OFFSHORE LUMP SUM INVESTMENTS
We provide our clients with access to lumpsum products which are cost effective, easy to administer, available in multiple currencies and provide access to anything quoted on a recognised stock exchange.
- The portfolios we broker can facilitate the purchase of:
- Mutual funds/ Unit trusts (No manager restriction)
- Guaranteed/ structured notes
- Direct equity/ bonds.
- Cash Deposits- (multiple currencies)
- ETFs
As a company we could assist our clients in developing a strategy to suit their needs and risk profile. The choice of underlying assets would reflect your attitude to risk and objectives. We provide portfolios for clients with capital growth in mind, purely as an income portfolio or a blend of both. The strategy is determined by an assessment of your particular goals.
If you would like to discover how we can help facilitate your banking needs please fill in the form below and we will endeavour to find a solution to meet your requirements: