Same Investments with Lower Costs… Speak with us today Providing ongoing Portfolio Management Services
in an Ethical manner for our global clients
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and for the future.
Speak with us today We provide advice and services for investing in a sustainable and ethical manner.
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August 2021 Update – Sustainable Ethical Allocation Portfolios

A strong performance from the quality sustainable funds, powers the Sustainable Ethical Allocation portfolios to their highest levels.

Please read our monthly update on the underlying performance of the portfolios and how the portfolios have performed so far this year……

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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

Savings plans

A Regular Savings Plan… or A Savings Trap

Know the facts and your options BEFORE you sign up for a Contractual Savings Plan policy.

Read this article before you commit yourself to locking into what could be a very expensive, inflexible savings product…

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The Importance of Investment Timeframe

Time in the Market…… not timing the market.

It is so important that investors understand the importance of having the appropriate timeframe for achieving their financial goals & investment objectives.

Sustainable Ethical Allocation Portfolios

As part of our Portfolio Management Service we offer guidance on the management of 3 different risk controlled, diversified model portfolios.

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

 

Morgan Stanley Prime Growth Note 2 – 10.20%p.a.

 

Credit Agricole Tech Income Note – 8.00%p.a.

 

BNP Paribas Developed Markets Autocall – 8.65%p.a.

 

Plus a minimum 1.00% 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.

Features

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

automotive

Three Disruptive Trends Set to Transform the Auto Industry

Over the next 10 years, the global automotive industry is expected to face one of the most significant changes in its history – the replacement of internal combustion engine (ICE) vehicles with electric vehicles (EVs).

Article originally published by PIMCO.

Climate Change business

Britain’s economy is already seeing a rapid shift due to climate change

Climate change could spark major shifts in British produce in the coming decades as the country attempts to avoid a “catastrophic” environmental fallout, experts have said.

Vanguard

Vanguard calls for fund fee transparency….. and we fully agree..!!

Asset manager says product costs should be as clear to the public as calorie counts on food labels

At Ethical Offshore Investments, we could not agree more..!!

Sustainable

Does a focus on sustainability genuinely boost the bottom line?

Brown Advisory’s Karina Funk has first-hand experience of how a focus on sustainability can boost profits – but her definition of sustainability may differ from the consensus.

Terry Smith fundsmith

Terry Smith: ‘No amount of recovery or low valuation will turn a poor business into a good one’

Fundsmith equity manager Terry Smith, who was under media scrutiny earlier in the year for outflows, showed that his fund is still as consistent as ever.

Stock charts

I’d rather stocks pulled back than power higher regardless, says decade’s best multi-asset manager

Read what the manager of one of our long term, sustainable fund holdings has to say about the current & future direction of markets.

china big tech crackdown

What will follow China’s crackdowns..?

IBOSS Asset Management’s Chris Metcalfe explains what the recent tech and education regulatory crackdowns in China could mean for those invested in the world’s second largest economy.

Chinese stocks

Chinese stocks are now among Asia’s worst-performing as Beijing crackdown spooks investors??

Days of heavy selling in Chinese stocks have left two major indexes in the country as the worst-performing markets of Asia-Pacific.

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
Ethical Offshore Investments

Request a consultation appointment.

Looking for a Financial Advisor who can guide your through the steps needed to secure your future? We are ready to help…