Investment Management for International Clients

Our International team manages a portfolio of international investments in bonds, equities, funds and hedge funds across multiple currencies.

Our specialist International team offers a bespoke service for non-UK-domiciled international clients, including resident, non-domiciled clients as well as non-resident, non-domiciled clients living overseas.

International offices

Our offshore centres are based in London, Switzerland, Guernsey and South Africa serving our client base in Europe, Australia, Far East, Middle East, South Africa, the Channel Islands and around the world.

International investment specialists

Your dedicated international specialist investment manager will start by taking a detailed look at your financial situation, objectives and attitude to risk.

Next, your investment manager will construct a portfolio to meet your objectives. After that, we make sure your investments keep pace with market changes with regular reviews of your strategy and your portfolio.

Currency and tax expertise

We understand the complexities of currency requirements and their implications for you.

Drawing on our close relationships with offshore trust companies and international tax experts, we use our insights to maximise tax efficiencies for you.

How to apply

To learn more about our International investment service or our fees and charges contact our International division:

Rupert Stevenson (Divisional Director) on +44 2075 971337 or send an email

Shaun Lacey (Channel Islands) on +44 1481 706486 or send an email

The information contained on this website does not constitute a personal recommendation and the investment or investment services referred to may not be suitable for all investment. Movements in exchange rates can impact on both the level of income received and the capital value of your investment. If the currency of your country of residence strengthens against the currency in which the underlying investments are made, the value of your investment will reduce and vice versa. The value of shares and the income from them can go down as well as up and you may get back less than the amount invested. Past performance is not a guide to the future.

Contact our International Team

Rupert Stevenson

Divisional Director

Address: Work 2 Gresham Street London London, EC2V 7QP United Kingdom

Rupert is head of the International team and is responsible for managing portfolios on behalf of individuals, families and trusts.
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Shaun Lacey

Executive Director

Address: Work Glategny Court, Glategny Esplanade St Peter Port, Guernsey Guernsey, GY1 3LP Channel Islands

Shaun is responsible for the firm’s Guernsey business. He specialises in managing the wealth of local and overseas high-net-worth clients, particularly those with offshore trust and company structures.
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