Wealth Management Guernsey
Rothschild & Co Wealth Management Guernsey office - get in contact to find out more
About our Guernsey office
Rothschild & Co has operated in Guernsey since 1967, when the company established a bank on the island. This business operates today as Rothschild & Co Bank International.
The Wealth Management team is based at our offices at St. Julian’s Court, in the heart of Guernsey’s financial hub. This team works alongside the banking and private lending services, which are located in the same building.
How to get to our Guernsey office
The Rothschild & Co Guernsey office in the island’s financial district, in the parish of St. Peter Port. Our location is close to the North Beach roundabout and the office is on St. Julian’s Avenue.
A taxi rank is located just outside the entrance to the building and it is a 20 minute drive from Guernsey Airport.
Advice & planning
Managing your money can be a difficult task. That’s why Rothschild & Co is here to help.
We act as a financial sounding board for families, entrepreneurs and charities to ensure you are making the most of your wealth. In addition to our wealth management services, we can connect you with a network of experts to ensure your money is being managed properly and will grow for generations to come.
The Rothschild family has been managing money for centuries. Our objective today is to help clients preserve wealth for future generations and grow this money sustainably.
We believe in investing in high-quality, trustworthy businesses and avoiding short-term distractions to ensure your money grows for decades to come.
Banking & lending
Our clients can benefit from more than simply wealth management. Rothschild & Co offers in-house banking services that are tailored to your personal circumstances.
We offer lending against investment portfolios, giving clients the flexibility and speed needed to make successful decisions. We specialise in high-value mortgages ranging from £5 million to £100 million and also offer a range of banking services, including current accounts, fixed deposit accounts and more.
Entrepreneurs are good at managing their company’s finances but too often neglect their own personal wealth. However, advice is available to help you grow your nest egg while running your business, and also to invest the proceeds of any subsequent sale.
Our wealth advisers can help you with pre-exit planning, managing your company at point of sale, managing your assets after a sale completes and making long-term investing decisions to preserve your wealth.
Our Client Advisers are here to help you meet your long-term investment objectives.
Families spend decades building up their wealth, but it can quickly disappear without proper management. For more than 200 years we have been helping families preserve their wealth and pass it on to future generations.
Every family is different and our Client Advisers can help you create a plan for the future, and pair you with the best experts to meet your financial needs.
We work with charities to help preserve and grow your funds. Our clients are charities looking to invest for the long term, ensuring that the good work your organisation does today can continue for years to come.
Our services include forecasting future spending and achieving funding targets, and we can help charities meet their environmental, social and governance goals. We can also act as a sounding board on wider financial matters.
Justine Walley leads our Wealth Management team in Guernsey and manages a team of Client Advisers on the island. Justine joined Rothschild & Co in 2021 and was previously Head of Private Banking for Kleinwort Hambros in Guernsey.
She is a chartered fellow of the Chartered Institute for Securities & Investment and was awarded Private Banker of the Year (Channel Islands & Isle of Man) at the Citywealth International Financial Centre Awards for 2021.
Our other Wealth Management offices in the UK and Channel Islands
St Swithin's Lane
Tel: +44 207280 5000
82 King Street
Tel: +44 161 8273800
67 Temple Row
Tel: +44 121 6005252