Private Wealth

Accuro is a progressive trust and private office business. We are independent, wholly owned by our management and staff with a unique vision that drives and shapes how we operate.

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.

An independent Jersey Trust Company, providing a bespoke and cost effective service to a wide range of Jersey and International clients. We aim to provide a friendly and professional service to private individuals, family offices and businesses, seeking to protect and enhance their wealth.

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.

We are Altum, a leading international provider of Fund, Corporate, and Family Office solutions.

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.

A privately owned independent Jersey based trust company providing fiduciary and commercial management services.

Baker & Partners is a specialist litigation dispute resolution practice based in Jersey, and with offices in Cayman, BVI and London.

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.

Boston Multi Family Office is a group of companies focused on meeting the varied needs of high net worth and ultra-high net worth individuals, including their business interests. Headquartered in the Isle of Man, with offices in Jersey, UK and Malta, Boston Multi Family Office provides trust, corporate, and fiduciary services to corporates and family offices.

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.

Service Provider for Private Family Office

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.

Collas Crill is an offshore law firm with offices in BVI, Cayman, Guernsey, Jersey and London. We provide legal services locally and around the globe to some of the world's leading financial institutions, international businesses, trusts and funds, as well as HNW individuals and families.

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

Convici Capital is a debt advisory firm registered and headquartered in Jersey. We assist financial services businesses in securing debt products for their clients. We operate across Jersey, London and the Middle East.

Global businesses trust Corpay to power their international payments, execute plans to manage their currency risk and support their growth around the world.

Headquartered in Jersey, Crestbridge Family Office Services helps ultra-high-net worth families preserve and enhance their wealth.

CSC is the world's leading provider of business administration and compliance solutions.

We provide fund administration, depositary and custody services to closed-ended and open-ended funds domiciled in Jersey and other financial centres. Our clients include major banks, venture capital and private equity firms, investment houses and property specialists.

At EFG Private Bank our aim is straightforward: to provide you with the best in international private banking and wealth management. This we can do because we recognise that good relationships are at the very heart of the service we provide.

EFG Wealth Solutions is a specialist wealth structuring team at the heart of EFG’s private banking service. We specialise in the efficient structuring, protection and transferral of wealth.

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

An independently owned trust company based in Jersey and built by finance industry experts. Our cornerstone principles are consistently high levels of service coupled with fair and transparent pricing.

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.

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.

FIS® is a leading provider of technology solutions and services for financial institutions and business of all sizes and across any industry globally. Our employees are dedicated to advancing the way the world pays, banks and invests through our trusted innovation, system performance and flexible architecture. We help our clients use technology in innovative ways to solve business-critical challenges and deliver superior experiences for their customers.

Forward Group is an owner-managed fiduciary business providing bespoke relationship-led solutions to private and institutional clients.

Provision of Trust and Company administration services to include bookkeeping; accountancy and funds administration.

GlenQ Private Wealth Limited is a fully independent, manager owned trust company based in Jersey. We are focused on providing and co-ordinating the highest level of service and advice to private individuals and their families and administer structures for High Net Worth clients from a number of international jurisdictions including the UK, Africa, Eastern Europe and the Far East.

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.

ICECAP is an independent provider of corporate, private client and alternative asset administration services. We have a skillset that can only be gained from years of genuine direct experience, enabling us to provide real substance in a world where tax transparency and financial regulatory compliance are of the utmost importance.

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

j-ned is the Trade Association and collective voice representing the Non-Executive Director community in Jersey.

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.

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

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.

We provide a range of services, tailored to meet our clients' specific needs. Our service offerings include Private Client, Corporate, Fund and Audit & Assurance Services. We focus on preserving and growing the wealth of our clients through services tailored to their individual needs. Our experience combined with access to our worldwide network enables us to deliver innovative solutions, providing added value to our clients.

Mourant is a law firm-led, professional services business with over 60 years' experience in the financial services sector. We have over 70 partners, 200 lawyers and 700 professionals worldwide. We advise on the laws of the British Virgin Islands, the Cayman Islands, Guernsey, Jersey and Luxembourg and provide specialist entity management, governance, regulatory and consulting services.

Mourant Governance Services delivers a comprehensive range of corporate, accounting, governance and fiduciary services through a dedicated team of experienced professionals in the Cayman Islands, Guernsey, Hong Kong, Jersey, Luxembourg, Mauritius, Singapore and the UK. Mourant Governance Services is an affiliate of Mourant, one of the world's leading offshore law firms.

Oakbridge is an independent, owner managed business providing corporate and fund administration, accounting and management services to a varied and international client group from our base in Jersey.

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.

Ogier provides practical advice on BVI, Cayman Islands, Guernsey, Irish, Jersey and Luxembourg law through our global network of offices across the Asian, Caribbean and European timezones. We regularly win awards for innovation, client service and quality.

Polygon Group Limited, known as the Polygon Collective is an independent family-owned investment company which manages a diverse portfolio that provides support and unique investments to businesses, sophisticated investors and high net worth individuals. The Polygon Collective brand incorporates: - Polygon Serviced Offices - Polymetrix - Polygon Pensions - Polygon Insurance

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.

It’s rare to find a financial services partner with our depth of commercial expertise, our diverse and tailored services, and our entirely tech-led approach. It’s how we provide top-tier advisory services with fairness at every step — from our fees to our honest guidance. These differences help us sustain lasting relationships with our clients, who demand intelligent problem solving and adaptable services to maximise their investments. Contact us to discover how we can empower your financial success.

It’s time the client is put back at the heart of trust administration. We forge open and collaborative relationships using the latest technology to ensure our administration and processes are efficient, effective and totally transparent.

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

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.

We have been present in Jersey for over 40 years. Our local branch focusses on providing a full range of offshore banking and wealth management services to Priority and Private clients connected to our footprint markets of Asia, Africa and the Middle East.

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.

Summit Trust Jersey Limited is part of Summit Group.  Our heritage of private client services spans 50 years meaning we are a leading independent provider of high-quality tailored family office, bespoke fiduciary, advisory and administrative services with a global client base.

Suntera Global is an independent global provider of bespoke fund, corporate and private wealth services.

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

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.

Valla Limited is an independent fiduciary service provider, providing structuring solutions for UNHW, HNW and corporate clients.

Walkers is an international firm, fluent in multiple jurisdictions and great at knowing which is right for each client and each matter. With offices across geographies and expertise in multiple jurisdictions, you’ll find us in the time zone you need us to be, combining deep expertise with a determination to give our clients the best. In a volatile world we are a safe pair of hands in important financial jurisdictions. Our people and our approach to solving our clients' challenges are tried and tested, but that doesn’t mean we ever stand still. Markets change, regulations evolve, businesses adapt, and we keep on reinventing our services for the times we find ourselves in.

We provide fiduciary and administration solutions that enable corporate, fund and private clients to focus on what truly matters: creating value now and in the future.

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.