At Investec Wealth & Investment (Channel Islands) Limited we offer financial expertise combined with out of the ordinary levels of personal service.

Convenient Wealth Management

Our business in Guernsey uses its neutral location outside of the EU, with its easy access to London markets to provide bespoke services that offer financial convenience. The island is recognised for its commitment to financial innovation, its political self-determination and its ability to operate with autonomy.

Our business in Guernsey, where the Investec Group has had a substantial long-standing presence, provides bespoke investment services to local high net worth individuals and international, locally-based financial services businesses such as fiduciary companies and the insurance sector.

Comprehensive range of services

We offer clients of IW&I (Channel Islands) access through the Investec Group to a broad range of services including Lombard lending, and currency hedging facilities.

There is a wide range of portfolios that we manage and they are all tailored to the individual client’s requirements – a truly bespoke service being the cornerstone to our approach. We offer financial expertise with out of the ordinary levels of customer service.

Efficient commercial, financial and legal infrastructure

The region is politically stable and has a sophisticated and efficient commercial, financial and legal infrastructure with excellent communication capabilities.

Investec’s substantial presence in the Channel Islands, supported by the strength of the Investec Group’s capabilities and knowledge equips us with the ability to offer broad services to our clients and access to an extensive pool of investment opportunities around the world.

Our relationship is built around you

The biggest investment we make is the time we dedicate to understanding your objectives and your attitude to risk, on a one-to-one basis. We keep an open mind from the outset and have the flexibility to manage different investment requirements.

As a new client, it is your dedicated investment manager’s role to listen to what you want to achieve and gauge the level of risk you are prepared to take. Your investment manager will work with a team of experienced colleagues to ensure that your portfolio is constantly monitored.

Our dedicated teams have the passion and energy to deliver the best Wealth Management Solutions possible by building on our five core strengths:

  • Highest quality client service
  • Strongest client relationships
  • Best reputation in the marketplace
  • Most efficient investment processes and performance
  • Established intermediary network.

Key Contacts

Shaun Lacey
Executive Director

[email protected]

+44 (0) 1481 706952


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