Offshore Portfolio Management

Through our affiliate, Southern Charter Wealth Management Pty Ltd, we can offer management of portfolios worth R5m or more for investors who wish to delegate the day to day decisions to professional managers.

Minimum investment is R5 million.

International Unit Trust Funds

Offshore Funds provide diversification and professional management in a single investment. Funds are available for most objectives, for instance, growth, income or a combination of the two.

Offshore Office Functions

We can assist if your business requires the services of an offshore based office providing accounting, administration services including payroll services, retirement and medical benefit structures.

Offshore Trustee Services

Your financial structure may require the setting up of either a trust or a company to facilitate trade or the holding of assets. Trustee services include the administration of trusts, companies and wills.

Send an Enquiry

Contact us about our Financial Planning services