Private Wealth Conference 2026: Finance Events in London

Overview
Agenda
e-Programme

Jump to

We are excited to announce the return of our annual private wealth conference, in London on Tuesday 22 September, a cornerstone of our UK events calendar.

This year’s conference titled ‘Trusted Shores’, will explore how jurisdictions like Jersey are helping private wealth navigate an increasingly complex and volatile global environment with confidence, clarity and long-term perspective.

Grounded in the Island’s long-standing stability and expertise, the theme reflects Jersey’s position as a modern international finance centre (IFC) built on more than 60 years of trust, reliability and robust regulation.

Delegates can expect to gain strategic insights from thought leaders and engage with peers during our dedicated networking breaks. This event welcomes London-based lawyers, investment managers, accountants, bankers and trustees, as well as Jersey-based industry experts.

If you have any questions, please contact our events team.

Agenda

12.00 pm

Registration and networking lunch

Kindly sponsored by Praxis

1.00 pm

Welcome

Joe Moynihan, Chief Executive Officer, Jersey Finance

1.20 pm

Keynote

The Rt Hon Lord Robertson of Port Ellen

Kindly sponsored by Carey Olsen

2.00 pm

Panel Session: Mind the Gap? - Do the NextGen trust the current generation… and vice versa?

Moderator: Clare Flanagan, Partner, Head of Client Development, Capital Generation Partners
Piers Master, Partner, Partner, Charles Russell Speechlys LLP
Verity Sherwin, Senior Associate, Payne Hicks Beach
Nick Rees, Partner, Private Client Practice, Cambridge Associates
Catherine Grum, Family Governance Practitioner, Catherine Grum Consultancy Ltd

2.45 pm

Networking afternoon break

Kindly sponsored by Hawksford

3.30 pm

Live podcast ‘Advising in an Age of Uncertainty’

Moderator: Robert Moore, Director – UK, Jersey Finance
Sarah Farrow, Partner, Ultra-High-Net-Worth, EY Private Client Services Limited
David Sher, Managing Director, Amalgamated Metal Corporation

4.15 pm

Endnote

Louis Theroux

Fireside chat with Amy Bryant, Deputy Chief Executive Officer, Jersey Finance

Kindly sponsored by Lloyds International

4.45 pm

Closing remarks

Joe Moynihan, Chief Executive Officer, Jersey Finance

5.00 pm

Networking drinks reception

Kindly sponsored by Equiom

7.30 pm

Conference ends

e-Programme

Date & Time
22 Sep 2026•12.00 pm - 7.30 pm BST
Location
The Brewery, London
In-person
Type
Conference

View the 2026 e-programme

Welcome from Joe Moynihan, Chief Executive Officer, Jersey Finance

Our conferences in recent years have focussed on some of the key macro trends shaping our industry – from growing complexity and geopolitical instability to the increasing importance of reputation.

This year’s conference theme Trusted Shores will explore what the concept of ‘trust’ means for the private wealth sector today. Trust has always been at the heart of private wealth. But as wealthy families become more internationally mobile, their structures more sophisticated and technology increasingly embedded in decision-making, the nature and importance of trust is evolving.

For families with significant wealth, the challenge is no longer simply how to preserve assets. It is about balancing different personalities, generations, ambitions and expectations, while ensuring wealth continues to serve the family’s wider objectives. Earning and maintaining trust is therefore critical, both within families and in their relationships with advisers.

With that in mind, I’m pleased to welcome an excellent line-up of speakers who will explore how trust is evolving within the private client sphere and what advisers and solution providers can do to continue earning it.

Our first panel will consider the persistent challenges surrounding intergenerational engagement and whether trust between generations is becoming harder to build. Drawing on their experience, our panellists will explore misconceptions between generations and consider how the growing adoption of AI could influence those relationships.

Our second panel will examine how uncertainty has evolved from a predominantly market-driven concern into a far more nuanced force, shaped by geopolitics, regulation, technology, reputation and family dynamics. Our panellists will consider how these factors are changing the nature of private client advisory and what advisers need to think about to continue adding value and earning their clients’ trust.

These themes consistently run through our conversations with private clients and families of wealth.

Today’s discussions will, I am sure, provide valuable perspectives on how IFCs and professionals can position trust as a foundation for long-term success.

It is a pleasure to welcome you and I hope today’s programme provides plenty of food for thought.

You can explore further details about the conference, including our agenda, speakers and sponsors, in our e-Programme below.

