Welcome to the Spear’s ranking of the best wealth managers for high-net-worth and ultra-high-net-worth individuals in Jersey. The list features our Top Ten, Top Recommended, and Recommended advisers
The largest of the Channel Islands, Jersey is one of the world’s leading offshore financial centres. There are no taxes on capital gains, inheritance or gifts, and income tax rate is capped at a maximum of 20 per cent, making the island an attractive regime for international high-net-worth (HNW) individuals with investable assets of £1 million or more and for ultra-high-net-worth (UHNW) clients who typically have at least $30 million of investable assets.
Jersey is also home to a number of global and institutional investment houses as well as several boutique service providers. A good wealth manager can help to organise ones financial affairs and maximise the efficiency of their investments. They can 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 Jersey 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||Simon Beal||Brooks Macdonald||UHNWs & fiduciaries|
|Top Ten||Tim Childe||Quilter Cheviot Investment Management||Investment management|
|Top Ten||Mark Clubb||TEAM Asset Management||Global equities|
|Top Ten||Euan Dangerfield||Cazenove Capital||Discretionary portfolio management|
|Top Ten||Jonathan Giles||Rathbones||Bespoke investment management|
|Top Ten||Ryan Harrison||Canaccord Genuity||Direct equity-based portfolios|
|Top Ten||Adrian Jones||Brewin Dolphin||Bespoke equity & fixed income|
|Top Ten||Eva Lindholm||UBS||UK & Jersey|
|Top Ten||Haydn Taylor||Ravenscroft||Stockbroking|
|Top Ten||Cameron Walker||Nedbank Private Wealth||Private banking|
|Top Recommended||Mo Baluchi||Standard Bank||EMEA clients|
|Top Recommended||Thomas Cummins||Kleinwort Hambros||East Africa, UK res non dom|
|Top Recommended||Miguel de Freitas||Canaccord Genuity||Stockbroking|
|Recommended||Trevor Griggs||Advisa Wealth||Financial planning|
|Recommended||Richard Pemberton||Quilter Cheviot Investment Management||Low-risk solutions|
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.