Jo Luce has over 30 years within the Finance Industry. The last 23 of those as a Principal Person as defined by the Financial Services (Jersey) Law 1998. She holds a Law degree and was elected a Fellow of the Chartered Institute of Secretaries & Administrators. She has qualifications in Taxation and Estate Planning as well as a degree in Psychology.
Jo has previously represented the industry on various Industry Bodies including the Sub-Committee which brought in the Foundations Law and has previously represented the Private Client arena on the board of the Jersey Association of Trust Companies with a focus upon both the Tax Steering Committee and the changes to Trust and Company Law.
Jo Luce has worked with significant UNHW Families over decades whilst running the Private Client and Property Team at two of the largest Financial Providers in Jersey.
Jo Luce also personally supports several local charitable initiatives and acts on the board of a not-for-profit charitable foundation to ensure a little is given back.
She has also supported Government in Equal Gender initiatives and encourages gender blindness.
"My children and my husband are the most important thing in my world. Creating Aqua and growing it to a multi functioning family office firm with fabulous people and great clients has brought a lot of fulfilment, laughter and a few tears. I like to think I have a talent for recognising the greatness of potential in others, I am innovative and not scared to step up, and this has made the journey here interesting. I have a passion for what Aqua does well – service delivery."