Welcome from Steve Gully, President, Jersey Association of Trust Companies (JATCo)

The world is becoming increasingly more volatile and we are entering an age where the pace of change is greater than ever before. In the private client world the word volatility applies more so now to geopolitical events rather than being used to talk about investment performance.

Stability, certainty and trust are more relevant now than ever before. Trust remains a universal theme for professionals and private client advisers as our clients are facing an increasingly complex, sophisticated and uncertain environment.

Government policies, voters electing more extreme ideologies and the focus upon families and business owners with wealth is seeing greater movement of wealth mobility in an increasingly polarised world.

Navigating these challenges requires skilled human intervention that cannot always be resolved through better legal drafting or more sophisticated structures. Increasingly, there is a premium on advisers who understand the people behind those structures – listening carefully, communicating clearly and helping families navigate difficult conversations.

For jurisdictions such as Jersey, this creates both opportunity and responsibility. Our proposition combines experienced practitioners who have access to sophisticated legislation, regulation and technology, including recent enhancements to Jersey’s world-leading Trusts Law, which provide greater clarity for today’s environment.

Jersey has more than 60 years of private wealth expertise, a substantial community of trust professionals and a legal framework designed to support complex international structures. Together, these strengths provide confidence, certainty and trust for clients across the globe. JATCo is the Association of Trust companies based in Jersey and connects our members to interact with Government, legislators, regulator and related financial services sectors on the Island.

The speakers and panellists explore the evolution of trust at this year’s conference and particularly in an AI-influenced age and how we can continue adapting to understand and support clients’ long-term ambitions.

Event information

Lanyards

Please wear your lanyard at all times so that we can identify you and as a courtesy to other delegates.

Wifi

Username: HIGHVERN
Password: HIGHVERN

Social media

Please feel free to share your photos and thoughts during the conference using the hashtag #JFPrivateWealth.

Charging stations

A mobile phone or device charging station is available in the King George III suite on the ground floor.

Dietary requirements

Vegetarian and vegan food will be provided. If you have any other dietary requirements, please let a member of the venue staff know so they can make the appropriate arrangements for you.

Security

Please ensure you keep your personal belongings with you at all times. Jersey Finance and The Brewery do not accept responsibility for loss or damage to attendees’ property.

Confirmation of attendance

Confirmation of attendance is available and may count towards CPD. Please email us to request your certificate.

Sli.do

During the audience Q&As you can submit your questions via Sli.do and using event code: #JFPW26

KEYNOTE SPONSOR

Carey Olsen

Carey Olsen has one of the largest offshore trusts and private wealth legal teams covering Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey and Jersey.

We represent professional trustees, private individuals and families, banks, financial institutions and charities from all over the world.

Our Jersey trusts and private wealth team is top-tier ranked in the latest editions of The Legal 500 and Chambers High Net Worth Guide.

To find out more about our Jersey trusts and private wealth practice, please visit our website below.

Discover more

Keynote Speaker

The Rt Hon Lord Robertson of Port Ellen

Proudly sponsored by: Carey Olsen

Lord Robertson served as Secretary General of NATO, one of only three Britons to ever hold the post, and the most recent. Prior to leading the organisation he was Secretary of State for Defence. In both roles he oversaw dramatic changes in defence, security and international relations. After leaving public office he served in a range of business, political and advisory roles.

Lord Robertson began his career as a union organiser in the Scottish whisky industry. Then as Labour MP for Hamilton he began to specialise in foreign policy, and to build a lasting reputation for both Atlanticist and pro-European views. On Labour’s 1997 election victory he became Secretary of State for Defence, before leading NATO during a period encompassing UK-US tensions, conflicts in Afghanistan and Iraq, and major geopolitical shifts in the post-Cold War era.

Panel session

‘Mind the Gap?’ Do the NextGen Trust the Current Generation… and Vice Versa?

Our panellists will explore the challenges families encounter when building trust across generations and consider what this means for advisers supporting succession and the long-term stewardship of family wealth.

Moderator: Clare FlanaganPartner, Head of Client Development, Capital Generation Partners

Moderator: Clare runs the CapGen client development function, working with trustees, consultants and family office executives to match clients’ requirements with the investment services of the firm. Before joining CapGen in 2013, Clare was a Business Development Manager for Northern Trust’s Wealth Management Group in EMEA. Prior to that she worked at Brown Brothers Harriman as a Relationship Manager working with large fund manager clients across Europe. Clare studied English and Related Literatures at York University.

