In Jersey we have been established since 1979 and deliver a complete wealth management service to private clients and trustees. This local, bespoke service is backed by the global network of resources and know-how of one of the world’s leading financial institutions.
Our wealth management specialists work closely with experts from our investment banking and asset management businesses, giving our clients access to the latest research and industry-leading investments. Our Financial and Wealth Planning teams also offer solutions in areas such as tax planning and structuring, succession planning, retirement planning and investment planning.
Sponsored by UBS
UBS has won numerous prestigious awards around the globe that reflect our dedication to serving our Clients.