Jersey Finance Private Wealth Conference 2021

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).

Rachel Botsman is a trust expert, author and a lecturer at Oxford University. She is passionate about teaching people how to think differently and challenge ideas around trust, and humility. She has been recognized as one of the world’s 30 most influential management thinkers by Thinkers50, one of the Top 10 most influential voices in the UK on LinkedIn and honoured as a Young Global Leader by the World Economic Forum. Her TED talks have been viewed more than five million times. Rachel is the author of two critically acclaimed books, “What’s Mine is Yours” and “Who Can You Trust?”. Through her popular newsletter, Rethink, Rachel warmly engages with a community of over 35,000 subscribers every fortnight. She lives in Oxford with her husband and two children.

Using his political skills, his strategic know-how and a true passion for sport, Lord Coe won the bid to host the 2012 Olympics in London. Seven years later the Prime Minister thanked him for “lifting our hearts” after organising the most successful Games of modern times. After the Games, Seb served as chairman of the British Olympic Association and is now President of World Athletics (previously the International Association of Athletics Federations, IAAF). Seb first made his name as one of the greatest athletes of his generation. He set twelve world records over four distances, achieving four golds and three silver medals in the Olympics and European Championships. He tells the story in his autobiography, Running My Life. Talking about the setbacks as well as victories, he shows how he beat the competition by facing down everything in training: “You don’t become a champion by turning up and hoping to get lucky.”

Andrew is a senior member of Knight Frank's market-leading research team and specialises in creating engaging content for the firm's clients. He is best known for editing The Wealth Report which, over the past 15 years, has established itself as the leading piece of thought leadership tracking the big issues of importance to UHNWIs and their advisors. These include prime property performance, investment trends, global wealth distribution, philanthropy, ESG and the geo-political threats and opportunities for wealth creators. The report's findings are informed by the results of the unique Wealth Report Attitudes Survey based on responses from private bankers around the world.

Jordan Greenaway is Managing Director of Transmission Private, which advises many of the world’s most successful families and wealth creators on their reputations. He has been listed in Spear's 500 as a leading reputation manager for five years running. Before founding the business in 2014, he worked with a former Shadow Minister for Science and Technology. He also sits on the global Board of FINCA International, the global NGO that provides support to entrepreneurs in the developing world.

Sally Tennant is the founder of Acorn Capital Advisers, an independent wealth adviser. She has many years of investment, banking and management experience. She is a Director of Waypoint Capital, a Director of Canaccord Genuity and a Director of Hargreaves Property Holdings Ltd. From 2011 to 2014 Sally was CEO of Kleinwort Benson. She was previously Chief Executive of Lombard Odier (UK) Ltd and Chief Executive of Schroders Private Banking. Sally is a patron of Tommy’s the Baby Charity and Vice Chair and Trustee of Guy’s & St Thomas’s Foundation. She holds a degree in Politics from the University of Durham.

Jessica is an Executive Director in the Private Investment Office at London & Capital. She joined the firm in 2007 and has broad experience in advising private clients and trustees with their wealth management and investment strategies. She has particular experience in investment management for offshore trusts. Jessica is a firm believer in collaboration and believes that the client can be best advised by all their advisors working closely together. She therefore has a strong network of professional contacts in the legal, tax and fiduciary professions. She has been recognised as a PAM Top 40 under 40 Wealth Manager, included in the Spears 500 top advisors and is a CityWealth Power Women award winner. She has a Modern Languages degree from Durham University and speaks fluent French and Italian.

Nicola joined James Hambro & Partners in 2012 and is Head of Charities. She began her investment career in 1987 at N M Rothschild & Sons and specialised in portfolio management for charities, private clients, trusts and institutional pension fund portfolios, before joining the bank’s private wealth management division as Head of UK Equities. From 2008 to 2011 she was a Director at Baring Asset Management. Nicola is a trustee and chairs the investment committee of the Citizens Advice pension scheme. She was named in Spear’s Magazine’s ‘Top 50’ list of high net worth wealth managers in 2015. Nicola was second in Spear’s list of the UK’s best wealth managers in 2016.

Jason Laity was appointed Chairman of Jersey Finance Ltd on 1 December 2020. Jason has spent his business career in Jersey.

He was Senior Partner and Chairman of KPMG in the Channel Islands until 30 September 2019. He is a Chartered Accountant, a Chartered Tax Adviser, and an Accounting Technician. He has extensive experience of the financial services industry in Jersey, significant leadership and board level experience, and has participated in or led a wide variety of engagements in the financial services and other sectors in his career. Jason spent a significant part of 2020 assisting Digital Jersey Limited further their fintech roadmap for the Island.

Benjamin worked for over 15 years in Finance before joining Sotheby’s; most of it was spent working in Private Wealth Management at Rothschild & Co in Zurich and Barclay’s Wealth in London. Benjamin obtained his MBA in 2008 from INSEAD. In 2012 Benjamin started a fundraising firm dealing specifically with Tech. companies, startups, Private Equity Funds and direct deals in different sectors. In parallel, Benjamin opened Counter Kitchen, a fast casual dining concept in London. Benjamin joined Sotheby’s in 2019 as a Director in Global Business Development.