Catherine GrumFamily Governance Practitioner, Catherine Grum Consultancy Ltd

Catherine works with enterprising families, family businesses and their advisers to help them navigate the human side of wealth and ownership, alongside the structures that support it. Her work often centres on periods of transition, including succession, growing complexity, evolving family roles, governance design, and questions around purpose, participation and stewardship. She supports families in having clearer conversations, making thoughtful decisions, and helping different generations engage more confidently and constructively with shared wealth and responsibility. She also acts as a thought partner to family office executives and advisory teams, bringing an independent perspective that bridges disciplines and helps align decisions and structures with the family’s wider aims and values. Having previously held senior roles at Allen & Overy, Barclays Wealth, Salamanca Group, KPMG and BDO, Catherine now runs an independent advisory practice focused on making wealth meaningful.

Nick ReesPartner, Private Client Practice, Cambridge Associates

Nick Rees is a Partner for the Private Client Practice at Cambridge Associates. Nick works with private clients to build long-term, diversified investment portfolios, often with a significant allocation to alternative investments. A CFA ESG certificate holder, Nick has a proactive interest in sustainable and impact investing, in addition to his expertise in multi-jurisdictional fund structuring. Nick has authored a two-part paper series on impact investing strategies for private families. He has been frequently cited in financial media outlets and presents at various conferences throughout the year. Nick is also an avid philanthropist and fundraiser, having raised more than £200,00 for Breakthrough Breast Cancer by rowing across the Atlantic in 2013. Before joining CA, Nick served as CEO for Blu Family Office. He has also previously held roles at Absolute Return Partners and Goldman Sachs.

Piers MasterPartner, Charles Russell Speechlys LLP

Piers acts for high net worth individuals from across the world, but especially from the Middle East, where he represents many ruling family members and billionaires - many of whose families have US links. His work for these families includes advising on the establishment of global asset holding structures, family governance projects and global real estate investments. Piers is a Member of the International Academy of Estate and Trust Law, and an International Fellow of the American College of Trust and Estate Counsel. He holds a double first class degree from Oxford University, and lectures regularly in the UK and internationally on matters of private capital interest. Piers has been featured in eprivateclient’s 50 Most Influential listing, the definitive listing of leading private wealth lawyers, year from 2021 to 2026. Piers is admitted to practise in England and Wales.

Verity SherwinSenior Associate, Payne Hicks Beach

Verity specialises in personal tax, trust and estate planning matters. She advises a broad range of UK and international clients, including high net worth and ultra-high net worth individuals, often across multiple generations of families, entrepreneurs, onshore and offshore trustees, family offices and charities. Verity’s practice includes: advising internationally mobile individuals on the UK tax and residence implications of relocation; long-term structuring and tax efficient estate planning, including in the context of complex divorce proceedings; the creation, management and termination of trusts; and advising on capacity planning. Her work frequently involves navigating complex private international law considerations. Verity was named as one of the 2025 eprivateclient NextGen Leaders and is a full member of the Society of Trust and Estate Practitioners.

Live Podcast

Advising in an Age of Uncertainty

This podcast-style session will explore how geopolitics, AI, cyber threats, regulation, reputation and family dynamics are reshaping private client advisory and the role trusted advice can play in an age of abundant information.

Robert MooreDirector – UK, Jersey Finance

Email | Profile

Robert joined Jersey Finance as Business Development Director in 2018. Born in Dublin, Robert has over 18 years’ financial service experience in Jersey.

Prior to Jersey Finance, Robert was employed as a Client Director in the Alternative Investment Division of a Jersey Financial Services Business. Previous to this he spent ten years in the private wealth space within a Jersey Regulated Trust Company Business.

David SherGroup Managing Director, Amalgamated Metal Corporation

David has been Group Managing Director at Amalgamated Metal Corporation for the last 12 years, leading the company’s growth in financial services, industrial metals and broader commodities. He is Chair of the Investment Management business line. He has an MA from Cambridge University in Mathematics, an MBA from Insead and is a CFA Charterholder.

Sarah FarrowPartner, Private Client Services, EY Private Client Services Ltd

Sarah Farrow is an EY Partner in Private Client Services and Co-Head of the US/UK Cross Border Private Client Tax team. With more than 25 years of experience, she advises high-net-worth and ultra-high-net-worth individuals, international families, entrepreneurs and investors on UK and cross-border tax matters. She specialises in the taxation of individuals, trusts and investment structures. My work often centres on periods of transition: succession, growing complexity, evolving family roles, governance design, and questions around purpose, participation and stewardship. I support families in having clearer conversations, making thoughtful decisions, and helping different generations engage more confidently and constructively with shared wealth and responsibility. I also act as a thought partner to family office executives and advisory teams, bringing an independent perspective that bridges disciplines and helps align decisions and structures with the family’s wider aims and values.

