Wealth & Investment

Our sister company, Investec Wealth & Investment (Channel Islands) Limited (available in Guernsey only) provide a full discretionary investment management service in the Channel Islands to local residents and structures through our experienced team in the Channel Islands.

We can offer a lower-than-usual entry point of £250k, as well as a wide range of portfolio styles and risk categories.

Professional expertise

Our wealth management services draw on a range of expertise to provide you with a highly personal, professional service.

Direct relationships

Our highly qualified investment managers also act as your direct contact points, meaning you can easily discuss and review your portfolio with them at any time.

A strong track record

We have developed our range of portfolios over many years and have built up a proud and robust history of performance.

Absolute transparency

Our performance continues to be independently monitored and verified, comparing us against our peers. And our fee structure is clear, simple and precise, so that you know exactly how your investments are doing relative to the market.

International and Offshore Investment Management

We provide expertise on an international scale with a wide range of personal and offshore investment management services.

Banking Services

Whatever banking services you are looking for, our bespoke suite of options can be tailored to fit your individual needs.

Borrowing and Lending

Take advantage of our offshore lending expertise, we specialise in lending to individuals and offshore structures against assets primarily located in the UK and Channel Islands.

Explore Investec Wealth & Investment (Channel Islands) Limited click here

Start a conversation

We have offices in Guernsey, Jersey and the Isle of Man. Please get in touch with our team to discuss your needs.

Shaun Lacey

Executive Director

Shaun Lacey

I’m responsible for our Guernsey business. I specialise in managing the wealth of local and overseas high-net-worth clients, particularly those with offshore trust and company structures. I also sit on both the firm’s Investment Committee and Alternative Portfolio Strategy Committee.

Joanna Cameron

Investment Director

Joanna Cameron

I manage assets on behalf of private clients, offshore trusts and corporate structures locally in Guernsey and overseas. I am part of the International Division of Investec Wealth and Investment, and specialise in managing portfolios for non UK resident clients.

Gordon Irish

Business Developer Guernsey

Gordon Irish

I acquire new Guernsey-based private clients to Investec, working closely with them to provide first-class banking, lending and investment services. I have over 35 years banking experience, working exclusively in relationship management roles, always with the aim of exceeding client expectations. I joined Investec in October 2016.

Investec Wealth & Investment (Channel Islands) Limited is a subsidiary of Investec Wealth & Investment Limited, and is licensed by the Guernsey Financial Services Commission under the Protection of Investors (Bailiwick of Guernsey) Law, 1987, as amended, Registered address: Glategny Court, Glategny Esplanade, St Peter Port, Guernsey GY1 1WR (Registered Number 54988). '“Investec Wealth & Investment (Channel Islands) Limited is a subsidiary of Investec Wealth & Investment Limited, and is licensed by the Guernsey Financial Services Commission under the Protection of Investors (Bailiwick of Guernsey) Law, 1987, as amended, Registered address: Glategny Court, Glategny Esplanade, St Peter Port, Guernsey GY1 1WR (Registered Number 54988).