Offshore Portfolio Management
Meet your global investment needs
Global diversification is no longer a nice-to-have for investors, but a necessity. Our portfolios are structured to meet your offshore requirements.
An extensive offering
Your needs and ambitions are specific to you. Which is why we look at your specific offshore needs and offer a customised portfolio that is built around you, your goals, your family and your current life stage. We also offer a variety of single and multi-asset class mandates to help you realise your investment goals.
The best global expertise
As one of the only truly global investment houses in South Africa, your portfolio with us reflects a rigorous global investment process that draws on our expertise in the UK, South Africa, Switzerland and elsewhere. Our global strategy team determines the overall positioning and how much risk we take on; while our regional asset allocation teams are responsible for the best mix of asset classes and sectors.
Research-driven decision making
Every decision we make is backed by in-depth research and an extensive knowledge of the investment landscape. Our team has a thorough understanding of global listed companies and the industries they operate in. Investment decisions are the outcome of a thorough analysis of the fundamentals, using both our own research and that sourced from external research houses.
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Our Offshore Investing Portfolio suits you if:
You want to invest R10-million or more offshore
You want a diverse portfolio with offshore performance
You need the backing of global expertise
As important as the decision to buy a stock is the decision to sell. Where the valuation warrants it, or there is a fundamental change to the business case, we are happy to sell or reduce our holding.
Paul Deuchar, Portfolio Management head
Find out more about our actively managed strategies
Service built around you
If everyone’s needs were the same, investing would be easy. But they’re not, which is why we take the time to build our highly customised platform around you, your goals, your family and your current life stage.
Global investment expertise on your side
We are the largest private client manager in South Africa and the third largest in the UK. With R322.3 billion total SA assets under management and £35.6 billion in UK, European and Asian assets, you enjoy the benefit of our scale and experience, across geographies.
Diversifying for growth
A well-diversified portfolio is one of the best shock absorbers in unpredictable and volatile global markets, so we look to invest in shares and sectors – and geographies – with performances that do not correlate with one another.
Global Investment Process
Leveraging off our international network
We ensure your investments benefit from a global perspective and experience across all markets.
Local knowledge, global expertise
We are a global investment house with operations in 14 countries. This gives you access to local markets and offshore markets. Whether you want to grow or preserve your wealth, you will benefit from international, multi-faceted and in-depth global investment processes, as well as comfort in scale, augmented by our global reach and continuous growth.
Internationally recognised for investment excellence
Ranked #1 by Euromoney in the Private Bank and Wealth Management Survey.
Ranked #1 by the Financial Times of London as the Best Private Bank and Wealth Manager.