Jersey Finance Private Wealth Conference 2022

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.

Chris Patten is Chancellor of Oxford University. He is the author of First Confession: A Sort of Memoir, What Next? Surviving the Twenty-First Century, Not Quite the Diplomat: Home Truths About World Affairs and East and West: The Last Governor of Hong Kong on Power, Freedom and the Future. When MP for Bath (1979-92) he served as Minister for Overseas Development, Secretary of State for the Environment and Chairman of the Conservative Party. He was Governor of Hong Kong from 1992 until 1997, Chairman for the Independent Commission on Policing after the Good Friday Agreement in 1998 and European Commissioner for External Relations from 1999 until 2004. The Observer has described him as 'the best Tory Prime Minister we never had'. © Stuart Simpson / Penguin Random House

Retail expert Mary Portas has advised government, transformed both luxury and high street stores, written books and produced a host of retail and business-themed TV programmes. The Chief Creative Officer of her own retail consultancy, and author of Work Like a Woman: A Manifesto For Change, she delivers an inspiring message of how businesses and individuals can adapt, transform and lead. A determined, passionate advocate for British retail, Mary is at the forefront of making the nation better consumers and the country’s shops better businesses. Starting her career the shop floor, she rose through the ranks of retail giants John Lewis, Harrods and TopShop. She was then appointed Creative Director at the struggling Harvey Nichols store. With the aid of cutting edge artists, designers, and a TV show called Absolutely Fabulous, Mary turned it into a retail powerhouse and was on the board of the company by the age of 30.

James is the Managing Partner and a co-founder of Tribe Impact Capital. He’s been in wealth management for over two decades, starting at UBS where he looked after private clients. He then founded Ledbury Research, helping wealth management organisations to understand their clients and provide them with a better service. Ledbury worked with eight of the ten largest global wealth managers and this experience was part of James’ drive to build a more effective solution. He has a Master’s in Economics and holds the CFA designation. James is a Board Trustee at UnLtd, the UK’s largest supporter of social entrepreneurs.

Peter brings over 15 years’ industry-leading experience and insight advising corporate, private client and government clients. With a proven track record in building and protecting clients’ reputations, Peter provides strategic advice on global positioning, campaigns and issues and crisis management. A fluent Mandarin speaker, Peter co-founded Farrant Group in 2021, where he is Managing Director, advising on complex reputation management briefs across multiple jurisdictions. Peter is a recommended adviser in Spear’s 500 for reputation management. Previously Peter worked for a London-based strategic communications firm and, prior to that, within a major consultancy, based in Beijing and London. Peter holds a Master’s degree in International Relations from the University of St Andrews and an MA in Politics from the University of Glasgow.

An experienced private wealth advisor, Emily provides international tax and private wealth advice to families and trustees of family trusts on a variety of issues. Her areas of expertise include establishing wealth preservation structures such as offshore trusts, foundations and companies, family governance and business succession planning, advice on residence and domicile, the reporting of beneficial ownership and structuring the acquisition and ownership of UK residential property. Many of Emily’s clients are international, meaning much of her work has a cross border element, and entrepreneurial, requiring her to advise on both the personal and business aspects of her clients' lives.

Rosie is a Partner and portfolio manager. She looks after direct client relationships, manages portfolios and has responsibilities in investment research. Her clients range from resident domiciled and non-domiciled individuals to pension funds, trusts and offshore structures with international tax considerations. She is a Chartered Financial Analyst (CFA) Charterholder, a member of the Chartered Institute for Securities and Investment, and has a degree in Economics from the University of Durham. She joined James Hambro & Partners in 2013, having previously worked at HSBC Investments and UBS.

He is Chief Executive, Philanthropy Impact. Its purpose is the increase philanthropic giving and social investment and to encourage impact investing across Europe by working with professional advisors to ultra-high net worth and high net worth individuals to grow and enhance the quality of the support they give to their clients, the UK’s wealthiest individuals, around philanthropy and social/impact investment. Philanthropy Impact is a membership organisation for private client advisors, wealth management, private banking, independent financial advice, tax and legal sectors; as well as individual philanthropists and social investors, trusts and foundations, charities and social enterprises. The organisation acts as a knowledge hub and centre of excellence offering events, specialist knowledge sharing, CPD certified training, voluntary standards and sector and government liaison.

Aidan leads Edelman Smithfield’s financial services practice, a team of highly skilled and experienced corporate communications experts specialising in the promotion and protection of financial institutions and professional services operating in the UK. Drawing on over 15 years of communications experience, Aidan provides reputation services to his clients relating to corporate positioning, crises and issues management, thought leadership and reactive commentary. Aidan has particular expertise in conceiving thought leadership platforms to differentiate brands from their peers, and generating quality media coverage with impact. Aidan specialises in banking, insurance, mortgages, professional services, pensions, asset management, fintech and digital assets.

Charlotte is the voice of the firm both internally and externally; as a leading light in the private client industry, she works closely with her broad network of intermediaries to ensure that the business is always evolving to best meet client needs. This includes everything from chairing the firm’s Risk Committee, to creating new initiatives designed to keep CapGen at the forefront of an-ever changing industry. Recently, this has led her to establishing and leading the Responsible Capital initiative; a business-wide program to ensure that CapGen is actively meeting today’s social and environmental challenges. She regularly features in the trade and national press as an expert in working with family capital and is currently writing a book on how families and their advisors can get the best out of the investment industry.

Jordan is a Client Partner at Artorius where he looks after a number of wealthy families based both in the UK and overseas. Managing and overseeing their entire financial affairs, he works with his clients to understand their long-term objectives in order to develop, implement and manage an appropriate wealth management strategy to meet their desired outcomes, which will typically span multiple generations. Key to his role is providing continuous oversight and monitoring across the family’s entire wealth providing them with transparency and visibility over their affairs, allowing for effective decision making and good governance, working in collaboration with their Trustees, Lawyers, other professional advisors.

