Investment Management in Guernsey
From our office in Guernsey, we provide expert investment management to clients, helping them achieve their financial goals. We are well established in the local area, providing a high-quality personal service, backed by the resources of an international financial services group. We work closely with a wide range of clients, including individuals and their families, trusts, business owners, as well as the professionals who support them.
Dorey Court
Elizabeth Avenue
St. Peter Port
Guernsey
GY1 2HT
Invest with confidence
You may be a cautious inheritor focused on preserving your wealth against inflation - or you may be ambitiously aiming for faster portfolio growth. Whatever your goals, you can feel confident that an experienced Investment Manager is putting your needs first.
When you first join us as a client, your personal Investment Manager will spend time getting to know you. They’ll ask about your attitude to investment risk, your long-term objectives and the timeframe in which you want to achieve them – so we can keep your investments on track and aligned with your aspirations
Investment management services
We’re here to help you decide whether you’d like us to actively manage your investments or simply take advantage of our stockbroking and execution-only expertise.
Portfolio management
Invest confidently with a portfolio chosen for you and managed by experts.
Stockbroking services
For more experienced investors, choose from our high-net-worth execution, advisory and execution-only services
Specialist areas
Small-cap investing
Smaller companies (small caps) can offer attractive investment opportunities and help diversify your portfolio
Fixed income investing
If you’re looking for more risk-adverse, consistent returns, fixed income (or fixed interest) investing could help.
Our team in Guernsey
Committed to our clients
Your needs and aspirations are our top priority, which is why we’re set up to support you any way we can.
325+
client-facing professional advisers