Wealth Management for Individuals and Families

Focus on You，And your Goals

At StarX, we prioritize your individual aspirations and those of your family. Our dedicated wealth management team is committed to providing exceptional care, diligence, and expertise. Begin your investment journey with StarX.

Our clients find a trusted partner in StarX, guiding their long-term wealth strategies with confidence through every life stage, across generations. We offer a comprehensive wealth solution that encompasses everything from planning to investing, ensuring a holistic approach to your financial well-being.

Every client relationship is built on trust, and every investment begins with your unique story. We take the time to listen and understand your priorities and aspirations, allowing us to develop a customized wealth plan and investment strategy tailored specifically to you. You and your family can choose your desired level of involvement in shaping your investment strategy—whether you prefer a dedicated StarX professional to manage your portfolio or wish to maintain direct control over your investment decisions.

How Can We Assist You?

We provide a diverse array of solutions to help you achieve your individual goals, both current and evolving over time.

PLANNING AND STRUCTURING YOUR WEALTH

INVESTING, GROWING AND PRESERVING YOUR WEALTH

Select
We have carefully selected a range of straightforward and globally diversified portfolios, from which you can select the one that is the most suitable for you, taking into account your investment horizon, goals and risk appetite. STARX take care of all the investment administration, with a support team on hand to personally help you with any queries.

Managed
Investing in the ready-made and globally diversified portfolio that’s suitable for you. This service is typically for clients with at least USD 150K to invest.

Bespoke
Bespoke investment strategy and portfolio built and managed for you by a dedicated STARX investment manager. This service is typically for clients with at least USD 300K to invest.

STARX Reserve
For clients with more complex wealth management needs. This service is typically for clients with USD 5 million and above to invest.

Responsible investment at STARX

Greenbank Bespoke
Ethical, sustainable and impact investing.

INTERNATIONAL WEALTH MANAGEMENT

Whether you are living in the US, or resident elsewhere, and require accounts offshore to manage your portfolio in a tax efficient manner, we can offer accounts managed by an investment manager either based in Jersey or in the US.

Find out more

Investment Approach

Global Perspective. Individual Focus.

Our investment strategy is tailored specifically to you. To support your long-term objectives*, we emphasize a direct relationship with your dedicated investment manager.

We construct our investment framework to blend clear guidance with true flexibility. This approach enables us to anticipate future needs while being responsive to both opportunities and challenges as they arise.

_{^{*The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.}}

Insights

image of windswept elderly individuals walking arm in arm along a beach

29 August 2024

Financial planning for later life care

Later life care is something you can prepare for financially sooner rather than later. We look at the key areas to be aware of and how a financial planner can help.

Find out more

2 mins

image of a woman at peace in an idyllic scene outdoors in nature standing with arms spread wide with a sense of freedom

22 July 2024

Why use a financial planner?

A financial planner could help you solve a wide range of challenges, as well as explore ways to make the most of your money and provide financial peace of mind.

Find out more

2 mins