Jersey

Welcome to Brooks Macdonald Jersey

Our offices in Jersey and Guernsey opened in 2012 to deliver our investment management and wealth planning services to international clients. We have since grown to become one of the largest independent investment managers in the Channel Islands. We operate as a local team, but within the wider investment management framework of Brooks Macdonald, working closely with professional advisers, trustees and private clients around the world. We have extensive experience in managing client investment portfolios and pride ourselves on developing long-standing relationships based on integrity and trust.

Investment solutions

We provide a range of risk-managed multi-asset and single-strategy investment solutions. Our solutions are flexible, allowing clients to invest in their preferred currency and through a range of structures. Our investment managers follow a centralised process to ensure that the principles of our investment philosophy are reflected in all client portfolios.

Our multi-asset investment solutions include:

• International Bespoke Portfolio Service (International BPS)
• International Managed Portfolio Service (MPS)
• International Funds

Our single-strategy investment solutions include:

• Corporate Bond Strategy
• Direct Equity Strategy