Financial Management and Investment Portfolio Management around the World

Our Relationship Managers who work with our rest of the world team come from the UK and Mexico to name a few, and can speak English, Spanish, French and German.

Expert financial management

They are investment managers who have all the necessary adviser qualifications and significant experience in the banking sector. Their academic background includes Bachelor Arts in Finance and Masters in Europe and Business in the UK. Their expertise in investment portfolio management means they can advise you on the specific investment opportunities that meet your particular financial goals.

The team loves the friendly environment in the London and Jersey centres and enjoys the chance to help clients by offering a wide range of products.

Please note, not all of our products and services are available from all the jurisdictions in which we operate.