ENDNOTE SPONSOR

Lloyds International

Lloyds International supports corporates and institutions across the Crown Dependencies and internationally, combining local understanding with global expertise to help clients achieve their growth aspirations.

Visit our stand and explore what’s possible or contact Matt.

ENDNOTE SPEAKER

Louis Theroux

Proudly sponsored by: Lloyds International

Louis Theroux is a renowned documentary-maker, producer, writer and podcaster known for his distinctive investigative style. Beginning in print journalism, he gained recognition on Michael Moore’s TV Nation before creating the BBC’s Weird Weekends, where he immersed himself in unusual and often controversial worlds.

His calm, curious approach has explored topics ranging from extremism, addiction and prisons to celebrity culture and social issues. Notable works include When Louis Met…, The Most Hated Family in America, My Scientology Movie and Louis Theroux: Savile.

He has also authored a memoir and hosts acclaimed interview podcasts, including Grounded and The Louis Theroux Podcast.

COFFEE HOUSE SPONSOR

Butterfield Mortgages Limited

At Butterfield Mortgages, we specialise in providing residential mortgages for high-net-worth clients against prime properties in London and the South of England. Our relationship-first approach means gaining an in-depth understanding of our clients’ unique situation and requirements to provide the most suitable financing solution.

Let our highly experienced team, backed by an international network, help you achieve your prime property ownership goals.

Contact Butterfield in London

EXHIBITION SPONSOR

Clarity

Clarity is a leading technology partner helping organisations transform, protect and grow. We combine consultancy, business transformation, AI and managed IT with secure digital solutions in cybersecurity, cloud and networks. Whether you’re modernising systems, protecting your data, or scaling operations, Clarity makes technology clear, actionable and aligned with business goals.

Discover more

DRINKS RECEPTION SPONSOR

Equiom Group

Your trust, our excellence

Drawing on more than 45 years of experience, Equiom supports high-net-worth individuals, family offices and international corporations worldwide. Our services span private wealth, corporate and employee retirement and reward solutions, delivered through teams across the UK, Crown Dependencies, Europe, Asia and the Middle East. Combining global reach with local expertise, we provide tailored support to help clients navigate complexity across jurisdictions with confidence.

Discover more

EXHIBITION SPONSOR

Fairway

As an independent, award-winning, owner-managed fiduciary group, Fairway delivers seamless, director-led private client services, including trust, company and foundation incorporation and administration, directorship services, family office solutions and private trust companies.

Fairway is proud to sponsor Jersey Finance’s Private Wealth Conference, where this year’s Trusted Shores theme reflects Jersey’s commitment to helping clients navigate complexity with confidence, clarity and a long-term perspective.

Visit Fairway’s stand to meet the team!

Contact the team

AFTERNOON TEA SPONSOR

Hawksford

Thinking beyond tomorrow

Hawksford is an international provider of Corporate, Private Client and Funds services. Headquartered in Jersey, we have offices in key business locations and financial centres around the world.

With more than 60 years’ experience in providing private client solutions, our multi-jurisdictional offering is built on long-term, steadfast and personal relationships, founded on a deep understanding of what matters most to our clients – both now and in the future.

From supporting individuals and family businesses through to full family office services, we work closely with our clients and their advisors to ensure their ambitions become a reality.

Find out more

EXHIBITION SPONSOR

Investec Bank Plc

Deeply connected solutions

Investec partners with financial intermediaries, trustees, family offices and professional advisers to deliver tailored banking, lending, foreign exchange, custody and wealth management solutions. By taking the time to understand each client’s unique circumstances, we provide bespoke solutions supported by dedicated relationship managers, specialist expertise and local decision-making.

Find out more

NETWORKING LUNCH SPONSOR

Praxis

Leading professional services firm

Established in Jersey for more than 50 years, Praxis is a leading provider of bespoke private wealth, corporate and fund administration, pensions and employer solutions as well as yacht services. We support high and ultra-high-net-worth individuals, families, family offices and international businesses with expert structuring, governance and administration services.

Working closely with clients and their advisers, we deliver practical, tailored solutions that help preserve and grow wealth across generations and jurisdictions.

Regulated by the Jersey Financial Services Commission.

Discover more

EXHIBITION SPONSOR

Quilter Cheviot

Personalised wealth management

For more than 250 years, professional advisers have trusted Quilter Cheviot to help meet clients’ complex financial needs. Working together, we deliver expert solutions and lasting client outcomes.

