Private client wealth management, enhancement, and protection.
Spanning Private Banking (2) and Trust & Fiduciary (2), plus 4 more niches — most in St Peter Port.
St Peter Port·Professional Service
A private bank and wealth manager, offering wealth planning and protection services to help clients manage and enhance their assets.
PeopleStephen De Carteret (Head of Wealth Management Guernsey) · Mouhammed Choukeir (CEO, UK)
From their website
Financial planning
Retirement planning
Also Investment management · Foreign exchange · Personal loans & credit
St Peter Port·Professional Service
This GFSC-regulated independent fiduciary firm offers wealth planning and protection as a key service for its clients.
Wealth enhancement
From their website
Wealth structuring
Cross-border wealth planning
Also Family office services · Transaction services · Asset protection & structuring
St Peter Port·Professional Service
Acquired by Schroders
✦203-year heritage (1823)
This St Peter Port firm, the wealth management division of Schroders plc, focuses on private client wealth planning and protection.
Private client wealth management
Pricing & termsPrivate client · Hni individual · High net worth individuals · Private individuals · Private clients
Also Investment management · Family office services · Private banking
St Peter Port·Professional Service·Est. 1995
The Guernsey branch of this Swiss private bank provides wealth planning as a key part of its private banking services.
Financial planning
Also Family office services · Investment management · Foreign exchange
St Peter Port·Professional Service·Est. 1984
A GFSC-licensed fiduciary and fund administration firm; private client wealth management is a key offering.
From their website
Private client and entrepreneurial wealth management
Also Family office services · Advisory · Fund administration
St Peter Port·Professional Service·Est. 2006
This mortgage and insurance broker offers wealth planning and protection services, complementing its financial advice offerings.
Wealth management
Also Commercial & development finance · Residential mortgages · Life assurance
St Peter Port·Professional Service·Est. 1998
This independent fiduciary group offers wealth protection as part of its broader private client and estate planning services.
Pricing & termsSettlor or beneficiary · Hni individual · Private client · High net worth individuals · Private individuals +1 more
Also Company administration · Trust administration · Investment oversight & monitoring
St Peter Port·Organization·Est. 2002
Privately owned and managed independent fiduciary business, licensed by the GFSC, providing professional trustee, administration, and corporate management services.
Other capabilities nearby in the graph — the count is how many businesses do each.