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 the 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.
Explore the other rankings within the Wealth Management Indices 2025:
- Best UHNW Wealth Managers
- Best HNW Wealth Managers
- Best Wealth Managers: Guernsey
- Best Wealth Managers: Middle East
- Best Wealth Managers: Singapore
- Best Wealth Managers: Switzerland
Jersey is also home to a number of global and institutional investment houses as well as several boutique service providers.
The best wealth managers in Jersey help clients organise their 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.
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- Methodology
- Best wealth managers in Jersey: some names to know
- Best wealth managers in Jersey: 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 Jersey: some names to know
Ashley Cox
- Focus: Trust, corporate and fund administration services
- Ranking: Recommended
- Firm: Whitmill Trust
Jersey-based Ashley Cox brings 30 years of corporate experience to his role as managing director at bespoke wealth structuring firm Whitmill Trust. As one of the senior members of the team, his day-to-day responsibilities vary from developing the team at Whitmill and establishing growth strategies to focusing on private clients and smaller fund relationships.
Cox joined Whitmill in 2020 and tells Spear’s that from the start, he noticed how different the firm was compared to others he’d worked at. ‘It’s fiercely independent,’ he says. ‘This was something different that I saw as a challenge. There’s no ambition to be very large. The intention is simply to remain very client-focused and personal.’
Read Ashley Cox’s full profile on Spears500.com
Grant Hamilton
- Focus: UHNW trusts
- Ranking: Top Recommended
- Firm: UBS
Director Grant Hamilton is a key figure in UBS’s Jersey team, which looks after UHNW locals and non-doms, predominantly entrepreneurs, financial professionals and family offices. He also manages the investment portfolios of several international trust structures with a nexus on the island.
Having worked at a number of prominent financial institutions, including Schroders, Merrill Lynch and 7IM, Hamilton moved to UBS in 2024 in pursuit of a firm that ‘could do the whole piece for clients, from banking, lending and investment management to discretionary advisory’ while also having access to ‘private markets and specialist hedge funds’.
Living in close proximity to clients is ‘the beauty of Jersey’, he tells Spear’s. ‘It makes it very easy to see clients. Nothing beats a sit-down, face-to-face meeting.’
Read Grant Hamilton’s full profile on Spears500.com
Jonathan Giles
- Focus: Jersey wealth holders
- Ranking: Recommended
- Firm: Rathbones
‘I wear two hats,’ says Jonathan Giles, the managing director of Rathbones Investment Management International in Jersey.
Despite his management role, Giles, who has almost four decades of experience in international private client service, is actively client-facing and looks after a range of portfolios for wealthy individuals and international families.
‘My role is to simplify complex problems and build long-standing advisory relationships,’ he says. In difficult times, he has found that clients are more focused than ever before on finding ‘a real return on their money’. But other things have remained the same: ‘People are still making money,’ he observes.
Read Jonathan Giles’s full profile on Spears500.com
Best wealth managers in Jersey: 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
- To apply for inclusion in The Spear’s 500, complete our submission form.
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- If you have missed calendar deadlines for our research cycles in 2025, you can still register your interest for updates about upcoming research and rankings.
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