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Weaving philanthropic causes into private wealth management has become increasingly important in recent years, across all areas – from portfolio management through to governance and regulation.

In this PWM Masterclass video series, we discuss the range of philanthropic strategies in place on the island of Jersey that can help clients achieve their sustainability goals.

In discussion:

  • Family Offices and Inheritance: Jersey’s financial centre acts as a central hub for wealthy families looking to combine investments with philanthropy and transfer assets between generations.
  • Governance: Jersey has built a system of governance of charities, philanthropy and impact investments, establishing projects that help those in developing nations. 
  • Choice of Jurisdiction: Despite restrictive housing and labour rules, Jersey has attracted specialist talent to build effective philanthropic strategies in a highly competitive environment
  • Measuring Success: Jersey cannot rest on its laurels and must continue to innovate as a financial centre in order to succeed as a hub serving family offices.

In conversation with:

  • Robert Moore, business director, Jersey Finance

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