To deliver consistent positive returns
– whatever happens in the financial markets.
To do that, we need to take on risk. With risk comes great responsibility.
Our preoccupation is with not losing money, rather than charging headlong for growth.
It’s by putting safety first that we have made good money for our clients. Through boom and bust. For over 31 years.
If we keep doing our job well, we will protect our clients’ capital – and increase its real value.
|
Who |
Ruffer (Channel Islands) Limited serves clients around the world who wish to administer their assets in the Channel Islands |
| Philosophy | Unchanged since we started in 1994 |
|
How |
One investment approach, investing across different classes of assets |
|
Returns |
Strong track record of positive returns with low correlation to conventional investment strategies* |
|
Protection |
Clients protected from the bursting of the dot.com bubble, the credit crisis and the crash in Q1 2020, but please remember past performance is not a guide to future performance |
| Perhaps | An attractive alternative to volatile equity markets |
| ESG | Integrated into our investment process |
|
Stewardship |
Striving to invest responsibly, for the good of the environment and society |
| Portfolios |
We manage portfolios for private clients, trusts, charities, companies, pension funds and offshore structures |
* Past performance is not a guide to future performance. Regulatory performance disclosure
Ruffer provides a discretionary investment management service.
This means clients delegate investment decision-making to us.
We try to provide a service that combines good investment returns with first class Guernsey based administration and clear reporting.
Clients have direct access to a dedicated portfolio manager in the UK who regularly visits the Channel Islands. The portfolio manager oversees all aspects of the client’s relationship with Ruffer, supported by a wider team.
We have a distinctive investment style, offering an alternative to volatile equity investment, hedge funds, and to traditional active fund management.
Our approach is sometimes categorised as ‘dynamic asset allocation’.
Typically, Channel Islands clients use Ruffer in one or more of the following ways
Ruffer (Channel Islands) Limited (RCIL) is a wholly owned subsidiary of Ruffer LLP. The Company is licensed by the Guernsey Financial Services Commission to carry on Controlled Investment Business under The Protection of Investors (Bailiwick of Guernsey) Law, 2020. Registered Number 36054.
Directors
Keith Betts, Annabel Mackenzie, Allister Cleal
Compliance Officer
Helen Kaines
Zenith Family Office Services Limited is a fiduciary services provider; it is a privately owned and independent firm which has been in operation since 1991. Zenith Family Office Services Limited is licensed by the Guernsey Financial Services Commission under The Regulation of Fiduciaries, Administration Businesses and Company Directors, etc (Bailiwick of Guernsey) Law, 2020.
Allister Cleal, Managing Director
Has specialised in offshore private client trust and company administration business since 1991. Experienced in a wide range of offshore fiduciary services including administration of family trusts, commercial and residential property holding and development companies, investment and cash management services, financial product companies and employee benefit trusts. Experience of dealing with an international client base including assisting with reporting to tax authorities including UK, France and US.
Helen Kaines, Director, Compliance Officer
Has specialised in offshore private client trust and company administration business since 1990. Responsible for portfolios of high net worth clients with a goal to achieve client satisfaction and retention, ensuring appropriate levels of client relationship, fiduciary and transactional risk management. Treasurer and committee member of the Guernsey branch of the Chartered Governance Institute from November 2011 to December 2022.
Keith Betts, Non-executive Director
47 years experience within the fiduciary sector. Previously Chief Executive Officer of Newhaven Trust Company (Channel Islands) Limited (2004-2013), Managing Director of CIBC Bank and Trust Company (CI) Limited (1985-2001), past Chairman of Guernsey International Bankers Association. Directorships include trust companies, investment management companies and collective investment schemes as well as those relating to private clients.
At RCIL we are committed to providing a high quality service to our clients.
However, we recognise that there may be times when you have cause to complain. If you are not satisfied with any aspect of our service or products, please contact your investment manager or you can contact the Compliance Officer directly by emailing compliance@ruffer.co.uk