Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the 'Accept' button, you agree to abide by the terms and conditions listed below.

Skip to main content

Charles Cohen

Photo of Charles Cohen

Head of Wealth Management, Jersey

I joined the company in 2016 based in London and, before arriving in Jersey, was responsible for the offices outside London.

My key responsibility is providing leadership to the Portfolio Management and Stockbroking teams in Jersey where we provide discretionary portfolio management, execution-only dealing and advisory stockbroking for clients and their advisors, based both on the Island and overseas.

Over the past 30 years I have focused on discretionary portfolio management and advisory services to charities, pensions and private clients, leveraging the broader global resources and expertise available through the firm's centralised investment process. I am actively involved in companies’ investment process with a particular interest in Asset Allocation and Alternatives.

After leaving the Army I began my career with Cazenove & Co as a private client investment manager, before spending 13 years as an institutional stockbroker with UBS Warburg. In 2002, I returned to private client investment management with Border Asset Management, where I was a Director and Chief Investment Officer, with responsibility for growing funds under management and developing the firm's investment process.

Location: Jersey

A bit about me:

I have always enjoyed the great outdoors. At weekends I would previously have been found (or not) in the hills of the Yorkshire Dales or Lake District. Now it will be the cliffs and beaches of Jersey.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Can-do is about focusing that as a team, and an individual, we are doing all we can to on achieve clients’ induvial objectives for their investments.


+44 1534 708030
View Charles Cohen's profile on LinkedIn

Need more help?

Whatever your needs, we can help by putting you in contact with the best expert to suit you.

Let us contact you

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.