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OUR Private Client Services
Our Private Client Services
Private Client Overview
Private Client, Company & Foundation Administration
Family Office
Investment Manager Selection & Monitoring
Wealth Reporting
Charitable & Philanthropy
Protector & Enforcer
RHTC Terms and Conditions Of Business

Wealth Reporting

We believe that good client reporting should be clear, intelligent and objective.

Our family office wealth reporting service, which capitalises on our proprietary IT systems, is fully customisable and allows us to provide clients with independent oversight and analysis of consolidated structure assets, individual portfolios and single holdings across the full range of asset classes.

As part of this service, our dedicated in-house Investment Manager Review Team has significant experience providing support to trustees and their clients, including:

  • Conducting due diligence on and selecting investment service providers
  • Quantitative and qualitative analysis of investment performance
  • Assessment of adherence to agreed mandates, with particular focus on investment risk and restrictions
  • Liability and cashflow modelling for complex family structures

ENQUIRE

Key Contacts

R&H JerseyPeter Brooks
Peter Brooks
Director, Private Client, Head of Investment Manager Review
R&H JerseyMatthew Christensen
Matthew Christensen
Partner, Private Client
R&H JerseyJen Geddes
Jen Geddes
Managing Partner, Private Client & Fund Services
R&H JerseyDavid Goar
David Goar
Senior Partner, Private Client
R&H JerseyRob Laing
Rob Laing
Partner, Private Client
R&H JerseyPaul Pirouet
Paul Pirouet
Partner, Private Client
R&H JerseyAngus Spencer-Nairn
Angus Spencer-Nairn
Director, Private Client
R&H JerseyKathryn Tully
Kathryn Tully
Partner, Private Client
R&H JerseyKatrina Williams
Katrina Williams
Partner, Private Client
Peter Brooks

Director, Private Client, Head of Investment Manager Review

Jen Geddes

Managing Partner, Private Client & Fund Services

Private Client Overview
Private Client, Company & Foundation Administration
Family Office
Investment Manager Selection & Monitoring
Wealth Reporting
Charitable & Philanthropy
Protector & Enforcer
RHTC Terms and Conditions Of Business