We have significant experience gained over many years advising on or managing portfolios for international clients, offshore investment holding companies and trusts, and are thoroughly conversant with the structuring of such arrangements. We work closely with advisers and trust companies around the world.
As a result of innumerable conversations with our clients over the years, we believe that most international investors are looking for a professional firm which can demonstrate:
- Investment Consistency You need to feel confident that your assets are being looked after professionally and - with due awareness of risk - to maximise the returns you require - be it income, capital growth or a combination of the two.
- Confidentiality It is essential that absolute confidentiality is maintained about your financial affairs.
- Security You need to know that your assets are held safely, accessible to you and your advisers, but to no one else without your express consent. This requires the supervision of a tough and professional Regulatory Authority.
- Personal Service The services of your investment manager need to be tailored to suit your needs and circumstances, and to be sufficiently responsive and flexible to respond quickly and smoothly as these change.
- Accessibility You need to be able to obtain up to the minute information about your investments, wherever you are around the world.
- International Experience Your investment managers must be fully aware of the implications of your particular currency requirements, and be able to satisfy them. They must also be able to demonstrate close relationships with professional advisers such as offshore trust companies and international tax experts.
- Understanding Crucially, you need to be confident that the organisation and the individuals looking after your investments recognise the particular problems faced by international clients, and have the technical knowledge and practical experience to address them in a timely and effective way.
The core of our International Portfolio Management Division is a long-standing team of seasoned professional investment managers, who, we believe, can satisfy all these requirements.