Peregrine Wealth

What Peregrine Wealth does

Peregrine Wealth is a Guernsey-licensed wealth management firm providing discretionary and advisory investment management to high net worth individuals and families. Founded in 2000 and operating from St. Peter Port, Guernsey, the firm manages £735 million in client assets and is a wholly-owned subsidiary of Citadel Holdings Proprietary Limited, a South African wealth management specialist founded in 1993 with £4.76 billion in group assets under management. Peregrine Wealth is regulated by the Guernsey Financial Services Commission and offers an integrated service set spanning investment advice and portfolio management, retirement planning, fiduciary services, foreign exchange, and philanthropy advisory.

The firm operates a sales-led, relationship-driven model supported by proprietary scenario modelling and asset valuation frameworks developed over more than 20 years, which combine macroeconomic assumptions with market analysis to construct multi-scenario portfolios. Its research capability is externalised through the quarterly "Peregrination" market commentary covering global economies, currencies, commodities, and asset class views. Through sister company CAM Global Limited (formerly Peregrine Guernsey), the firm distributes 15 Guernsey-domiciled collective investment schemes covering major asset classes, and provides an online net worth calculator as a digital client engagement tool.

Revenue is generated through AUM-based advisory fees and ancillary charges for fiduciary, FX, retirement planning, and philanthropy services, with pricing negotiated individually with each client (not publicly disclosed). The customer base is concentrated in a single vertical — high net worth individuals and families — and the firm reports a 99% group client retention rate with 195 years of collective team experience and a 25-year operating track record. The firm's go-to-market relies on direct wealth manager engagement, content marketing through Peregrination and the corporate website, and inbound lead generation via the net worth calculator.

Name

Peregrine Wealth

Legal name

Peregrine Wealth Limited

Website

https://peregrine.gg

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Peregrine Wealth is a Guernsey-licensed wealth management firm providing investment advice, retirement planning, fiduciary, foreign exchange, and philanthropy advisory services to high net worth individuals and families, managing £735 million in assets.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

Keywords

• Wealth management
• Investment advisory
• Fiduciary services
• Retirement planning
• Portfolio management

Headquarters

HQ city

St. Peter Port

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Wealth Management and Advisory Fees: Fees derived from providing investment advice, portfolio management, and advisory services to high net worth clients. Revenue is generated through AUM-based fees and advisory service charges.
2. Fiduciary Services: Comprehensive fiduciary services including trust administration, estate planning, and corporate services for wealthy families.
3. CAM Global Fund Management: Access to 15 collective investment schemes covering all major asset classes, offered through sister company CAM Global, providing diversified investment options to clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Peregrine Wealth provides personalized discretionary and advisory investment management, multi-asset portfolio construction, and custody for high net worth individuals and families. The firm delivers a holistic suite of wealth management solutions including investment advice and portfolio management, retirement planning, fiduciary services, foreign exchange, and philanthropy advisory, with access to 15 Guernsey-domiciled collective investment schemes via sister company CAM Global.

Product overview

Peregrine Wealth offers an integrated wealth management platform providing personalized investment advice and management, retirement planning, fiduciary services, foreign exchange, and philanthropy services. The company also provides access to CAM Global Funds through its sister company, offering 15 Guernsey-domiciled collective investment schemes covering major asset classes. A net worth calculator tool is available for client financial assessments.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advice and Management Personalized investment advice and discretionary portfolio management tailored to individual wealth goals, creating unique financial roadmaps for high net worth clients.
• Retirement Planning Comprehensive retirement planning services to help clients prepare for and achieve their retirement objectives, delivered as part of an integrated wealth plan.
• Fiduciary Services Professional fiduciary oversight, trust administration, and estate planning services providing responsible management of client assets with fiduciary duty.
• Foreign Exchange Services Foreign exchange services assisting clients with currency conversion and international transaction needs as part of cross-border wealth management.
• Philanthropy Services Wealth management solutions focused on philanthropy and charitable giving strategies for clients seeking structured legacy and impact programs.
• CAM Global Funds A range of 15 Guernsey-domiciled collective investment schemes covering all major asset classes and investment styles, offered through sister company CAM Global to provide diversified investment options.

Quantifiable outcome

• 99% Group client retention rate
• +2 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• CAM GlobalcoreStrategic or Co-development PartnerSister company formerly known as Peregrine Guernsey, now rebranded as CAM Global. Offers a range of Guernsey-domiciled investment funds providing access to global financial markets and bespoke asset management capabilities with 15 collective investment schemes covering all major asset classes and investment styles.

Scale indicators6 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Coutts: Coutts is a UK-based private bank and wealth manager serving HNW and UHNW clients with banking, advisory, and fiduciary services — an incumbent with significant overlap to Peregrine's HNW advisory, retirement planning, and philanthropy offerings.
• Rothschild & Co Wealth & Asset Management: Rothschild & Co is a global wealth and asset manager serving UHNW and HNW families with advisory, fiduciary, and multi-asset solutions — overlapping with Peregrine's HNW advisory and family-wealth proposition but at materially larger scale and broader geographic scope.
• RBC Wealth Management (Caribbean/Channel Islands): RBC Wealth Management operates a substantial offshore wealth franchise across the Caribbean and Channel Islands offering investment advisory, discretionary management, and trust services to HNW clients — comparable in services and client profile, though at much larger scale than Peregrine.

Direct peers

• Cazenove Capital (Schroders Wealth Management): Cazenove Capital, part of Schroders Wealth Management, is a UK wealth manager serving HNW families with discretionary portfolio management, philanthropy, and multi-generational planning — directly comparable to Peregrine's HNW advisory and philanthropy offering.
• Investec Wealth & Investment: Investec Wealth & Investment provides discretionary portfolio management and advisory services to HNW clients across the UK, Channel Islands, and South Africa — a comparable multi-jurisdiction HNW wealth platform with relevant South African and Channel Islands overlap to Peregrine/Citadel.
• Kleinwort Hambros: Kleinwort Hambros (part of Société Générale) provides HNW wealth management and fiduciary services from Jersey and Guernsey. It is one of the closest direct competitors to Peregrine in the Channel Islands HNW advisory market.
• Butterfield: Butterfield is a Bermuda-headquartered, Channel Islands-rooted bank and wealth manager offering private banking, asset management, and custody to HNW clients — a directly comparable full-service wealth platform operating in the same offshore jurisdictions as Peregrine.
• Quilter Cheviot: Quilter Cheviot is a UK-based discretionary investment manager focused on HNW individuals and families, offering bespoke multi-asset portfolios — closely comparable to Peregrine's discretionary and advisory investment management proposition.
• Sanlam Private Wealth: Sanlam Private Wealth is a South African-rooted international wealth manager serving HNW and UHNW clients across the UK and Channel Islands, providing discretionary and advisory investment management — directly comparable to Peregrine, with shared South African heritage to parent Citadel.
• Canaccord Genuity Wealth Management: Canaccord Genuity Wealth Management offers discretionary portfolio management and wealth planning to HNW individuals in the UK and Channel Islands, providing a directly comparable offshore HNW wealth management proposition.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/peregrine-wealth

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Peregrine Wealth