The Wealth Forum Channel Islands: Jersey

The Wealth Forum: Channel Islands, The Royal Yacht: A premium event for top fund selectors in the Channel Islands from both Jersey and Guernsey.

Taking place on Thursday the 5th of June at the Royal Yacht hotel in Jersey, the Forum will bring together investment experts from 5 top asset managers including Premier, Natixis and Man Group.

Each Fund Manager will speak on a different sector, giving attendees a well-rounded insight into the market as a whole.

The event will also include a networking breakfast and lunch.

Agenda

5th June 2025

8:00-9:00

Arrival and breakfast

9:00-9:10

Welcome and Introduction

9:10-9:45

Man Group

9:50-10:25

Natixis

10:30-11:05

Columbia Threadneedle

11:5-11:20

Coffee Break

11:20-11:55

Principal

12:00-12:35

Premier

12:35- 13:30

Networking lunch

Content & Speakers

The complete list of speakers, along with their detailed profiles and presentation topics, will be revealed in the upcoming days. Stay tuned for an exciting lineup of experts, thought leaders, and industry innovators who will be sharing their insights and knowledge at the event.

Exploring Opportunities along the AI Value Chain

Natixis and Thematics AM

Head of Business Development Services

Sam Richmond-Brow

Natixis and Thematics AM

Sam Richmond-Brown is currently Head of Business Development Services and joined Thematics Asset Management in March 2020 as Client Portfolio Manager with primary responsibilities as acting as a conduit between sales teams, clients and investment teams. Sam joined Natixis in 2006 and has held a variety of product development and product management roles based in London, Paris and Boston. In 2011, Sam joined the group’s quantitative investment division as an investment specialist servicing the needs of a broad client base across the globe. Sam then relocated to Boston in 2014 with primary responsibility for designing, promoting and distributing Natixis AM’s investment capabilities in the US market. Sam relocated back to Paris in 2017 and most recently oversaw business development at the group’s outsourced trading desk. He holds a BA in modern languages and international business and an MA in finance and fiscal law from ESA Lille, France

Global Focus fund

Columbia Threadneedle

Senior Client Portfolio Manager, Global Equities

Andrew Harvie

Columbia Threadneedle

Andrew Harvie is a senior client portfolio manager in the Global Equities team and heads the EMEA equity client portfolio management group.

Emerging Market Debt Total Return

Principal

Chief Investment Officer

Damien Buchet

Principal Asset Management

Our strategy seeks to capture 90% or more of the market upside with 50% of market volatility and less than 50% of downside participation.

Man Group

Partner and Portfolio Manager, Discretionary

Jonathan Golan

Man Group

Jonathan Golan is a partner and portfolio manager within Discretionary at Man Group, focusing on corporate bond and dynamic credit strategies. Prior to joining Man Group in July 2021, Jonathan was a fund manager at Schroders. He joined Schroders in 2013. Jonathan has an MSc in Financial Economics from Oxford University and a BA in Economics from The Hebrew University.

Global Focus fund

Andrew Harvie

Chairman

Editor

Julian Marr

Wealthwise

Location

The Royal Yacht, JE2 3NF

For Sat Navs use: JE2 3NF

Frequently asked questions

We’ve addressed some frequently asked questions below to help clarify any details you may need. If you have any additional inquiries or require further assistance, please don’t hesitate to reach out to Sam, who will be more than happy to assist you with any specific concerns or queries.