Directory · GG
Financial Services in Guernsey
A register of firms and the professionals working at them in the Financial Services sector based in Guernsey. Browse the public index, then filter or export on Kipplo.
Companies
114 on file
Rothschild & Co
Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth. With a team of 4,600 talented financial services specialists on the ground in more than 40 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track record of outstanding execution in financial services. For more information on our group, visit
1001 to 5000 staff
Odey Wealth
WE MADE OUR NAME INVESTING WITH CONVICTION. Odey has an exceptional record using original, and often contrarian, research to build and protect capital for clients. Our central belief is that good investment management requires creativity, conviction, accountability and transparency. We put performance first, we are independent minded, we back our ideas with conviction and we are quick to act when we are wrong. If you think this approach would suit you and your family, please do get in touch.
11 to 50 staff
Sciens Capital Management
Sciens Capital Management LLC is an independent investment firm, providing bespoke and integrated investment solutions to institutional and private clients globally. Covering a large spectrum of investment strategies, Sciens offers differentiated investment solutions throughout market and economic cycles. Sciens Group companies and affiliates operate in major financial centers and are regulated in multiple jurisdictions: SEC, CFTC (U.S.A.), FCA (U.K.), GFSC (Guernsey), CIMA (Cayman Islands).
51 to 200 staff
Apex Group Ltd Channel Islands
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change.
10001+ staff
Guernsey Financial Services Commission Gfsc
The Guernsey Financial Services Commission is the regulatory body for the finance sector in the Bailiwick of Guernsey. Our primary objective is to regulate and supervise financial services in Guernsey and to help uphold the Bailiwick's international reputation as a finance centre. Our work is undertaken to ensure that Guernsey's reputation as an international finance centre is upheld. We strive for the Bailiwick to have the most efficient and effective financial services businesses, ensuring good practice and monitoring and mitigating risk. The Commission comprises of over 100 hardworking staff members from a range of disciplines and backgrounds but all sharing the aspiration to uphold standards in the Bailiwick. The Commission is driven by a strong leadership structure comprising of our Director General and Senior executive team, including the directors of the Banking and Insurance Division, the Investment, Fiduciary and Pension Division, the Commission Secretariat, the Risk and Operations Division, the Enforcement Division, the Financial Crime Division, and the Authorisations and Innovation Division. Within these divisions there are several roles: • Director • Deputy Director • Assistant Director • Senior Analyst • Analyst • Administrator • Secretary There are many opportunities to begin a career with the Commission, but the role of analyst is at the core of our day-to-day operations and often the first step towards an exciting career. The Commission provides excellent training opportunities for all staff. We encourage and support our staff in the pursuit of relevant training and professional qualifications, promoting growth and expertise. Our training plans include internal and external courses, one-to-one coaching, conferences, project work, professional study, divisional workshops and secondments.
51 to 200 staff
Rawlinson & Hunter Limited
Rawlinson & Hunter has been present in Guernsey since 1980. Guernsey is recognised as one of the best regulated and well respected offshore financial centres in the world. It has long established Trust and Company legislation and is known for its modern and innovative legislation within the financial services arena. This specialised and established legal framework enables us to offer excellence and expertise to our international client base. As a locally owned and managed fiduciary service provider, we have the autonomy and independence which allows us to focus on our clients’ needs. We pride ourselves on our personal and flexible approach to client servicing. We provide trustee and corporate administration services, family office and private trust company administration services, together with advisory and accounting services associated with international structures. We work for both private clients and corporations located around the globe.
