01
Access, not a shortcut
Offshore does not mean unregulated or risk-free. It means using a platform or jurisdiction that fits the client, the currency and the intended holding period. We start there, before talking about returns.
Offshore investment
Offshore Investments
Access to third-party investment platforms, regulated in their own jurisdictions, holding multi-currency portfolios, fixed income and structured notes.
A clear view
The useful answer is usually the plain one.
- Multi-currency investment platforms
- Fixed income and structured notes
- Terms and costs reviewed before commitment
02
The terms line by line
We look at platform charges, dealing costs, surrender terms, currency exposure, underlying assets and who is responsible for custody. If the cost cannot be explained plainly, the conversation stops.
03
A clear risk statement
Capital is at risk. Values fall as well as rise, liquidity can vary and tax treatment depends on your circumstances and residence. Your own tax adviser remains responsible for the tax answer.
Start here
Tell us what you are trying to do.
A paragraph is enough. We come back within one business day with a named consultant and an honest view on whether we are the right firm for it. If we are not, we will say so and tell you who is.