Private Wealth Conference 2025

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).

Rory Stewart has been an academic, writer, adventurer, politician, and diplomat. After time in the Army and the diplomatic service, he trekked across Afghanistan, was appointed a fellow at Harvard, and wrote a number of books before entering Parliament, where he served as a Minister and ran for Party Leader. He now co-hosts The Rest is Politics with Alastair Campbell, where, together, they disagree agreeably on global politics and the inner workings of Parliament from across the political divide. They also co-host the podcast Leading, where they interrogate, converse with, and interview some of the world's biggest names, from inside and outside of politics, about life, leadership, or leading the way in their chosen field. After University, Rory served briefly as an Army officer before joining the Diplomatic Service with posts in Indonesia and as the British Representative in Montenegro in the wake of the Kosovo conflict.

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. Our mission is to protect and grow your wealth. In the UK, we know that a flexible approach is required to support the financing requirements of our high net worth clients.  We specialise in prime property residential mortgages in London and the South of England. Our highly experienced team help navigate the intricacies of prime property financing through an in-depth understanding of each clients’ requirements.

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.

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 offices in the leading international finance centres, 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.

 

Equiom are proud to deliver their services ‘The Equiom Way’ – with passion, reliability and responsiveness.

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 a fiduciary, corporate and fund administration services provider headquartered in Jersey, with presence in Guernsey, Cayman Islands, Ireland, and the UK. It was established in 2016 following a management buyout from one of the UK’s leading international private banks.

HIGHVERN now employs over 160 staff across its jurisdictional offices, through its core services of Private Wealth, Corporate and Funds Services. In 2024 HIGHVERN won Best Administrator (Assets under $50bn) in the Drawdown Awards, an private client Excellence Award for Private Client Trust Company in 2023 and was shortlisted for a STEP Private Client Award.

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.

VG is a leading provider of private wealth solutions with offices in Jersey and London. As a values-driven and owner-managed organisation, we put clients first and pride ourselves on being expert, responsive and flexible.

Our specialist teams have served global clients for more than forty years and are proud to consistently achieve excellent client satisfaction.

We administer more than 1100 structures and more than £15 billion of assets across a range of asset classes.

In 2024, VG forged a partnership with Mayfair Equity Partners to support growth and achieve exceptional success for clients, employees and shareholders alike.

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.

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.

WealthBriefing is the premier subscription-based business intelligence service for the global wealth management community, delivering the latest news, analysis, and in-depth features.Subscribers join an international network of professionals who rely on timely industry updates as an essential part of their practice. Covering strategy, M&A, executive moves, investment management, and asset allocation, WealthBriefing offers unparalleled insights in a rapidly evolving sector. Our global editorial team provides exclusive, timely reporting, ensuring that WealthBriefing readers are among the first to access critical industry developments.