Private client wealth management, enhancement, and protection.
Spanning Private Banking (3), Trust & Fiduciary (3) and Investment Management (2), plus 3 more niches — most in St Peter Port.
St Peter Port·Professional services
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 (inferred from the source page)
Cross-border wealth planning (inferred from the source page)
Also Family office services · Transaction services · Asset protection & structuring
St Peter Port·Professional services
Acquired by Schroders
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 clients
Also Investment management · Family office services · Discretionary fund management
St Peter Port·Professional services
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)
Also Investment management · Family office services · Custody & safekeeping
St Pierre du Bois·Professional services·Est. 1998
Acquired by Beauvoir Group in 2025
This independent fiduciary group offers wealth protection as part of its broader private client and estate planning services.
From their website
high_net_worth_individuals
settlor_or_beneficiary (inferred from the source page)
Also Company administration · Trust administration · Investment oversight & monitoring
St Peter Port·Professional services·Est. 1950
Wealth manager offering portfolio management, stockbroking, and wealth planning services, managing £34.8bn in assets as at 31 December 2024 in St Peter Port.
From their website
Wealth planning
Also Investment management · Stockbroking & dealing · Family office services
St Peter Port·Professional services·Est. 1995
The Guernsey branch of this Swiss private bank provides wealth planning as a key part of its private banking services.
From their website
Wealth planning (inferred from the source page)
Also Family office services · Investment management · Foreign exchange
St Peter Port·Professional services
Licensed to take deposits and provides financial services, including custody and investment capabilities, for private clients, intermediaries, and institutional investors in St Peter Port.
From their website
Wealth management (inferred from the source page)
Also Custody & safekeeping · Family office services · Private banking
St Peter Port·Professional services·Est. 1972
Professional firm established in 1972, offering private client and corporate advisory services in St Peter Port.
From their website
Wealth Preservation (inferred from the source page)
Also Trust administration · Family office services · Company formation & incorporation
St Peter Port·Professional services
This mortgage and insurance broker offers wealth planning and protection services, complementing its financial advice offerings.
Wealth management (inferred from the source page)
Also Residential mortgages · Commercial / business insurance · Professional indemnity
St Peter Port·Professional services·Est. 1984
A GFSC-licensed fiduciary and fund administration firm; private client wealth management is a key offering.
St Peter Port·Est. 2002
A GFSC-licensed fiduciary firm in St Peter Port, established in 2002, offers wealth planning as part of its private client services.
Other capabilities nearby in the graph — the count is how many businesses do each.