Fees for offshore services

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