Peregrine Wealth
Investment advice and management
At Peregrine Wealth, your financial peace of mind is our priority.
As your trusted wealth advisor, Peregrine Wealth offers advice not only on where to invest, but most importantly why. This is achieved through building a close relationship with you, our client, and understanding the ‘why’ behind your goals, dreams and ambitions.
In securing your wealth, we recognise that each individual has their own unique lifestyle and circumstances. As we partner with you and our shared journey begins, we listen to understand your financial needs and plans, and only then do we design an investment plan tailored to you. We talk you through our thinking and make sure that you are on board with how our plan aims to meet your future goals, with the understanding that these may change over time.
We meet with you at least once a year to make sure that your wealth plan is consistently working to meet your evolving needs. We will assess and revise your investments when needed, as we understand life is not static, and your financial plan shouldn’t be either. Flexibility is key.
Long-term wealth management is about identifying investment opportunities that ensure optimal growth in your portfolio.
Retirement planning
Living by design.
Planning for the next chapter in your life is an essential component of a well-considered financial plan. This will ensure that, when the time comes, you can choose the size of your dreams.
Fiduciary services
While we are actively invested in your financial future, we believe that intergenerational wealth planning is essential for all high-net-worth families.
We will guide you on fiduciary matters, which include trusts and estate planning. Peregrine Wealth partners with experts in Guernsey trust and fiduciary laws to assist you and your family to navigate a complex regulatory environment. This gives you the freedom to choose how your wealth is managed in the future, while ensuring your beneficiaries are cared for long after you are unable to do so yourself.
Foreign exchange
We know that your money needs to move.
Whether to facilitate global investments, to travel or any other forex needs, we can assist you with your foreign exchange transactions at market-related rates.
Philanthropy
At Peregrine Wealth, your financial peace of mind is our priority.
While spontaneous giving is good, it is strategic giving through a more structured plan that makes a truly long-term difference in driving sustainable change and ensuring your generosity has a meaningful impact.
Through our partnerships with philanthropy experts, you will receive specialist philanthropic advice. Your hard-earned wealth will be directed into foundations that are not only well managed, but are making a real difference to the causes they support. You select the cause, and we ensure that your wealth leaves a legacy that matters to you.