Private Wealth in Motion | Finance Events in Jersey, CI

Overview
Speakers
Agenda

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Jersey Finance is delighted to be back in Hong Kong SAR for the second time this year, with Joe Moynihan, our CEO, and Chris Jenkins, Global Head of Market Development, for an exclusive networking and panel event.

The event will bring together senior industry leaders to explore the evolving global wealth landscape in this period of geopolitical uncertainty. The discussion will consider the implications of recent developments in the Middle East and how these are shaping investment strategies, including the rise of direct and co-investment activity.

In a session moderated by Jo Murphy, Senior Consultant, our panellists will explore:

How private wealth portfolios are shifting across alternatives, private markets and real assets, amid higher rates and geopolitical fragmentation
The evolving role of Asia, especially Hong Kong, in cross-border capital flows, structuring and family office strategies
Allocator perspectives on manager selection, liquidity trade-offs and risk management in a more complex, less synchronised global cycle
Structuring considerations for global families and institutions, including jurisdictional diversification, governance and long-term capital preservation

The role of international finance centres, such as Jersey, in providing stability, certainty and trusted frameworks will be a key theme, alongside how wealth structures are adapting to meet changing generational priorities.

If you have any queries, please contact a member of our events team.

Speakers

Joe MoynihanChief Executive Officer, Jersey Finance

Profile

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).

Jo MurphySenior Consultant

Jo has over 25 years of Asia Pacific cross-functional expertise, has held senior leadership roles in regional management, strategy, client and business development, and has built and managed successful regional teams and operations for major global institutions. Her roles have spanned intermediary, buy/sell side, education, and entrepreneurial sectors, with a predominant focus on alternative investments and private markets alongside the evolution of the financial services sector. Jo is a seasoned presenter, moderator, business consultant, strategic advisor, writer and industry thought leader active across the industry. She also holds multiple consulting, corporate advisory, treasurer and wider NFP board roles.

Daniel JimManaging Director, Chartwell

Daniel is the Managing Director at Chartwell with his main responsibility being to unite all strategic and co-investment partners of the firm. He also serves as a Senior Adviser of Chartwell Family Partners, a cluster of seven local Hong Kong families, with his main responsibility being strategic asset allocation and external manager selection. Daniel has been an allocator for single family offices and institutional investors for over 20 years, with a special focus in hedge funds and alternative investment strategies. He started his career with Nomura International in Italy, promoting the first batch of Chinese equity ever listed to Continental European institutions. Daniel holds a Bachelor of Business Administration degree in Professional Accountancy (PACC) from the Chinese University of Hong Kong and Master in International Economics and Management from SDA Bocconi in Milan, Italy. He speaks Cantonese, Mandarin and English.

Navin Raj JaidevSenior Investment Director, Cambridge Associates

Navin Raj Jaidev is a Senior Investment Director at Cambridge Associates. Navin works closely with a range of institutional investors on asset allocation strategy, manager selection, and portfolio implementation, with a primary focus on public investments and hedge funds. He has also undertaken manager research on Asia-focused hedge funds, and public and private credit funds. Originally based in the Singapore office, he relocated to Hong Kong in mid-2025. Prior to joining CA in 2017, Navin served in multiple roles at DBS Bank Ltd, spanning across the regional business development, investment funds, and operations desks within the wealth management division. His experience involved a range of projects from cross-border sales management to mobile software development. Navin received his Master in Finance from IE Business School and BSc in Economics from University of Warwick. He is a CFA® charterholder.

Agenda

11.45 am

Registration and Networking

12.15 pm

Welcome Address