Investment Management

39 active businesses1 niche in this sector

Regulated by GFSC

Thirty-nine firms — 38 in St Peter Port, one (Nova Wealth) in St Martin. The oldest trading since 1950; the newest, Titan Wealth, formed 2021. Specialisation clusters run 12 naming investment management, 10 wealth management, 12 across discretionary and discretionary portfolio, and six fund managers. Thirty are limited companies. —

Corporate

Compare

Twenty-six firms, all in St Peter Port — eight in investment management, five wealth, four fund; oldest 1980, newest 2018.

Where to start

One firm per niche, picked for editorial depth.

Corporate
Freedom Asset Management Limited
St Peter Port
Asset manager established 2014; private wealth and institutional services

Other businesses in this sector13

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

BOW Trustees Limited
Trustee and corporate services; over 50 years' fiduciary experience
Canaccord Wealth
Wealth manager; portfolio management, stockbroking, wealth planning
Cazenove Capital
Wealth management arm of Schroders; portfolio management, banking, lending
Dorey Financial Modelling
International Actuarial Technology (AcTech) company; founded 2013
FNB Channel Islands
Offshore transactional, savings, and investment accounts; FirstRand Bank branch
IAM Advisory
Investment advisory firm established 1987; trustee and forensic support
Investec Bank (Channel Islands) Limited
Bank licensed by GFSC; private, corporate banking, custody, wealth management
Nova Wealth Limited
Boutique offshore investment manager; GFSC licensed since 2004
Partners Group (Guernsey) Ltd.
Investment Licensee; regulated by the GFSC for controlled investment business
RBS International
Bank offering local and institutional services; expertise in alternative funds
Rothschild & Co Bank International Limited
Private banking services; current, fixed deposit, notice accounts, FX, payments
Titan Wealth
Investment management; financial planning, execution-only trading, discretionary
Titan Wealth Precious Metals
Gold dealer; allocated bullion, bars, coins, and grain stored in own vault