11 to 50 staff
Artemis Fiduciaries
Artemis offers fiduciary services such as trust and corporate administration which are underpinned by a philosophy of service and agility. • Peace of mind for our clients: Our team is focused on the preservation of family wealth for the next generation and beyond. With good governance, financial intelligence, and objectivity we give wealth creators a sense of security and peace of mind. • Bespoke services: Artemis is privately owned and truly independent. Our autonomy means we can collaborate with trusted professionals such as lawyers, investment managers and tax advisers to offer clients a bespoke service that meets their needs. • Based in Guernsey: Guernsey is a respected financial services centre which provides a secure environment for private wealth with an established fiduciary law and robust judicial system. • International expertise: We take a global view, navigating international regulations, compliance requirements and multi-jurisdictional structures for modern families. • Objectivity, honesty and transparency: Exemplifying the concept of bon pere de famille, Artemis never loses sight of the big picture; we place the long-term interests of our clients at the heart of every decision we make.
51 to 200 staff
Bellerive Trust Limited
Bellerive Trust Company is an independent Channel Islands fiduciary focused on providing premium service to ultra-high net worth individuals, families, institutions and family offices. The company has been created as a joint venture between the Stenham Group and Bellerive Finance, two well-established players in financial services. Based in Guernsey and Alderney, our services include: Trusteeships, Family Office services, Company Administration, Private Trust Companies and structures for charitable / philanthropic purposes. For further information, please contact any of the following: Wayne Bertrand, Managing Director +44 (0)1481 743 290 wayne.bertrand@bellerivetrust.com Heath Martorella, Head of Family Office +44 (0)1481 743 290 heath.martorella@bellerivetrust.com Matt Burnham, Head of Gaming Operations +44 (0)1481 822 939 matt.burnham@bellerivetrust.com
11 to 50 staff
Close Finance Ci
At Close Finance, we offer a range of flexible personal and business loans to individuals and businesses in Jersey and Guernsey. We've been providing the islands with friendly, prompt and professional services for over 50 years. With quick decisions made locally. Close Finance is a subsidiary of Close Brothers Group Plc. Close Brothers is a diversified group of specialist financial services businesses with a long and successful track record. To find out more, head to our website: Or call us on: Jersey - 01534 737341 Guernsey - 01481 740240
11 to 50 staff
Guernsey Finance
Guernsey Finance is a joint government and industry initiative tasked with promoting and connecting Guernsey as a leading international finance centre. The agency ensures that the core values and competencies of the island's finance sector are accepted and respected by the global community and that financial business development flows are enhanced. The non-executive Board of Directors is made up of industry representatives and is chaired by Aon Insurance Managers', Managing Director, Paul Sykes. The other Directors are: •Kate Storey, Independent Non-Executive Director •Jo Peacegood, Independent Non-Executive Director •Barnaby Molloy, Acting Chief Executive, Guernsey Finance
11 to 50 staff
Overseas Trust And Pension
Overseas Trust and Pension (OTAP) is a leading provider of independent trust and pension solutions for private and corporate clients. Recognised for our award-winning products and trusted by advisers globally, we offer innovative retirement, savings, and wealth succession solutions tailored to international and cross-border needs. We continue to invest in developing technology to improve customer service and to increase efficiency. As such, OTAP is a progressive, nimble business with offices in Guernsey, London and South Africa and a passion to serve our clients in meeting their pension needs. Overseas Trust and Pension (OTAP) is the brand name of Overseas Trust and Pension Ltd and Overseas Pensions and Benefits Ltd (the Companies). The Companies are licensed by the Guernsey Financial Services Commission under the Regulation of Fiduciaries, Administration Businesses and Company Directors, etc (Bailiwick of Guernsey) Law, 2020. Overseas Trust and Pension Ltd and Overseas Pensions and Benefits Ltd are registered in Guernsey numbers: and 39935 respectively. Their registered office is Lefebvre Court, Third Floor, Block B, Lefebvre Street, St Peter Port, Guernsey, GY1 2JP. Overseas Trust and Pension Limited is an authorised financial services provider in terms of the South African Financial Advisory and Intermediary Services Act (“FAIS”) and is regulated by the Financial Sector Conduct Authority (“FSCA”) of South Africa. FSP number 47261.