Matt advises a wide range of UK and international clients, from individuals, families, trustees, beneficiaries and family offices on a wide range of private client issues, including UK tax, estate and succession planning. Matt acts for high net worth individuals and families including business owners, professional executives and entrepreneurs. Matt advises on the establishment and use of trusts and other wealth holding structures, and also on the succession of family trusts and businesses and governance issues. He also advises on Wills and wider estate and succession planning issues.

Dickon is the Chief Executive Officer for Themis, an award winning financial crime platform that helps organisations manage their financial crime risk exposure. Before joining Themis, Dickon held a number of senior positions in banking and wealth management including as the COO and then CEO of First Abu Dhabi Bank in the UK. He was also the COO of a Jersey Trust Co and has enjoyed supporting Jersey Finance and their members for many years. Dickon has worked and travelled extensively in the Middle East, as well as the UK, Europe & Americas. Dickon is also the Finance Chair of the UK Modern Slavery Training Delivery Group (a national committee reporting jointly to the Home Office and Department for Business, Energy and Industrial Strategy, with close links to the National Crime Agency). He is also a member of Transparency International, holds an ICA International Diploma in Anti-Money Laundering and an MA (Hons) from the University of Edinburgh.

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.

At abrdn, our purpose is to enable our clients to be better investors.

abrdn plc manages and administers £542 billion of assets for clients, and has over 1 million shareholders (figures at 31 December 2021).

Our personal wealth arm, includes our discretionary investment management business, offers tailored services to help individuals create financially secure futures in a way that works for them.

As a discretionary investment manager, with offices across the UK and a dedicated team in Jersey, we have vast experience in understanding the bespoke needs of UHNW / HNW private client portfolios, trusts portfolios, charity assets and offshore companies.

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.

AYU is a private members club that connects a global community of hedge funds, family offices and alternative investment professionals via a dedicated digital platform and networking events around the world.

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 are a leading global offshore law firm.

Different by design, we see more than just the matter presented, we see you. Because we believe understanding you is of equal importance to mastery of the law. Together they forge a smoother, swifter journey, and lay the foundations for long term success.

As a modern law firm we embrace a wider definition of service, offering expert advice through a human lens.

Sound judgement, pragmatically applied – giving you confidence and clarity in a complex world.

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.

Standard Bank International is the Offshore arm of the Standard Bank Group, Africa’s largest bank by assets. Our international Banking, Lending, Investment, Fiduciary and Wealth Management services help us serve Africa’s rapidly growing globally mobile and affluent population.

We have come a long way since we began in 1992, and strive to go even further. As the African economies continues to grow, Standard Bank International is perfectly positioned to support the growth of our organisation and the continent itself. Our objective is clear – support Africa’s growth by connecting the continent to international markets from our offices in the Isle of Man, Jersey, London, Mauritius and South Africa.

TMF Group is the leading provider of critical administrative
services, helping clients invest and operate safely around the
world.
Our 9,100 experts and 120 offices in 85 jurisdictions
worldwide serve corporates, financial institutions, asset
managers, private clients and family offices, providing the
combination of accounting, tax, payroll, fund administration,
compliance and entity management services essential to
global business success.

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 a leading international law firm, practising six laws from ten jurisdictions, including Jersey.

We provide legal, corporate, fiduciary and compliance services to global financial institutions, investment banks, capital markets participants, Fortune 500 corporations, arrangers, promoters and managers, Magic Circle and AmLaw 100 law firms, accounting firms, partnerships, trust companies and other fiduciaries. We are consistently ranked in the top tier of law firms by all leading global legal directories, including the Chambers and Partners Global Guide 2022, which ranks Walkers in 10 band one practice areas.

Since 2005, WealthBriefing’s network has given members access to regular and exclusive news and research on the global wealth management sector, along with the opportunity to attend useful and informative in-person events in the major wealth management centres. Its industry leading awards now include a Channel Islands focussed programme.

WealthBriefing is a 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.

IFC Media is the leading publishing house for the global wealth management industry. Representing international finance centres across the globe while creating a comprehensive archive of commentary, analysis and technical articles, IFC Media publications include the flagship IFC Review annual, the annual IFC Economic Report and regional reviews such as the Caribbean Review.

Supplementing our hard copy publications is ifcreview.com, which houses the monthly IFC Review E-Journal and the IFC Review digital library and archive. Created as an online resource for wealth management professionals, ifcreview.com combines reference materials with highly technical articles and thought-provoking commentary from industry-leading contributors.

PAM Insight is an independent company dedicated exclusively to serving a broad and diverse community of professional wealth management organisations around the world (currently in over 50 jurisdictions), with innovative, market-leading and independent information products and services, delivered online, in print and face-to-face.

PAM Insight operates three news services dedicating to providing cutting edge news, features and analysis on all areas of the wealth management and private client sectors.

Philanthropy Impact is a 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 and philanthropy, supported by professional advisors.

Philanthropy Impact wishes to increase the flow of capital for good by enabling private clients and their families to match their purpose driven wealth strategies with their values, capturing their sustainable, social and impact investment and philanthropy preferences across the spectrum of capital.

Drawing on research, we focus on increasing philanthropic giving, social investment and ESG/impact sustainable investment by building the will and capacity of professional advisors (investment professionals and financial planners, private client advisors, wealth management, private banking, tax and legal sectors) to support their (U)HNW private clients on their philanthropic and social impact investment journey.

We achieve our vision by working providing thought leadership, events, CPD Certified CISI Endorsed training, bespoke networking opportunities, campaigning, publications and resources for advisors.