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A new association has been created to represent investment management firms in the Channel Islands.
Founded by Simon O’Donoghue (Chair) and Mo Baluchi (Vice-Chair), the Channel Islands Wealth Management Association’s (CIWMA) aims to create a unified voice for local firms.
It’s hoped that CIWMA will work with other local and international industry associations, such as the Personal Finance Society, the Chartered Institute of Security and Investment, and the Institute of Directors among others.
Firms holding Jersey regulated Investment Business (A, B, C) licences and Guernsey regulated (Protection of Investors) Investment Licensees are being invited to be members.
CIWMA’s inaugural meeting was held recently, and featured a presentation from JFSC Director General Martin Moloney touching on Environment, Social and Governance (ESG), Professional Indemnity Insurance (PII), Fiduciary Duty, the National Risk Assessment and the JFSC strategy, among other items.
Pictured top: Simon O’Donohue (Chair) and Mo Baluchi (Vice-Chair).
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