11 to 50 staff
Raw Capital Partners
RAW Capital Partners offers a specialist private debt fund. It has a 10 year track record of providing very consistent returns to investors. We originate our own mortgage loans, to a maximum average of 60% of property valuation and 70% of the property valuation on any one property, and now have more than 700 loans secured on a range of residential property, focused on South East England, with a first legal charge in each case and a portfolio of more liquid assets restricted to cash or “near cash” investments and Money Market Funds. Notice is required for redemption, depending on share class and date of notice, from a minimum of one month.*Net annualised returns are quoted throughout for the GBP Institutional Accumulation Share Class (unless otherwise stated), which has six months minimum notice, more detail on other share classes can be found in our Factsheet and Monthly Performance Report. Capital is at risk. Past performance is not necessarily a guide to future performance and may not be repeated. The value of an investment may go down as well as up. Not a deposit taking institution. We do not offer a capital guarantee. Funds are not covered by the Guernsey Banking Deposit Compensation Scheme. RAW Capital Partners Limited is licensed and regulated by the Guernsey Financial Services Commission - 2101792 - under the Protection of Investors Law and Lending, Credit & Finance Law. RAW Capital Partners Limited is an Alternative Investment Fund Manager, Financial Conduct Authority registration number (FRN) 814939. The RAW Mortgage Fund is a cell of RAW Alpha PCC Limited, a protected cell company registered with limited liability in Guernsey on the 10th of December 2012 having the registration number 2103625. The Fund is authorised as an open-ended Class B Scheme by the Guernsey Financial Services Commission. For more information about any of our services, please see our website
11 to 50 staff
Cherry Godfrey Group
Cherry Godfrey was founded in March 1993 by husband and wife; David and Selena Cherry, née Godfrey. The business began as a Finance Broker, placing Channel Island customers with other financial institutions. In July 1996, the business was asked to take over the Guernsey finance wing of Great Universal Stores. Since then Cherry Godfrey has enjoyed continuous growth by adding products and acquiring complementary companies with similar cultures. Our Jersey branch was opened in offering a suite of consumer finance and insurance products to meet the needs of all Channel Island residents. Today, the business has evolved into a fully rounded financial services company offering, in many cases, a greater variety of products than you would normally find at a High Street bank. In February 2013 we launched our first Loan Note investment product which, we are delighted to say, was oversubscribed within three weeks. By working with and listening to our investors, we have successfully reached full funding with Loan Note Two, Three and Four. As one of the premier financial services companies in the Channel Islands we expanded to the Isle of Man in 2016 as part of our strategic growth plan. In September 2021, we received FCA approval and are now operational in the Isle of Wight, continuing to develop unique Island products, not just off-the-shelf offerings but well researched and good value-for-money products with quality customer service always at the forefront.
51 to 200 staff
Invicta Wealth Solutions Limited
Invicta is an independent trust and company administration services company in Guernsey, specialising in Private Client and Wealth Administration.
11 to 50 staff
Peregrine Wealth
Expert wealth management advice We provide global solutions. Our clients can access experienced international fund managers and experts whose hands-on approach and depth of knowledge translates into fast and efficient implementation of any investment decision. Reach your remarkable If your personal financial roadmap calls for global solutions, our hands-on approach translates into the fast and efficient implementation of any investment decision you make. Peregrine Wealth At Peregrine Wealth we offer advice. Not just on where to invest, but, most importantly, why. Our solutions are supported by the talents and skills of a highly experienced team that has the requisite depth of knowledge and insights to offer expert solutions and customised advice to high-net-worth investors. Our approach is built on relationships. We get to know our clients and their families, and we help them to reach their remarkable in life. Whatever that is. We appreciate that no two investment journeys are the same. We take the time, and we invest the effort, in getting to know the goals, dreams and ambitions of each and every one of our clients. By keeping things personal, and appreciating that every new portfolio is truly unique, we are able to give our clients access to world-class global solutions and exposure to top international fund managers. Our experts apply a hands-on approach to each client portfolio, crafting holistic solutions and ensuring that every investment decision is implemented quickly, efficiently and effectively. Guernsey - a safe haven for private wealth Guernsey has a long tradition of providing specialist private wealth management services to sophisticated private clients and their families. The island is also a centre of excellence for the provision and servicing of retirement benefits and savings plans for international businesses and their employees, as well as globally-mobile individuals. Find out more about Guernsey: https://bit.ly/3csnIQW
11 to 50 staff
Skipton International
Skipton International is an award-winning bank that provides a range of attractive Sterling and US Dollar savings products for private and corporate savers. In addition to being a leading mortgage lender in Guernsey and Jersey, the bank also provides mortgages on UK Buy-To-Let property for expats and residents overseas.
