Wealth & financial advice

Wealth manager offering portfolio management, stockbroking, and wealth planning services, managing £34.8bn in assets as at 31 December 2024 in St Peter Port.

Independent financial services business established in 2003, specialising in wealth management and financial structuring for individuals, families, corporate, and institutional clients.

Private banking service offering accounts, foreign exchange, and custody services, including structured deposits tailored to individual client needs in St Peter Port.

Asset manager established in 2014, specialising in private wealth funds, institutional fund distribution, and managed fund solutions in St Peter Port.

Licensed to take deposits and provides financial services, including custody and investment capabilities, for private clients, intermediaries, and institutional investors in St Peter Port.

Private bank offering wealth management and investment solutions for private and institutional clients in St Peter Port.

Independent financial advisory firm established in 2006, offering personal financial planning and advice to individuals and businesses in St Peter Port.

Owner-managed provider of Trust, Corporate, Fund, and Family Office services, established in 1998 and licensed by the GFSC in St Pierre du Bois.

Regulated by the GFSC as a Primary and Investment Licensee, providing fund administration, accounting, operations, and company secretarial services since 2014.

Professional firm established in 1972, offering private client and corporate advisory services in St Peter Port.

Friendly society established in 1834, offering medical insurance, primary care, and corporate care to residents of Guernsey and Alderney.

Fiduciary and fund administration business in St Peter Port, licensed by the GFSC, specialising in venture capital and private client services.

Fiduciary and fund services provider offering private capital, fund, and corporate administration services, incorporated in 1969 in St Peter Port.

Independent financial adviser established in 1984, specialising in corporate pensions and employee benefit arrangements in St Sampson.

Wealth management company providing investment solutions for individuals, families, charities, intermediaries, and corporations in St Peter Port.

Privately owned and managed independent fiduciary business, regulated by the GFSC as a Primary Licensee, established in 2002 in St Peter Port.

The wealth management arm of Schroders, offering portfolio management, wealth planning, banking, and lending for private clients, family trusts, companies, charities, and pension plans.

Licensed by the GFSC for Banking, Credit, Insurance and Investment Business, with private banking for clients with over £1,500,000 in assets.

Bespoke corporate services and fund administrator offering accounting, administration, compliance, corporate director, private wealth, and trust services in Castel.

Independent financial services provider, licensed by the GFSC, assisting clients with estate planning, asset protection, and wealth enhancement in St Peter Port.

Independent mortgage and insurance broker, part of the Howden Group, licensed by the GFSC as an Insurance Intermediary and for services ancillary to credit.

Professional service in St Peter Port.