St Peter Port·Professional Service
A Guernsey-licensed investment manager, this firm provides investment advice and oversight for unit-linked life assurance products.
Investment portfolio, strategy, and fund-manager performance monitoring.
Seventeen firms offer investment oversight and monitoring. For Utmost Portfolio Management Limited, it is their whole trade, while 4 others, including Asset Risk Consultants Ltd, offer it as a main service. The remaining 12, such as BDO Limited (founded 1900), include it within a broader portfolio of services. Most are in St Peter Port, with 15 firms located there. —
St Peter Port·Professional Service
A Guernsey-licensed investment manager, this firm provides investment advice and oversight for unit-linked life assurance products.
St Peter Port·Professional Service·Est. 1995
An investment consultancy providing performance monitoring, manager research, and investment oversight for client portfolios.
Investment manager research · Investment strategy
From their website
Manager search
Performance benchmarking
St Sampson·Professional Service·Est. 1984
An independent financial adviser, specialising in investments, provides oversight and monitoring of portfolios as a key part of its service.
Investment advice
Also Investment management · Retirement planning · Employee benefits
St Peter Port·Professional Service·Est. 2021
An investment services firm offering discretionary management and advisory stockbroking, with investment oversight as a central service.
Investment advice
Also Responsible & thematic investing · Business protection · Stockbroking & dealing
—·Professional Service·Est. 2005
This commercial property investment company specialises in syndicated acquisitions for private investors, with asset management a key part of its work.
St Peter Port·Professional Service·Est. 1972
This property consultancy offers investment oversight and asset management as part of its advisory services.
Investment advisory
Pricing & termsInvestors
From their website
Commercial property (investment, retail, industrial)
Also Residential sales · Commercial sales · Property consultancy
St Peter Port·Organization·Est. 2011
Boutique asset manager licensed and regulated by the Guernsey Financial Services Commission, providing investment management, oversight, and family office services.
Asset management · Investment advisory
St Peter Port·Professional Service
✦126-year heritage (1900)
A chartered accountancy and advisory firm that monitors investment portfolios and fund manager performance.
Asset management
St Peter Port·Professional Service·Est. 2006
This independent financial advisory firm provides investment oversight and monitoring as part of its broader investment services.
Investment advice
Also Business protection · Group life & employee protection · Life assurance
St Peter Port·Professional Service·Est. 1998
An independent fiduciary group, Beauvoir Group provides asset administration and investment oversight for its clients.
Asset management
Pricing & termsInvestment fund
Also Company administration · Trust administration · Family office services
St Peter Port·Professional Service·Est. 1979
This GFSC-licensed pension trustee company provides investment oversight and monitoring for pension schemes.
Investment advice
Also RATS / retirement annuity trusts · Occupational & corporate pensions · International pension plans
St Peter Port·Professional Service·Est. 2016
The law firm offers investment oversight and monitoring services, supporting its private client and corporate legal practices.
Asset management
Also Corporate & commercial disputes · Conveyancing · Personal injury & negligence
St Peter Port·Professional Service·Est. 2004
This fiduciary, focused on pension administration, provides investment oversight and monitoring for its clients' financial plans.
Investment advice
Also Business protection · Pensions & employee benefits · Retirement planning
St Peter Port·Professional Service·Est. 2007
An independent fiduciary and investment services company, it offers investment oversight and monitoring as part of its wealth management.
Investment advice
Also Trustee services · Fund administration · Family office services
St Peter Port·Professional Service·Est. 1994
This fiduciary firm provides investment oversight and monitoring as part of its asset administration services for clients.
Asset management
Also Company administration · Transaction services · Trust administration
St Peter Port·Professional Service·Est. 2015
An international life insurer and wealth manager, this firm provides investment solutions and advice to clients.
Investment advice
Also Pension scheme administration · Retirement planning · Life assurance
St Peter Port·Organization
Fiduciary regulated by the GFSC as a Primary Licensee and Pension Provider, providing trustee services and trust administration.
Asset management
Also Trust administration · Trustee services · Property consultancy
St Peter Port·Professional Service
This independent financial planning firm offers investment oversight as part of its broader financial advice and investment services.
Investment advice
PeopleRebecca Goater (Managing Director, MA Cantab, CDir, DipPFS, TEP) · Oliver Goater (Managing Director, BA Hons, Cert CII, BDMA Tech) · Douglas Goater (Chairman/Non-Executive Director) · Jason Robert (Head of Private Clients, Cert CII) · +8 more
Also Commercial / business insurance · Property owners & landlord · Motor insurance
St Peter Port·Professional Service·Est. 2017
A chartered accountancy firm providing investment advice, including oversight and monitoring, to its clients.
Other capabilities nearby in the graph — the count is how many businesses do each.