51 to 200 staff
Sovereign Guernsey
Sovereign Guernsey is one of the largest pension providers in the Channel Islands, also providing a full suite of corporate and private client services. Sovereign Group began in Gibraltar in 1987 and has since grown into one of the largest independent corporate and trust service providers in the world. Sovereign Group currently manage over structures for a wide variety of clients - companies, entrepreneurs, private investors or high net worth individuals (HNWIs) and their families – and have assets under administration in excess of US$10 billion. Sovereign Group provides a wide range of services, including: Sovereign Corporate Services - offers company formation and management across all major jurisdictions, together with the necessary support to assist companies of all sizes to establish and sustain operations successfully. Sovereign Private Client Services - provides trustee services, wealth management and succession planning to internationally mobile families and entrepreneurs. Sovereign Retirement Planning - devises and administers individual and corporate international pension schemes that offer choice, transparency and portability across multiple jurisdictions. Sovereign Guernsey has two licensed entities - Sovereign Trust (Channel Islands) Limited and Sovereign Pension Services (CI) Limited. Sovereign Trust (Channel Islands) Limited has a specialist, dedicated client services team that provides corporate and private client services to local and international clients. Sovereign Pension Services (CI) Limited has a large, locally based client services team that provides client services for our range of occupational and personal pension plans, including local and international clients.
11 to 50 staff
Oracle Guernsey
Financial services company providing independent financial advice on Mortgage's loans and pensions. We also provide investment and protection products for Channel Island residents. Established in 2010 Oracle has already become a well known local brand with a strong reputation for service and quality advice. Oracle also prides itself on supporting innovative and bespoke ventures.
11 to 50 staff
Avenue Trust Company Limited
At Avenue Trust Company, we’re passionate about building modern, flexible structures for clients navigating a world where people, businesses, and capital are increasingly mobile. Our focus is on helping globally minded families, entrepreneurs, and corporates gain clarity and confidence, wherever they choose to live, work, or invest. As a sister company to Lince Salisbury, a leading chartered accountancy practice, we provide a seamless connection between trusted fiduciary services and specialist financial expertise. Together, we support clients with everything from private wealth planning to corporate structuring and governance, blending traditional strengths with forward-looking innovation. We’re also proud to be an integral part of BKR International, a global network of independent firms. Through BKR’s UK and EMEA regions, we connect our clients to specialists in cross-border mobility, digital assets, and complex corporate and listed entities. This network allows us to deliver international solutions with a personal, agile approach that’s tailored to each client’s needs. ATC is here to reimagine fiduciary services for the next generation — transparent, tech-enabled, and built for a digital future.
