Jersey Finance Private Wealth Conference 2023

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).

Robert Peston is a Political Editor and hosts a flagship politics and current affairs show, ‘Peston’. Robert started on TV as an Economics Editor, explaining the implications of domestic, European, and global economic shifts. Before that, as Business Editor, he published stories about global financial situations, revealing the crises at Northern Rock and RBS, the emergency rescue of HBOS, and the tumult around the credit crunch, bailouts, and austerity. Before TV, Robert was City and Assistant Editor of the business and money sections of the Sunday Telegraph. He was the FT's Financial Editor and a member of their editorial board, having also served as its Political Editor, Banking Editor, and founder of the investigation’s unit. He is the author of several critically acclaimed books on politics, society and business. In ‘Brown's Britain’, Robert explained the real nature of the relationship between Blair and Brown and his novel ‘The Whistleblower’ is being developed into a TV series.

Steve Hewitt is the Founder of Whanau; an advisory and investment organisation supporting high growth SMEs with international ambition and partnering with charities, notably the Birmingham Children’s Hospital, where he heads up The Changemakers initiative. Previously, Steve was CEO of Gymshark and was responsible for spearheading the exponential growth of the brand on a global scale from £5 million to £500 million annual sales over a seven year period and from one revenue channel, www.gymshark.com, winning many international awards along the way. As CEO, Steve grew Gymshark’s customer base from 40,000 to 4 million active customers across 180 countries globally, which saw the brand cement its unicorn status in September 2020, valuing the business at $1.5 billion.

Bruce Whitfield is a multi-award-winning journalist, best-selling author and sought-after speaker. Throughout his career, he has had unparalleled access to titans of industry; mavericks who are changing the game; and brilliant entrepreneurs who reimagine what is possible. This access has provided him with an exceptional perspective of how we can change the future, today. With over 20 years of working in print, broadcast and digital media, he brings a unique brand of realistic optimism to the murky intersection where business, politics and society collide.

Camilla advises high-net-worth individuals, both UK and non-UK domiciliaries, on estate planning to mitigate the incidence of inheritance tax and control the devolution of estates using lifetime gifts, trusts and tax-efficient wills. She also provides advice to clients on capital gains tax and income tax mitigation strategies as regards lifetime tax planning. She has spent many years acting for the trustees of various family trusts, including those of significant value. Her expertise covers areas such as landed and agricultural estates, heritage houses and chattels, investment management including residential and commercial property, and global tax-efficient structures. Camilla has experience of both offshore and onshore trust structuring and advising trustees and beneficiaries in relation to the day-to-day management and administration of trusts and estates, including landed estates across England and Wales.

Jay is a partner in the Withers private client and tax team. His personal practice focuses on cross-border succession and business structuring. Typical clients include high net worth families, single and multi-family offices, family businesses, fund principals, trustees, insurers and financial institutions.

Mahnaz Malik is a Barrister and Arbitrator at Twenty Essex who specialises in representing Governments, organisations and corporations in investment and commercial disputes. She is a Fellow of Hughes Hall College, University of Cambridge. Mahnaz has over 23 years of experience in advising Governments, corporations and international organisations on international arbitration. She has acted as counsel in several investment and commercial disputes, including CAS, ICC, ICSID, LCIA and PCA-administered arbitrations. She is adept in a range of sectors, including energy, natural resources, financial services, shareholder disputes, joint ventures and franchising and sport. Mahnaz’s appointment as an arbitrator in EuroGas Inc. and Belmont Resources Inc. v. Republic of Slovakia made her one of the youngest ever appointed to an ICSID Annulment Committee since records began and the youngest woman. She serves on the ICSID Panel of Arbitrators as well as on leading arbitration panels globally.

Tom was born and educated in Jersey. He gained a First-Class degree in History and French, at Durham. Tom joined His Majesty’s Diplomatic Service in 2008, working on Afghanistan-Pakistan before being posted to Qatar for the UK Prime Minister’s visit. He studied Arabic in Jordan before being posted to Lebanon. As First Secretary, Tom coordinated relations with the Syrian opposition, overseeing a €2million conflict resolution programme. Returning to London, he led international engagement in the UK's Ebola Taskforce, securing €1billion from the EU and G20. He was promoted to Head of East Africa at the Foreign Office, managing a team responsible for UK relations with Kenya, Ethiopia, Djibouti, Eritrea, Tanzania, and Uganda. Tom rejoined the Government of Jersey in 2015 and now manages Jersey’s relations with high-growth markets outside the EU, implementation of financial sanctions, and participation in trade agreements. He also represents Jersey at the OECD.

