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March 29, 2023updated 27 Apr 2023 1:06pm

The best wealth managers in Jersey in 2023

By Spear's

Welcome to the Spear’s ranking of the best wealth managers in Jersey for high-net-worth and ultra-high-net-worth individuals, part of the Wealth Management Index

The largest of the Channel Islands, Jersey is one of the world’s leading offshore financial centres. There are no taxes on capital gains, inheritance or gifts, and income tax rate is capped at a maximum of 20 per cent, making the island an attractive regime for international high-net-worth (HNW) individuals with investable assets of £1 million or more and for ultra-high-net-worth (UHNW) clients who typically have at least $30 million to play with.

Jersey is also home to a number of global and institutional investment houses as well as several boutique service providers. A good wealth manager can help to organise ones financial affairs and maximise the efficiency of their investments. They can also take into account a range of financial matters, including estate planning, succession, tax services and wealth structuring.

Spear’s publishes annual rankings of the top private client advisers and service providers to HNWs and UHNWs. These are drawn up on the basis of peer nominations, client feedback, telephone and face-to-face interviews, data supplied by firms, as well as information gathered by the Spear’s editorial and research teams.

The Jersey-based wealth managers featured in the 2023 edition of the Spear’s Wealth Management Index are included in the table below, along with their Spear’s ranking.

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  • Business owner/co-owner
  • CEO
  • COO
  • CFO
  • CTO
  • Chairperson
  • Non-Exec Director
  • Other C-Suite
  • Managing Director
  • President/Partner
  • Senior Executive/SVP or Corporate VP or equivalent
  • Director or equivalent
  • Group or Senior Manager
  • Head of Department/Function
  • Manager
  • Non-manager
  • Retired
  • Other
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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.)

Content from our partners
HSBC: A global firm with a family office focus
Harnessing connections with Standard Chartered
Imperium Group spreads its wings in Jersey

To explore all the Spear’s indices, and to use our find-an-adviser tool to identify the private client adviser who is right for your specific requirements, go to the Spear’s 500 website.

To receive relevant research updates from Spear’s – and thereby give you and your firm the best chance of being included in future Spear’s indices – please register here.

If you are an adviser featured in the index and would like to update your profile or provide additional information, please email rasika.sittamparam@spearswms.com.

Spear’s Magazine presents Spear’s 500 Live on 7 September. Find more information on NSMG.live.

Select and enter your email address The short, sharp email newsletter from Spear’s
  • Business owner/co-owner
  • CEO
  • COO
  • CFO
  • CTO
  • Chairperson
  • Non-Exec Director
  • Other C-Suite
  • Managing Director
  • President/Partner
  • Senior Executive/SVP or Corporate VP or equivalent
  • Director or equivalent
  • Group or Senior Manager
  • Head of Department/Function
  • Manager
  • Non-manager
  • Retired
  • Other
Visit our privacy policy for more information about our services, how New Statesman Media Group may use, process and share your personal data, including information on your rights in respect of your personal data and how you can unsubscribe from future marketing communications.
Thank you

Thanks for subscribing.

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