Relocating To Jersey? Secure Your Wealth With Precision

If you’re considering moving to Jersey, you’ll likely have critical questions: How do I protect my wealth? How do I manage cross-border assets to secure my family’s future? How can I optimise for tax efficiency while ensuring global compliance? While Jersey’s robust framework offers an ideal foundation for wealth preservation and growth, navigating its intricacies requires specialised expertise. 

This transition demands a partner who understands both the nuances of your objectives and aspirations, and the technicalities of cross-border wealth management. RBC Wealth Management serves as that strategic partner. For decades, we’ve guided families through relocation to Jersey, turning complexity into clear, actionable strategies. 

Backed by the strength of RBC – one of the world’s leading financial institutions – we prioritise your peace of mind, managing the technicalities of your transition so you can focus on building a fulfilling life in Jersey.  

RBC’s commitment to stability is reflected in its top-tier credit ratings (Aa1 from Moody’s and AA- from S&P), ensuring your wealth is managed by a trusted custodian with proven resilience – vital in today’s shifting global landscape. 

How we help you

Relocation to Jersey isn’t just a move, it’s your path to blending immediate opportunities with a thriving long-term legacy. We understand you seek both security for today and growth for tomorrow, which is why our approach starts with a deep understanding of your circumstances: your family’s needs, your risk tolerance, and your definition of legacy. This insight allows us to deliver personalised wealth strategies that help turn your ideas and ambitions into reality.  

Your dedicated relationship manager curates a tailored team of specialists to address your specific needs – from credit and wealth planning to investments and fiduciary services. We can also connect you with experts from RBC’s global network to leverage our wider capabilities in capital markets and private assets. This multidisciplinary approach ensures every recommendation benefits from diverse perspectives. 

This collaborative model naturally extends to your existing advisers, fostering seamless integration with family offices or external counsel. The result is a cohesive, adaptive strategy designed to support and elevate your vision, while unlocking new opportunities for growth and impact.  

Our solutions delivered through RBC Wealth Management include: 

- Private banking: Enjoy personal, dedicated banking for your personal and family interests – including services to meet your global banking needs.
- Investment management: Choose how your investment portfolio is managed, based on a customised strategy that reflects your risk tolerance and personal goals.
- Wealth planning services: A personalised plan can help make it easier for you to manage your wealth, so you can focus on what’s important to you and your loved ones. 
- Credit and financing: Manage cash flow effectively with strategic financing and flexible liquidity solutions – including credit and mortgage options – ensuring funds are readily available when you need them.
- Trust and fiduciary services: Access professional trustees and flexible trust capabilities to help protect and preserve your wealth today and for generations to come.
- Custody: We offer a suite of specialised global custody solutions for fully segregated and omnibus-level accounts. Let us help you fulfil your requirements.
- Philanthropy: Amplify your impact on the causes you care about and create a lasting legacy through a charitable giving strategy aligned to your values. This can include donor-advised funds, a simple, flexible and effective way to facilitate your charitable giving.
- Responsible and sustainable investing: Align your investments with your values and financial goals through responsible and sustainable investing. 

A partnership for the long term

Wealth management is inherently relational. As your life unfolds – through market shifts, family milestones, or new ambitions – our strategies evolve alongside you. From anticipating and mitigating potential challenges to unlocking new opportunities for prosperity, we can support you and your family to deliver outcomes that align with your new chapter. 

We’d love to talk about your financial future. Visit RBC Private Wealth - RBC Wealth Management or alternatively call +44 (0) 1534 703 112 . 

RISK WARNING AND DISCLAIMER

The value of investments, and any income, can fall and you may get back less than you invested. RBC Brewin Dolphin are not tax advisers. This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Information is provided only as an example and is not a recommendation to pursue a particular strategy.  

Royal Bank of Canada (Channel Islands) Limited (“the Bank”) is regulated by the Jersey Financial Services Commission in the conduct of deposit taking, fund services and investment business in Jersey. The Bank’s general terms and conditions are updated from time to time and can be found at www.rbcwealthmanagement.com/global/en/terms-and-conditions.

Registered office: Gaspé House, 66-72 Esplanade, St. Helier, Jersey JE2 3QT, Channel Islands. Deposits made with Royal Bank of Canada (Channel Islands) Limited in Jersey are not covered by the UK Financial Services Compensation Scheme. Royal Bank of Canada (Channel Islands) Limited is a participant in the Jersey Bank Depositors Compensation Scheme. The Scheme offers protection for ‘eligible deposits’ up to £50,000 per individual claimant, subject to certain limitations. The maximum total amount of compensation is capped at £100,000,000 in any 5 year period. Full details of the Scheme and banking groups covered are available on the Government of Jersey’s website www.gov.je/dcs or on request.

Investment services offered by the Bank are not covered by an investor compensation scheme as there is currently no such scheme operating in Jersey, however ‘eligible deposits’ held pursuant to investment services may be protected under the Bank Depositors Compensation Scheme described above – for more information see the Bank’s general terms and conditions. Some of the products that the Bank might recommend to you could be registered overseas and may be covered by a local compensation scheme. Your investment counsellor will provide you with the details of any overseas compensation schemes (where applicable) at the time of making an investment recommendation.  

Copies of the latest audited accounts are available upon request from the registered office.

® / ™ Trademark(s) of Royal Bank of Canada. Used under licence. 

 Editorial supplied by RBC Private Wealth - RBC Wealth Management.