Company

Rathbones

Index

HNW Wealth Managers

Wealth Managers - Guernsey

Location

Saint Peter Port

Advice type

Wealth management

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Shaun Lacey

Spear's Review

Shaun Lacey boasts more than 35 years’ experience in private banking and currently spearheads Rathbones incorporating Investec Wealth & Investment (CI) in Guernsey. He specialises in managing the wealth of local and overseas HNW clients, especially those who own offshore trusts and company structures.

Lacey joined Investec Wealth & Investment in 2001. Prior to that, he spent 12 years at MeesPierson as a director and was managing director at Havelet Asset Management. He has also served as executive director for Leopold Joseph Private Bank’s trust and corporate services arm.

He has a fifth-degree black belt in karate, having practiced martial arts for more than 40 years. The French and German speaker is also active within the industry, being a past president of the CISI’s Guernsey branch.

Rank: Top Recommended

Top Recommended 2023, HNW Wealth Managers

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