Bespoke investment management

Whether you are living in the UK, or resident elsewhere*, and require accounts offshore to manage your portfolio in a tax efficient manner, we can offer accounts managed by an investment manager either based in Jersey or in the UK. Our team of offshore experts have excellent relationships with local accounting, legal and international trust companies with whom we collaborate to design optimal solutions to meet your needs.

Offshore invest

As well as a direct relationship with your investment manager, you benefit from a structured portfolio process that covers the full range of assets, including equities, bonds, collectives, property, commodities, currencies, structured products and hedge funds.

We provide a range of services tailored to your individual circumstances, attitude to risk and investment requirements, whether you wish to generate regular income or grow your portfolio over the long term.

Your objectives may be defined as balanced growth or equity growth, but many clients are increasingly using more broadly-based objectives, including:

Multi-manager portfolios

In our experience, clients are increasingly demanding a whole-of-market investment service. This requirement is in response to a number of investment issues, including:

  • independence
  • specialism
  • diversification
  • risk 
  • performance

To address these issues we bring together our asset allocation process with a range of investment recommendations, which is analysed and monitored by our collectives investment committee.

The multi-manager portfolio service is offered on a bespoke basis or through a number of core investment strategies. These seek to achieve superior risk-adjusted returns relative to financial markets. Allocations are made across managed funds, which provide underlying asset class, investment strategy, geographic and manager diversification.

We offer a number of portfolio strategies designed to reflect your approach to investment and our investment managers would be happy to discuss the different options with you.


Our fees for managing your investment portfolio are straightforward. We charge a quarterly management fee calculated as a percentage of the value of your portfolio. This covers your portfolio transactions, custody, reporting, administration and direct access to your investment manager.  An alternative charging schedule, with lower fees but including dealing charges, is also available.

For our schedule of charges, please contact our Jersey office on 01534 740 550.

Schedule of interest rates
Foreign currency schedule of interest rates