Directory · JE
Financial Services in Jersey
A register of firms and the professionals working at them in the Financial Services sector based in Jersey. Browse the public index, then filter or export on Kipplo.
Companies
106 on file
Affinity Private Wealth
We are an independent wealth management company, enabling clients to align values with their wealth. We provide advice, structuring and investment solutions; including guidance on charitable giving and investing sustainably. Privately owned, our interests are wholly aligned with clients. Our ethics and values are at the core of everything we do. We were the first UN Global Compact participant in Jersey, consistent with Affinity’s commitment to sustainability. Our primary focus is to understand our client’s requirements and aspirations, relating these to their finances. Our goal is to provide relevant advice, founded on a relationship of trust, with clear and timely communication. We are regulated by the Jersey Financial Services Commission.
11 to 50 staff
Comsure Group
Comsure was founded in 2005 with a view to providing comprehensive business risk advisory services. Whether it's a regulatory matter, a need for training or an issue of legal interpretation, we may be able to help. Our team of lawyers and regulatory compliance experts are well versed in providing top level advice to help you to minimise your business' exposure to risk. By entering into a number of strategic alliances with other service professionals, Comsure is able to offer your organisation a wealth of skills and experience. As a business, Comsure is comprised of the following core areas:Compliance, Consultancy, Training, Technology and Legal.
1 to 10 staff
Forward Group Limited - Private Client, Corporate And Funds
Free from institutional ownership, we pride ourselves on putting the needs of our clients first by working with them and their advisers to meet their long-term aspirations and objectives. We believe that communication is key to every client relationship and take the time to get to know our clients. To achieve this, Forward Group operates a director-led business model ensuring the highest level of client service through experience, commitment and attention to detail. Forward Group and its affiliates are regulated by the Jersey Financial Services Commission for the conduct of Trust and Company business.
11 to 50 staff
Hawk
Hawk provides nimble, intelligent, debt and debt-equity solutions to private individuals and corporations alike. Specialising in property development loans, commercial loans, bridging finance and private mortgages, Hawk offers a discreet service to borrowers.
11 to 50 staff
Ikyc Banking Solutions
At ikyc, we provide expert international banking and financing solutions to trust companies, family offices, and international corporate clients. Our specialised services can help you save time, give you access to the major banks and help improve and innovate complexities to provide a more efficient solution. International Banking: We help open new bank accounts promptly. The inefficiency of opening a bank account is a major bottleneck but we can help save the amount of time spent opening a new bank account. We also deliver competitive deposit and FX rates from 30+ banking institutions. Real Estate & Corporate Finance: We’re very experienced with the financing requirements of trustees and corporate service providers. Our clients include hotel owners, international trading companies and professional investors. We serve clients in the UK, Channel Islands, Scandinavia, Singapore, Monaco and Hong Kong.
1 to 10 staff
Oakbridge
Welcome to Oakbridge. We are an independent provider of Corporate and Fund Administration services in Jersey and the UK. We were established over a decade ago to deliver an in-house service to our founding group. Our focus was then and is now on quality of output, responsiveness and a willingness to work until deadlines are met. Today we provide a service focussed on these same key areas to an international client base of private clients, businesses and asset managers. We have a blend of experience from accounting, administration, company secretarial, fiduciary, financial, legal and governance backgrounds and we specialise in the corporate, real estate, private equity, venture capital, debt and other alternative sectors. Why Oakbridge- We are deadline driven, responsive and accurate- We fix the cost of as much of our work as possible- We are independent, owner managed and not affiliated with any bank, private equity or law firm- Our approach was informed by having started life as a client. We have first-hand experience of our services- Our independent and stable ownership is for the long term. We will not introduce or be influenced by external ownership or funders. Oakbridge is part of Oakglen, a group of investment and operating companies with interests across the UK, Channel Islands, Europe and North America in the real estate, private equity and financial services sectors. For more information on our group please contact us at info@oakbridgegroup.com or visit our website at
11 to 50 staff
Palmer
Welcome to Palmer; a modern fund administration platform equipped to replace legacy, outdated workflows and to solve the common administration challenges. We are on a mission to set the standard for private capital administration. We believe in better; delivering an industry-defining experience for our clients, people and sector. Designed for private capital; from technology and data to people and culture, we make it possible.
