We work alongside your professional advisor. We do not provide advice on offshore bonds, we manage the investments within them.
For individuals, we can manage offshore bonds alongside other investment portfolios such as ISAs and family portfolios. It is possible, and entirely reasonable, that the investment objectives and risk level for your offshore bond may differ from those set up for your overall portfolio. A key benefit of bespoke investment management is that all the components of an investment portfolio can be constructed and reviewed individually.
We work with most offshore bond providers and meet their investment requirements.
Partners: Andrew Lidsey, James Crocker, Mark Atherton and Sasha Parmar
Please contact us if you would like to discuss offshore bonds in more detail, or see our FAQs page or “Becoming a client” section.