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If you require offshore financial services and are seeking an experienced provider of investment management services, look no further. Our range of tailored, risk-managed, multi-asset, and single-strategy investment solutions are trusted by advisers, trustees, and private clients within offshore jurisdictions.
Our team can offer specialist services to meet your every need working with custodian partners in offshore jurisdictions. In addition, we can accommodate non-resident businesses, trusts, family limited partnerships, and foundations in certain circumstances.
Our portfolios run in all major currencies, so whatever your requirements, your investment needs will be covered. With our help, you will be able to better manage the complexities of your status as an offshore client.
Ensuring tax compliance
Many offshore investors like you have nuanced tax considerations. Our experts ensure that these are encoded into our intelligent trading system to mitigate negative outcomes.
Examples of potential pitfalls are:
- Assets held in custody by an onshore custodian
- Capital and Income Tax contamination
- UK or French situs assets
The process of matching assets to the tax requirements on your account is a real and recurring challenge. As our client, however, you will be able to take advantage of IPS ART, our advanced trading technology, which provides quantitative control to limit human error.
What clients say
These video testimonials and our glowing reviews on VouchedFor, the UK’s leading independent review site for financial professionals, are evidence of the high standards we strive for.
Catherine and Paul
Pre/post-retirees wanting clear, trusted retirement planning
Keith and Ken
Professionals/business owners needing strategic financial and retirement advice
Stephen and Debbie
Retirees seeking proactive support and security
Simon and Michelle
High-earning professionals building and protecting family wealth
Nico
High-net-worth individual wanting stress-free, professionally managed investments
960%
would recommend us to family, friends, or work associates.
950%
believe working with us has helped or will help them achieve their financial objectives.
950%
are very satisfied that we understand their needs and objectives.
