Rooks Rider attending the Jersey Finance Annual Private Wealth Conference 2023

We are looking forward to attending the upcoming Jersey Finance Annual Private Wealth Conference, one of the most anticipated events in the wealth management calendar. Taking place on 26 September 2023 at The Brewery in London, this flagship conference promises to be an insightful gathering of experts and practitioners from the wealth management industry.

Conference Theme – Strategies for a World in Transition

The contemporary geopolitical landscape has been aptly described as a “polycrisis,” marked by the convergence of multiple complex and interconnected crises worldwide. For high net worth individuals (HNWIs), this presents a unique set of challenges in safeguarding their wealth, planning for long-term growth, and ensuring a seamless transfer of their legacy to future generations. At the Jersey Finance Annual Private Wealth Conference, experts will converge to discuss strategies to address these pressing concerns.

Key Topics

This year’s conference will feature two pivotal panel sessions, each addressing critical aspects of wealth management:

  • Political Risk in a Changing World – Implications for International Investors: As the world grapples with evolving political dynamics, international investors, including HNWIs, must adapt to an increasingly uncertain landscape. The panel will explore the implications of political risk on global investments and strategies to mitigate these risks.
  • Balancing Legacy and Sustainability – The Dual Responsibility of Wealth Management: Wealthy individuals not only seek to preserve their legacies but also embrace the growing imperative of sustainability. This panel will delve into the dual responsibilities of wealth management – ensuring the continuity of family legacies while making a positive impact on society and the environment.

Rooks Rider Solicitors: Your Wealth Planning Experts

At Rooks Rider Solicitors, we bring a wealth of experience and expertise in taxation matters, both onshore and offshore. As a boutique City of London firm specialising in UK tax from a domestic and international  perspective, and estate planning, we offer a depth of knowledge that sets us apart from larger firms. Our global reach spans numerous jurisdictions, and our comprehensive understanding of offshore and onshore trust arrangements makes us a trusted partner for a diverse clientele.

Our Wealth Planning team serves a wide range of clients, including UK and overseas individuals, trustees, families, family offices, private wealth industry advisors, and owner-managed businesses seeking guidance on domestic and offshore matters. We are dedicated to providing tailored solutions that align with our clients’ unique goals and circumstances.

Connect with Rooks Rider Solicitors:

We are delighted to have key members of our Wealth Planning team – Karen Methold, Chris Cooke, Robert Drysdale, and James John – representing Rooks Rider Solicitors at this flagship conference, and look forward to engaging with like-minded professionals, sharing insights, and exploring collaboration opportunities to benefit our clients.



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