The best wealth managers in Guernsey lend their services to high-net-worth and ultra-high-net-worth clients drawn to the island’s stability, as well as its attractive tax regime and trust opportunities.
Guernsey has a long history as an international finance centre, boasting a wide range of wealth management expertise. It is home to a number of global and institutional investment houses as well as numerous boutique service providers.
Explore the other rankings within the Wealth Management Indices 2025:
- Best UHNW Wealth Managers
- Best HNW Wealth Managers
- Best Wealth Managers: Jersey
- Best Wealth Managers: Middle East
- Best Wealth Managers: Singapore
- Best Wealth Managers: Switzerland
The top wealth managers can help a client to take advantage of this environment and capture global investment opportunities while protecting their family wealth. They will also take into account a range of financial matters, including estate planning, succession, tax services and wealth structuring.
The advisers in the index below cater to both high-net-worth and ultra-high-net-worth clients.
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- Methodology
- Best wealth managers in Guernsey: some names to know
- Best wealth managers in Guernsey: the complete list
- Contact us
Methodology
Each year, the Spear’s Research Unit reassesses and refreshes its rankings of the leading providers in each sector by gathering data from and about the advisers and firms themselves, assessing submission forms, collating nominations, carrying out peer reviews, reviewing data from third-party sources, gathering references and recommendations, canvassing experts and conducting hundreds of interviews.
Advisers are evaluated using a proprietary scoring system that assigns different weightings to certain attributes. These scores feed directly into each new set of rankings in the Spear’s Indices. Each of these indices are published first online (according to the research calendar) and then in print. Print publication takes the form of the annual Spear’s 500 directory, which includes the top advisers in every index.
[See also: A guide to The Spear’s 500: Everything you need to know]
Each featured adviser is profiled on spears500.com. The site allows users to search the Spear’s database of more than 4,000 entities to find one (or more) to meet their specific requirements by filtering for specific attributes such as an adviser’s location, their specialist expertise and information about their client base.
Best wealth managers in Guernsey: some names to know
Justine Walley
- Focus: Enduring client relationships
- Ranking: Top Recommended
- Firm: Rothschild & Co
Justine Walley heads up Rothschild & Co’s wealth management team in Guernsey, providing HNW clients and their families with advice on a range of financial matters.
Despite having only joined the company in mid-2021, Walley has already cultivated an extensive client pool – including those who are resident in Guernsey, relocating to the island or have interests there – who seek her out for their wealth and asset management requirements. This level of expertise was developed through a successful 21-year tenure at SG Kleinwort Hambros, where she headed up the firm’s private banking division.
Read Justine Walley’s full profile on Spears500.com
Andy Bodsworth
- Focus: Channel Islands wealth management
- Ranking: Top Recommended
- Firm: HSBC Global Private Banking
Andy Bodsworth is a chartered FCSI adviser who’s been leading a team of investment counsellors in HSBC Global Private Banking’s Channel Islands outpost since 2004. Through the bank’s global brand, Guernsey entities can have access to all four businesses: retail banking and wealth management; commercial banking; global banking and markets; and global private banking.
‘We aim to be where the growth is,’ the company says, adding that it strives to ‘connect clients to opportunities, enable businesses to thrive and economies to prosper, and, ultimately, help people to fulfil their hopes and realise their ambitions’.
Read Andy Bodsworth’s full profile on Spears500.com
Scott Gillen
- Focus: Trusts and fiduciary relationships
- Ranking: Recommended
- Firm: Barclays Private Bank & Wealth Management
‘We’re a global bank with a global reach but capable of delivering a local and personalised service,’ says Scott Gillen, a Guernsey-based relationship manager at Barclays Private Bank & Wealth Management. ‘In a location like Guernsey where new relationships are vital, being able to have a local face and deliver a local service while leveraging the reach of a global bank is a USP for us.’
Gillen is responsible for understanding the complex and diverse requirements of the bank’s international HNW and UHNW clients. He advises on a number of issues including lending activities, offshore banking and the full breadth of investment and depository services.
Read Scott Gillen’s full profile on Spears500.com
Shaun Lacey
- Focus: Local and overseas HNW
- Ranking: Top Recommended
- Firm: Rathbones
Executive director Shaun Lacey is responsible for Rathbones’ business in Guernsey. He specialises in wealth management for local and overseas HNW clients, especially those with offshore trusts and company structures.
Of his over three decades of experience, Lacey has been with Investec Wealth & Investment UK (now part of Rathbones) for over two decades of this, and some of Lacey’s clients have been with him for the same length of time. On fostering clients’ trust, Lacey tells Spear’s: ‘It’s all about learning and understanding what those clients needs and wants are, and what their attitude to risk is … risk means different things to different people.’
Read Shaun Lacey’s full profile on Spears500.com
Best wealth managers in Guernsey: the complete list
Click on the individual names to be directed to more detailed profiles of each adviser on The Spear’s 500 website. The table is ordered by ranking and then alphabetically by surname.
Contact us
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