International
Discretionary Portfolio services
Remove the guesswork from your international investments with discretionary investment services that are personal, professional and productive. Our portfolio managers understand that you’re serious about building your wealth to support your future financial well-being.
Learn more about how you too can make use of investment professionals to grow your wealth.
Some of the benefits
Wide choice
Choose from simple savings accounts for short, medium or long term goals
Actively managed
Our investment funds follow an active investment management philosophy
Flexible options
Choose the currencies, markets and investment terms that suit your goals
Multi-manager
Our success rests on the right blend of managers and investment styles
Understanding Discretionary Portfolio Services
Watch how our discretionary portfolio services make global investment simpler.
What you get
- Available in GBP, USD and EUR
- Minimum investable assets US$ 1 million or currency equivalent
- Minimum portfolio size, £ 250 000, US$ 400 000, € 400,000
- Six risk-weighted portfolio strategies and bespoke solutions
- Direct investment, multi-manager and Responsible portfolio solutions
- Dedicated Portfolio Manager
- Regular consolidated portfolio valuations
- Web-based portal, providing 24/7 viewing access
- Monthly portfolio strategy updates
- Global Custody facilities
- Investment holding statements
- Consolidated tax vouchers
- Capital and income segregation
What it costs
-
What you get
-
What it costs
- Available in GBP, USD and EUR
- Minimum investable assets US$ 1 million or currency equivalent
- Minimum portfolio size, £ 250 000, US$ 400 000, € 400,000
- Six risk-weighted portfolio strategies and bespoke solutions
- Direct investment, multi-manager and Responsible portfolio solutions
- Dedicated Portfolio Manager
- Regular consolidated portfolio valuations
- Web-based portal, providing 24/7 viewing access
- Monthly portfolio strategy updates
- Global Custody facilities
- Investment holding statements
- Consolidated tax vouchers
- Capital and income segregation
Get in touch today
Leave your details for us to call you back, or speak to a relationship manager today.
YOU MAY BE INTERESTED IN
4 November 2021
Selecting the right trustee
Author: Michael-Pierre Giraud, Head of Fiduciary Services, Jersey
Managing your money
27 October 2021
Reasons to settle a trust
Author: Michael-Pierre Giraud, Head of Fiduciary Services, Jersey
Saving and Investing
19 October 2021
What rising inflation means for your investments
Don’t despair if you’re scratching your head trying to figure out the best response to rising inflation. Investors around the world are in the same boat as they take in the news that prices are climbing after a near decade-long streak of low inflation.
Managing your money
18 October 2021
5 reasons why international banking is not only for expats
There was a time when an international bank account was used mostly by high-fliers and corporate jet-setters who had a clear need for day-to-day offshore banking services.
Managing your money
5 October 2021
How to leverage your international capital
One of the benefits of an international current bank account is that it opens many doors and opportunities you wouldn’t otherwise have available to you. These opportunities become ever more apparent once you’ve made the initial move to hold some of your capital and investments offshore.
Managing your money
22 September 2021
Taboo or not Taboo – why Trusts matter
Author: Michael-Pierre Giraud, Head of Fiduciary Services, Jersey