We strongly believe in the power of duality and that valuing both IQ and EQ is essential for our people, our clients and our business.

We recognise that our clients need a service provider with the scale to navigate complex regulations and requirements across multiple diverse jurisdictions. We have the ‘know how’ to keep on top of regulatory compliance and the resources to act fast. We use cutting-edge technology and robust processes to provide the best service. Our in-house training programme constantly develops our teams’ knowledge and skills. Whatever our clients want to achieve, we have the know how to deliver it.

We also know that trust and longevity form the basis of successful partnerships with our clients. Clients like having a single contact they know and who also knows them. We have this ‘know you’ talent. We assign a dedicated relationship manager to each client who remains their main point of contact throughout their relationship with us. Our people have the ability to anticipate and understand our clients’ needs. Whatever our clients want to achieve, we have the know you to make it happen.

Key Contacts

Ben Newman

Ben Newman Managing Director, Jersey
+44 (0)1534 714507

Jennifer Le Chevalier

Jennifer Le Chevalier Head of Private Wealth, Jersey
+44 (0)1534 714508

Simon Morris

Simon Morris Director, Funds & Institutional, Jersey
+44 1534 714351

Mirek Gruna

Mirek Gruna Chief Commercial Officer, Jersey
+44 1534 714486

Pete Unwin

Pete Unwin Director, Private Wealth, Jersey
+44 1534 714505

Andy Mallett

Andy Mallett Head of Operations, Jersey
+44 1534 714443