Investment Management

An independent private client, trust and fiduciary firm, focused on delivering bespoke structuring solutions for globally mobile families across generations. Privately owned, our interests are wholly aligned with clients, aligning their wealth with their values.

Affinity Trust Limited is an independent wealth management company, enabling clients to align values with their wealth. We provide advice, structuring and investment solutions; including guidance on charitable giving and investing sustainably. Privately owned, our interests are wholly aligned with clients. Our ethics and values are at the core of everything we do. We were the first UN Global Compact participant in Jersey, consistent with Affinity’s commitment to sustainability. Our primary focus is to understand our client’s requirements and aspirations, relating these to their finances. Our goal is to provide relevant advice, founded on a relationship of trust, with clear and timely communication.

We specialise in the provision of corporate benefits and individual wealth management. Our corporate benefits team provides consultancy and administration services for pensions, death and disability schemes and group insurances for private medical, dental and travel plans. Our experienced wealth management team advise individuals on pension planning, savings and investments.

For over three decades, Ashburton Investments has invested in what makes sense with a focus on delivering risk-adjusted returns through all market conditions. Based in Jersey, we offer discretionary portfolio, multi asset and specialist equity solutions to international private and corporate clients including family offices, trustees, charities and wealth managers.

Belasko are redefining what exceptional looks like in fund and fiduciary services. Whether you’re a fund manager, entrepreneur, family office or high-net-worth individual, we deliver tailored solutions built around your ambitions.

Established in 1979 the BWCI Group is the largest firm of actuaries and consultants in any International Finance Centre globally. We provide a broad range services to our clients based in the Channel Islands, the UK and internationally.

Capital International (Jersey) Limited is a discretionary investment manager specialising in global equity and multi-asset strategies for local and international investors. In partnership with our colleagues from our parent company in the Isle of Man, the Capital International Group, our highly experienced team brings a pragmatic approach and independence of thought to a disciplined investment process, seeking to build wealth through a high conviction approach to investing. Alongside a range of balanced portfolio strategies we run the successful Martello Global Equity Fund as a flagship product.

Carey Olsen is a market leading offshore law firm. We deliver exceptional services to our clients from the key offshore financial centres of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey and Jersey.

Carne is one of the leading providers of independent governance and distribution support for the asset management industry. We work with the most respected names in traditional and alternative fund management, helping them to meet their oversight and reporting objectives in an increasing complex regulatory world.

With a presence in Jersey since 1969, Citi was one of the first foreign banks to establish a presence in the Channel Islands. Citi Jersey employs around 70 staff across four business areas and generates one of the highest rates of profit per employee within the local finance industry.

Citi has had a presence in Jersey since 1969. We work to supply securities and cash management services to international corporations, wealth management services to private clients and international banking services to consumers.

Expert IT support, project management, cybersecurity, cloud services, and digital transformation solutions. We help businesses streamline operations and align technology with strategic goals.

Providing training and support to Jersey businesses. Helping people understand and comply with the Jersey regulatory framework

Draper Gain Holdings Ltd is a family-owned investment holding business with a particular interest in venture capital investments in Africa.

At Enhance our purpose is to optimise performance for fiduciary, family office and charity investors around the world.

Working with businesses, organisations and governments, our strategic advisory services build greater awareness and understanding, and help to catalyse commitment and renewed action.

Etcho is an award winning tech company helping private wealth advisors connect with their clients like never before. Our vision is to move billions towards a more sustainable future and solve key challenges for the private wealth industry along the way.

Evelyn Partners International Limited is a wholly owned subsidiary of Evelyn Partners providing investment management and custody services in Jersey. The group manages over £57bn of assets and has been providing expert services to international and expat private clients for over 180 years. Direct access to Jersey-based investment managers, no minimums or models, completely impartial advice, bespoke investment services and very competitive costs.

Exilium Ventures is a Jersey Private Fund specialising in identifying and investing in category defining technology companies and supporting them through to a major liquidity event. Our Founders understand that building a successful technology company requires more than just capital. Therefore, central to our approach is a deep commitment to proactive and hands-on support to our portfolio businesses. Our commitment to active involvement means we provide not only capital but also strategic guidance, industry expertise, and operational support. By partnering with pioneering tech companies, we hope to contribute to the development and success of groundbreaking innovations that have the potential to transform industries and improve lives.

At Fairway Group we put our clients first. As an independent, owner-managed fiduciary group offering private client, corporate, funds and pension services, we are able to provide continuity to every client through a director-led, dedicated team and a proactive and nimble service.

Hawksford is an international provider of Corporate, Private Client and Funds services. Whether you’re a multinational corporation, a family-owned company, a fund manager, a growth or early-stage business, an entrepreneur or a high net worth individual, our singular goal is to help you succeed both now and in the future, whatever your ambitions.

HIGHVERN is an award-winning provider of private wealth, fund and corporate administration services.

Wealth advisory and financial planning specialists serving individuals, families, trustees and businesses for Channel Islands and International clients.

The principal activity of the Company is to undertake portfolio management services to Janus Henderson Investors UK Limited (which acts as principal investment manager) in relation to various Janus Henderson sustainable investment funds.

The Jersey Association of Directors & Officers ("JADO") represents individuals acting as Directors or Principal Persons as well as other company officers within Jersey.

JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services. Every JTC person is an owner of the business and this fundamental part of our culture aligns us with the best interests of all of our stakeholders. Our purpose is to maximise potential and our success is built on service excellence, long-term relationships and technology capabilities that drive efficiency and add value.

Langham Hall has offices in London; Hong Kong; Jersey; Guernsey, Luxembourg and Singapore and provides high quality private equity and real estate fund administration for clients alongside technical advice; consultancy and assistance with fund formations.

