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Offshore investing is for the investor who wants to diversify their portfolio and take advantage of global investment opportunities. Investors can benefit from an extensive range of asset classes and investment styles including traditional, alternative, growth and value. The following points may help explain why it may be prudent for a conservative investor to have some assets outside of their home country.
Access to Foreign Investments
Investing offshore allows you to take advantage of the growing number of investment opportunities in other markets around the world.
While there are an abundance of investment opportunities onshore, they are not necessarily the best investments for every investor. Some of the top mutual fund managers in the world have formed investment funds outside of North America and the United Kingdom that are not directly available to domestic investors.
Financial Diversification
Diversify your investments globally as a financial strategy against today's volatile political and economic climate. For maximum profits there is an adage that you should not "put all your eggs in one basket”. A diversified investment portfolio would include investments in different industries, in different countries and even in different currencies.
While you can obtain investments in different currencies and countries through domestic sources having some investments outside a single political jurisdiction would be another form of diversification from a different kind of risk.
A further diversification reason may include the possibility that your country of residency may establish currency controls to prohibit citizens from taking assets out of the country.
Global Trade Opportunities
The world is getting smaller and if you want to do business outside of your jurisdiction, there will be occasions when you need to have financial assets outside your home country. That may be all the reason you need to "go offshore."
Protection from Professional Liability and Other Claims
Persons with offshore investments can enhance their protection of assets from lawsuits, civil forfeiture, business failure, divorce, foreign exchange controls, restrictive legislation or political instability.
Private Wealth Advisor
Your Private Wealth Advisor can provide the guidance that you and your other advisors need to navigate the complexities of offshore investing and realize the benefits. Through a Private Wealth Advisor you can access a full range of investment services, from offshore funds and secure fixed-term investments to discretionary and advisory investment management services. Your Private Wealth Advisor can also call on his/her specialized Offshore expertise as needed to develop international planning solutions for you.
