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Managed Services

Inclusive service where we can act on your behalf for your offshore financial service management.

Established in Guernsey in 1997, Cannon Asset Management is a financial and fiduciary services company founded to provide clients just like you with bespoke and expert offshore solutions.

If it turns out that a Trust is not the best or the most cost-effective choice for you, as a smart alternative, we offer a Managed Service Account. This account is identified in your name and it is fully managed and controlled by Cannon. This is the service for you if you would prefer to have your wealth managed on your behalf.

In offering this service, Cannon Asset Management is an asset holding company neither operating as a banking nor a deposit-taking institution, but we do establish a bank account at a Guernsey bank in the individual client’s name.  

 

What This Managed Service Can Do For You

By opting for this service, we will be able to hold investment portfolios of all classes - other than direct property. This service is ideally suited to receive funds as well as to make payments on your behalf.

One of the advantages of the Managed Service is the offering of a cost-effective offshore investment and transaction service for your assets.

Over time a Managed Service account may be converted into a Trust if appropriate as the value in the account grows or is added to.

Working with the Cannon team grants you access to investment expertise and advice with just a phone call or an email.

Working with the Cannon team grants you access to investment expertise and advice with just a phone call or an email. We also include a full bookkeeping and accounting service. This includes a supply of relevant tax certificates for your individual tax return.

Our Managed Services allow you to leave your asset management to an asset holding company you can trust while you take care of business. Our team of experts work according to your preference which means that you set the pace of our correspondence and actions.

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Ready to discuss your financial goals?

Get in touch to discuss your wealth goals and how we as a fiduciary services company can help you achieve them today.