If you are not domiciled in the UK or are a non-UK resident, you may have investment needs that are best met by holding at least some of your assets offshore. This may include generating income in other currencies or ensuring specific exposure to certain regions, for instance to the country in which you are domiciled. You will almost certainly need someone who understands your situation and objectives and has expertise in both onshore and offshore investment issues.
We will work with you to understand your objectives and will construct a bespoke portfolio to generate the best after-tax returns given your acceptable level of risk. We consider how much risk you are comfortable with taking over the long term and how much to amend over the short term.
We are independent wealth managers, meaning that we have chosen not to have any of our own funds or products.
In creating your portfolio, we will take into account where you are resident or domiciled as well as other relevant factors, which may include your family or any business interests, your tax situation and any income required.