Highvern

Overview

Highvern provides wealth structuring, administration, governance and advisory services for high net worth individuals and families, family offices, fund managers, investors and businesses. The firm reports more than $25 billion under administration across direct and portfolio investments, funds, real estate, luxury assets and operating businesses.

History

Highvern says its business was incorporated in the 1960s and acquired by its management team in 2016. From mid 2025, it combined with Permian to expand fund services in Norway and Sweden, including depository and alternative fund manager solutions. The firm lists five international locations.

Timeline

1. 2016Highvern says its business was incorporated in the 1960s and acquired by its management team in 2016.
2. 2025From mid 2025, it combined with Permian to expand fund services in Norway and Sweden, including depository and alternative fund manager solutions.

Leadership

Highvern’s listed leadership includes Caroline Connellan, Group Chief Executive; Jason Burgoyne, Group Chief Operating Officer; Joseph De La Haye, Chief Financial Officer; and Martin Hall, Executive Chairman. Its broader senior leadership includes operating, finance, private capital and funds leaders.

Services

Highvern’s private capital team provides tailored trust and fiduciary services for wealth preservation, planning, privacy and succession. Its broader private capital offering includes administration, governance and advisory support for high net worth clients, international families, family businesses, business leaders, single and multi family offices, and private capital investors.

Its fund services include fund administration, fund accounting and reporting, cash management, transfer agency, investor services, regulatory reporting, compliance support, director services and company secretarial work. Highvern supports private equity, venture capital, real estate, debt, litigation funding and other alternative asset strategies, working with asset operators, spin outs, emerging asset managers and established fund managers.

Corporate services cover incorporation, administration, governance, accounting, company secretarial work, regulatory reporting, restructures and mergers and acquisitions. Highvern works with small and medium sized businesses, quoted multinationals, high net worth family businesses, entrepreneurs and family offices across real estate, retail, media, construction, transportation, energy, funds, financial services and infrastructure.

What the firm offers

• Trust and fiduciary
• Family governance and education
• Administration and bill pay
• Private and alternative investments
• Cross-border planning

Client Focus

Highvern says its international client base includes high net worth individuals and families, family offices, fund managers and corporates. Its private capital clients include high net worth clients, international families, family businesses, business leaders, single and multi family offices, and private capital investors.

Approach

Highvern says it builds long term, director led relationships through senior dedicated teams, robust structures and services tailored to each client’s goals.

Assets and Registration

The firm reports more than $25 billion under administration across direct and portfolio investments, funds, real estate, luxury assets and operating businesses.

The Jersey Financial Services Commission lists Highvern Trustees Limited as registered for trust company business and Highvern Fund Administrators Limited as registered for fund services business and trust company business.

FAQs

Related resources

• LocationMultifamily offices in Jersey

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• Network siteOffshoreTrusts.com

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• Network siteFamilyOffices.com

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• GuideMultifamily office fees

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Sources

1. https://www.highvern.com/
2. https://www.highvern.com/about-us/
3. https://www.highvern.com/private-capital/
4. https://www.highvern.com/funds/
5. https://www.highvern.com/corporate/
6. https://www.highvern.com/people/
7. https://www.jerseyfsc.org/industry/regulated-entities/entity/252
8. https://www.jerseyfsc.org/industry/regulated-entities/entity/82789

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.