Peregrine wealth
At Peregrine Wealth, our clients are not just a number or simply the value of their assets. We value every client and make sure everyone gets our full attention. While it is worth noting the expertise of our advisors, their depth of knowledge, and their years of experience – what truly sets us apart is the personalised service that we offer each of our clients.
We not only guide you on where to invest, but why, because we make it our business to get to know you. We are here to protect and grow your wealth for you and your loved ones. That is why we keep things personal.
This approach is not only core to who we are, it is why our clients recommend us and why we maintain an industry leading client retention rate.
Our role remains simple yet profound – to be your trusted wealth advisor.
We believe our clients are more than just a number. Our core philosophy is that relationships matter. We partner with you in life, making managing your wealth and legacy as seamless as possible.
We offer our clients personalised financial advice and investment portfolios that match their risk appetite and investment objectives.
Our fee structures are market-related, open and transparent.
Peregrine Guernsey, a sister company of Peregrine Wealth, launches its first Guernsey domiciled fund.
Peregrine Wealth is launched alongside Peregrine Guernsey.
Peregrine Wealth establishes a physical presence on Guernsey with the opening of its office in Saint Peter Port with three employees.
Between Peregrine Wealth and Peregrine Guernsey assets under management and advice of £1 billion.
Peregrine Guernsey, manages 15 global investment funds, totalling £2.4 billion.
Assets under management and advice increase to £735 million for Peregrine Wealth and £2.37 billion for Peregrine Guernsey, totalling £3.1 billion. 20 employees. 195 years of collective financial services experience.
Hennie joined the Citadel Group in 1995, contributing to new business and product development. He played a key role in launching Citadel’s offshore funds and advisory operations in Guernsey. Since relocating there in 2010, he has overseen Citadel’s Guernsey-based businesses and serves on the boards of several collective investment schemes and management companies. Hennie is a Certified Financial Planner, with an honours degree in Mathematics and a certificate in Actuarial Techniques.
Andrew began his Citadel career in 1996, initially focusing on estate and succession planning through a joint venture with Deloitte. He transitioned to wealth management in 2001 and became Head of Wealth Management in 2010. Appointed as a Citadel Director in 2012, he became CEO in 2013. Andrew brings over 30 years of financial planning experience.
Piet joined Citadel in 1997 as Financial Director. He previously worked at Deloitte UK as an Audit Manager and returned to Deloitte South Africa before joining Citadel. Piet qualified as a Chartered Accountant (CA) in 1992 and holds BCom (Acc) (Cum Laude) and BCom (Hons) degrees from the University of Pretoria.
Cobus joined Peregrine in 2010 as Finance Manager, with responsibility for finance and operational matters in the office. He earned his BAcc degree from the University of Stellenbosch in 2001. In January 2003, after completing his honours degree, he joined Loubser Du Plessis Inc., where he spent the next three years completing his audit articles and obtaining his CA qualification. After qualifying as a CA, he moved to Guernsey in 2006, working at Investec Trust before joining Peregrine.
Adrian has over 25 years in financial services, starting in the UK with roles in accounting and audit at a bancassurer. He later joined Credit Suisse Private Bank in Guernsey, managing custody for over USD25 billion in funds. Since 2010, he has worked in client-facing roles, helping private clients with long-term investment strategies. Adrian holds a BSc in Economics and is a Chartered Fellow of the CISI.
Harold joined Citadel in 2006, focusing on investment solution development. Since 2010, he has been part of the asset management team, responsible for asset modelling, portfolio optimisation, and houseview implementation. He manages global and South African multi-asset portfolios. Harold is a qualified actuary and Fellow of the Institute of Actuaries.
Will joined Peregrine Wealth in 2023. He holds a degree in accounting and economics from Southampton University and qualified as a chartered accountant with EY. He founded Offshore Group in 2007, specialising in accounting and tax, and holds a practicing certificate with ICAEW. In 2021, part of the Group was sold to MourantGS where Will also became a Director and consultant. He still manages the Offshore Group entities, as consultant/CFO and provides local tax advice.
Matt has over 25 years’ experience in financial services and has worked in a variety of operational and client-facing roles across HSBC Private Bank, Credit Suisse and Kleinwort Hambros, latterly with a focus on the provision of investment advice to high and ultra-high net worth individuals. He joined Peregrine in 2017. Matt is a Chartered Fellow of the CISI and holds the Chartered Wealth Manager designation.
Katie joined Peregrine in 2016 and now has over 26 years of experience in financial services. Katie is responsible for the Wealth Management team’s administration including maintaining system and client records.
Martin joined Peregrine in 2025 with over fifteen years of experience in financial services, including working at manager level in various Guernsey fund administrators. Martin is a fellow of the Association of Chartered Certified Accountants (FCCA) having qualified while working as an auditor at Deloitte LLP. Martin is also an associate of the Corporate Governance Institute (ACG), holds a degree in applied accounting, a master’s in corporate governance and a certificate in company direction from the Institute of Directors (CertIoD).
Sarah joined the Peregrine team in May 2012. She started her career in the healthcare sector, before working at Credit Suisse Fund Administration as an Assistant Vice President between 2000 and 2012, covering the administration and management of a variety of complex alternative investment fund structures. While working, she studied at the Institute for Leadership and Management (ILM), completing the Team Leader Management, the Leadership Institute for Advanced Management, and Management Essentials programmes.
Harriet has over 15 years of experience in the financial services industry, having started her career in the trust sector before moving into fund administration. In 2017, she joined Peregrine as part of the Operations team. She holds the CISI Advanced Certificate in Global Securities Operations and CGI Level 5 Subsidiary Diploma in International Finance and Administration.
We are proud to be part of the Guernsey community and we are committed to giving back to the people who support us.
A vibrant community focal point. Peregrine Wealth is a founding sponsor of the La Vallette Bathing Pools. We have been actively supporting Viva La Vallette, the charity behind the bathing pools, since 2021. This has provided us with the opportunity to also positively contribute to the local sea swimming community, along with their families and friends.
Peregrine Wealth has been active in supporting conservation efforts across Guernsey. We have assisted the Guernsey Conservation Volunteers to remove invasive species and participated in a Wellbeing Beach Clean in partnership with Guernsey Mind and the Clean Earth Trust. We have also worked with the Art of Living Guernsey to clear weeds and support gardening efforts in the grounds surrounding the La Vallette Bathing Pools.
