Dealing, custody & execution

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

Insurance broker providing personal and commercial insurance products to Guernsey families and businesses for over 25 years 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.

Global provider of fund administration, corporate, and private client services, established in Guernsey in 1999, offering strategic trust structuring and corporate domiciliation.

Bank offering local and institutional banking services in the Channel Islands, Isle of Man, and Gibraltar, with expertise in alternative investment funds.

Organisation that represents and promotes Guernsey's investment funds industry, established in 1989.

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.

Financial solution provider offering fund administration and middle office solutions, and a Category 1, 2 Listing Member in St Peter Port.

Regulated fund and corporate services provider established in 2001, offering fund administration, digital asset services, and depositary services in St Peter Port.

Professional service established in 1979, specialising in the administration and protection of financial securities for institutional investors in St Peter Port.

Private banking professional service providing banking, trust, and investment services to private clients and financial intermediaries in St Peter Port.

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

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

Bank licensed by the GFSC, providing private banking, corporate banking, custody services, and wealth management to clients in Guernsey, Jersey, and the Isle of Man.

Professional service licensed for Controlled Investment Business under The Protection of Investors (Bailiwick of Guernsey) Law, 2020 in St Peter Port.

Guernsey's largest fund administrator, custodian, and transfer agent, offering listing services as a Categories 1 and 2 sponsor on The International Stock Exchange in St Peter Port.

Boutique, multi-jurisdictional offshore investment manager founded in 2004 and licensed by the GFSC, based in St Martin.

Professional service offering discretionary portfolios, fund management, and structured products to private clients, families, entrepreneurs, and institutions in St Peter Port.

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

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

The primary administrator for Guernsey-based Apax Funds, focusing on private equity strategies, and is licensed by the GFSC to carry on Controlled Investment Business.