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.
Related
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.
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.)
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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.
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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.