11 to 50 staff
Saltgate
Our mission: to provide the best fund administration service in Europe. We launched Saltgate in 2007 to fill a gap in the market; to provide the best fund administration service in Europe. Our mission has not changed. To combat mediocre service, we’ve built a business that built long-term relationships – both with our clients and colleagues. Unlike most of our competitors, as a privately-owned specialist that focuses exclusively on fund administration, Saltgate can prioritise its people above short-term profits and growth targets. What’s more, we’re selective about our clients; when we work with you, it’s a long-term partnership. And we will never veer away from our commitment to give you excellent service. Our senior team will give you experienced counsel to set up and run your fund – with the flexibility and the personal touch you’d expect from Saltgate. All our directors are on the floor with the teams, so everyone is approachable, and we support each other’s development. We’ve built a working environment where everyone can be themselves as they grow; an approach that reflects our values – engagement, partnership, integrity, and commitment. So, even as we’ve grown to over 200 colleagues with more than US$100bn of assets under management, we’ve kept intimate, supportive spirit that makes Saltgate stand out in the financial sector – with a level of client service that makes us stand apart. With Saltgate, you don’t just outsource your admin; you insource an extension of your team.
51 to 200 staff
Saso Strategic Advisers
Welcome to SaSo Award-Winning Financial Advisory & Investment Management Planning on a comfortable financial future takes time. Setting your goals is the first step to success. Having goals gives focus and direction. That’s where SaSo can help. SaSo is independent, discreet and personal, technology-led and progressive, flexible and competitive – but above all focused onour clients and the service we provide. We are passionate about helping and guiding our clients to achieve their long-term financial ambitions. The world of financial advice has changed significantly. This will continue at a pace. SaSo is borne out of experience, relationships and client service. Our local and personal relationships with clients are at the heart of everything we do. We are independent financial advisers, which means our duty is solely to you – our client. If you would like to know more about our services, please contact Meeku Patidar - Founder & CEO: Tel:+44 (0) 1534 488771 Mobile:+44 (0) 7797 721310 Email: meeku.patidar@sasostrategic.com SaSo Strategic Advisers Limited is authorised and regulated by the Jersey Financial Services Commission for the conduct of Investment Business. Registered Number: 123013
1 to 10 staff
Wealth Financial Planning Jersey Limited
Established in 2010, Wealth Jersey is an independent investment advisory and financial planning company. We believe in providing high quality personally tailored services, through building professional and long-term relationships with individuals, corporates, and fiduciary clients both in Jersey and elsewhere. Our Services include - PERSONAL FINANCIAL PLANNING Based on your financial objectives and circumstances, we create and recommend an appropriate solution for your personal planning requirements. CORPORATE & FIDUCARY We offer a range of tailored service including, portfolio monitoring, manager selection and ongoing suitability appraisal. INTERNATIONAL We offer tailored services to International High Net Worth individuals, including investment consultancy, international pensions and working with trusted tax advisers EMPLOYERS Occupational & group pensions, Occupational protection benefits - group life, keyman & shareholder & income protection Wealth Financial Planning Jersey Limited is authorised and regulated by the Jersey Financial Services Commission for the conduct of Investment business under the Financial Services (Jersey) Law 1998.
1 to 10 staff
First Names Ebusiness Solutions
We have a specialist team in the field of eCommerce corporate structures and offshore related management and control, with a wealth of experience with online trading companies. This dedicated team of highly experienced professionals has extensive experience in the advice, set-up and transfer of online businesses, which means we are ideally positioned to assist with establishing eBusiness operations in Jersey, Guernsey, the Isle of Man, Switzerland, Ireland or Luxembourg. From these jurisdictions we manage the migration and implement the framework required to establish e-commerce operations, including: •Formation and incorporation of an offshore company (including trading licences) •Provision of the Registered Office, directors and company secretary •Provision of on-going management and administration of the eCommerce business (including reporting and accounting) Whether it's online retailing, product fulfilment, digital content, IP protection or eGaming, we ensure our clients enjoy the optimum conditions in which their businesses will flourish.
