Access multi-currency investment solutions

Bespoke offshore solutions: Discretionary investment management and portfolio management tailored to your circumstances, attitude to risk and investment requirements. Jersey investment managers can advise international investors aiming for income generation, capital preservation, asset protection, capital growth or simply investing offshore to reduce portfolio risk.

Whole-of-market investment services: The reassurance and efficiency of Jersey investment managers who can either work with counterparts in other locations on bespoke multi-manager portfolios or through a number of core investment strategies.

Ease of working: Underpinned by robust regulation, stability and security, our products and services align with your international investment interests, including the option to base investment decision-making, custody, ownership and data solely in Jersey.

 

Ethical investing: Leverage socially responsible investment management opportunities to reflect your client’s values with specialist sustainable and impact investment services in Jersey who offer tailored strategies to meet all financial and ethical requirements including services for charities, not-for-profits and Shari’a-compliant investing.

Diverse services: Clients in Kenya will experience synergy at its best with the benefit of significant and well-regarded funds and private wealth management, Jersey trust companies, and top-tier international banks – all headquartered in Jersey.

Strategic location: With proximity to Europe and the UK, close business ties with the Middle East and Asia, plus the benefits of its offshore location, Jersey is a natural partner for Africa-oriented finance.

Why Jersey for Investment Management

As an international finance centre for more than 60 years, Jersey is home to a range of qualified investment managers, from small niche investment firms through to the international headquarters of several of the world’s largest and longest-established wealth management firms.

Underpinned by sound regulation, stability, and security, Jersey caters for the investment needs of individuals and families, charities, professional advisers, and institutions who are looking for offshore investment management. The investment products and services offered are well aligned with the best interests of internationally based clients, including the option to base investment decision-making, custody, ownership and data solely in Jersey.

 

Investment Management FAQs

What is the value of total fund under investment management in Jersey?

The value of total funds under investment management stood at £31.8bn at the end of Q4 2021, not including total assets under management within the qualifying segregated managed accounts (QSMA) which stood at £1.5bn at the end of the quarter.

Source: Jersey Financial Services Commission Quarterly Reports. Statistics correct as at December 2021

Are Jersey investment managers committed to ESG?

Many asset owners and managers in Jersey are committed to integrating ESG considerations into their investment analysis and decision-making, some take this even further by embedding ESG into their entire business model, rather than focussing on responsible investing within one service line or offering. Through proactive stewardship, investment managers are also able to influence the companies they invest in, meeting with management teams and company boards to discuss their ESG standards and how to achieve them.

How many regulated investment managers are there in Jersey?

There are 72 investment managers in Jersey who are regulated by the Jersey Financial Services Commission (JFSC).

The Jersey Financial Services Commission is a mature and well-respected authority that works closely with other regulators, including the FSA. This gives investors and their advisors peace of mind in the quality and highest standards of Jersey-based managers.

Are Jersey investment managers as a domcile?

Africa-based investment managers can use Jersey to navigate capital raising in Europe.  Whether they are raising capital for direct investment or seeking liquidity through a permanent capital vehicle as an exit strategy for their current investors, it is important that the fund or corporate vehicle addresses the regulatory and legislative requirements of Europe. It must also meet the substance, governance and operational risk requirements of the investors themselves.

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