Wealth & financial advice

The Guernsey branch of Canaccord Genuity Group Inc., offering portfolio management, stockbroking, and wealth planning.

Professional services firm founded in 2003, specialising in trust and company administration, wealth management, and financial structuring for private clients.

The Guernsey office of Swiss private bank EFG International AG, providing private banking, wealth management, and fiduciary services under GFSC licence since 1995.

Guernsey-founded, GFSC-regulated independent asset manager with approximately $1 billion under management across 16 funds.

UBP's Guernsey branch, formerly Kleinwort Benson and SG Kleinwort Hambros, offering private banking and wealth management.

Independent GFSC-licensed financial advisory and planning firm, established in 2006, advising individuals and businesses on pensions, investments, and protection.

Independent Guernsey fiduciary services group offering trust, corporate, fund, and family office services since 1998.

The Channel Islands wealth management division of Schroders plc, providing investment and financial services in St Peter Port.

Regulated by the GFSC as a Primary Licensee and an Investment Licensee, offering services for collective investment schemes and general securities and derivatives.

GFSC-licensed fiduciary and fund administration firm specialising in venture capital, serving funds, founders, and private clients.

GFSC-licensed fiduciary and fund administration firm with a branch in St Peter Port, offering trust, private capital, and corporate services.

GFSC-licensed independent financial adviser specialising in pensions, investments, and employee benefits since 1984.

Whole-of-market mortgage and insurance broker, licensed by the Guernsey Financial Services Commission and part of the Howden Group.

Guernsey-based investment services firm with offices in Guernsey and Jersey, offering discretionary management, advisory stockbroking, execution-only trading, and financial planning. Formerly Ravenscroft (Channel Islands).

GFSC-licensed international life insurer and wealth management provider, part of Utmost Group plc.

Privately owned and managed independent fiduciary business, licensed by the GFSC, providing professional trustee, administration, and corporate management services.

HSBC Holdings plc's GFSC-licensed Guernsey operation, offering retail, commercial, and private banking, wealth management, mortgages, and currency exchange from branches in St Peter Port and St Martin.

GFSC-regulated independent fiduciary services firm offering trust administration, company services, and wealth structuring.

ACCA-qualified chartered certified accountancy firm established in 2011, specialising in auditing, taxation, and corporate finance.