The peripatetic nature of the offshore financial adviser frequently means that after your offshore bond or initial investment portfolio has been set up, there is very little ongoing contact from your adviser, and you often never see him again. He or she has either moved on to a new country, changed company or left the industry altogether. This is where we come in. We specialise in taking over the management of offshore portfolio bonds (such as Generali, Skandia, Royal London and SEB) and offshore investment portfolios for expats all over the world who have been left without an adviser. If you have lost contact with your offshore financial adviser, or are not impressed with the levels of service you are getting from your current adviser, then we can help. We will take over the management of your portfolio, with no costs to you of switching to us. We’ll carry out a free “portfolio health check” and, if appropriate (and after carrying out a detailed review of your current circumstances), we will recommend any changes or rebalancing of your current investments. Any additional investments will, of course, benefit from our discounted fund charges.
Please contact us to arrange a review of your existing portfolio.