Put your investments to work
For two decades, we've been making the offshore world of investing simple and have helped over 15,000 expats invest with confidence. Our wealth managers are committed to building long-term relationships with our clients, established on a foundation of outstanding personal service and investment expertise.
Why transfer to us?
- We help lower your fees and charges
- Evidence-based investment for better returns
- Consolidate your investments into one place
- Easy to use and mobile-friendly online access
- Award-winning service and client support team
What you can transfer
Regular Savings Plans
Unit-linked policies issued by insurance companies like Zurich, Friends Provident and Royal London 360 are commonly recommended as contractual savings plans. If you are invested for the long-term, it is important to monitor and review your policy regularly to ensure your returns far outweigh the cost of the policy.
A portfolio bond, also known as a 'life wrapper', allows you to invest in a wide range of assets and has significant tax benefits for many expatriates. Whilst these are good investment vehicles, if not managed correctly the fees and charges coupled with inefficient investment strategies will erode returns and potentially even the existing capital.
If you're enrolled in a UK pension scheme and have already transferred to a SIPP, QROPS or QNUPS, we'll ensure that your asset allocation is appropriate for your attitude to risk. Having a diversified portfolio is important in achieving your long-term goal of growing your buying power and beating inflation over time.
A Superannuation is an Australian retirement account. If left unmanaged, fund charges and insurance fees can eat away at your growth. We can help you manage your portfolio and reduce your fees to supercharge your performance.
An investment platform is an online service that allows you to buy, hold and sell securities. Some platforms are built for trading, whilst others are offered by financial advisories for clients to hold multiple accounts such as a SIPP and GIA. Platform generally offer the same features, however the charges can vary widely. Whether you have a Nedbank, Ardan, Praemium or any other platform account, we can help.
Our investment strategy
Using the full universe of asset classes, market exposures and both in-house and third-party expertise, our primary aim is to increase the efficiency of our portfolio returns by lowering overall costs and identifying specific growth opportunities.
Instead of looking only at returns we focus on risk because, after all, returns are ultimately the results of risks taken. Understanding risks, and being comfortable with them gives you more control.
For illustrative purposes only
How to transfer
It's easy to transfer your investments and it won't cost you. Simply contact us or fill out the form on this page and we'll walk you through the process.
Get up to $500 cashback
Worried about exit fees from your existing investments? We'll pay up to $500 to cover any penalties you may incur by transferring.
The value of investments can go down as well as up and you may not recover the amount of your original investment.