Individual clients or trustees of offshore trusts may require a portfolio to be managed by a fund manager specialising in this area.

We provide investment management for clients with a range of requirements and benchmarks measured in a variety of different currencies. Investment management for our international and non-resident clients is led by our specialist team in London with administration carried out in Jersey if appropriate.

We offer a discretionary portfolio management service, which is available either by direct investment in equities, fixed interest and cash or by investing in the same instruments by way of Specialist Pooled Funds including our specialist Jersey distributor fund*. Regardless of which route is chosen, the investments are driven by the same investment process.

We manage invested portfolios, but normally only recommend this route for portfolios with in excess of £1 million available for investment. For clients with more than £750,000, we recommend the use of our specialist pooled funds. Our services start, however, at £250,000 with investment into the Managed Assets Class of our Strategy Fund.

Your fund manager will help you decide the most appropriate structure for your portfolio and identify an appropriate benchmark against which to judge our performance.