We are here to meet all your investment goals no matter how complex. We understand that your investments may need to work across generations or span multiple jurisdictions. We partner with advisors giving you access to a team of independent, experienced and qualified professionals required to provide the full family office offering. Our dedicated team is on hand to offer bespoke solutions to help your capital go further, safely and securely.

We can help by:

• Providing governance via experienced directors, compliance and company secretarial services.
• Taking care of all financial accounting and reporting requirements.
• Supporting risk management through investment monitoring and reporting.
• Providing consultancy on the most appropriate structuring.

To discuss our complex investments services, please contact Claire Machin, Group Director, Head of Private Wealth - Jersey: