Whether for relatively small or large amounts of capital, we can construct a personal investment package to meet each client's individual needs. For a typical client this might comprise:

An offshore bank account that earns interest but is not subject to local taxation (for paying overseas bills, etc.).

Offshore hard-currency money funds as a hedge against fluctuating exchange rates, and as a "cash cushion" for unexpected requirements.

A hard-working portfolio accessing the world's markets that is designed to achieve your financial goals, but with a high degree of flexibility to allow both for changing market conditions and personal circumstances.

An offshore trust to hold these assets (and others) in complete anonymity plus ensuring a smooth and speedy transition to family and heirs in the event of your unexpected early demise.

C a s h    a n d    F i x e d    I n t e r e s t

This service encompasses the full range of money market and fixed interest instruments. It is typically aimed at more risk adverse investors who seek to maximize their return within any given interest rate environment, and at those investors who seek to maximize their income.

We also specialize in offering discretionary or advisory fixed interest management services. 

D i s c r e t i o n a r y    S e r v i c e s

This service is designed to meet each client's need for liquidity, capital protection and competitive investment returns.

This service is designed for clients with a minimum of $500,000 USD to invest in a personalized portfolio of international investments, diversified across a range of asset classes and currencies. 

Usually the portfolio will be invested predominantly in hard asset commodities, but will also contain an exposure to fixed interest investments, to cash and, at times, to other asset classes, such as alternative investments, property or natural resources.

This broad approach both reduces risk and produces consistent above-average investment returns over the long term. The portfolio will be managed in accordance with the investment and risk parameters established at the outset with the client.