Investment management

A GFSC-licensed boutique firm specialising in discretionary multi-asset portfolio management and direct security portfolios.

This Guernsey-licensed firm, a subsidiary of Utmost Group plc, specialises in discretionary portfolio management for unit-linked life assurance.

This St Peter Port firm is the Channel Islands wealth management division of Schroders plc, dedicated to investment management.

The Guernsey branch of a global financial group, primarily focused on portfolio management and wealth planning.

This GFSC-licensed firm specialises in global equity asset management, running concentrated portfolios for institutional clients.

A Guernsey-based investment services firm, established in 2021, with discretionary and advisory investment management as its primary focus.

A private bank and wealth manager, this firm provides investment management as a central offering to its clients.

This GFSC-licensed independent financial adviser specialises in investment management, offering various strategies alongside pensions and employee benefits.

This GFSC-licensed independent wealth manager provides investment management as a central part of its client services.

A GFSC-regulated independent asset manager, established in 2014, focused on managing investments for institutional clients.

This private bank's Guernsey branch offers investment management, including discretionary services, as a key part of its client offering.

An international bank in St Peter Port, established in 1976, offering discretionary investment management as a key service.

A St Peter Port private bank, part of a global group, offering discretionary investment management to its clients.

An independent asset manager and stockbroker, this firm provides discretionary investment management as a primary service.

A GFSC-licensed bank offering investment management as a key component of its wealth management and private banking services.

This St Peter Port branch of a global bank provides investment management as a key service for its private banking clients.

An independent financial advisory firm offers investment management services as a key part of its financial planning for clients.

A commercial property investment company; property investment management is a key part of its offering to private investors.

This independent fiduciary firm offers investment management as one of its main services, alongside trust and corporate administration.

This St Peter Port fund manager focuses on investment management, alongside fund administration and corporate services.

This independent financial planning firm provides investment management as a main offering, alongside insurance and other advice.

A GFSC-regulated financial services firm offering investment products, including loan notes, alongside its range of insurance and lending services.

The Guernsey branch of this Swiss private bank provides investment management as a key component of its wealth management services.

This GFSC-licensed firm provides corporate finance and property advisory; investment management is offered within its fund management services.

This independent fiduciary and family office firm provides investment monitoring and transaction services for its clients.

Boutique asset manager licensed and regulated by the Guernsey Financial Services Commission, providing investment management, oversight, and family office services.

This St Peter Port financial services firm offers investment services alongside its core insurance broking and lending activities.

A GFSC-licensed trust and corporate services firm, offering investment management and custody of assets.

This global fund administrator offers middle office solutions as part of its comprehensive support for investment funds.

This independent fund and corporate services provider offers advanced portfolio services for alternative investments.

A GFSC-licensed pension trustee company, BWCI offers investment selection as part of its pension and retirement services.

A St Peter Port fiduciary specialising in pension solutions, offering investment management as part of its financial services.

A GFSC-licensed fiduciary and fund administration firm; investor servicing is part of its ongoing fund operations.

Corporate services provider established in 1997, regulated by the GFSC as an Investment Licensee and a fiduciary licensee.

IQ-EQ, a global investor services group, offers investment management as part of its asset owner and private wealth solutions.