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Chief Executive Officer & Co-Founder
Specialism: Financial Advisory & UHNW Services Property, Alternative Investments
Company: Sancus BMS Group
Location: St Helier, Jersey
Prior to founding Sancus in 2013, Andrew was a founding partner of Ermitage Group following its MBO in 2006. He left Ermitage in July 2011 and joined International Asset Monitor as Managing Director, creating a new Jersey Branch.
Andrew joined Liberty Ermitage in 2001 and was a Group Executive Director and Managing Director of Ermitage Global Wealth Management Jersey Limited. He was also CIO of Ermitage’s Wealth Management business and products, winning multiple investment awards during his 10 year tenure.
Prior to Liberty Ermitage Andrew worked for Kleinwort Benson and started his career with Morgan Grenfell in 1987.
Andrew Whelan currently has no Citywealth award
Average client size: £5 million - £25 million
Fixed fee offering: No
Number of offices globally: More than 5
Windward House, La Route de la Liberation, St Helier, Jersey JE2 3BQ
T: +44 (0)1534 708912
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