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Event Date Tue Mar 9 EST (almost 2 years ago)
Location Webinar
Region All

New for 2021, our ‘Spotlight Private Wealth Series’ will explore the topics that matter most to private clients and their advisors. Exclusively for Jersey Finance Members, the first event in this series will take place in a virtual format.

We are delighted to have a range of experts on the agenda to discuss our first topic – the next generation of ESG investors, with a focus on wealth transfer.


2021 Speakers

Robert Moore
Director, Jersey Finance

James Hay
Investment Associate, MainStreet Partners

Paul Hunter
Group Head of Family Office Services, Crestbridge

Mona Shah
Director, Stonehage Fleming Investment Management

David Stearn
Chief Executive, Affinity

Jennifer Le Chevalier
Head of Private Wealth, IQEQ