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New wealth management association launched

New wealth management association launched

Wednesday 18 November 2020

New wealth management association launched

A new association has been established specifically to represent investment management firms in the Channel Islands.

The Channel Islands Wealth Management Association's main purpose is to create a "unified voice" for firms, enabling members "to collaborate whilst continuing to uphold the highest standards of professional development and integrity."

Co-founders Simon O’Donoghue, Chair, and Mo Baluchi, Vice Chair, and the CIWMA Committee – Euan Dangerfield, Richard Hughes, Mehul Kotedia and Aimee Maskell - recently hosted the inaugural meeting, which took place in Jersey. 

"The CIWMA intends on liaising closely with other local and international industry associations, building and strengthening alliances with leading bodies such as the Personal Finance Society, the Chartered Institute of Security and Investment, the Institute of Directors and others.

"Of equal importance will be collaboration and engagement with Government bodies, primary examples being the JFSC and GFSC, Jersey Finance and We are Guernsey. At this stage of CIWMA’s development, firms holding Jersey regulated Investment Business (A, B, C) licences and Guernsey regulated (Protection of Investors) Investment Licensees were and are invited to be members.

"The future evolution of the CIWMA looks extremely positive with further initiatives being planned and created including the formation of sub-Committees encompassing Technology, Diversity and Education."

Pictured top: CIWMA co-founders Simon O’Donoghue and Mo Baluchi.

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