More than investments

family

We are an international trust structure that enables participants to create a global portfolio of investments in a secure, confidential and accessible manner.

We do provide more than investments.

We offer our global customers flexible tools to help them pick the right path to their financial independence.

What Do We Offer

Protection and Confidence

  • Trust administration processed by independent trustee
  • Investments reside with world-class global custodians
  • Efficient tax structure
  • Protected privacy
Accumulation

  • Open fund platform to leverage global investment
    opportunities
  • Allocation bonuses and loyalty bonuses
  • Rewards program
  • Principal protected options
  • Customised investment fund portfolios to match your
    risk profile
Access

  • Online 24/7 account management
  • Gateway to renowned global asset managers
  • Ability to liquidate investments via partial withdrawals
  • International banking services
  • Fund switching capability
WHY CHOOSE US?
  • Regular savings and lump sum contribution options
  • Medium to long term investment opportunities
  • Investment portfolios fitting every risk profile
  • Products designed to preserve client’s investments
  • Access to the world’s leading fund managers and custodians
  • Flexible and independent fund platform

 

The contents of this website are not to be reproduced or distributed to the public or press. The information contained herein, while obtained from sources that we believe to be reliable, is not guaranteed as to accuracy or completeness, and it does not constitute an offer that is not authorized to any persons to whom it is unlawful to make such an offer or solicitation. This brochure and the information and details can change at any time without notice. Please consult your own legal, tax or investment professional before making any financial decisions.