Private Wealth Conference 2026

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.

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.

With a career in financial services spanning four decades, Joe has a strong commitment to the future success of the industry in Jersey.

Joe commenced his professional life in the banking sector, rising to the position of CEO of Jersey and the Isle of Man for a major bank, which included responsibilities for trusts and investments. In recent years, he expanded his focus as Director of Financial Services within the Government of Jersey, where he worked closely with industry and regulator to ensure the island’s position as a leading international finance centre. Before joining Jersey Finance in February 2019, Joe was working to establish high-reputation regulatory frameworks and business models for IFCs in the Middle East and Africa. He is a board director of the World Alliance of International Finance Centers (WAIFC).

Amy is Deputy Chief Executive of Jersey Finance. Amy joined Jersey Finance in 2011, becoming Chief Operating Officer in January 2014 and assumed her current role in September 2017. Amy also retains an active position leading the Strategy and Research team which undertakes projects and initiatives to develop the financial services industry in the Island.

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 work closely with families and individuals to deliver long‑term structuring solutions that preserve and enhance wealth across generations.

As a privately owned firm, our interests are fully aligned with our clients. As Jersey’s first UN Global Compact participant, we are committed to sustainability and service excellence, delivered through entrepreneurial directors and trustees who focus on building enduring, trusted relationships.

Butterfield is a leading bank delivering financial solutions with a personal touch. Rooted in our island heritage, we put relationships at the centre of everything we do. From savings to mortgages, our mission is to protect and grow your wealth. Combining local expertise with global coverage, our friendly, on-island team is here to deliver the products and services Jersey residents need to accomplish their financial goals – whatever they may be.

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.

Clarity is a future-ready technology partner with over 25 years’ experience delivering secure, scalable, and outcome-driven technology solutions. The business supports more than 350 clients globally, working across regulated and fast-moving sectors including financial services, legal, professional services, retail, construction, and hospitality.

With a team of over 80 technology specialists, Clarity operates from offices in Jersey, Guernsey, the UK, and Romania, providing both local expertise and international delivery capability. Clarity’s approach is consultative and strategic — focused on intelligent information management, digital transformation, cloud platforms, and cyber security that enable organisations to operate with confidence, reduce risk, and scale for the future.

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.

Our experienced and highly accomplished team works alongside clients and their family offices, to create lasting stability and enduring peace of mind.

Privately owned and independent, we deliver seamless support for complex cross-border structures through our Jersey and Wyoming offices, defined by a culture of service excellence.

For more than 45 years Equiom has offered fiduciary services to private wealth, institutional and corporate sectors, providing sophisticated clients with professional expertise in delivering international investment, asset protection solutions and corporate services.

With a global team of almost 450 professionals across the UK, Crown Dependencies, Europe, Asia, and the Middle East, Equiom operate as a truly global entity and take pride in using their global knowledge and insight to create innovative and tailored solutions that drive corporate and private clients towards their objectives.

We are proud to sponsor this year’s Jersey Finance Private Wealth Conference.

Fairway is an independent, owner-managed fiduciary group offering private client, corporate, funds and pension trustee services. Our independence and structure allow us to take a long-term, client centric approach to the way in which we do business. We are an award-winning independent trust company distinguished for excellence and a personal touch. With a global network of trusted advisors and specialists, we provide unwavering expertise to meet our clients’ needs.

Hawksford is an international provider of Corporate, Private Client and Funds services. As a trusted partner, we deliver efficient administration services and take away the burden of regulatory, financial and tax compliance, corporate governance and reporting obligations, so that you can focus on what matters most to you.

Headquartered in Jersey, we have offices in key business locations and financial centres around the world, with more than 650 people across Europe, the Middle East and Africa (EMEA), Asia and the Americas. With clients from more than 115 countries, there is very little we haven’t encountered before.

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 to them 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 advisers to ensure their ambitions become a reality.

HIGHVERN is an award-winning provider of private capital, fund and corporate administration services.

Our Channel Islands team includes a dedicated division focused on supporting the Financial Intermediary Sector, alongside a specialised Private Banking division that excels in offshore financing.