Visit the Quilter Cheviot stand (Stand 6) to meet Allie McMahon, Laura Gibson, Tom Lovell and Kevin Speake, and learn more about our services.

Speak to us

EXHIBITION SPONSOR

Walkers

Walkers is a leading international offshore law firm. We advise HNWIs, UHNWIs, families and their advisers on cross-border wealth structuring, asset protection and succession planning.

Our Private Capital and Trusts team advises on the laws of Bermuda, the BVI, Cayman Islands, Guernsey and Jersey, helping clients access leading international finance centres. Drawing on offshore, onshore and in-house experience, our lawyers bring a broad perspective to private wealth matters, with particular expertise across the Middle East, Asia and Switzerland.

Visit Nichola Brennan, Anouksha Patel, Craig Macleod and Charlotte Yates at the Walkers stand.

Discover more

Event Sponsors

Affinity >

Affinity is an independent, privately owned, multi-jurisdictional private client, trust, and fiduciary business with offices in Jersey and the Dubai International Finance Centre. We support families and individuals with long-term structuring solutions to preserve and grow wealth across generations. As Jersey’s first UN Global Compact participant, we champion sustainability and service excellence through entrepreneurial directors and trustees who build enduring, trusted relationships.

Coriats HMSA >

Coriats HMSA is an owner-led, independent and fully regulated international trust and fiduciary service provider. Built on a foundation of partner-led oversight and deep technical expertise, the firm operates collaboratively across nine key global jurisdictions: the UK, Switzerland, Turks and Caicos, Uruguay, South Africa, New Zealand, Jersey, Hong Kong and Ireland. This multi-jurisdictional reach allows Coriats HMSA to deliver tailored, seamless cross-border solutions to its clients.

Crestbridge Fiduciary >

Working with trusted advisors, intermediaries and directly with families, Crestbridge Fiduciary offers a comprehensive breadth of fiduciary services. Their experienced and highly skilled team works alongside clients and their family offices, to create lasting stability and enduring peace of mind. Privately owned and independent, they deliver seamless support for complex cross-border structures through the Jersey and USA offices, defined by a culture of service excellence.

HIGHVERN >

Highvern is an award-winning provider of private wealth, fund, and corporate services. Following its 2025 combination with leading Nordic firm Permian, it now operates across Jersey, Guernsey, the UK, Ireland, Cayman, Norway, and Sweden. Founder-led and backed by long-term family capital, Highvern’s focus is on staying true to its core values and delivering exceptional relationship-led service across multiple jurisdictions.

HSBC Expat >

HSBC Expat helps internationally mobile customers manage their money across borders with confidence. Headquartered in Jersey, we support expats, global professionals, entrepreneurs and families living or working overseas, backed by HSBC’s international network and long-established heritage. Our relationship-led approach, combined with secure digital banking, makes it simpler to save, spend, move money and plan ahead wherever life and work take customers.

Media Partners

eprivateclient >

eprivateclient is the leading website and news service for private client practitioners. We bring you the latest news, incisive analysis and features that examine the people, businesses and trends in this fast-moving marketplace. It is also the only place to see the results of the annual eprivateclient Top Law Firms, Top Accountancy Firms, Top Trust Companies, Top Family Law Firms and Top Offshore Law Firms, UK NextGen Leaders, Channel Islands NextGen Leaders and 50 Most Influential.

Financial Times >

For over 137 years, the Financial Times has been the definitive home for business intelligence, providing the world’s leading corporate executives and wealthiest and most discerning consumers with trusted news, analysis, data and tools.

Philanthropy Impact >

Philanthropy Impact is a capacity building non-profit organisation at the intersection between impact investment, social investment and philanthropy. We are a membership network creating opportunities to increase and improve impact investing, social investment and philanthropy; as well as providing opportunities for professional advisors across the spectrum of capital to network with other advisors to gain referrals and to achieve growth.

Reports Legal >

Reports Legal delivers an unparalleled focus on international legal markets for commercial lawyers. All of our reports are entirely free to view and to download. Based on in-depth interviews with leading practitioners in their field and those managing preeminent law firms, we examine the impact of business and economic trends on their clients, as well as key regulatory and legislative changes.

WealthBriefing >

WealthBriefing is the premier subscription-based business intelligence service for the global wealth management community, delivering the latest news, analysis and in-depth features. Subscribers join an international network of professionals who rely on timely industry updates as an essential part of their practice. Covering strategy, M&A, executive moves, investment management and asset allocation, WealthBriefing offers unparalleled insights in a rapidly evolving sector.