Investment expertise. Jurisdictional knowledge. Global reach.
We offer a unique recipe to deliver results beyond the expected.

image of cake with ingredient you wouldn't expect

Why choose us?

We’re local - We have a team of on-island investment specialists with over 35 years of expertise serving the local markets. They blend their jurisdictional know-how with our global reach to create exceptional investment opportunities for our clients in Jersey, Guernsey and the Isle of Man. And because they work closely with our banking experts who understand your day-to-day finances, you benefit from joined-up thinking.

We deliver - Our innovative approach, coupled with a very stable investment management team, delivers consistent performance – as verified by independent consultants ARC.

We’re cost effective - With our transparent, all-in-one pricing structure, you can be sure there are no hidden fees. 

What we offer

We provide a dedicated local service, our experts are based on Jersey, Guernsey and the Isle of Man , all backed by the scale and global reach of the Barclays Group. Our investment services include:

Custody and Execution

We offer an execution and custody-only service, allowing you to buy, sell, transfer and hold investments without the need for advice. Enjoy access to a wide range of securities across global markets, asset classes and currencies, and place orders via Barclays world-class trading desks.

Explore our custody and execution solutions

Discretionary Portfolio Management

If you’d rather we managed your investments for you, we’ll assign a dedicated investment specialist who can access the extensive resources of the Barclays Group. Based in the UK and Jersey, our portfolio managers work locally and internationally to provide the right solution to meet your specific investment objectives.

Explore discretionary portfolio management with Barclays

Advisory Services

Our investment specialists offer regulated advice on Barclays solutions. We can advise you on any ongoing discretionary portfolio management, as well as provide initial advice to help you set up your portfolio.

Explorer our advisory services

Call our investment experts on your island


01534 813418*


01481 755491*

Isle of Man

01624 694986*

Request a call back

Why not request a call back from one of our investment specialists?