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….

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…

Tree

Sustainable Ethical Portfolios – 3 year anniversary

The start of November 2021 marked 3 years from when we constructed and starting monitoring the Sustainable Ethical Allocation Portfolios. So how have they performed..??

Please read our 3 year anniversary performance review.

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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

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

 

BBV A Global Classic Note – 13.00%pa

 

Morgan Stanley Prime Income Note – 7.40%p.a.

 

Societe Generale Basic Resources Stepdown Note – 9.6%pa

 

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.

Sell in may and go away - front page

Stocks: Should investors sell in May?

Its that time of the year again when investors wonder: “Should I sell in May and go away…??”

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….

tech 75% cover 2

Some tech stocks are down 75% from their highs of last year

High-growth tech stocks were already getting pummeled before Russian’s invasion of the Ukraine. The skid has only gotten worse.

This CNBC article highlights some of the biggest losers…

Russia Ukraine article - March 2022 - front page

Funds at risk of lockout following Russian block on foreign stock sales

A handful of funds with large exposures to Russian stocks now have large portions of their portfolios deemed illiquid following the Russian central bank’s block on the sale of local stocks by foreigners.

Buffett

Market volatility is soaring. Here’s what Warren Buffett says to do

Volatile markets can be challenging.

With that in mind, here are five pieces of advice from Berkshire Hathaway Chairman Warren Buffett.

RLAM outlook article - cover

Outlook for 2022 – Royal London Asset Management

Comments on the 2022 outlook for Sustainable Investing from Royal London Asset Management’s Mike Fox.

CityWire Ratings Radar

The Ratings Radar Show: Mike Fox – King of ESG investing

The Royal London Asset Management has been walking the walk in ESG for longer than most others – and providing investors with great returns along the way

Citywire Ratings Radar discuss what makes him the King of ESG investing.

Structured notes

Structured Notes for the Income Investor

New Income Structured Notes available – up to 10%pa paid quarterly

Options for the income investor during this period of low interest rates and higher volatility.

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…