Investment Management

Canaccord Wealth is one of the UK’s top wealth managers – with £37.2bn assets under management as of 31 March 2025. We’re committed to building and protecting our clients’ wealth, serving them with nationwide offices and international investment specialists.

Capital International (Jersey) Limited is an independent discretionary asset manager specialising in global equity and multi‑asset strategies. As part of the Capital International group of companies, now in its 30th year of operation, the firm serves an international client base from offices in the Isle of Man, Jersey and South Africa, supported by a Representative Office in Dubai.

Carey Olsen is a market leading offshore law firm. We deliver exceptional services to our clients from the key offshore financial centres of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey and Jersey.

Our purpose: Empowering entrepreneurial minds to create value – today and for the future. Our primary goal is to create profitable and sustainable growth for the benefit of our clients, shareholders, employees and society as a whole. We strive to be a reliable and professional financial partner and an attractive employer to ensure the prosperity of future generations.

HIGHVERN is an award-winning provider of private capital, fund and corporate administration services.

JTC is a publicly listed, global professional services business with deep expertise in fund, corporate and private client services. Every JTC person is an owner of the business and this fundamental part of our culture aligns us with the best interests of all of our stakeholders. Our purpose is to maximise potential and our success is built on service excellence, long-term relationships and technology capabilities that drive efficiency and add value.

At Prosperity 24/7, we solve business challenges every day, through AI-enabled technology and business consultancy services.

SS&C is a global provider of investment and financial software-enabled services including fund administration, and software for the global financial services industry. Over 18,000 organisations, from the world’s largest institutions to local firms, manage and account for their investments using SS&C’s products and services.

UBP has a strong and growing presence in the UK, Channel Islands and Gibraltar with offices in London and other key locations across the region. As its largest hub outside of Switzerland, the UK is a key strategic location, supporting UBP’s commitment to providing clients with flexible wealth management solutions.