Inside the Private Wealth Conference 2026

Robert Dobbyn, Partner, Carey Olsen shares his reflections on the event, highlighting the value of connecting with industry peers and international advisers. He also discusses the relevance of the conference’s geopolitical discussions, including Lord Robertson’s keynote, and the importance of addressing the uncertainties facing private wealth clients.

George Dixon, Relationship Director, Fiduciaries, Funds & Corporate, Lloyds International, reflects on how the conference is a key platform for building partnerships and promoting Jersey’s financial services expertise. He also considers the pace of change across the industry and the significance of Jersey’s longstanding relationship with the UK in supporting its international proposition.

Scott Goldhawk, Head of Growth, Clarity, reflects on the ‘trusted shores’ conference theme and why trust remains central to the private wealth industry. He focusses on the importance of consistent service delivery and building lasting client relationships, alongside the value of coming together to share perspectives on the sector’s evolving challenges.

Simon Voisin, Managing Director, Coriats Jersey, reflects on the conference as an opportunity to showcase Jersey’s longstanding expertise in private wealth and fiduciary services. He discusses the strength of Jersey’s trust law and legal framework, highlighting how the Island’s established reputation and specialist expertise continue to support confidence among international clients and advisers.

Heather Tibbo, Chief Executive Officer, Crestbridge Fiduciary, focusses on the relevance of the 2026 conference theme and the importance of building relationships that endure through periods of change. She also considers the discussions around intergenerational wealth transfer, evolving family expectations and the role of trusted advisers in supporting clients across generations.

Megan Clark, Assistant Manager, and George Hamon Client Director, Private Wealth & Family Office Equiom, discuss the importance of trust in the private wealth sector and how transparency and consistent service help build confidence in client relationships. They reflect on the value of connecting with industry peers to share experiences and perspectives.

Laura Nevitt, Managing Director, Hawksford, shares her reflections on the event’s discussions around intergenerational wealth transfer and succession planning. She shares the importance of engaging the next generation in conversations about family wealth, alongside the value of bringing industry professionals together to exchange perspectives on shared challenges.

Emma Furzer, Senior Manager, Private Capital, HIGHVERN, highlights the importance of events like the conference in strengthening connections across the industry and raising Jersey’s international profile. She reflects on the need for Jersey to remain visible and competitive as the global financial landscape evolves, while continuing to build on its established expertise.

Louisa Berry, Business Development Manager, HSBC Expat, reflects on the value of the conference in bringing together professionals supporting internationally mobile clients. She talks about the growing complexity of cross-border banking needs and the importance of exchanging ideas, strengthening connections and working collaboratively to address the challenges facing clients.

Shelly Cassidy, Relationship Manager, Financial Intermediaries Team, Investec, spotlights the opportunities the conference creates for banking, legal and fiduciary professionals to connect and share experiences. She reflects on the value of bringing different areas of expertise together to better understand the challenges facing internationally connected clients and explore how the industry can respond collaboratively.

Helen Hendy, Executive Director, Praxis, focusses on the event’s emphasis on trust and the importance of integrity in private client relationships. She also highlights the value of industry collaboration, with events like the conference providing opportunities to exchange knowledge, hear different perspectives and strengthen professional relationships.

Allie McMahon, Business Development Director, Quilter Cheviot International, shares the value of the conference in bringing together private wealth advisers and key decision-makers who are helping shape the future of the sector. As well as the opportunity to strengthen professional connections, exchange ideas and showcase Jersey’s expertise.

Nichola Brennan, Partner, Walkers, builds on these reflections by highlighting the value of the conference in bringing together industry professionals to share knowledge, exchange perspectives and strengthen relationships. She emphasises the importance of collaboration and how Jersey’s collective expertise helps support clients and reinforce the Island’s position as a leading international finance centre.