Investment oversight & monitoring

19 businesses across GuernseyProfessional services

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.

All businesses

Financial Advisory Planning

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

Related capabilities

Other capabilities nearby in the graph — the count is how many businesses do each.