Jersey resident services

Wealth planning

Dedicated private banking and wealth management for Jersey residents – and for those making Jersey their permanent home.

Established wealth expertise in Jersey

Jersey offers stability, clarity and global reach. As a long-established bank and wealth manager on the island, we combine investment management with deep fiduciary expertise to bring structure to complex financial lives.

From discretionary portfolio management and private banking to trust oversight, property financing and long-term planning, your relationship manager coordinates every element of your wealth, so your strategy works as one, not in fragments.

When decisions are connected and grounded in sound judgment, opportunities are easier to discover and act on.

Supporting Jersey residents

Your wealth may span investments, banking relationships, property, business and family structures – sometimes across more than one jurisdiction.

We bring all aspects of your financial life together into a streamlined view, guided by a single relationship. Our integrated wealth management includes:

Discretionary or advisory investment management
Private banking services
Jersey residential mortgages and liquidity secured against assets
Cash management and foreign exchange
Wealth structuring and succession planning

Your relationship manager acts as a single point of coordination, working with your professional advisers and drawing on specialist expertise locally and across RBC’s global network as required.

As a result, you retain control and oversight, with your wealth managed consistently and with discipline – free from unnecessary complication.

Relocating to Jersey

If you are planning to relocate to Jersey, your financial planning should begin well before you move. Establishing Jersey residency is not simply administrative – it requires deliberate structuring of assets, banking and long-term planning from the outset.

You may need to:

Review cross-border assets before the transition
Assess tax exposure across jurisdictions
Establish Jersey private banking relationships
Secure financing for a Jersey property purchase
Align existing trusts, companies or investment structures with your new residency

We have extensive experience supporting individuals and families relocating under Jersey’s High Value Residency scheme and maintain close working relationships with the Government of Jersey and leading professional advisers. This ensures your plans are implemented in line with local requirements and international reporting obligations.

With the right preparation, your transition can be purposeful and well structured – protecting what you’ve built while positioning your wealth for long-term stewardship.