The best wealth managers in Jersey - Spear's Magazine

The best wealth managers in Jersey

The best wealth managers in Jersey

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.)

RankingNameFirmFocus
Top TenSimon BealBrooks MacdonaldUHNWs & fiduciaries
Top TenTim ChildeQuilter Cheviot Investment ManagementInvestment management
Top TenMark ClubbTEAM Asset ManagementGlobal equities
Top TenEuan DangerfieldCazenove CapitalDiscretionary portfolio management
Top TenJonathan GilesRathbonesBespoke investment management
Top TenRyan HarrisonCanaccord GenuityDirect equity-based portfolios
Top TenAdrian JonesBrewin DolphinBespoke equity & fixed income
Top TenEva LindholmUBSUK & Jersey
Top TenHaydn TaylorRavenscroftStockbroking
Top TenCameron WalkerNedbank Private WealthPrivate banking
Top RecommendedMo BaluchiStandard BankEMEA clients
Top RecommendedThomas CumminsKleinwort HambrosEast Africa, UK res non dom
Top RecommendedMiguel de FreitasCanaccord GenuityStockbroking
RecommendedTrevor GriggsAdvisa WealthFinancial planning
RecommendedRichard PembertonQuilter Cheviot Investment ManagementLow-risk solutions

 

 

More rankings

The best wealth managers in Guernsey

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.



 

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