core-and-satellite-portfolio-strategy - front page

Core and satellite investing explained

There are many ways to build an investment portfolio.

FundCalibre explains the Core Satellite method of portfolio construction

Investor pain

2022…. What Happened..??

As the dust settles on 2022, it’s been an all-around brutal year for global investors…

A review of how the Sustainable Ethical Portfolios performed over this tumultuous period.


Complaint Resolution Service

Have you suffered a financial loss due to mismanagement of your Offshore portfolio or policy?

Our Complaints Resolution Service may be able to assist you in gaining financial compensation.

No Win = No Cost

7 deadly sins

The seven deadly sins of investors: Avoid these common investing mistakes

Bestinvest’s Adrian Lowery warns of seven key investing sins that should be avoided.

And Ethical Offshore Investments is here to help….

Sustainable Ethical Allocation Portfolios

As part of our Portfolio Management Service we offer guidance on the management of 2 different risk controlled, diversified model portfolios, as well as a low cost Index ETF portfolio.

Read our Monthly Performance Reports

Find out how the portfolios have performed


With interest rates at historical lows, downward pressure on dividends and equity market uncertainty ahead, investors are becoming increasingly attracted to the benefits of structured products.


**New**  Structured Note Investments available now


Societe Generale Electric Vehicle Income Enhanced 22.00%pa


Morgan Stanley 100% Capital Protected Autocall 7.20%pa.


BBVA Enhanced Protection Autocall – 11.00%pa


Plus a minimum 1% commission rebate for clients that invest via Ethical Offshore Investments

Click here for details on our special commission rebate and details of these and other Structured Notes currently available.


The latest news relating to Investments, Taxation, Retirement and Regulatory Changes.

Credit Suisse articles front page

What does the Credit Suisse fallout mean for bond holders?

It’s not often the Swiss Central Bank makes headlines. It is even more rare that bonds are a subject of breaking news.

What happened? Why was it a shock? And what does it mean for bond holders? We try to explain…

UK Spring budget cover

Jeremy Hunt’s UK Spring Budget 2023 speech in full

The UK chancellor has just delivered his first Budget.

Here’s what he said.

moneyfarm front page

Developed market equities to deliver 8.3%pa return over the next decade

Why is now a good time to invest..??

The next 10 years will be more positive for both stock markets and fixed income investors, digital wealth management firm Moneyfarm has predicted.

Wind Farm front page

Guinness Sustainable Energy Report – March 2023

Wind is the second most significant renewable power generation source.

In this March 2023 edition the Guinness Sustainable Energy Fund report, the Managers provide their views and forecasts for this exciting sector of the market.

Terry Smith front page

Terry Smith: Idiots, Armageddon and ‘pain in the arse’ stocks

‘If you want the fund to outperform in every market and every quarter, then watch the new Madoff documentary on Netflix’.

Fundsmith’s annual general meeting (AGM) was certainly an entertaining show for investors.

How to avoid mistakes cover

How to avoid making mistakes with your investments

An article from FundCalibre outlines some of the most common errors that can deal a punishing blow to your investment portfolio.

Fundcalibre emkts front page

Can emerging market equities outperform in the next decade?

Today, the environment could be far more favourable for this area of investment.
Peaking interest rates, a weaker dollar, falling energy prices, and a more normalised economy in China, could bode well for the asset class in 2023 and beyond.

Active Solar front page

Why is Solar the Big Winner of the Energy Revolution?

News of the month from the managers of the Active Solar Fund.

Contact Ethical Offshore Investments on how to get exposure to this exciting energy transition….

RLAM Sustainability Goldilocks and the 2 bears

SustainAbility – Goldilocks & the two Bears

One of the few things that we can be certain about is that the future is uncertain….

Mike Fox, head of Sustainable Investing at Royal London AM provides his views on different scenarios facing investors.

RLAM 2023 outlook front page

Outlook for 2023 – Royal London Asset Management

2022 was another extraordinary year for investors…

In Outlook for 2023, the investment managers of Royal London AM consider the key risks & opportunities that may be encountered in the year ahead.

IMF Logo

IMF chief: Growth will bottom out in 2023 and bounce back next year

The International Monetary Fund has downgraded its growth forecast three times since October 2021…..

But could this be the start of the recovery …???

China GDP growth

China’s GDP grows just 3% in 2022 but rebound hopes rise

The Chinese economy missed its early government target of 5.5% in its biggest miss in decades after Covid-19 ravaged output but expectations for an acceleration of growth from the second quarter are mounting.

We provide ongoing professional investment management services for our global clients

Sustainable Investing using Ethical Business Practices. Let our experienced consultants speak to you about a personalised plan to:

  • Implement a flexible, personalised wealth management strategy
  • Reduce your investment costs so more of your money stays in your pocket
  • Avoid costly and inflexible structures
  • Receive personal communication from your dedicated consultant to ensure that your goals & financial objectives are being met
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