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Private Wealth

We work with you to create, preserve and transfer your family’s wealth, wherever you and your family are in the world.

Our private wealth specialists are highly experienced. They have professional backgrounds in private banks, family offices, and trust companies, and will be your trusted advisor for the strategy, structure and administration of your assets. Together we can enhance, protect and transfer your wealth as you seek new opportunities or new directions.

We know that personal, family and business decisions are inextricably linked. That’s why we pull together all our services and expertise in a Virtual Private Office that has a single point of contact for our clients, underpinned by our principles of trust, confidentiality and duty.

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Private Wealth Brochure

Find out more about our Private Wealth services (PDF).

Global private wealth and the future of philanthropy 2021
The world changed in 2020, with the pandemic as an unexpected driving force. One positive by-product, however, has been an increase in philanthropy around the world, along with major changes in how people are giving. 

In a unique global report, Vistra surveyed 225 HNWI and UHNWI from around the world and found that Covid-19 had an immediate and dramatic impact on philanthropic giving – with a significant number increasing their philanthropy, whilst others decreased theirs. To read more about this and why over 50% plan to become more hands on with their Philanthropy in 2021, download the full report here.
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Report: Future of Philanthropy
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Vistra today released its first global research study on private wealth and the future of philanthropy. 
With the rise in high-net-worth (HNW) and ultra-high-net worth (UHNW) families across Asia, considerations around succession planning and asset protection are becoming more important than ever. 
Simon Morgan, Director & Head of Private Clients at Vistra Jersey, has been shortlisted under the category 'Trustee of the Year - Channel Islands & Isle of Man' at the Citywealth IFC Awards 2021.
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