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General Information

Our Financial Services

Our Financial Services

The Right Customised Solution for You.

Advisory Process

With our structured advisory process, you can be sure we have a thorough understanding of your priorities and will create a portfolio tailored for your needs and attitude to risk.

Investment Management

Our Investment Services are available on either a Discretionary or Advisory basis. Discretionary Management allows you to hand over day-to-day investment decisions to our experienced Investment Managers. Our Advisory Service enables you to make your own investment decisions, while having access to professional advice and a breadth of innovative investment products and solutions.

Credit

We offer flexible residential and buy-to-let mortgages (Guernsey, Jersey, London and selected UK regions), lending against investments (Lombard), letters of credit and bank guarantees.

Execution Only

Alternatively, our execution only service is appropriate for clients who wish to entirely manage their own financial affairs and need a comprehensive banking and custody service from a reliable partner.

Market and Economic Research

With our research and market views you can benefit from investment recommendations based on the latest expert research on the world’s financial markets.

Online Access

Our secure online valuation service allows you to view your portfolio when and wherever you want.

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Get in Touch

For more information on our Wealth management offer:
+ 44 (0)1481 719000