201 to 500 staff
Reto Finance
Reto Finance formed in 2019 following a local management buy-out of established and respected finance company Shawbrook International. The opportunity was clear – then and now. To provide our customers with no-nonsense, competitive lending services tailored to local market conditions. Reto means ‘challenge’ in Spanish – in 2019, we set out to challenge the local lending market. We won’t stop until you’re satisfied. We are a specialist lender providing individuals and businesses with a growing range of funding products designed to address a breadth of needs, whether you’re funding a substantial purchase at home or seeking the right finance solution to help your business expand, evolve or navigate a significant event. With extensive knowledge of the local market, our team’s approach to service is both pragmatic and personal. With expertise in asset finance, working capital and a number of specialist sectors, including property, technology, logistics, professional services, agriculture, vehicles and plant; we are rapidly growing by providing the right funding and support depending on our customers’ individual needs and circumstances. We have considerable experience and expertise in the property renovation and development sector & have several market competitive products that help our clients deliver excellent results, in both Jersey and Guernsey. Please contact us for all your borrowing needs across The Channel Islands, we have offices in both Jersey and Guernsey, staffed with experienced teams that are well equipped to handle your requirements.
11 to 50 staff
Tenn
Tenn Capital is a specialist lender dedicated to delivering high-value, short-term financing solutions to ultra-high-net-worth individuals (UHNWIs), high-net-worth individuals (HNWIs), companies, trusts, foundations, and funds. Our lending platform is built around three core verticals: • Real Estate • Financial Assets • Fund Finance Across each vertical, Tenn’s approach is fundamentally global, asset-led, and execution-focused.
11 to 50 staff
Convici Capital
Our Mission Our mission is to provide individuals and businesses with expert guidance in navigating the ever-evolving credit landscape, ensuring peace of mind when addressing their diverse funding needs. In a world filled with myriad options for mortgages, credit lines, unsecured loans, and other debt products, it's easy to become overwhelmed. We take charge of the entire process, ensuring you select the most suitable product for your unique circumstances, freeing up time and energy for more productive and enjoyable pursuits. Time is our most valuable commodity, and the opportunity cost of lost time – in our personal lives and in business – is unquantifiable. What We Do There is often a blurred line between corporate benefit, fiduciary duty and the wants and needs of all stakeholders when it comes to high-value transactions. So, we work with individuals, businesses and fiduciary service providers to mitigate any conflict that could arise. We specialize in global debt solutions, with a particular focus on real estate in the UK, Channel Islands, and the UAE, Bridge Loans and Securities Finance. For a comprehensive overview of our services, please visit our website.
1 to 10 staff
European Insurance Brokers Limited
European Insurance Brokers is a privately owned independent intermediary company incorporated in Jersey. The executive directors, Paul Sanderson, Stephen Clayton and Gordon Harris have extensive insurance knowledge and experience with regard to financial planning and general insurance requirements.
1 to 10 staff
True Limited
True is a leading sustainability consulting and reporting business, leveraging technology to offer insights and partnerships for firms at any stage of their sustainability journey. As a trusted advisor, True is dedicated to creating value through improved sustainability outcomes for businesses, investments, and the planet.
1 to 10 staff
Acorn Finance Limited Jersey
Acorn’s vision, since day one in 2003, has been to offer an alternative source of funding for Jersey customers, based on loans individually tailored to meet the customers’ needs. Acorn has developed an attractive, independent lending business on a 'close to client' approach, which has earned it long term loyalty from its clients. Here at Acorn we offer a variety of products including personal loans, secured loans, car finance, marine finance, business loans and retail finance. Acorn's clients include individuals, entrepreneurs, business owners and small and medium enterprises ('SME's) based in Jersey, plus a small percentage of clients based in Guernsey. Acorn offers a range of flexible loans, repayment options and flexible security to meet the circumstances of the customer and if you are interested in borrowing we can help you tailor your loan to meet your needs. The majority of Acorn’s small and dedicated team has been with the business since its inception. This is more than just a business; more like a big family. Acorn values the contribution to the business of every employee, at every level of the organisation. Richard Harrop, Acorn’s Chief Executive Officer is sole shareholder of the Group.
