Join those beating the bank with above average returns — don’t let your savings go to waste!
Expand your horizons to generate higher returns and spread your risk by investing in the global markets, making your money work even harder for you. Higher returns, lower risk, greater satisfaction.
Please see below or do not hestitate to contact us for further information.
Our typical charge is an ongoing 1% Management Fee per annum and an Initial Setup Fee, although this may vary to each client’s needs and the products provided.
Our target is 8% average annual return over the long term, which we view at a minimum of 3 years. We suggest most investments are held for at least 5 years; we have achieved 10.5% performance with our clients in this time.
No investment is guaranteed. However, we ensure that we only work with highly regulated and secure investment providers to keep your money safe. Investment performance is never certain, but our advisers only pick top funds that we believe are best suited to a client’s risk appetite to meet their desires.
For starting out on your investment journey with us, we recommend a choice or combination of the following: Monthly Savings Plans starting from USD 200 and Lump Sum Investments from USD 20,000 (or currency equivalent)
Yes, we can arrange moving over your existing portfolio over to one of our advisers.