Independent Trust Company for Sale in Jersey

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Financial Details

Asking Price:
$6,640,739
Profit Metric:
Cash Flow
Location:
JE
Source:
Date:
September 15, 2025

Key Highlights

Established independent trust company based in Jersey.
Focuses on high-net-worth clients from international jurisdictions.
Offers comprehensive wealth management, financial planning, and investment services.

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