Jersey Finance Private Wealth Conference 2024

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).

Tim Marshall, the renowned former Diplomatic Editor for Sky News and author of 'Prisoners of Geography' and 'The Future of Geography: How Power and Politics in Space Will Change Our World.' During his 30 years in news reporting and presenting, Tim was involved in pivotal moments in world history reporting in the field from Bosnia, Croatia and Serbia during the Balkan wars in the 1990s and covering conflicts in Iraq, Afghanistan, Libya and Syria. His expertise will provide a deep understanding of why nation-states exist, the nature of borders, and how physical, cultural and political characteristics define the world.

Claire Williams OBE, one of the most successful women in Formula 1 history, as our endnote speaker. Claire was one of only two women to head a Formula 1 racing team in the modern era, leading the Williams Formula 1 team to top-five finishes two years in a row. Today, she is a global Brand Ambassador for WAE Technologies, focussing on the decarbonisation of heavy transport through advanced, sustainable, green technologies. Claire's journey in a male-dominated industry and her current work in sustainability will offer invaluable insights into leadership, innovation, and the future of technology.

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.

Charlotte, a Partner at Penningtons Manches Cooper LLP, is an experienced commercial disputes lawyer. She advises on a broad range of cross-border disputes across a number of commercial and business sectors, including financial services, company disputes, corporate insolvency and civil fraud. She leads PMC’s digital asset team, having specialist expertise in emerging technologies, including cryptocurrency and blockchain disputes, and advising clients about the developments in AI. In 2023, Charlotte won the esteemed title of ‘Woman of the Year – FinTech/Crypto Innovation – UK’ at the Citywealth Powerwomen Awards, for the impact of her work in the sector. She was also named on Innovate Finance’s Women in FinTech Powerlist 2023 and was most recently listed in Citywealth’s Top 50 Fintech, TMT and AI Lawyers in 2024.

Dr Danica Damljanovic, founder of Sentient Machines. An entrepreneur, PhD research scientist, and computer engineer with decades of experience in AI and Natural Language Processing. She worked with the SRI team that developed Apple’s Siri, before setting up Sentient Machines to build an advanced conversation analytics platform that analyses both voice and words in order to identify critical events and behaviours in your customer interactions, to reduce compliance risk, transform team productivity and customer loyalty. As an internationally recognised scientist Danica has published more than 50 publications, and a book on text analytics, cited over 2000 times.

Josh Leigh leads the Schillings digital resilience practice. He is highly experienced in developing and executing proactive and reactive projects to improve and strengthen clients’ online reputations as reflected in search results, on social media and via AI. An expert in multi-territory digital resilience strategies, Josh has an industry-wide reputation for creative and scientific approaches – combined with communications skills – to digital profile challenges, using the latest techniques. Josh previously worked at communication consultancies Hawthorn, Digitalis, Edelman and Havas.

Peter is the Director of International & National Initiatives at Innovate Finance, the industry body representing the UK FinTech sector. Peter leads on developing Innovate Finance’s international and national initiatives, to support and promote UK FinTech, and the opportunities for our members to grow, by developing relationships with like-minded hubs across the UK and around the world. Peter also ensures our international and national work reflects current political, public policy and regulatory priorities for the sector, as well as our broader missions to promote the inclusivity of FinTech.

Bobby is a Managing Partner of MacroEagle, an investment firm, and publishes a widely read newsletter on markets and politics. Previously he was a Partner and Portfolio Manager at Toscafund and a Partner at Goldman Sachs. He is the UK representative of the German Economic Council, governor of the Ditchley Foundation and Trustee of the Anglo-German Koenigswinter. He as dual Anglo-German citizenship, served in the German Army and grew up in Latin America.

Economist and co-founder of GPFO. He has spent 30+ years teaching at universities in the UK, US and France and is Senior Lecturer in Finance at the Open University Business School, publishing on economic history and macroeconomic policy. He has combined academic work with executive education and consultancy for family offices and corporations. GPFO was born from this in 2009, allowing family offices to speak to peers around topics of mutual relevance. It is now the pre-eminent family office association with members in 20+ jurisdiction and has become a central hub for family offices as they navigate the changing landscape of private wealth.

Clare specialises in succession planning and related legal and tax matters for multi-generational families and their family offices. She works alongside some of the world’s leading private businesses and her practice focuses on how to help individuals developing their succession planning strategy and designing bespoke asset holding and wealth management structures including PTCs, limited partnership structures and foundations. Clare has particular experience of advising and supporting families on implementing family and corporate governance frameworks to support successful wealth transition. She also supports clients in developing their philanthropic strategy to enable greater and more effective wealth distribution. Clare is recognised for her work having won multiple awards from the leading private wealth award bodies.

