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Wealth Management

All of our portfolios are managed on a discretionary basis. Though the investment objectives are different for each portfolio, the principle goals of most portfolios are to preserve capital and to achieve capital appreciation.
To ensure maximum portfolio management efficiency, we recommend use of Offshore Nominee Trust Accounts. These tax-efficient vehicles are available through investment brokerage house offices on the Channel Islands of Jersey and Guernsey. These accounts allow the portfolio to be managed according to the client's exact wishes. They also allow for objective performance reviews to be undertaken and provide secure online client account valuation.

Taxation advice, both personal and regarding charitable organizations, foundations and trusts, is available through the investment brokerage houses whom we introduce as well. We work closely with them to minimize and/or eliminate the impact of taxation.

Why does a client need a Discretionary Management Agreement? >>

What are the costs?

Costs vary on a number of factors such as the monetary value of the assets to be held in the account. All costs are paid directly to the recommended nominee account provider. Offshore Holdings Advisory is paid its portion of the fees by the recommended nominee account provider.

Introductory Fee: Minimuim investment 150,000 GBP with 0% introductory fee.

Dealing Fees:
1.5% for the first 12,500 GBP on each purchase, sale or switch within the account. 0.7% on the next 12,500 GBP and 0.5% on the remainder. This is retained in full by the recommended nominee account provider. In addition to these fees, a particular transaction may also give rise to a further, fund specific, charge. Any such charge would be beyond the control of either the nominee provider or Offshore Holdings Advisory.

Annual Management Fee:
Most brokerage houses charge a fee of 1.50% per annum in lieu of the initial and continuing Asset Allocation advice they provide for an account. This fee is levied on a quarterly (in arrears) basis and is deducted from the account by the recommended nominee account provider.

Zero initial commission will be charged by, or due to, Offshore Holdings Advisory on any purchase, sale or switch affected via your account.

Offshore Holdings Advisory may receive ‘trail’ income on some investments. Any such income is paid direct by the fund manager and does not affect either client investment account balance or the particular fund Net Asset Value (NAV) of the fund paying the ‘trail’ income. Any such payment will be disclosed to the client.

Account Information

Clients receive a quarterly valuation from the nominee provider detailing account balances and stock movements.

Whenever a transaction occurs in a private client account, the provider mails a contract note detailing the transaction (buy or sell) to the client’s address of record.

Clients may also access secure online account valuations (via providers’ site) at anytime.  

Disclaimer - Important information
Note: This document is issued by Offshore Holdings Advisory Company Limited for information purposes only. No representation is being made that any investment instruments described within this document will or are likely to achieve profits or losses similar to those shown. Past performance is not a guide for future results. The Discretionary Managed Portfolio Service described herein is ongoing. This document does not constitute an offer to sell or a solicitation of an offer to buy investment instruments through Offshore Holdings Advisory. Offshore Holdings Advisory Company Limited accepts no liability from investors who rely upon any other information with regard to any investments. Investment allocation scenarios shown are for example only and may vary. Changes in foreign exchange rates may have an adverse effect on the value or price of the investment. Most account trading is denominated in British Pounds Sterling (GBP), though other hard currencies are utilized. The performance record shown is based on the actual audited results published by stock brokerage companies and provided to private clients on an ongoing basis. The Discretionary Managed Portfolio Service described within this document is subject to FSA regulation. Offshore Holdings Advisory Company Limited is incorporated in the Kingdom of Thailand under the Treaty of Amity and Economic Relations and was registered as such on May 22, 2001 with incorporation number (5) 868/2544. The investment service described within this document is marketed worldwide non-exclusively through Offshore Holdings Advisory Company Limited. Heath Norris, CEO and founder of Offshore Holdings Advisory Company Limited, holds a Bachelor of Science honors degree in Geological Engineering from the University of Idaho, USA (1982), an honors Master’s degree in International Management from the THUNDERBIRD American Graduate School of International Management, Arizona, USA (1992), and is a Certified Mediator in Business Dispute Resolution with the Supreme Court of the State of Virginia, USA (2000). He also is a Registered Representative - General Securities (FINRA) Series 7, USA) (2006) and a Combined Securities Agent/Registered Investment Advisor Representative (FINRA) Series 66, USA) (2007).
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