Our offerings encompass structured property finance, portfolio lending, and mortgages, as well as essential services such as cash management, foreign exchange, and custody and dealing solutions.

Lloyds International are a trusted banking partner for both internationally connected and local customers across the Channel Islands and Isle of Man.

Established in Jersey for over 50 years, we are an independent, global firm providing boutique private wealth, corporate & fund administration and yacht services.

We provide forward-thinking solutions for high and ultra-high net worth individuals and families, as well as multi and single-family offices and international corporate clients. Supporting clients with structuring, governance and administration across generations and borders, we are a trusted partner as wealth passes from generation to generation.

Our committed teams collaborate closely with clients’ financial and legal advisers to deliver efficient, knowledgeable, and personalised services.

Headquartered in London, Quilter Cheviot has been helping clients grow and preserve their wealth since 1771 and for over 50 years, we have worked with both private clients and professional intermediaries, from our offshore office in Jersey.

Quilter Cheviot’s discretionary investment management services and advice offering are for anyone looking for highly personalised wealth management. With a heritage that dates back to 1771, Quilter Cheviot has looked after the needs of individuals and their families for generations. With offices across the UK, as well as Jersey, a European office in Dublin and a DIFC branch in Dubai, Quilter Cheviot’s services are for private clients, charities, trustees, and professional partners with straightforward or more complex needs.

Quilter Cheviot, Quilter Cheviot Investment Management and Quilter Cheviot International are trading names of Quilter Cheviot International Limited. Quilter Cheviot International Limited is registered in Jersey with number 128676 and is regulated by the Jersey Financial Services Commission.

Walkers is an international firm, fluent in multiple jurisdictions and great at knowing which is right for each client and each matter. With offices across geographies and 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. In a volatile world we are a safe pair of hands in important financial jurisdictions. Our people and our approach to solving our clients’ challenges are tried and tested, but that doesn’t mean we ever stand still. Markets change, regulations evolve, businesses adapt and we keep on reinventing our services for the times we find ourselves in.

eprivateclient is the leading website and news service for private client practitioners, including lawyers, accountants, trustees and fee-based IFAs.

The regulatory environment in which private client practitioners operate is becoming ever more pressured, fuelled by the seemingly relentless pace of legislative change. The business challenges are also growing. Practitioners are faced with changing forms of competition, more knowledgeable and sophisticated clients – and fast evolving technology.

Updated daily with an email alert every morning, eprivateclient not only brings you the latest news, but also incisive analysis and features that examine the people, businesses and trends in this increasingly 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, Switzerland NextGen Leaders and 50 Most Influential.

Philanthropy Impact is a unique non-profit organisation at the intersection between philanthropy, social investment, and ESG and impact investment; promoting a world where individuals and families engage in values-driven ESG/impact investment, philanthropy and social investment; supported by professional advisers.

We are a membership network that is thriving, innovative, catalytic, and socially entrepreneurial; creating opportunities for societal and environmental impact while fulfilling our mission to increase and improve philanthropy and social investment and encourage impact investing.

Our membership is composed of private client professional advisors to UHNWI e.g. investment professionals and financial planners, private client advisers, wealth management, private banking, independent financial advice, tax and legal sectors; as well as individual philanthropists, social investors and ESG/impact investors, trusts and foundations, charities and social enterprises.

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. Each of our reports provides detailed commentary and analysis, exploring the work done by international law firms in different jurisdictions on behalf of their commercial clients.

WealthBriefing is a leading global business intelligence publication serving the wealth management and private banking sector. Published by ClearView Financial Media, it provides subscribers with daily news, analysis, industry insight and exclusive research covering wealth management firms, private banks, family offices, asset managers and associated service providers. Through its editorial coverage, research reports, events and awards programmes, WealthBriefing helps senior industry professionals stay informed about the key developments shaping the international wealth management landscape.

WealthBriefing forms part of the wider WealthBriefing Network, alongside WealthBriefingAsia and Family Wealth Report, providing regional coverage across Europe, the Middle East, Asia-Pacific and North and Latin America. The publication is supported by a global editorial team and a programme of industry awards, research reports, conferences and executive forums.