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LGT Wealth Management Jersey

Wealth may be offshore but it should never be all at sea 

Our investment managers in Jersey have extensive offshore wealth management experience. From Jersey we offer wealth management services primarily to the international market. We work with international and UK private clients, fiduciaries, pensions, institutions and charities.

Our global investment services are available in all major currencies, providing clients with a focused discretionary portfolio management service. In addition to providing our discretionary and advisory portfolio services, we also offer a private client broking service.

Our offshore model portfolio service for advised clients or professional advisers, can be accessed through our own custodian arrangements or via one of the leading offshore platform providers.

In addition to this, we also provide an option for clients to have their assets placed in the custody of LGT in Switzerland or Singapore.

Authorised and regulated by Jersey Financial Services Commission. 

Discretionary portfolio

Our investment process defines the structure of these portfolios, but the day-to-day management is given to your personal investment manager. This is the choice for clients who wish to delegate all investment decisions to someone else.

Advisory portfolio

Maybe you prefer to be more involved with both the investment strategy and the daily decisions.

Your investment manager will have an understanding of your objectives and sensitivity to risk and will match investment ideas accordingly. No transaction will be executed without your prior agreement.

Private client broking

We understand that each person has their own unique financial goals and circumstances. With that in mind, our highly experienced team of private client stockbrokers provide a professional and bespoke advisory and execution investment service, advising on a diverse range of securities listed on most of the world’s main stock and bond markets.