Peter Brown leads PwC’s Global People & Organisation practice, a team of over 13,500 practitioners advising clients on all elements of People & Workforce. Peter regularly speaks on the subject of workforce of the future and workforce strategy, as well as the internal and external forces shaping the size, shape and structure of the workforce. Peter has over 20 years of global experience of advising clients around a number of workforce disciplines including - Organisation Design, Strategic Workforce Planning, Attraction, Recruitment, Rentiontion, Skilling, Risk and pay, Purpose and Inclusion. He has developed and led some of the largest and most complex people transformation programs in both the private and public sectors and is well known for innovative approaches. Peter joined PwC UK as a partner in September 2010 having previously held senior roles at other large professional services organisations.

Symon has over 20 years global industry experience across various investing disciplines, specialising in securitization, equity and derivatives trading. Prior to Collidr, Symon held a senior position at one of the largest global life insurance businesses, in which he created a wealth management platform, as well as developed their investment product range for the UK market. Symon has built Collidr from a research business initially into a global investment fintech business – Collidr Capital Limited (Collidr), which includes an asset management company in the UK (Collidr Asset Management Limited), Singapore (Purple Asset Management PTE Limited), and a stand-alone FinTech business (Collidr Technologies). As of September 2021, Collidr oversees clients with advisory and discretionary investment strategies of c£9.5 billion, powering over £5 billion directly through Collidr solutions.

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.

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.

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.

In 2020, we purchased Pinnacle Trustees Limited – a leading independent provider of fiduciary and trust services, also based in Jersey. Pinnacle shared our vision and had a strong culture of governance and compliance.

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, consistent with Affinity’s commitment to sustainability.

At Baccata, we are fully focused on using our wealth of expertise, experience and knowledge in international finance, corporate governance and wealth structuring for the benefit of our global client base. We are an experienced, independent, owner-managed trust and fiduciary service provider based in Jersey, Channel Islands. Our group has existed independently for nearly thirty years and focuses exclusively on private clients. We pride ourselves on developing long-term, multi-generational relationships with our clients. We aim to offer the very highest levels of service combined with a proactive and thoughtful can-do attitude to the issues that our clients face.

Bedell Cristin provide legal advice shaped around the needs of corporate and private clients, financial institutions and intermediaries worldwide.

The capabilities and talent of our lawyers have earned us industry recognition for identifying all the steps necessary to meet our clients’ goals, however diverse or complex the requirement.

Working in multi-disciplinary teams, we marry thought leadership with a proactive approach to solving issues holistically – without a client needing to raise them – across geographies and practice areas in the most efficient and seamless way.

Through this approach – delivering reliability and stability with flair – we combine commercial acumen with service excellence that helps our clients achieve their objectives.

Our award-winning Family Office Services team at Crestbridge understands the critical blend of technical expertise, industry experience and discretion required to build strong long-term client relationships with UHNW families and trusted advisors. A proudly independent business, we listen, learn and respond with unmatched speed and operational efficiency. Acting as trustees and directors, we support needs ranging from single-asset administration to services to complex multi-generational families with multi-jurisdictional structures designed to provide long-term planning for successive generations.  We bring the highest standards of integrity and the impeccable attention to detail which our clients have come to expect from the Crestbridge name.

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.

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 nearly 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

The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. The FT has a record paying readership of more than one million, three-quarters of which are digital subscriptions. It is part of Nikkei Inc., which provides a broad range of information, news and services for the global business community.

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 and with the option of either a daily, or weekly news bulletin, eprivateclient not only delivers the latest news, but also incisive analysis and features that examine the people, businesses and trends in this increasingly fast-changing sector.

eprivateclient is also the only place to see the annual rankings of eprivateclient’s Top Law Firms, Top Family Law Firms, Top Accountancy Firms, Top Trust Companies, Top 35 Under 35 and 50 Most Influential. In addition, subscribers also receive eprivateclient’s annual jurisdictional reports, covering the world’s leading offshore financial centres.

IFC Media is the leading publishing house for the global wealth management industry. The company provides a comprehensive archive of expert commentary, analysis and technical articles. IFC Media publications include the flagship IFC Review which is produced once a year, the biannual IFC Economic Report and regional reviews such as the annual IFC Caribbean. We also publish a range of supplements including, Invest Africa, and Asia Pacific Review, as well as a range of bespoke jurisdiction guides such as IFC Guernsey.

Visit www.ifcreview.com for the complete archive of IFC Review material.

Since 2005, WealthBriefing’s network has given members access to regular and exclusive research on the global wealth management sector, along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes.

WealthBriefing is truly global news service with sister publications WealthBriefingAsia and the North America based Family Wealth Report reflecting the global nature of the wealth management industry and its client base.

A unique community designed for all practitioners involved in the Private Client intermediary network. Connecting solicitors, barristers, trustees, fiduciaries and wealth advisers, the Private Client community is built on partnership and collaboration focusing on valuable and practical content.