The family is in its seventh generation which allows us to have a long-term view, both in the way we invest for our clients, but also in the investment we can make in our clients."
In an environment where short-term thinking often dominates, our long-term perspective to wealth management sets us apart. Our founding family are one of the few to have successfully preserved their wealth over many generations and we aim to replicate this success for our clients.
Whether you're from a successful entrepreneurial family or you're starting out on your own, it's never too early to seek sound wealth management advice. Whatever stage of your entrepreneurial journey you're at, we're here to support you.
We work with high-earning individuals across the legal, finance and consulting sectors as well as senior leaders at some of the world’s most successful businesses.
In addition to helping entrepreneurs, families and professionals, we also work with many other individuals and groups, including charities. We can support you and your organisation at each stage of your financial journey.
What we do
Whether it's providing an income, careful estate succession planning or navigating complex family issues, our Client Advisers will serve as your trusted guides around managing your wealth.
From freeing up capital through portfolio lending, to specialist mortgages and banking services, we'll tailor our services to help you make the most of your wealth.
The goal of wealth management is to help you meet your financial goals and achieve financial security. Many families and entrepreneurs aim to preserve and grow their wealth, in order to pass something on to future generations.
A wealth manager – or Client Adviser – is a professional who provides regulated financial advice to help you make informed investment decisions.
Wealth managers charge a fee for their services, and overall charges will take into account the size of the portfolio and the number of transactions carried out.
While there is a cost to paying a wealth manager, their professional advice allows clients to make informed decisions about their wealth and often generates higher returns than going it alone. Client Advisers can also act as a sounding board for broader financial matters.
The minimum amount of money required to use a wealth management company can vary significantly depending on the provider and the level of service offered. Some wealth managers are restricted to only the wealthiest individuals while others have lesser requirements.
The best way to find out if you are eligible to use a wealth manager is to contact the firm with details of your financial situation to see if you fit the criteria. Contact us if you would like more information.
Insights
Relocating to Guernsey is attractive due to its natural beauty and high quality of life. But we know that moving is a big decision. In this article we answer some common questions about moving to the island and provide information on how we can help you relocate.
Entrepreneurs
In the Journey to Success report, we speak to the inspiring founders of Bare Biology, Two Chicks and Seraphine about their businesses and consider how founders should approach their corporate and personal finances along the way.
Market Perspective
Global temperatures are rising. In this Market Perspective we reflect on some of the long-term economic questions raised by climate change. We examine its recent inflationary effect and some of the practical issues we encounter when trying to invest sustainably.
