Investment & portfolio management

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

Professional service offering loans, mortgages, insurance, and investment solutions, established in 1993 in St Peter Port.

Financial services firm offering personal and business loans, mortgages, investments, and various insurance products 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.

Staff-owned firm established in 2005, specialising in investment management, corporate advisory, and property advisory services in St Peter Port.

Regulated stock exchange headquartered in St Peter Port, specialising in international bond listings, equity markets, and sustainable finance.

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

Professional firm offering management and consulting services to insurance company entities, SSAE 18 audited across all domiciles in St Peter Port.

Licensed by the GFSC to carry on Controlled Investment Business, providing life assurance-based wealth 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.

Independent provider of fiduciary and administrative services, established in 1970 and licensed as a Full Fiduciary by the GFSC 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.

Private bank and asset manager with over 180 years of experience in wealth and asset management in St Peter Port.

Global wealth manager with over 120 staff, specialising in discretionary portfolio management and investment advisory services in St Peter Port.

Licensed and regulated by the GFSC, providing investment management and family office services for high-net-worth individuals and multi-family offices in St Peter Port.

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

Commercial property investment firm established in 2005, managing over £85 million in assets and transacting approximately £225 million.

Investment service and holding company offering investment management in real assets and growth capital, with strategies and funds spanning private and public markets in St Peter Port.

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, privately owned fiduciary and investment services company established in 2007, offering private wealth and corporate services in St Peter Port.

Specialist asset management firm established in 2001, managing global portfolios for institutional investors from St Peter Port.

Independent insurance brokerage and financial advice firm with a team of Independent Financial Advisers in St Peter Port.

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

Financial advice firm established in 2001, offering mortgages, insurance, financial planning, and pensions advice in St Peter Port.

Independent professional services firm established in 1972, offering private wealth, corporate, fund, pensions, employer, and yacht services in St Peter Port.

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

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

Licensed by the GFSC to offer private banking services, including current, fixed deposit, and notice accounts, foreign exchange, and payment processing in St Peter Port.

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

Licensed by the GFSC to carry on Fiduciary activities and Controlled Investment Business, established in 1997 in St Peter Port.

Guernsey-licensed fund manager providing fund solutions, administration, and governance services, part of the global ZEDRA group in St Peter Port.

Privately owned wealth management company licensed for Controlled Investment Business and as an Insurance Intermediary in St Sampson.

Provider of specialist banking and investment services for personal, business, corporate, institutional, and intermediary clients.

Professional firm offering a full range of pensions management services, regulated and licensed by the Guernsey Financial Services Commission.

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

Lending firm offering flexible personal and business loans in Guernsey and Jersey, part of the Close Brothers Group, with its Guernsey branch opening in 2006.

Body that promotes and connects Guernsey as an international finance centre, offering information on the jurisdiction’s investment funds industry.

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

Global investor services group with a Guernsey office spanning over 40 years, providing fund administration, corporate services, private wealth, and trust and foundation administration.