Investment & portfolio management

The Guernsey branch of Canaccord Genuity Group Inc., offering portfolio management, stockbroking, and wealth planning.

GFSC-regulated financial services firm offering loans, mortgages, insurance, and investment products across the Channel Islands.

St Peter Port insurance intermediary offering personal and commercial insurance, mortgages, loans, and investments.

Professional services firm founded in 2003, specialising in trust and company administration, wealth management, and financial structuring for private clients.

The Guernsey office of Swiss private bank EFG International AG, providing private banking, wealth management, and fiduciary services under GFSC licence since 1995.

Guernsey-founded, GFSC-regulated independent asset manager with approximately $1 billion under management across 16 funds.

Staff-owned firm offering corporate finance, fund management, and property advisory services, licensed by the Guernsey Financial Services Commission.

Guernsey-licensed investment manager and subsidiary of Utmost Group plc, providing portfolio management services for unit-linked life assurance and Portfolio Bond products.

UBS AG's Guernsey branch in St Peter Port, formerly Credit Suisse, offers private banking and wealth management to private clients.

UBP's Guernsey branch, formerly Kleinwort Benson and SG Kleinwort Hambros, offering private banking and wealth management.

Independent GFSC-licensed financial advisory and planning firm, established in 2006, advising individuals and businesses on pensions, investments, and protection.

GFSC-licensed independent, privately owned fiduciary and family office services firm established in 1970, serving high-net-worth private and corporate clients.

Global fund administrator with a GFSC-licensed Guernsey branch offering fund administration, ManCo, ESG, custody, and compliance services.

Independent fund and corporate services provider specialising in alternative investments, operating from St Peter Port since 2006.

The local arm of Swiss private bank J. Safra Sarasin Group, offering banking, investment management, and wealth management services.

Boutique asset manager licensed and regulated by the Guernsey Financial Services Commission, providing investment management, oversight, and family office services.

International bank in St Peter Port offering personal and corporate banking, trust, and investment services.

GFSC-licensed pension trustee company offering RATS, pension administration, and international retirement and savings plans.

The Channel Islands wealth management division of Schroders plc, providing investment and financial services in St Peter Port.

Commercial property investment company specialising in syndicated acquisitions for private investors, with significant Guernsey holdings.

GFSC-licensed fiduciary providing RATS administration and pension solutions for individuals and businesses.

Joint government and industry body established in 2001, specialising in sustainable finance, and named International Finance Centre of the Year at the Citywealth IFC Awards 2023.

GFSC-licensed fiduciary and fund administration firm specialising in venture capital, serving funds, founders, and private clients.

GFSC-licensed fiduciary and fund administration firm with a branch in St Peter Port, offering trust, private capital, and corporate services.

Independent fiduciary and investment services company providing trust administration, corporate services, and wealth management.

GFSC-licensed specialist global equity asset manager running concentrated portfolios for institutional clients worldwide.

GFSC-licensed boutique offshore investment manager offering discretionary portfolio management and advisory services.

Independent professional services group offering private wealth, corporate, fund, pension, and yacht services from St Peter Port.

Boutique asset manager and stockbroker established in 2016, specialising in alternative investments, fund management, and discretionary management in St Peter Port.

GFSC-licensed independent financial adviser specialising in pensions, investments, and employee benefits since 1984.

GFSC-licensed private bank in St Peter Port, part of the global Rothschild & Co group, offering banking, wealth management, and treasury services since 1967.

Guernsey-based investment services firm with offices in Guernsey and Jersey, offering discretionary management, advisory stockbroking, execution-only trading, and financial planning. Formerly Ravenscroft (Channel Islands).

Corporate services provider established in 1997, regulated by the GFSC as an Investment Licensee and a fiduciary licensee.

Professional services firm established in 2016, specialising in fund management, fund administration, and family office services as part of the ZEDRA Group.

Independent advisory firm licensed by the GFSC as an Insurance Intermediary and Investment Licensee, specialising in collective investment schemes and wealth management.

HSBC Holdings plc's GFSC-licensed Guernsey operation, offering retail, commercial, and private banking, wealth management, mortgages, and currency exchange from branches in St Peter Port and St Martin.

Global investor services group offering fund administration, corporate services, private wealth, and trust management from its Guernsey offices.

Family-owned independent insurance broker and financial planning firm offering personal and commercial insurance, pensions, investments, and financial advice.