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’re small enough to provide a personal relationship-led service with direct access to our people and knowledge.

Key Contacts
Andy Finch

Andy Finch CEO, International
+44 (0)1481 733999

Ryan Harrison

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

Steve Glover

Steve Glover Head of Stockbroking, Jersey
+44 (0)1534 708005