Investec Wealth & Investment (CI) is now part of Rathbones Group Plc. Find out what this means. 

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For Guernsey residents

Wealth and investment services

From Investec Wealth and Investment (CI)

A view of Guernsey from the harbour on a sunny day
Whatever your investment goals - whether you’re aiming to manage, preserve or grow your wealth, or leave a legacy for your loved ones - we can help you reach them, with bespoke investment solutions that use multiple asset classes across a wide range of risk profiles. 
Our experienced team in Guernsey provides an investment management service to clients in the Channel Islands and clients requiring offshore and international investment services. 
Why we're different
Global financial expertise

Our Channel Islands office is supported by the resources of the international Investec Group, including the award-winning research team, providing access to investment opportunities around the world.

Personal relationships

You’ll have a direct relationship with one of our highly qualified investment managers, who’ll take the time to understand your needs. You’ll always have access to the person making the decisions for your portfolio.

Strong track record

We’ve developed our range of portfolios over many years and have built up a robust performance history that you can have confidence in. 

How we can help you

Investment management for Channel Islands and International residents

Portfolio management is a comprehensive and highly personalised service designed to help you preserve or grow your wealth or generate a regular income. By delegating your investment decisions to our experienced professionals you’ll benefit from their expert knowledge and insight. Our international knowledge and expertise allow us to effectively support your investment needs across multiple jurisdictions.

Offshore investment services

Based on a thorough understanding of your financial circumstances and aspirations, we can provide a wide range of personalised services, including custody. Portfolio lending can also be offered by partnering with other business units within the Investec Group.

Investment management for Channel Islands and International residents

Portfolio management is a comprehensive and highly personalised service designed to help you preserve or grow your wealth or generate a regular income. By delegating your investment decisions to our experienced professionals you’ll benefit from their expert knowledge and insight. Our international knowledge and expertise allow us to effectively support your investment needs across multiple jurisdictions.

Offshore investment services

Based on a thorough understanding of your financial circumstances and aspirations, we can provide a wide range of personalised services, including custody. Portfolio lending can also be offered by partnering with other business units within the Investec Group.
Shaun Lacey
Shaun Lacey, Executive Director, Investec Wealth & Investment (CI)

We pride ourselves on delivering exemplary levels of service. Our job is to raise the bar across every aspect of your experience.

Why choose Guernsey?
Sophisticated and efficient commercial, financial and legal infrastructure
Politically stable and neutral jurisdiction with the ability to operate autonomously
No capital gains, inheritance or value added taxes
Regulated in line with international standards by the Guernsey Financial Services Commission (GFSC)
Convenient access to London and international markets

Let’s start a conversation

Reach out to our team in Guernsey today for a no-obligation conversation about how we can support your investment objectives.

 

Insights and expertise

Read the latest investment research, analysis and commentary from our global team.

 

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Banking details

We won’t ever send you our bank details over email - you’ll find them on our settlement instructions page.

Interest rates

Find out our current interest rates for Sterling and non-Sterling cash deposit balances.

Important information

This site does not offer advice and the content and information about potential investments and services are designed for general use, and so cannot be considered personal to your circumstances or your financial position.  Investors should remember that the value of investments, and the income from them, can go down as well as up and that past performance is no guarantee of future returns. You may not recover the amount you invest.

Investec Wealth & Investment (CI) is a trading name of Investec Wealth & Investment (Channel Islands) Limited, which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment (Channel Islands) Limited is licensed by the Guernsey Financial Services Commission under the Protection of Investors (Bailiwick of Guernsey) Law, 2020. Registered address: Unit 2, Upper House, 16-20 Smith Street, St Peter Port, Guernsey GY1 2JQ. (Registered Number 54988). Member firm of the London Stock Exchange.