Our offices in Jersey and Guernsey opened in 2012 to deliver our investment management and wealth planning services to international clients.
Operating as a local team, but within the wider investment management framework of Brooks Macdonald, we work closely professional advisers, trustees and private clients around the world.
We are one of the largest independent investment managers in the Channel Islands and we have won a number of awards recognising our commitment to providing a first class service and investment management performance. Most recently we were awarded ‘Best International Discretionary Fund Manager’ at the 2016 International Fund and Product Awards for the second year in a row.
We provide a range of risk-managed multi-asset and single-strategy investment solutions, designed to help our clients meet their objectives. Our solutions are flexible, allowing clients to invest in their preferred currency and through a range of structures.
Our multi-asset investment solutions include:
- International Bespoke Portfolio Service (International BPS),
- International Managed Portfolio Service (MPS)
- Multi-Asset Funds (MAF)
Our single-strategy investment solutions include:
- Corporate Bond Strategy
- Direct Equity Strategy
Our Investment Managers follow a centralised process to ensure that the principles of our investment philosophy are reflected in all client portfolios, across all of our offices.
Supporting the community
We strongly believe in giving back to our local community and are proud supporters of a number of local events and charitable causes.
We currently sponsor the Cancer Research UK Jersey Golf Tournament and the biennial Bloodwise charity golf day, which has raised approximately £100,000 over the past six years.