Investment management

A GFSC-licensed boutique firm specialising in discretionary multi-asset portfolio management and direct security portfolios.

The Guernsey branch of a global financial group, primarily focused on portfolio management and wealth planning.

This Guernsey-licensed firm, a subsidiary of Utmost Group plc, specialises in discretionary portfolio management for unit-linked life assurance.

A Guernsey-based investment services firm, established in 2021, with discretionary and advisory investment management as its primary focus.

This St Peter Port firm is the Channel Islands wealth management division of Schroders plc, dedicated to investment management.

This GFSC-licensed firm specialises in global equity asset management, running concentrated portfolios for institutional clients.

This GFSC-licensed independent financial adviser specialises in investment management, offering various strategies alongside pensions and employee benefits.

A GFSC-regulated independent asset manager, established in 2014, focused on managing investments for institutional clients.

An independent advisory firm licensed by the GFSC, offering investment management as part of its wealth management services.

A private bank and wealth manager, this firm provides investment management as a central offering to its clients.

This private bank's Guernsey branch offers investment management, including discretionary services, as a key part of its client offering.

An international bank in St Peter Port, established in 1976, offering discretionary investment management as a key service.

A St Peter Port private bank, part of a global group, offering discretionary investment management to its clients.

This independent fiduciary firm offers investment management as one of its main services, alongside trust and corporate administration.

This independent financial planning firm provides investment management as a main offering, alongside insurance and other advice.

Rocq Capital is a boutique asset manager and stockbroker, with discretionary investment management as a key offering.

A GFSC-licensed bank offering investment management as a key component of its wealth management and private banking services.

This St Peter Port branch of a global bank provides investment management as a key service for its private banking clients.

An independent financial advisory firm offers investment management services as a key part of its financial planning for clients.

A Guernsey-licensed boutique asset manager, Beauclerc Limited offers investment management, including a proprietary equity income strategy.

A commercial property investment company; property investment management is a key part of its offering to private investors.

This corporate services provider, regulated by the GFSC, offers investment management as a key part of its services.

A GFSC-regulated financial services firm offering investment products, including loan notes, alongside its range of insurance and lending services.

The Guernsey branch of this Swiss private bank provides investment management as a key component of its wealth management services.

This GFSC-licensed firm provides corporate finance and property advisory; investment management is offered within its fund management services.

This independent fiduciary and family office firm provides investment monitoring and transaction services for its clients.

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

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

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

A GFSC-licensed pension trustee company, BWCI offers investment selection as part of its pension and retirement services.

This St Peter Port financial services firm offers investment services alongside its core insurance broking and lending activities.

A professional services firm offering wealth management for private clients; investment is one of its key services.

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

This global fund administrator offers middle office solutions as part of its comprehensive support for investment funds.

This independent fund and corporate services provider offers advanced portfolio services for alternative investments.

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.

A GFSC-licensed fiduciary and fund administration firm; investor servicing is part of its ongoing fund operations.

This professional services firm, part of the ZEDRA Group, provides investment management as part of its fund and wealth services.

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

IQ-EQ, a global investor services group, offers investment management as part of its asset owner and private wealth solutions.