Offshore Investing
You want to keep your money safe and grow your wealth globally. 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 25 years experience.
- Global investment solutions that cater to your needs.
Local resources
Are you looking for an application form? We believe that your investment decisions are important and should not be made without expert financial advice. Find an adviser near you.
Offshore Investment platform
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 grow and protect their wealth, plan their estates and enjoy an international lifestyle.
Global Wealth Endowment
A structured five-year endowment for tax-efficient investing, ideal for South African tax residents seeking pure offshore exposure while benefiting from comprehensive succession planning opportunities. It could suit high-net-worth individuals focused on intergenerational wealth transfer, liquidity, and estate planning efficiency.
Global Wealth Investment
A flexible, open-ended investment structure ideal for clients who require liquidity and simplicity, who want to manage their own tax affairs or live in tax neutral jurisdictions. It could suit clients who have emigrated or are considering emigration.
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