Fiduciary Foundations: Honouring the duty to preserve and enhance
Aimed at students, trainees, and junior professionals, join us for the next session in the STEP Jersey Next Gen series, hosted and presented by Corient.
This session equips next-generation fiduciaries with the core competencies required to fulfil legal and duty-bound obligations to preserve and enhance wealth.
Attendees will hear about fundamental investment concepts and learn practical techniques and good questions to ask when monitoring the performance of underlying assets held within trusts and corporate structures.
The event will include a 35-40 minute presentation followed by time for questions. A selection of complimentary alcoholic and non-alcoholic drinks and food will be provided.