Money management
Trends in wealth planning: Insights on the changing landscape
The wealth industry in Jersey has been observing a number of interesting trends recently.
From an increased focus on business exits to the impact of mooted budgetary changes in the UK, Private Banker, Philip Legrand shared how these developments are affecting high-net-worth residents in Jersey with Gallery Magazine.
Click here to read the full issue.
Author
Philip Legrand
Private Banker , Jersey
Philip joined the Jersey office in August 2024. With 14 years of experience in private banking and wealth planning, Philip honed his skills in Dubai and London before settling in Jersey 12 years ago.
With a particular interest in building long-lasting relationships, Philip works with international and local high-net-worth clients, helping them to establish their financial goals, formulate plans and enjoy their futures.
He is a Chartered Fellow of the Chartered Institute of Securities & Investment and has a degree in Economics and Masters in International Management, both from the University of Exeter.
RELATED NEWS
You may also be interested in the following Insights
Sign up for our updates
Stay up to date with the latest news, insights, and opinions from Nedbank Private Wealth by signing up to our newsletter. You can also register to be invited to our virtual events and hear directly from a wide range of experts. Sign up below. You can unsubscribe at any time.
