Ahead of the Citywealth IFC Awards on 24 January 2024, Citywealth CEO Karen Jones summarises international updates from IFCs. Featuring: Jersey; Singapore; Bermuda; Guernsey; Cayman; Delaware; Abu Dhabi (AGM); and Isle of Man. Tickets for the IFC Awards available now.
Read moreJonathan joined Rathbones in Jersey as Managing Director in January 2006. With advisory and investment management experience spanning almost forty years, Jonathan is able to simplify complex problems and build long-standing relationships with clients and their advisors. In addition to his executive responsibilities, Jonathan manages money for a range of significant UHNW families, trusts and charities, and also some institutional mandates. He is a Fellow of the Chartered Institute for Securities & Investment; and for several years he has been included in the Citywealth Leaders List, which recognises professionals in the private wealth management industry who have technical expertise, trusted status, integrity, and reputation.
Jonathan is exceptional, in that his contact with his clients is always his first priority. His availability, his enthusiasm, his desire to help and to find solutions, his attention to details, are all commendable. He is well respected in his field, and deservedly so.
Consolidated wealth management advice for an entrepreneur; assets c£70m
Advising a UK-based entrepreneur and family who are looking to move full time to Jersey. This is a whole wealth review across existing quoted investments, a growing commercial and residential property book and incorporating unquoted business exposure across shipping, pharma, construction and his core business, alternative energy. The aim is to connect all parts of the family‘s financial affairs into a coherent risk-managed strategy to allow the entrepreneur to focus on his private investments, whilst Rathbones manages both the overall balance sheet to agreed objectives and offers improved clarity on potentially correlated risks. For example a bias within liquidity, credit, currency, company, industry or revenue stream. My work has required liaison with the family, their trustees and tax advisers, multiple custodians plus third party investment and real estate managers.
Ahead of the Citywealth IFC Awards on 24 January 2024, Citywealth CEO Karen Jones summarises international updates from IFCs. Featuring: Jersey; Singapore; Bermuda; Guernsey; Cayman; Delaware; Abu Dhabi (AGM); and Isle of Man. Tickets for the IFC Awards available now.
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The main difficulty with a family business is to ensure the continuity of activity throughout generations. Citywealth spoke to Nicolas Mirabaud, Alexander Hoare, Jonathan Giles at Rathbone Investment Management International, and Khaled Said, about joys and pains of running a family business.
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Jonathan Giles, managing director of Rathbone Investment Management International, talks about his work, industry trends, and surviving a business trip in South Africa.
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