Wealth may be offshore but it should never be all at sea
Our investment managers in Jersey have extensive offshore wealth management experience. From Jersey we offer wealth management services primarily to the international market. We work with international and UK private clients, fiduciaries, pensions, institutions and charities.
Our global investment services are available in all major currencies, providing clients with a focused discretionary portfolio management service. In addition to providing our discretionary and advisory portfolio services, we also offer a private client broking service.
Our offshore model portfolio service for advised clients or professional advisers, can be accessed through our own custodian arrangements or via one of the leading offshore platform providers.
In addition to this, we also provide an option for clients to have their assets placed in the custody of LGT in Switzerland or Singapore.
Authorised and regulated by Jersey Financial Services Commission.