Trusts & private wealth

The world's third-largest insurance manager, part of Arthur J. Gallagher & Co. and an official Fairtrade supporter since 2018.

Compliance, risk management, and business advisory firm founded in 2001, providing regulatory compliance support and strengthening governance arrangements in St Peter Port.

Accountancy and advisory firm offering audit, assurance, business services, corporate finance, and tax services, supporting businesses for over 125 years in St Peter Port.

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.

Offshore firm with offices in Bermuda, BVI, Cayman, Guernsey, Jersey and London, providing legal, regulatory, compliance, trust and corporate services.

Firm of Chartered and Chartered Certified Accountants, established in 1978 by founding partners Rodney Collenette and Eddie Jones in the Vale.

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

Professional services firm established in 2015, supporting international corporations, high net worth individuals, and families with fiduciary and business support 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.

International professional services firm offering legal, entity management, governance, regulatory, and consulting services 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.

International legal and professional services firm, operating since 1998, that is a Tier 1 law firm in Legal 500, Chambers UK, and IFLR for Corporate and Finance.

Technology company offering an AI-native SaaS platform for global corporate, trust, and fund services providers, with 40 years of operating experience and ISO 27001:2022 certification.

Regulated life insurance company offering tax-efficient, unit-linked wealth management solutions to a global clientele in St Peter Port.

Captive insurance manager specialising in the captive insurance sector, offering fiduciary services and alternative risk transfer opportunities in St Peter Port.

Trust company offering private client, family office, image rights, and intellectual property services, acquired by UBS Group AG in 2023.

GFSC-licensed fiduciary subsidiary of Collenette Jones, providing company formation, corporate services, and trusteeships for pension funds and trusts in the Vale.

Regulated by the GFSC as a primary licensee for Pension Scheme Business and Gratuity Scheme Business, providing private annuities to non-UK pension schemes in St Peter Port.

Professional service providing personal insurance, including home, car, travel, and marine, alongside business insurance in St Sampson.

Global provider of fund, corporate, and private wealth services, licensed to carry on Controlled Investment Business 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.

Specialist cross-border pension service provider regulated by the GFSC and licensed as a fiduciary services company 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.

Owner-directed trust company, incorporated in 2012 and regulated by the GFSC as a Primary Licensee, providing company secretarial, trustee, and family office services.

Fiduciary Primary Licensee established in 2000, providing fund, corporate, capital markets, family office, and regulatory services 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.

LLP focusing on Corporate, Dispute Resolution, and Private Client & Trusts in St Peter Port.

Fiduciary services firm established in 2001, specialising in trust and company administration for high-net-worth individuals and family offices in St Peter Port.

Professional firm offering independent investment advice, due diligence, investment oversight, and risk management in St Peter Port.

Professional fiduciary services business regulated by the GFSC as a Primary Licensee, offering private family office, trust, foundation, and corporate secretarial services.

Law firm established in 1920, providing dispute resolution, regulatory, corporate, and other transactional legal services from La Plaiderie.

Provider of offshore employment services, payroll administration, personnel management, and corporate ownership for the marine, aviation, and offshore industries 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.

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

Offshore law firm established in 1939, providing legal advice on disputes, litigation, funds, corporate, finance, private client, and employment law in St Peter Port.

Fiduciary and financial services firm established in April 2016 in Guernsey and Alderney, administering structures for asset protection and succession planning.

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

Fiduciary Primary Licensee regulated by the GFSC, providing financial, pension, and gratuity scheme services from St Peter Port since 1999.

Professional firm established in 2005, offering accountancy, taxation, and consultancy services to corporate businesses, partnerships, individuals, and trusts.

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

Offshore law firm with roots in Guernsey since 1898, advising on Bermuda, British Virgin Islands, Cayman Islands, Guernsey, and Jersey law.

Professional services firm offering pension services in St Peter Port.

Professional service in St Peter Port providing fund administration, company administration, and trustee services, acquired in 2022 by a company founded in 1899.

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

Chartered accountancy, tax, and consultancy firm and a Xero Platinum Partner with over 30 years of SME accounting experience in St Sampson.

Independently owned Trust and Corporate Services Provider established in 1973, licensed by the GFSC, with over 50 staff across offices in Guernsey and Alderney.

Licensed fiduciary services company established in 1992, offering professional trust and corporate services to clients worldwide.

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.

