Help
A number of common questions are addressed below in the frequently asked questions section but should you still have an enquiry please contact us by filling out the form on the contact page of this web site.
Alternatively please call us on +44 (0) 1481 722 589
Stonewood Investment Management (Guernsey) Limited is a private company incorporated in Guernsey with registration number 53174 and is licensed by the Guernsey Financial Services Commission.
Stonewood was founded in Guernsey in 2011 to provide global investment opportunities primarily to high net worth individuals.
Stonewood offers wealth management solutions to help manage and protect your wealth in a low-cost, transparent and bespoke way.
When you sign up, we first ask you about your goals and risk preferences. With that information, we help you to decide on the right portfolio for you. By answering a few simple questions we can customise a portfolio tailored to your needs and investment objectives.
Information not advice: all information on our website is meant to help inform you in your investment decisions, not to provide advice on what you should or shouldn’t do. We manage investment portfolios and do not provide personal financial advice. You select the portfolio that is most appropriate for your situation. If you are seeking financial advice, please consider consulting a qualified financial adviser.
Yes, we have partnered a number of globally recognised custodians. Your investments and cash are held in custody by these custodians and stay in your name, so even if Stonewood went into administration, our creditors would have no claim to your investments.
Exchange traded funds (ETF’s) are marketable securities that track a stock or index, a commodity, bonds, or a basket of assets. An ETF is a type of fund that owns certain underlying assets and divides ownership of those assets into shares. ETF’s have a number of advantages, including having lower costs, increased diversification ability, and no minimum deposit requirements.
Yes, you could build your own portfolio, however the rebalancing and monitoring of your portfolio could result in higher costs and trading charges. Stonewood has years of experience building and managing portfolios and with our scale you can benefit from very low costs.
All of the portfolios we offer are diversified. The funds offer a range of equity exposures based on your risk preferences. The funds consist primarily of ETF’s, and funds managed by active managers, selected direct equity and fixed income investments.
The fees for our various investment portfolios are set out on the relevant page of this site. Our fees for Private Wealth Management and Family Office depend on the size of the portfolio with a maximum of 0.75%.
The minimum investment in our Investment Portfolios is $100,000. Our Private Wealth Management minimum is $1 million. Our Family Office Solution is best suited for portfolios in excess of $25 million.