Jersey: Investment Strategy

Modern trust structures face unprecedented challenges from aging populations, evolving family dynamics, and changing investment expectations. How can trustees navigate mental capacity issues...

The States of Jersey has adopted the Companies (Jersey) Amendment Law 2026, representing the most significant update to the Companies (Jersey) Law 1991 since 2014.

Fund governance is undergoing rapid change, shaped by evolving investor expectations, regulatory pressures and new technologies.

Switching or appointing a new third-party AIFM provider can present challenges, however these can be overcome with the help of the right new AIFM service provider.

Traditionally, family offices have looked towards GPLP models as the go-to investment platform, but more recently, investors are taking an interest in cell companies, such as the protected cell company (PCC)...

Ian Rumens, Head of Private Client – Jersey, and Lynda O Mahoney, Global Head of Business Development, recently met with several intermediaries and senior members of Family Offices in the Middle East.

Carey Olsen's investment funds team in Jersey has advised leading private equity firm Bregal Sagemount on the launch and final closing of Bregal Sagemount Fund III (Fund III) at US$1.5 billion.

Ogier's Jersey investment funds team has advised Index Ventures on the simultaneous closings of Index Ventures Growth V, which has raised $1.2 billion to invest in later-stage, growth rounds, and Index Ventures X, which recently closed at $800 million to put into earlier rounds for smaller start-up companies.

A change in consumer habits and investor appetite for more ethical returns is driving a distinct evolution (or is it revolution?) in the real estate industry.