Welcome to the Spear’s ranking of the best wealth managers for high-net-worth and ultra-high-net-worth individuals in Guernsey. The list features our Top Ten, Top Recommended, and Recommended advisers
The self-governing British crown dependency Guernsey has a long history as an international finance centre, boasting a wide range of wealth management expertise. It is home to a number of global and institutional investment houses as well as numerous boutique service providers.
For international high-net-worth (HNW) individuals with investable assets of £1 million or more and for ultra-high-net-worth (UHNW) clients who have at least $30 million of investable assets, a good wealth manager can help to organise ones financial affairs and maximise the efficiency of their investments.
Guernsey is renowned for its stability, which is important for investors who want to take advantage of the island’s attractive tax regime and trust opportunities. The best wealth managers can help a client to take advantage of this environment and capture global investment opportunities while protecting their family wealth. They will also take into account a range of financial matters, including estate planning, succession, tax services and wealth structuring.
Spear’s publishes annual rankings of the top private client advisers and service providers to HNWs and UHNWs. These are drawn up on the basis of peer nominations, client feedback, telephone and face-to-face interviews, data supplied by firms, as well as information gathered by the Spear’s editorial and research teams.
The wealth managers featured in the 2021 edition of the Spear’s Guernsey Wealth Management Index are included in the table below, along with their Spear’s ranking and area(s) of focus. Click on the individual names to be directed to more detailed profiles of each adviser on spears500.com. (The table is ordered by ranking and then alphabetically by surname.)
|Top Ten||Toby Birch||Gower Financial Services||Discretionary & advisory portfolios|
|Top Ten||Andy Bodsworth||HSBC Private Banking||Investment counselling|
|Top Ten||Ben Chandler||Brooks Macdonald||Multi-asset portfolios|
|Top Ten||Chris Colclough||Canaccord Genuity||Alternative assets|
|Top Ten||Adam Cox||Rocq Capital||Multi-asset portfolios|
|Top Ten||Henry Freeman||Liberum Wealth||Bespoke custody, securities & FX|
|Top Ten||Scott Gillen||Barclays||HNWs & corporate clients|
|Top Ten||Jean-Luc Le Tocq||Julius Baer||Private banking|
|Top Ten||Andrew Phillips||Julius Baer||HNWs, UK non doms & intermediaries|
|Top Ten||Sophie Yabsley||Ravenscroft||Key clients|
|Top Recommended||Craig Allen||Julius Baer||Discretionary portfolios|
|Top Recommended||Paul Blackhouse||Cogent||International clients|
|Top Recommended||Mariana Kostadinova||Butterfield Bank||Investment management|
|Top Recommended||Shaun Lacey||Investec||Private banking|
|Top Recommended||Simon Phillips||Barclays||Fiduciaries & family offices|
|Recommended||John Bell||Cazenove Capital||Discretionary investment management|
|Recommended||Shaun Le Messurier||Odey Wealth Management||Tailored portfolios|
|Recommended||Giles Neville||Cazenove Capital||Wealth management|
|Recommended||Adrian Starr||Peregrine Wealth||Discretionary & bespoke advisory|
|Recommended||Gemma Watson||Gower Financial Services||Investment opportunities|
To explore all the Spear’s indices, and to use our find-an-adviser tool to identify the private client adviser who is right for your specific requirements, go to the Spear’s 500 website.
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If you are an adviser featured in index and would like to update your profile or provide additional information, please email email@example.com.