Industry Experts Review Best Practices & Examine Critical Issues at Jersey’s Inaugural Private Wealth Management Conference

29 June 2011

At a sell-out event yesterday, delegates attending the Private Wealth Management Conference at the Royal Yacht Hotel were treated to a diverse range of topics in order to assist with meeting the rising demand of ‘value for money’ from private clients.

Presented by the Jersey International Business School, in association with Rathbones, the conference was the first of its kind to harness in the latest wealth management industry trends, portfolio management techniques, opportunities and threats from emerging markets, and geopolitical outlook, amongst others.

“The breadth of expert views, and their thoughtful delivery, stimulated much debate and will undoubtedly influence delegates' decision-making over the second half of this year and into 2012. A day when everyone clearly rose to the challenges facing their clients and the wealth management industry in general.” _{JONATHAN GILES, MANAGING DIRECTOR, RATHBONE INVESTMENT MANAGEMENT INTERNATIONAL}

Feedback from delegates have included comments on the clever format of on-stage interviews with the Conference Chairman, Johann (Hans) Baerlocher, former Managing Director of UBS, CI., which gave speakers further opportunity to explore the theme of ‘Successful Strategies for Growth’.

Key take-aways include:

• ‘Robust decision-making in family governance’, from Caroline Garnham (Lawrence Graham)
• ‘CI centres to be reviewed as premium for wealth-planning opportunities’, from Richard Hay (Stikeman Elliott)
• ‘Investment rates are likely to remain low’, from David Coombs (Rathbones)
• Colin Powell CBE, outlined the importance of Jersey’s role and level of participation in developing territorial standards.

ENDS
For further feedback on the event if you would like to interview Stephen Platt, Director of JIBS, and conference designer please call Sara Clews on 816332 or 07797 828741

Note to editors:
Jersey International Business School has a reputation of excellence in meeting the Island’s learning and development needs for all sectors of the business community. Located in the heart of St Helier, with its own faculty of professional trainers, JIBS remains the exclusive provider of a host of globally recognised qualifications including CLT, STEP, ICA. IoD and two BSc (Hons) Degrees.

Rathbone Investment Management International Limited (Rathbones) is part of one of the UK’s largest and longest established providers of investment and wealth management companies in the UK. Located in Jersey, we specialise in the discretionary investment needs of private clients, charities and professional advisers who are looking for an international perspective on their investments.

Caroline Graham, Partner, Lawrence Graham – specialist areas include family office and family governance in the ultra high net worth family;
Richard Hay, Partner, Stikeman Elliott – an international tax principal who advises governments, financial institutions and private clients on financial regulation and the information exchange initiatives conducted by the OECD, the EU, the FATF and the IMF.
David Coombs, Head of Multi-Manager Investments, Rathbones –a member of the Rathbones Strategic Asset Allocation Committee, Alternative Asset Committee and Managed Fund Selection Committee.
Colin Powell CBE – Adviser – International Affairs, Chief Ministers Department