Offshore Investing
You want to keep your money safe and grow your wealth offshore. The question is, what are the most suitable investment options outside of South Africa for your unique needs? You’re looking for a trusted partner with years of experience to help you navigate the complexities of offshore investing.
- Flexible and tax-efficient investment options.
- Your trusted offshore partner with more than 20 years experience.
- Global investment solutions that cater to your needs.
Unit trusts
Invest in unit trusts across all major asset classes. We have a range of local and offshore unit trusts to suit your personal investment needs and goals.
Momentum Wealth International
The offshore investment platform that helps South African clients achieve their financial goals. Offshore investing can be a powerful tool for South Africans who want to protect their wealth, plan their estates and enjoy an international lifestyle.
International Investment Option
The International Investment Option is ideal if you have a medium- to long-term investment horizon and require maximum flexibility and easy access to the money in your offshore investment contract whenever needed.
International Endowment Option
Ideal for clients who want a diversified offshore investment portfolio housed within an insurance contract. It combines the advantages of an insurance product (such as tax planning) with a broad choice of underlying investment funds.
