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. This provides efficient and effective investment management, as well as economies of scale that allow us to be price competitive. At the same time we are small enough to provide a personal relationship-led service with direct access to our people and knowledge.

Key Contacts

Charles Cohen

Charles Cohen Head of Wealth Management, Jersey
+44 (0)1534 708030

Robert Llewellin

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

Natalie Brown

Natalie Brown Head of Portfolio Management, Jersey
T: +44 1534 708138