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Island Graph/All niches/Financial & Fiduciary

Investment Management

33 active businesses1 niche in this sector

Nineteen firms, eighteen in St Peter Port. Three clusters: group-owned wealth divisions (Investec, Rothschild, Canaccord, Cazenove, Titan), independents (Rocq, Longview, Freedom AM, Ravenscroft), and two Utmost life-insurance-linked portfolio managers. Cazenove since 1823 — Schroders' CI arm; Titan Wealth formed 2021 from Ravenscroft's CI business. —

Corporate

24
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Eleven firms in St Peter Port — all reach beyond Guernsey: eight into the UK, six into Luxembourg, four Hong Kong.

Where to start

One firm per niche, picked for editorial depth.

  • Corporate
    Zedra Fund Managers (Guernsey) Limited
    St Peter Port

    Global fund manager — administration, corporate, trust, pensions, incentives

Other businesses in this sector9

Tagged in Investment Management but not in one of the specific niches above.

  • BOW Trustees Limited
    Fiduciary regulated by GFSC as Primary Licensee and Pension Provider
  • Canaccord Wealth
    Wealth managers — portfolio, stockbroking, and financial planning.
  • Cazenove Capital
    Wealth managers — investment, planning, banking, and lending services.
  • FNB Channel Islands
    Offshore banking: accounts, savings, trusts for Southern Africa & Channel Islands.
  • Investec Bank (Channel Islands) Limited
    Private and corporate bank — wealth management and offshore financing.
  • Nova Wealth Limited
    Boutique investment manager — discretionary portfolios, advisory, brokerage.
  • RBS International
    Institutional banking for corporate clients & financial intermediaries; part of NatWest Group plc
  • Rothschild & Co Bank International Limited
    Global private bank — wealth management, treasury, and banking services
  • Titan Wealth
    Investment services: discretionary management, stockbroking, financial planning