Whilst some brokers adopt a seasonal approach to offshore investment we believe that any sizeable portfolio should have some offshore holding.
Investors must be fully aware of the risks associated with currency depreciation/appreciation and also the importance of “continuity” on the selected investment. Many products make no provision for the nomination of beneficiaries and even where investments are placed in joint names (i.e husband and wife) their simultaneous death could leave the fund subject to U.K probate unless the investor has an offshore will.
Our principal offshore Life Wrapper platforms are Old Mutual’s International Portfolio Plus and Investec’s Global Select Access.
These platforms both offer a wide range of risk profiled as well as risk specific funds to choose from and accommodate joint investors and nominated beneficiaries to ensure adequate continuity of investments.
Our principal offshore (non-life) investment platforms are Allan Gray’s Offshore Services platform and Marriott’s International Share Portfolio & First World Hybrid Real Estate Fund.
A personalized strategy for each of your life goals.
Our Finsolnet strategy have offshore funds available on the Old Mutual platform.
We do not offer “instant gratification” on our website as we believe that much discussion needs to take place in the establishment of a correctly risk profiled investment objective. Kindly call us for an appointment.
Offshore Investment Specialist
Our in house Offshore Investment Specialist, Brian Groom will gladly assist with any of your investment needs.
About Brian Groom
Brian studied Economics and Industrial Psychology at Stellenbosch University and graduated with a Bachelor of Economics degree in 1986.
Brian has more than 30 years’ experience in the financial services industry with the last eighteen of those being in the role of offshore investment advisor.
After graduating, Brian worked in the Personnel division at the Old Mutual head office in Pinelands for three years after which he became production manager for the Boland region at Old Mutual Unit Trusts until 1989.
Thereafter he took up the post of Broker Consultant at Liberty Life in Cape Town until 1995 and he then left to join Syfrets Private Bank in Cape Town to become the International Investment Consultant for the Western Cape until the establishment of his own offshore investment consultancy in 1999. Brian has been the offshore investment specialist for Garden Route Life & Investments since 2013.