Investing offshore often has a mystique associated with it. Basically it means investing outside of the jurisdiction in which client’s are a resident. Typically investing offshore is done because it allows investments to grow in a tax efficient environment.

There is often the misconception that investing offshore is exclusively for the rich. It can be, but you can access investments offshore in 2 ways- one is regular investment/ savings for as little as €500 per month or €6000 per year [or currency equivalent], or for lump sums for sums over €40,000 [or currency equivalent].

Currently there are approximately 40,000 different offshore investment solutions available worldwide. Each has a different approach to vesting period from immediately accessible funds to longer term type investments with 10 and 20 year investment periods. Investment duration and access requirements are part of the design process examined when we engage clients and can be specified.

Our preferred approach is to make recommendation of offshore investment solutions based in Category 1 or Category 2 offshore jurisdictions. This means the stable, regulated and protected environments of places like Switzerland, Isle of Man, Guernsey, Jersey, Luxembourg, Cayman Islands and Bermuda. Almost 90% of the tax efficient business conducted with clients engages solutions from the largest and most respected investment managers and institutions in the world, and we tend to select their offices based in these locations.

Our core business involves working with expatriates and international investors who by nature move around as their working assignments change. With change as the constant we have designed our organisation to cater for this with an ever expanding international branch office infrastructure and centralised customer services function to ensure continuity in service provided wherever clients move to.

Unlike banks our business focuses on mid to long term investments and not short term cash based instruments. The one size fits all approach by most major commercial banks is inadequate for our clients who require a personalised degree of service to assist them deliver their financial objectives. Our dedicated team of partners, research analysts and fund managers ensure not only a high degree of service and attention to detail, but also, and most importantly, continuity of service wherever our clients are located.