The best wealth managers in Jersey in 2022

Welcome to the Spear Ranking of best wealth managers in jersey for high net worth and ultra high net worth individuals. The list features our most recommended advisors

The largest of the Channel Islands, Jersey is one of the world’s leading offshore financial centres. There are no capital gains, inheritance or gift taxes, and the income tax rate is capped at a maximum of 20%, making the island an attractive regime for High Net Worth Individuals International (HNW) with investable assets of £1m. or more and for Ultra High Net Worth (UHNW) clients who typically have at least $30 million in investable assets.

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 organize his financial affairs and maximize the efficiency of his investments. They can also consider a range of financial matters, including estate planning, inheritance, tax services and wealth structuring.

Spear’s publishes annual rankings of the best private client advisers and service providers in HNW and UHNW. These are based on peer nominations, customer feedback, telephone and face-to-face interviews, data provided by companies, as well as information collected by the editorial and research teams of spear.

the Wealth managers based in Jersey featured in the 2022 edition of Spear Wealth Management Index are included in the table below, along with the ranking of their Spear.

Click on the individual names to be directed to more detailed profiles of each advisor on The Spear’s 500 website. (The table is sorted by rank and then alphabetically by surname.)

To explore all Spear’s indices and use our advisor finder to identify the private client advisor that best meets your specific needs, visit Spear’s 500 website.

To receive relevant updates on Spear’s research – and thus give you and your business the best chance of being included in future Spear’s indices – please register here.

If you are an Advisor on the Index and would like to update your profile or provide additional information, please email [email protected]

Dolores W. Simon