The best wealth managers in Guernsey - Spear's Magazine

The best wealth managers in Guernsey

The best wealth managers in Guernsey

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.)

RankingNameFirmFocus
Top TenToby BirchGower Financial ServicesDiscretionary & advisory portfolios
Top TenAndy BodsworthHSBC Private BankingInvestment counselling
Top TenBen ChandlerBrooks MacdonaldMulti-asset portfolios
Top TenChris ColcloughCanaccord GenuityAlternative assets
Top TenAdam CoxRocq CapitalMulti-asset portfolios
Top TenHenry FreemanLiberum WealthBespoke custody, securities & FX
Top TenScott GillenBarclaysHNWs & corporate clients
Top TenJean-Luc Le TocqJulius BaerPrivate banking
Top TenAndrew PhillipsJulius BaerHNWs, UK non doms & intermediaries
Top TenSophie YabsleyRavenscroftKey clients
Top RecommendedCraig AllenJulius BaerDiscretionary portfolios
Top RecommendedPaul BlackhouseCogentInternational clients
Top RecommendedMariana KostadinovaButterfield BankInvestment management
Top RecommendedShaun LaceyInvestecPrivate banking
Top RecommendedSimon PhillipsBarclaysFiduciaries & family offices
RecommendedJohn BellCazenove CapitalDiscretionary investment management
RecommendedShaun Le MessurierOdey Wealth ManagementTailored portfolios
RecommendedGiles NevilleCazenove CapitalWealth management
RecommendedAdrian StarrPeregrine WealthDiscretionary & bespoke advisory
RecommendedGemma WatsonGower Financial ServicesInvestment opportunities

 

More rankings

The best wealth managers in Jersey

The best family office services providers

The best wealth managers for high-net-worth clients UK

The best wealth managers for ultra-high-net-worth clients UK

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.

To receive relevant research updates from Spear’s – and thereby give you and your firm the best chance of being included in future Spear’s indices – please register here.

If you are an adviser featured in index and would like to update your profile or provide additional information, please email rasika.sittamparam@spearswms.com.



 

FOLLOW US ON