Audience Q&A from the Spotlight Private Wealth Supporting Philanthropy Through Foundations

12 November 2021

Speakers and Panellists

Robert Moore
Robert MooreDirector – UK, Jersey Finance
Jonathan Sprigg
Jonathan SpriggHead of Fiduciary Services, International Client Solutions, Standard Bank
Heather Maizels
Heather MaizelsSenior Advisor, Charles Russell Speechlys LLP
Simon Morgan
Simon MorganDirector, Private Clients – Jersey, Vistra
Alexa Saunders
Alexa SaundersPartner, Carey Olsen

Quotes From the Audience Q&A

I appreciate the question focusses on charities with minimal assets and volunteers. But remembering Jersey’s very tight AML NTF regime which we never want to dampen down. There is nothing like kicking the tyres, as they say.
Simon Morgan
Yes, we do. Kicking the tyres is a good analogy of going in and seeing if we are able to leverage the group. The Group normally has connectivity across the continent. We use the Group in different ways, where we’re able to. Where they’ve got connectivity with Standard Bank, we can leverage that.
Jonathan Sprigg
Certainly, the two things are interlinked. There’s such a focus now on sustainability, ESG and on responsible wealth. I think it’s really easy to have those conversations. There’s a lot of work to be done around sustainable funds in terms of measurement and comparison.
Heather Maizels

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