Independent Trust Company for Sale in Jersey
Financial Details
- Asking Price:
- $6,640,739
- Profit Metric:
- Cash Flow
- Location:
- JE
- Source:
- Date:
- September 15, 2025
Key Highlights
Description
This listing presents an independent, manager-owned trust company located in Jersey, a prime jurisdiction for financial services due to its stable regulatory and political environment. The company specializes in providing high-level wealth management and financial planning services to high-net-worth individuals and families globally, with a particular focus on clients from the UK, Africa, Eastern Europe, and the Far East. Services include investment management, retirement planning, estate planning, tax planning, and insurance solutions, all delivered with a personalized, boutique approach. While specific financial figures such as cash flow and sales are not disclosed, the asking price is $6,640,739 USD. The business operates within the Finance and Insurance sector, specifically as a Financial Service provider.
Industry Information
- Industry Description:
- Finance and Insurance. This independent trust company based in Jersey offers wealth management and financial planning services to high-net-worth clients.
- Classification:
- Financial Services
Real Estate & Lease
- Status:
- Unknown
Listing Details
- Listing ID:
- 69b8ac36-a1b9-43ce-8a7e-14750991c218
- Deal Status:
- For Sale
- Date Posted:
- July 02, 2024
- Last Updated:
- September 15, 2025
- Currency:
- USD