Marianne is a Partner in Mishcon Private and a private client lawyer with more than 20 years’ experience advising families based mainly in the Middle East. She advises multinational families, their private offices and trustees on the range of legal and practical complexities and conflicts that arise when personal, business and trust assets are shared by more than one generation. She has practical experience of how banks and professional trustees operate: she worked as a professional trustee first within Lombard Odier private bank (in Bermuda, working also in Geneva and London) and then at Kleinwort Benson, in London. This adds a dimension of pragmatism to Marianne's advice which is particularly apposite in the Middle East market. Marianne grew up in Jordan and speaks Arabic and French. She won the Foreign Jurisdiction Expert category of the Chambers High Net Worth Awards, is ranked in the leading Legal Directories.

Nicholas Charles FCCA is a family prosperity advisor, author, property investor and Fellow Chartered Certified Accountant. Author of the Amazon number 1 best-selling book The Four Fundamentals of Family Prosperity. His follow up book called Generational Wealth was released in October 2022 and managed to get the number 1 spot on Amazon. Nicholas specialises in family prosperity advice, tax planning, asset protection and property consultancy. He is the CEO and co-founder of Danti Global a secure wealth tech operating system that will digitise and revolutionise generational wealth and legacy planning.

Piers acts for high net worth individuals from across the world, but especially from the Middle East, where he acts for 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 assets holding structures, family governance projects and global real estate investments. Piers is a Visiting Professor at the University of Law, a Council Member of the International Academy of Estate and Trust Law, and an International Fellow of the American College of Trust and Estate Counsel. He lectures regularly in the UK and internationally on matters of private client interest. Piers has been featured in eprivateclient’s 50 Most Influential listing, the definitive listing of leading private wealth lawyers, in 2021, 2022, 2023 and 2024. Piers is admitted to practise in England and Wales.

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 offshore law firm, providing corporate, institutional and private clients with straight-talking legal advice.

Founded in Jersey in 1939 and now spread across six offices in Europe, Asia and the Caribbean, we work to give our clients confidence and clarity in a complex world.

Our Jersey partnership includes some of the most experienced local Advocates, with individuals and teams ranked in the top tiers of the leading legal directories.

Our Jersey partners have practised in London, Hong Kong, Abu Dhabi and beyond, combining onshore and offshore expertise, supported by a network of colleagues across timezones.

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.

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.

At Fairway Group we put our clients first. As an independent, owner-managed fiduciary group offering private client, corporate, funds and pensions services, we are able to provide continuity to every client through a director-led, dedicated team and a proactive and nimble service. Headquartered in Jersey and with established offices in Dubai and Kuwait, our global presence allows us to seamlessly connect with our diverse international client base. 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.

HIGHVERN is an award-winning provider of private wealth, fund, and corporate administration services. Headquartered in Jersey, HIGHVERN has a global presence in Guernsey, the Cayman Islands, Ireland, Switzerland, and the UK. Established in 2016 after a management buyout from a leading UK international private bank, HIGHVERN serves a diverse client base including Private Clients, International Family Offices, Corporates, and Private Capital Funds. Our commitment is to treat our clients’ assets as if they were our own, delivering exceptional service through a dedicated team focused on long-term partnerships.

The Investec Group is a private bank with a refreshingly human approach. We have international offices in Jersey, Guernsey, the 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 are offshore experts and support licensed and regulated trust and corporate service providers, advisors and high net worth individuals by providing fully integrated banking, treasury and lending solutions.

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 53 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 X, LinkedIn, Instagram and Facebook.

It’s as simple as… putting your trust in us for private wealth, funds and corporate administration. When clients work with VG, they know they have a dedicated, experienced team committed to fostering long-term relationships; on average our clients partner with us for over 10 years.

VG was established in 1982. Now with a team of more than 100 trust and fiduciary professionals, we are one of Jersey’s largest, independent and privately-owned trust companies. We work with clients globally, administering 1100 structures with £15 billion of assets under administration across a range of asset classes.

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.

Since its establishment in 2006, IFC Media has been 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 biannual 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. With continually updated coverage from over 30 international finance centres and daily news bulletins, ifcreview.com is a one-stop-shop for wealth management professionals right across the globe.

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 and impact/ESG investing, social investment, and philanthropy; as well as providing opportunities for professional advisors across the spectrum of capital to network with other advisors building relationships and creating opportunities to work together to gain referrals and to achieve growth.

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 impact investment journey.

Our means for realising our vision include thought leadership and sharing intelligence, events, CPD Certified CISI Endorsed training, 23 Impact, bespoke networking opportunities, campaigning, publications including a magazine, and resources for advisors and other stakeholders.

Our stakeholders also include philanthropists, impact investors, trusts and foundations, and charities and social enterprises.

Discover our brand-new website: Philanthropy Impact (philanthropy-impact.org)

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, meaning that WealthBriefing readers are often the first to see the headline news affecting their industry. Nowhere else can wealth managers access such a breadth and depth of business intelligence in their sector.