Creating a unified voice for Jersey investment management firms
Set up in November 2020, the Jersey Wealth Management Association enables our members to collaborate while continuing to uphold the highest standards of professional development and integrity.
Our Principles
Since our inception, the association has provided a platform from which our members are able to broadcast their thoughts to the industry and the regulator. Our member firms have been working closely together so that we, as a sector, are well placed to embrace new concepts and opportunities.
We have three key work groups in education, diversity and technology, and a strong committee made up of individuals from firms which represent our membership profile. These range from the largest of global firms to smaller boutique operators and highly experienced individuals. The JWMA continues to focus on a number of key issues facing the industry, including the need to attract a broader base of talent to the sector.
We are continually identifying trends that will impact the wealth management industry and preparing our members for any changes that may arise. We have a responsibility to our members to ensure that Jersey is in tune with global industry initiatives and act accordingly so that the island is leading the way.
Supporting Professional Development
The Jersey Wealth Management Association is committed to helping our members stay informed, connected, and future-ready.
We highlight access to relevant CPD opportunities, educational content, and regulatory insights — ensuring members are equipped to navigate a complex and evolving global environment. This includes updates on key topics such as ESG, international compliance, governance, and the responsible use of AI in professional services.
We also promote a calendar of high-quality events — including webinars, briefings, and networking sessions — designed to foster knowledge-sharing and strengthen Jersey’s position as a centre of professional excellence.
We highlight access to relevant CPD opportunities, educational content, and regulatory insights — ensuring members are equipped to navigate a complex and evolving global environment. This includes updates on key topics such as ESG, international compliance, governance, and the responsible use of AI in professional services.
We also promote a calendar of high-quality events — including webinars, briefings, and networking sessions — designed to foster knowledge-sharing and strengthen Jersey’s position as a centre of professional excellence.
We currently have no upcoming events.