Owner-managed private client and fund administration group offering tailored fiduciary, corporate, and fund services in St Peter Port.

Privately owned professional firm offering fiduciary, corporate, and fund services, and a STEP Platinum Employer Partner in St Peter Port.

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.

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

Audit and assurance services firm, part of Moore Stephens Channel Islands and the Moore Global international network, with over 50 years of experience.

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

Owner-managed financial services group regulated by the GFSC, providing private client, funds, and corporate services, and licensed for pension and gratuity scheme administration.

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.

Specialist provider of international trust, retirement, and employee benefit solutions, licensed by the GFSC for pension and gratuity scheme business in St Peter Port.

Corporate service offering solutions in real estate and private equity, with teams in France, Germany, and Luxembourg.

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

Primary Licensee for company, trust, and pension administration, also assisting with estate and succession planning 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.

Independent professional firm offering tailored trust and fiduciary services, including wealth structuring, family office, and tax compliance.

Accredited Sage 50 Business Partner developing payroll software and providing outsourced HR services for businesses since 1994.

Private, independent business licensed by the GFSC as a Fiduciary Primary Licensee, providing professional fiduciary and family office services in St Peter Port.

Professional firm established in 1994, specialising in structuring, establishing, and administering International Pension Plans and Employee Benefit Solutions.

Independent provider of corporate, fiduciary, and fund services, established in 1997 in St Peter Port.

Professional service in Trust & Fiduciary.

Licensed by the GFSC as a Primary Licensee and Investment Licensee, providing private fund administration services since 2011.

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

Professional service offering accounting, payroll, HR & benefits, tax, compliance, wealth structuring, family office, and marine & aviation administration 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.

Firm specialising in civil, criminal and commercial litigation, trust and private client, employment, and conveyancing and property in St Peter Port.

St Peter Port law firm for businesses and individuals, specialising in corporate and commercial law, litigation, and private client matters.

Fiduciary licensed by the Guernsey Financial Services Commission, providing trustee, company, and trust administration services.

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

Specialist Guernsey law practice providing counsel in taxation, trusts, white-collar crime, and commercial affairs, with forensic accounting as a central tenet.

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

Financial institution providing trustee and corporate services to an international clientele, with over 50 years of fiduciary experience.

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.

Big Four professional services firm providing assurance, consulting, tax, and transactions services from its St Peter Port office.

Provider of private family trust services and corporate structures, specialising in pension and gratuity scheme business.

Personal Finance Society (PFS) Associate Firm providing independent financial advice for retirement planning, wealth growth, and asset protection.

Professional firm offering pension and retirement saving solutions, providing Retirement Annuity Trust Schemes (RATS) for individuals, companies, and international clients.

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.

Independent trust and company administration services company licensed by the GFSC, specialising in private client and wealth administration in St Peter Port.

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

Fiduciary providing trust, corporate, and pension administration services as part of Praxis Group, in St Peter Port.

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

Privately owned, independent trust firm specialising in the formation and administration of trusts and companies, offering fiduciary and marine services in St Peter Port.

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

Centralised corporate business support centre delivering core transactional and administrative services to all States departments.

Licensed fiduciary and pension services company, part of the international Sovereign Group, providing trust, corporate, and retirement planning services from St Peter Port.

Professional firm offering taxation advice and accounts preparation, providing tax compliance and advisory services for individuals, companies, and trusts in Guernsey and the UK.

International life insurance-based wealth management and employee benefits provider, part of Utmost Group plc, in St Peter Port.

Life insurance and employee benefits provider, formerly Generali Worldwide, offering wealth solutions across the UK, Europe, Latin America, Asia, and the Middle East from St Peter Port.

Professional service provider offering fund and SPV administration, bookkeeping, and management accounting in St Peter Port.

Regulated entity licensed as an Insurance Manager and a Fiduciary, providing captive insurance management services as part of the global WTW group.

Accounting practice founded in 1952, providing accounting, audit, advisory, tax, and fiduciary services, and is an authorised ACCA training employer in St Peter Port.

Accountant registered with the GFSC as a Prescribed Business.

GFSC primary licensee for fiduciary services under The Regulation of Fiduciaries, Administration Businesses and Company Directors, etc (Bailiwick of Guernsey) Law, 2020.

Regulated fiduciary service provider holding a Secondary Licensee licence, affiliated with Invicta Wealth Solutions Limited.