Our core wealth management services include portfolio management, broking services and wealth planning. We have enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure which provides efficient and effective investment management and economies of scale to allow us to be price competitive. At the same time we are small enough to provide a personal relationship-led service and direct access to our people and knowledge.

Key Contacts

Ryan Harrison

Ryan Harrison Head of Wealth Management, Jersey
+44 (0)1534 872500

Robert Llewellin

Robert Llewellin Head of Stockbroking, Jersey
+44 (0)1534 708132