New York Private Wealth Roadshow STEP

New York
23-27 March 2026
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New York Private Wealth Roadshow STEP

New York
23-27 March 2026
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days
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hours
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minutes
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Forge new connections in the private wealth industry by connecting with us at our US private wealth roadshow in New York.  

Our expert delegation, led by Jonny Gamble, Guernsey Finance US Representative, will hold a series of meetings with private wealth lawyers and intermediaries in this key market. The delegation will highlight Guernsey’s trusted solutions, innovative structures, and world-class expertise, reinforcing the island’s position as a jurisdiction of choice for private wealth management. 

Our strengths and reputation are built on expert professional service providers offering a wide range of flexible structures. Supported by a robust regulatory environment and an independent legal system, Guernsey combines stability with innovation, and we are committed to international standards of transparency while respecting clients’ right to privacy. 

Guernsey’s extensive trust and company industry provides solutions for all types of clients, with industry leading and innovative products such as the Family Private Investment Fund (Family PIF) and the Guernsey Foundation. With this breadth and depth of services, Guernsey offers the new generation of high-net-worth individuals many options for sophisticated financial planning and asset management. 

The delegation will also be attending the STEP New York conference on 25 - 27 March.  

To find out more about what Guernsey has to offer, please book a meeting with Jonny Gamble. 

Jonny Gamble

Jonny Gamble

United States Representative

Code of Conduct at Events

Guernsey Finance is committed to bringing members together in a professional environment to collaborate and network. We have established this code of conduct as a framework and a guide to expectations, providing guidelines to participants and ensuring that all participants understand what behaviour is expected and what behaviour will not be tolerated at a Guernsey Finance event.

Roadshow Supporters

Speaker

Jonny Gamble

United States Representative Guernsey Finance

Jonathan joined Guernsey Finance in 2022 as the US representative, where he spends about four months of the year, primarily in New York and Miami. His role looks to connect intermediaries from the US (and Latam) to relevant contacts on-island. He attends various conferences and seminars, organises roadshows with Guernsey delegates, as well as attending individual meetings.

He is an independent consultant and non-executive director, working with a number of firms in the fiduciary and wealth management industry. Prior to this appointment, he worked at Asset Risk Consultants (‘ARC’) for more than 20 years, in a number of director roles. Jonathan holds both the fellow and chartered wealth manager designations from the Chartered Institute for Securities & Investment as well as a qualified member of the Society of Trust and Estate Practitioners (STEP). Amongst other roles, he is a STEP Guernsey Committee member and is a trustee of the Elizabeth College Foundation, and has held a number of listed and non-listed non-executive positions.

Speaker

Karl Loeser

Director Invicta Wealth Solutions

Karl is a Guernsey-based financial services professional with more than 25 years’ experience in the industry, supporting international clients and advisers across multiple jurisdictions. He works on complex cross-border matters, delivering practical, commercially focused solutions within evolving regulatory environments.

Combining strong technical expertise with a pragmatic, solutions-driven approach, Karl helps clients structure efficiently and plan with confidence. A member of STEP (Society of Trust and Estate Practitioners) and the IoD (Institute of Directors), he is committed to high professional standards and strong governance.