an award winning, independent provider of private wealth, fund and corporate administration services. Our aim is to deliver value without adding to complexity, having built a first-class reputation for providing exemplary service with integrity, discretion and responsibility at the core of all we do. By setting new standards in the world of fiduciary and fund services, we have developed long term relationships with our international client base of ultra-high net worth individuals, family offices, corporates and fund managers. HIGHVERN’s proposition is now available from six jurisdictions around the globe, as we work together to expand our capabilities and evolve alongside our clients changing needs.
Investec is an international bank and wealth manager with a refreshingly human approach. We have international offices in Jersey, Guernsey, Isle of Man and Switzerland, as well as the UK and South Africa. Each of our clients has a distinctive story and a unique set of needs. We partner with licensed and regulated trust and corporate service providers, advisors and high net worth individuals to provide fully integrated banking, lending and wealth management solutions. You’ll find working with us adds value for your clients while supporting your business needs.
Lloyds Bank International is a long established business, offering banking, savings accounts, mortgages and loans to Channel Island and Isle of Man residents. We also provide a range of general and specialist Corporate Banking solutions. In addition Lloyds Bank International offers an international banking service, subject to eligibility and cross border regulations. Black Horse Offshore provides personal, motor and Commercial Finance to Channel Island and Isle of Man residents.
We are a leading international banking group, with a presence in 57 of the world’s most dynamic markets and serving clients in a further 64. Our purpose is to drive commerce and prosperity through our unique diversity, and our heritage and values are expressed in our brand promise, here for good.
Standard Chartered PLC is listed on the London and Hong Kong Stock Exchanges.
Suntera Global is an international provider of private wealth, fund and corporate services.
Our highly experienced team is here to support clients in all stages of wealth creation and protection to ensure the most important people in their lives are looked after, both now, and in the future.
We responsibly provide private wealth, trust and family office, (Suntera Private Office), services from our Jersey, Bahamas, Cayman Islands, Guernsey, Hong Kong and Isle of Man offices and our highly experienced team provides tailored bespoke services to support the needs of high and ultra-high net worth individuals, families and entrepreneurs all over the world.
Our long serving teams really care about our clients and are driven by the personal and direct relationships they have built and hold with every client and family we work with.
We make a complex world simple
TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world.
With more than 10,000 colleagues across 125 offices in 86 jurisdictions, all working to the same high standards of service and security, we provide our clients with local expertise where it is needed most. Our locations cover 92% of world GDP and 95% of FDI inflow.
We are a key part of our clients’ governance, providing the accounting, tax, payroll, fund administration and legal entity management services essential to their success. We make sure rules are followed, reputations protected and operational compliance maintained.
Our global service model and technology platform put our clients in control of their portfolio of entities and global locations. The data insights we deliver keep them on top of emerging regulation, the status of their own activity and any points of risk.
It’s as simple as… putting your trust in us. VG was established in 1982 and now more than 100 trust and fiduciary professionals, we are one of Jersey’s largest, truly independent and privately-owned trust companies. We work with clients globally and administer over 1100 structures with more than £15 billion of assets under administration across a range of asset classes. When clients work with VG, they know they have a dedicated and experienced team committed to fostering a long-term relationship; in fact, on average our clients have partnered with us for over 10 years.
At Vistra, we believe your business and your people can make a difference in the world. That’s why our work is focused on helping our clients act with confidence and speed to seize opportunity wherever it arises. As a global corporate service provider and fund administrator with more than 5,000 professionals in over 45 jurisdictions, we empower legal entities globally to work smarter, grow faster, act responsibly, protect capital and scale across borders — by doing what we do best: reducing risk and enhancing efficiency. Discover how we can help you and your business seize opportunity today by exploring our services at vistra.com.
Walkers is an international law firm, fluent in multiple jurisdictions. With expertise in multiple jurisdictions, you’ll find us in the time zone you need us to be, combining deep expertise with a determination to give our clients the best. From our position straddling regions and experiencing multiple industries, we offer clients a big picture view and real-world insights. Wherever you work with Walkers, you will find our people tuned into local market dynamics and regulation and able to add vital global perspective. We advise on the laws of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, Ireland and Jersey