1 to 10 staff
Bwci Group
The BWCI Group was established in 1979 and is the largest firm of actuaries and consultants in the Channel Islands. We provide a broad range of employee benefits, investment and insurance services to our clients based in the Channel Islands, the UK and internationally. We are an independent firm and are the Channel Islands member firm of Abelica Global, the international organisation of independent member firms which provide actuarial and consulting services from locations in principal cities around the world and in many leading international finance centres. In addition to our consultancy, trusteeship and administration services for international pension plans we provide services for pension plans and insurance companies in the Channel Islands and in other international finance centres. As a broadly based financial services group we not only employ talented actuaries but also experienced professionals in a wide range of disciplines. As well as providing actuarial and consulting services, the BWCI Group is a leading provider of specialist administration services for pension plans, employee share plans and life assurance companies. These complement our advisory services and enable us to offer more complete solutions to meet the needs of our clients. Our administrative services also enable us to provide advice based upon our practical experience.
51 to 200 staff
Evelyn Partners International
As a leader in wealth management, our promise is simple: to provide the inspiration and expertise to help you embrace what's next. It’s what drives everything we do and our people are central to how we deliver it. From our financial planners and investment managers to our wider team, we’re committed to understanding what matters most to you, and helping you move forward with purpose. That’s why we start with you, your goals, your passions, and your plans. We’ll work with you to shape a future that’s truly your own. In the Channel Islands, we have a dedicated team of specialists who provide UK and Channel Islands global investment management solutions for clients with international interests. We work closely with our UK and Ireland partners, looking after the financial affairs of individuals, families and businesses. Whether you’re growing a business, supporting your family, or planning for retirement, we’ll work with you to shape a future that’s truly your own.
11 to 50 staff
Global Advisors Jersey Limited
Global Advisors (Jersey) Limited ("GAJL") is an Investment Management company based in St Helier, Jersey, Channel Islands. The company was formed in and is regulated by the Jersey Financial Services Commission. The Company advises the Global Advisors Bitcoin Investment Fund Plc ("GABI"), the World's first fully regulated bitcoin investment fund. For further information see
11 to 50 staff
Pentera Trust
Founded in 2005, Pentera Trust is one of Jersey’s leading independent fiduciary services providers. We are a boutique office with an open and transparent work environment and a strong professional ethic. We focus on the core services associated with a trust and company services provider and place particular importance on providing a highly personal and proactive service to all of our clients. Our management team have extensive experience in dealing with private clients involved in a wide range of wealth planning structures from a variety of geographies and backgrounds. The collective depth of experience and range of qualifications within the team enables us to provide a focused and expert service to our clients. The directors have complete ownership and are committed to retaining true independence with no outside influences such as private equity, private shares or borrowings.
11 to 50 staff
Rossborough Financial Services Limited
The Channel Island's pensions, savings and protection specialists with over local pension members. Since 1984, we've always operated in the best interests of our clients and promise to- Put your interests first, even if it means we don't work together - Develop unique products that work in both Jersey & Guernsey - Provide the right financial advice for you and your employees - Evolve our investment strategies to secure your financial future
11 to 50 staff
Stak
STAK: Wealth industry matchmaker Trust is everything in Wealth The world's first digital exchange for verified professional advisers sourcing solutions for their high net worth private clients.
1 to 10 staff
Verite Trust Company Limited
Verite Trust includes Verite Trust Company Limited and its subsidiary companies. Verite Trust Company Limited is regulated by the Jersey Financial Services Commission.
11 to 50 staff
