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Investment Management Support

Knowing which appropriately regulated partners to manage your assets can be a time-consuming and onerous task.

We are well-served in key jurisdictions including Jersey, London, Singapore, UAE and Mauritius, and offer tailored, practical solutions that are flexible enough to adapt to changing family circumstances.

What we do

We work with clients around the world helping them to identify, oversee and measure the performance of a third-party and appropriately regulated investment manager on an ongoing basis.

Our services include:

  • Consolidated reporting
  • Manager selection
  • Investment monitoring
  • Fee analysis
  • Cash management

We've won the following awards:

  • Trust Company of the Year - Jersey: Citywealth IFC Awards 2020
  • Multi-Family Office of the Year, STEP Private Client Awards 2019
  • Tier 1 Trust Company 2019, Eprivateclient
  • Family Office of the Year Award, Citywealth 2018 and 2019
  • Shortlisted for Family Office Award, STEP Private Client Awards 2013, 2014, 2016, 2017, 2018
  • Best Family Office, Wealth Advisor Awards 2014
  • Trust Company of the Year, STEP Private Client Awards 2016
  • Trust Company of the Year, Citywealth Magic Circle Awards 2016

Connect with us

John Félicité

Business Development Director

United Kingdom

See bio
Prapa Pearce

Executive Director - Private Client

Jersey

See bio