Wealth Management/Planning

Jersey has more than 60 years of expertise delivering financial planning and wealth management advisory. Wealth management companies based on the island work with individuals, families, trustees and businesses to build an investment strategy that protects and manages their wealth portfolio.

Through their financial planning specialists, the wealth management company will create a bespoke financial plan designed to navigate complex financial market conditions and meet your financial goals.

Our wealth experts include some of the leading wealth management firms globally, providing you with the right wealth management financial planning advice to grow, protect, and leave a legacy for the next generation. For more information, please contact one of our specialist wealth management providers below.

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