- Jersey Finance
- |14/5/25
Audience Q&A from the Spotlight Private Wealth Co-investment event
14 June 2021
Behind The Scenes
Speakers and Panellists
Charlotte ThornePartner, Capital Generation Partners
Tim HoughtonGlobal Head of Private Wealth & Family Offices, TMF Group
David FletcherPartner, Farrer & Co
Josephine HowePartner, Ogier
Karen O'HanlonSenior Director - Private Client Services, JTC
Quotes From the Audience Q&A
Charlotte Thorne:
Read more"I think their appetite for co-investing has been growing for some time anyway. Those who are already involved in co-investments have probably seen some extra complexities arise as a result of the pandemic"
Josephine Howe:
Read more"There has been an exponential growth in private wealth around the world and also a noticeable growth in the overall number of family offices that are established"
Karen O'Hanlon:
Read more"Yes, very much so, diluting their risk, ensuring governance is being applied and excess cash available for investment with interest rates low and finance cheap!"
Josephine Howe:
Read more"Given a trustee's fiduciary duties, a trustee might have a different risk appetite to its co-investors"
How do you manage the expectations of clients when a co-investment deal goes wrong?
Read Charlotte's full response >
“The client’s reputation is crucial – they will find themselves working with numerous different providers, all of whom will have to take the investor on as a client, and this will mean rigorous KYC checks.”
Read Josephine's full response >
“Reputation should be an important factor for a client in determining the person they want to partner with in any co-investment”
Read more from Karen >
“Clients’ reputations may well give more accessibility to clients however on the flipside this can also go against”.
