Offshore Investment
- Asset
Management
Offshore
investment
is a broad term offerred by many companies
with many products from many jurisdictions. If you
are looking for pensions, insurance or traditional
offshore savings plans there are many reputable
advisors available in our links
section.If you are looking for
something a little different then you may want to
read on.
Our
offshore investment services are better described
as 'Asset Management' becuase that is ,simply,
what we do. We are a Swiss regulated business
concentrating on one area of asset management.
Typical Client
Relationship
A typical client would
come to us through referral, or through enquiring
further from this web site. That client would be
looking for offshore investment
to maximise a portion of their portfolio in
the stockmarket but wishes to become involved in
transactions such as PIPEs,
private placements, IPO's or other discounted
share issues in a tax efficient manner. The same client
may also be looking for access to funds of a
similar focus.
We would
discuss the clients requirements and if our
services are suitable we would open an account at
a major Swiss bank, sign a discretionary
management agreement and begin managing funds on
account.
Our
clients may have Internet access to their
accounts, may order online reports and also have
the flexibility to access univested funds at any
time.
We
understand that there are many options when
selecting an offshore investment specialist so
please do browse the site to understand our
company and wether it is suitable for your
requirments.
We look
forward to being of service.
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