Matthew is CEO of Itriom, the Global Impact Platform helping leading families balance legacy and sustainability. Matthew has extensive consultancy experience gained over 20 years advising governments, family offices and global companies on strategy & innovation – especially at the point of change, on market entry, repositioning and restructuring. Matthew has held senior management positions including leading Interbrand’s (the world’s largest brand consultancy), operations in Northern Europe, Middle East, Turkey and India. He worked for 10 years as a Board Director with Omnicom (the world’s largest marketing services group), agencies BBDO, Fleishman-Hillard and Porter Novelli; for whom he set up and managed their offices in emerging markets and the Middle East. A Fellow of the Chartered Institute of Marketing, and frequent lecturer at international conferences, Matthew was educated at University of Westminster, and following graduation from The Royal Military Academy Sandhurst.

Dhana is a Partner in the Tax, Trusts and Succession team at Michelmores. She is highly-experienced in the private client sector, where she specialises in working with high net worth and ultra-high net worth individuals, family offices, entrepreneurs, corporates and owner-managed businesses. Her exceptional advisory services have garnered her international recognition in the UK, Europe, the US, Asia, and the Middle East. Dhana has earned numerous prestigious rankings and awards over the years. She is ‘independently ranked’ for Private Wealth Law in the Chambers High Net Worth Guide 2023 and recommended in the Legal 500 2023. She has also been recognised in the Citywealth Leaders List and Eprivate Client. She is a valued author at LexisNexis, and a member of the LexisNexis private client consulting editorial board. Dhana is also an esteemed member of STEP and plays an active role on the committee for the STEP City of London branch.

JC Oliver is Head of Innovation at Valley Ventures, developing both business and product strategy, working with the network of companies that make up the Valley Ventures ecosystem. An award-winning Innovator & Investor, JC has worked across multiple verticals from Media & Entertainment to Finance & ESG, spending 10 years understanding tech and human behaviour as Global Head of Innovation for both Microsoft and Verizon/AOL. He co-founded Recast, a disruptive micropayments streaming platform, and Move78, a venture studio that operates at the intersection innovation and growth with a focus around web3, blockchain and tokenomics. His drop off is the crossroads of creativity x tech x business x sustainability, which he defines as the “Interspace of Growth”. He works directly with a number of HNWIs and wealth managers on future gaze strategies and is an advisor/ambassador for Dara5, a London-based VC firm specialising in gen z and gen alpha family wealth.

Louisiana joined EQ Investors, a dedicated sustainable wealth manager, in October 2018 after completing a Masters in sustainable business at Imperial College London. She joined EQ as a dedicated impact analyst, and in 2022 assumed the role of Head of Sustainability. She is now responsible for innovating EQ’s approach to sustainable investing. Louisiana also oversees EQ’s ESG and impact integration strategy across all assets, EQ’s stewardship efforts and sustainability data reporting. Previously, Louisiana graduated from UCL with a BSc in Geography and spent a year working for a Cleantech innovation research company before starting her masters. She now also holds the CFA IMC and CFA ESG Investing qualification.

Ravi is a partner at Gateley and heads up the London Private Wealth team. He acts for a range of U/HNW families and their advisers, professional service providers, entrepreneurs and investors. His clients are based all over the world, and are often internationally mobile. His expertise includes UK and cross-border tax planning, business structuring, and advice on succession/governance of wealth. This often involves the creation, restructuring and termination of wealth-holding structures such as offshore trusts and investment vehicles.

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.

For more stories and expert opinions please visit Insights at sc.com. Follow Standard Chartered on Twitter, LinkedIn, Instagram and Facebook.

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

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.

For over 135 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 is a capacity-building non-profit organisation at the intersection between philanthropy, social investment, ESG, and impact investment.  Our mission is to increase the flow of capital for good.  We are a membership network creating opportunities to increase and improve philanthropy, social investment, and ESG/impact investing.  We achieve this by building the will and capacity of professional advisors (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.

Our means for realising our vision include thought leadership and sharing intelligence, events, CPD Certified CISI Endorsed training, bespoke networking opportunities, campaigning, publications including a magazine, and resources for advisors and other stakeholders.

We give courage, confidence, and opportunity.

Our stakeholders also include philanthropists, 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 the leading subscription-based business intelligence service for the wealth management community, with the latest news, analysis and in-depth features from around the globe.

WealthBriefing subscribers are part of an international network for whom staying abreast of the latest industry developments is a crucial part of their professional lives. Members of the network find our content on topics such as wealth strategy and planning, industry M&A, evolving business models in the light of technological innovations, important people moves, investment management trends and asset allocation techniques to be an essential resource in a fast-moving world. Our global editorial team is dedicated to providing subscribers with exclusive news and insight. WealthBriefing provides wealth managers with breadth and depth of business intelligence on their sector.

In addition to the daily news service, WealthBriefing publishes research reports and webinars. WealthBriefing also organizes and hosts a series of global awards programmes for the wealth management industry.