LGT Wealth Management offers a fresh approach to Wealth Management.

LSEG is a global leader in financial markets infrastructure and data, offering an array of comprehensive solutions that empower investment and trading decisions worldwide. Central to our offering is LSEG TORA, an advanced multi-asset trading system that integrates powerful analytics and execution capabilities, enabling seamless and efficient trading operations. Covering equites, FX, fixed income, derivatives and digital assets, our award-winning software is used by hedge funds, institutional asset managers and proprietary trading firms.

Melville Douglas is the boutique investment management arm within the Standard Bank Group. Since 1983, Melville Douglas has been delivering superior performance managing investments on behalf of a wide range of endowments, charitable trusts, retirement funds, institutional and international private clients

Meridian is a locally based regulated provider of discretionary investment management services. It is not part of any larger group and therefore has the flexibility to administer its own investment policy on a simple, transparent and understandable basis for clients.

Moneybrain Global Ltd is a Digital Asset Exchange and Custodian and is registered with the Jersey Financial Services Commission as a Virtual Asset Services Provider (VASP). As part of a United Kingdom group of FCA regulated firms, Moneybrain provides its digital crypto exchange and banking service to professional and personal clients via its secure web portal and app.

Oakglen Wealth operates in the Channel Islands and offers personalised wealth management services.

Ocorian is a global leader in fund administration, corporate, fiduciary and capital markets services. With offices worldwide and customised, scalable solutions - our global network is designed to deliver exactly what our clients need, exactly how and where they need it.

Our Mission is to contribute to the sustainability of our planet and its people by providing technology that enables transparency, accountability, and empowers growth alongside positive impacts aligned to the UN SDGs.

Rathbones Investment Management International has considerable experience delivering investment services to the international investor community. Rathbones Group Plc is one of Europe's leading providers of investment management services for private clients, charities, pensions, and professional advisers, with £105.3 billion of funds under management as at 31 December 2023 including Investec Wealth & Investment (IW&I).

RBC Brewin Dolphin Limited offer bespoke wealth management services designed to reflect the individual needs of every client we meet.

RBC Wealth Management has committed to becoming one of Jersey's leading financial institutions, since establishing a presence in 1962. Supported by an international network of 12,000+ wealth management personnel, our Jersey team delivers a broad range of solutions including trust, banking and investment management to private and corporate clients.

Somerston Asset Management Limited is a Fund Investment Manager, based in Jersey, and regulated by the Jersey Financial Services Commission.

SS&C is a global provider of investment and financial software-enabled services including fund administration, and software for the global financial services industry. Over 18,000 organisations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Standard Bank Group is the largest bank in Africa by assets, our strategy is to be the leading financial services provider in, for and across Africa. We deliver superior sustainable shareholder value by serving the needs of our clients through first-class, on and offshore operations.

STANLIB was founded in 2002 as a joint venture between Standard Bank and Liberty Life. Standard Bank of SA was formed in 1862 and Liberty Life in 1957. The later establishment of Liberty Asset Management in 1969 is a pivotal milestone and represents the start of one of the largest asset managers in South Africa. Since our inception, we have grown our capabilities to meet the needs of our clients over time and offer alternative ways to achieve investment growth and capital preservation. In 2009, we established a successful Credit Alternatives business (initially within Liberty) and shortly after our infrastructure capability was formed to enable investors access to infrastructure projects within South Africa and Africa. In 2016, we launched STANLIB Index Investments, extending our then passive investment capability. More recently, we are proud to have launched INN8, a truly digital offshore platform. STANLIB’s achievements and milestones since formation in 2002 continue to shape our business and we remain steadfast in our commitment to protect and grow our clients' wealth and savings over the long term. At STANLIB, our investment professionals are focused on the future and cover a wide range of asset classes locally and offshore; from active to passive management to single and multi-manager solutions. Insights and experience help us make better-informed decisions for the future that enable you to achieve your financial goals.

Stonehage Fleming’s vision is to be the pre-eminent independent adviser to the world’s leading families and wealth creators. We help families manage and protect their wealth now and for future generations.

TEAM Asset Management (TEAM) is a boutique, independent asset manager.

Titan Wealth is a wealth management company with £35bn assets under management and more than 1,250 employees across eight jurisdictions, including the Channel Islands. Our experienced and qualified teams in Guernsey and Jersey offer a range of investment solutions for all types of client; from individuals and families to charities, intermediaries and corporations. Whether you are looking to trade

TreasurySpring has built a unique cash investment platform that offers companies of all sizes access to cash investment capabilities previously reserved for the world’s largest financial institutions. TreasurySpring's platform enables companies with sizeable cash balances to minimise risk and maximise returns by diversifying away from holding cash in unsecured.

Trinity Hill Capital Management is a Jersey-based quantitative investment manager. We run fully automated cross product statistical strategies in futures for institutional accounts. The Firm is regulated by the Jersey Financial Services Commission as a Fund Services Business (class X).

Triskele Solutions is a dynamic business management consultancy headquartered in Jersey. Our mission is to empower organisations to thrive and grow by providing tailored solutions that address their unique needs. We believe in taking the industry out of Compliance.

Triton is an investment firm investing in medium-sized businesses in Europe. We focus on companies with the potential to create sustainable, long-term value through changing economic cycles. Triton Jersey provide management services to all Triton Funds and administration services to the Funds and related structures.

ZEDRA is a global specialist provider of Corporate & Global Expansion, Active Wealth, Pensions & Incentives and Fund services, all aligned under one common goal: to embrace the future with certainty.