11 to 50 staff
Beauvoir Group
Established in Guernsey in 1998, the Beauvoir Group is an independent, owner-managed, leading provider of Trust, Corporate, Fund and Family Office services to corporate clients, individuals and their families. We manage and administer structures for prominent families and institutions. In addition, we also provide asset administration services, helping to establish funds and navigate the complex regulatory process. Guernsey is recognised as one of the world’s leading regulated financial centres, providing many benefits over other jurisdictions and in the favourable GMT timezone. Our Values: Thought Leadership - Beauvoir is at the forefront of providing innovative and effective solutions for complex wealth management challenges. Agility - As your business or personal wealth evolves and grows, you need a partner who can act smartly and swiftly with you – and for you. Trusted - Open and honest, ethical and transparent. We believe that trust is at the heart of strong and lasting relationships. Collaborative - Working in partnership with clients, other professional advisors and wider stakeholders to provide an expansive and well informed range of advisory solutions/services.
11 to 50 staff
Gravity Group
Gravity is a forward-thinking, tech-enabled fund administrator dedicated to revolutionising the way fund managers and investors experience financial operations. By integrating advanced SaaS applications, we offer an innovative and tailored approach to fund administration. Our solutions are designed to streamline operations, reduce complexity, and deliver efficiency, allowing fund managers to focus on strategic growth while we handle the rest with precision.
11 to 50 staff
Hansard Limited
Hansard Limited is a licensed Guernsey fiduciary services company providing professional trust and corporate services to clients all over the world. As an owner-managed 'boutique' Guernsey trust company, Hansard provides truly independent fiduciary services in collaboration with other trusted service providers. We build long term relationships with our clients by combining prompt and efficient service with competitive fees. The range of financial services Hansard Guernsey provides includes: Creation and administration of private trust companies Creation and administration of offshore trusts Creation and administration of offshore companies Creation and administration of foundations Image rights registration and administration Creation and administration of a family office Marine and aviation registrations Pension structures
11 to 50 staff
Innovest Advisory
Innovest Advisory is an impact investment advisory firm which seeks to unleash the power of public and private capital to address some of the world's most challenging issues through a rigorous focus on impact. We provide a full range of services to fund managers and social impact companies that want to be more intentional about impact. We help our clients develop innovative funding structures and develop impact management frameworks, and we leverage our international network to contribute funding, know-how and capabilities to achieve agreed development outcomes in line with the United Nations Sustainable Development Goals (SDGs). Our impact services include impact strategy development, impact measurement and management, impact due diligence, design of impact incentives, managing impact risk, impact verification and other related impact services. We work across a spectrum of sectors, with a particular focus on financial inclusion, agriculture and energy, and we see a growing demand for services in climate change and environmental sustainability. We work globally, with a particular focus on Europe and Africa. We believe that effective impact measurement and management are essential in order to ensure the impact integrity of funds in the eyes of investors and other stakeholders, and we work to drive best practise and continued innovation.
1 to 10 staff
Newhaven Global
Newhaven Global is an independent, global provider of trust, corporate administration and private client services. We deliver local expertise efficiently to individuals and families, businesses and their professional advisers, throughout the world. Established for over 20 years, we have offices and representatives across the globe that all have intimate knowledge of local jurisdictions and legislation. Our growth has been due the excellence and continuity of our professionally qualified management team. We are able to provide expertise that is in the best long-term interests of our clients because we are independent. Our clients appreciate our wisdom, lack of bureaucracy and ability to move quickly. Private Client We provide private client services that use corporate and fiduciary structures and sophisticated planning techniques to preserve, protect and enhance wealth. Our clients include high net worth individuals, families with multi-national and cross-generational interests and business owners. Corporate We understand the demands of international business and offer set-up and administration of corporate vehicles for a range of purposes. We provide an informed and responsive service to meet the demands of the time-constrained business and maintain a receptive attitude towards innovative and unconventional business concepts. Business Services Our in-house staff qualified provide director, company secretarial and accounting functions. This team provides administrative support to small start-up and existing businesses, together with ancillary services to ease regulatory and compliance burdens, allowing the principals to focus on running and growing the company. We also provide outsourced administrative services to much larger blue chip companies and PLCs. We have particular expertise in support services for the South East-Asian market, providing local accounting, tax compliance, governance, administration and management reporting.
51 to 200 staff
