Offshore Investment - Asset Management
Discretionary Management of:
Winterman Asset Management offers its
clients the facility to open an offshore investment account
with a well known Swiss bank in order to deposit
funds for management by the company on a
discretionary basis. Accounts remain in our
clients name and the Discretionary Management
Agreement ("DMA") only extends to the purchase and
sale of investments.
Our concentration in the
discretionary management of these funds is to
provide absolute returns by gaining access to
investments and funds that are difficult for the
private individual to become involved with, such
as:
IPO's
Some of the best IPO’s are hidden from
the private investor for a number of reasons, mainly
because issuing companies and their advisors
would prefer to fill the investment through larger
institutions and therefore deal with a
limited number of investors. This ‘lock-out’ can
be very frustrating for investors. Through your
offshore investment managed account you will have the
following services.
-
Access to IPO’s not
generally available in the market
-
IPO’s applied for in one
block by the bank and allocated across all
accounts
-
Direct share allocation to
your account
-
No paperwork to complete
-
Pre-Reverse Mergers
Reverse merger candidates
seeking funds generally offer a discount to the
expected initial market price. Winterman selects
appropriate and quality targets for the placement
of funds a pre-reverse and Pre-IPO situations and
manages the purchase and sale of the investment.
PIPE (Private Investment in
Public Equity)
A private investment firm's,
mutual fund's or other qualified investors'
purchase of stock in a company at a discount to
the current market value per share for the purpose
of raising capital. There are two main types of
PIPE’s - traditional and structured. A traditional
PIPE is one in which stock, either common or
preferred, is issued at a set price to raise
capital for the issuer. A structured PIPE, on the
other hand, issues convertible debt (common or
preferred shares).
Access to these types of transactions along
with other similarly structured offerings can
now be managed through a 'Managed PIPE Account'
with Winterman. This powerful offshore investment
account will give you online access, descretionary
management services and a current account to make
deposits and withdraw funds. It makes the business
of dealing in this area much more efficient for
the busy investor.
Offshore Investment
Funds
There are many funds which
provide very good returns that are, generally,
unavailable to private individuals directly.
Winterman can provide access to these funds for
your account. We also have a wide range of fund
and structured product choices from UBS bank, one
of the worlds largest wealth managers.
We realise that clients have many choices when
seeking offshore investment asset managers. Our basic
philosophy is that of working with our fund and
offshore investment partners to create value for those
clients who choose to entrust their asset
management needs to us through our discretionary
agreement. We strive to combine tax efficiency
with high performance and aim to achieve this in a
risk managed environment. We only choose the best
partners to assist in the management process and
review these partners regularly.
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