Jersey Private Wealth Report

During 2018 Dr Stuart Gibson conducted face-to-face in-depth qualitative interviews with 40 HNW/UHNWs and 42 private wealth professionals based in Jersey.
 
We are delighted to present the Jersey Private Wealth Report 2018.
 
A total of 82 Jersey based individuals participated in the independent research study, comprising of 40 private clients (HNWs, UHNWs, HVRs and wealthy entrepreneurs) and 42 private wealth professionals (trustees, investment managers, family office professionals, private bankers, insurance brokers, estate agents, lawyers, tax advisers, relocation consultants). All participants have taken part in qualitative interviews, sharing their expert views, insights and experiences in the context of Jersey private wealth.
We explored aspects of private client’s selection criteria for Jersey based private wealth professionals and service providers, in addition, we investigated client communication, client relationships, client value, client service quality, client satisfaction, client trust, client loyalty and client retention. Furthermore, we explored key private wealth themes in Jersey such as family offices, succession planning, philanthropy, impact investing, privacy and security.
 
We also investigated private client’s banking, investments, collectibles, real estate, private equity, co-investing, lending, focussing on cryptocurrency and private jets. Finally, we asked private clients and private wealth professionals about their views on the future of the Jersey private wealth sector.
 
We would like to thank all the participants who kindly shared their insights and also our sponsors – AFEX Offshore, Cazenove Capital, Fine & Country, Islands, JCAP Treasury Services, Jersey Finance, Rathbones, Ravenscroft, Sancus, Standard Life Wealth and Vantage.
 
Jersey research participants (42) include: Accuro, ACPI, AFEX, Ashburton, Ashore, Baccata, Carey Olsen, Catherine Best, Cazenove Capital, Citco, Coutts, Crestbridge, EFG Private Bank, Fine & Country, First Names, Gama Aviation, Hatstone, Highvern, Integritas, Investec Bank, Islands, JCAP, Jersey Finance, Kleinwort Hambros, KPMG, Latitude, Locate Jersey, Melville Douglas, Meridian, Minerva, Quilter Cheviot, Quintessential, Rathbones, Ravenscroft, Sancus, Smith & Williamson, Standard Bank, Standard Life Wealth, Stenham Wealth, Sunseeker, Vantage and Walkers Global.
 
We hope you enjoy reading the report and welcome your feedback. We are committed to assisting global private clients and global private wealth professionals with their private wealth strategy through thought provoking insight.
 
If you require any further information on sponsorship opportunities, please do not hesitate to contact Dr Stuart Gibson at stuart@gibsonstrategy.com.
 
We look forward to working with you in the future.
 
If you would like a hard copy version of the Jersey Private Wealth Report please email sara@gibsonstrategy.com
CONTENTS 
                                                                                                                               
FOREWORD    
                          
EXECUTIVE SUMMARY      
                     
SECTION ONE: JERSEY
1.1       Jersey - A Brief History
1.2       Jersey - The Island
1.3       Jersey - The Population
1.4       Jersey - The International Finance Centre
1.5       Jersey Financial Services Commission
1.6       Jersey Finance
1.7       Jersey Private Wealth in Numbers
1.8       Relocating to Jersey                                                                 
 
SECTION TWO: JERSEY PRIVATE WEALTH MARKET
2.1       Private Clients and Family Offices
2.2       Jersey Private Wealth Professionals
 
SECTION THREE: PRIVATE CLIENT KEY THEMES
3.1       Private Client Selection Criteria
3.2       Private Client Communication
3.3       Private Client Relationships
3.4       Private Client Value
3.5       Private Client Service Quality
3.6       Private Client Satisfaction
3.7       Private Client Trust
3.8       Private Client Loyalty
3.9       Private Client Retention
3.10     Family Offices
3.11     Succession Planning
3.12     Philanthropy
3.13     Private Client Privacy
 
SECTION FOUR: PRIVATE CLIENT INVESTMENTS
4.1       Private Client Investments
4.2       Private Client Collectibles
4.3       Private Equity and Lending
4.4       Focus: Cryptocurrency and Blockchain
4.5       Focus: Private Jets
4.6       Focus: Private Client Insurance
 
SECTION FIVE: PRIVATE WEALTH TRENDS
5.1       Jersey Private Wealth – The Future
 
APPENDIX
I           About the Author
II          Research Methodology
iii         Useful Websites
iv         Disclaimer
 

Sponsors of the Jersey Private Wealth Report

Private Wealth

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