US Offering
We enable Independent Financial Advisors [IFAs] and Financial Service Providers [FSPs] with an offshore banking platform designed to service US Citizens and / or US Green Card holders.
Our offering includes access to a Securities and Exchange Commission [SEC] compliant offshore banking platform, bespoke investment solutions such as global fund of fund portfolios, US share portfolios as well as investments in alternative asset classes namely private equity, real-estate and Structured Products. Furthermore, we are able to extend loan facilities intended to maximise your investment power.
Clients
Our offering is suitable for:
□ US Citizens and/or US Green Card holders
□ Minimum investment requirement is USD500,000.00
Custodian
We partner with a traditional Liechtenstein based financial service provider and custodian.
Strategy
Our investment approach is structured to meet multiple investment objectives and is complemented by an optional Lombard loan facility.
Core Portfolio:
□ Multi-currency fund-of-fund [FoF] investment strategies, enabling sustainable long-term capital growth over an investment cycle.
Loan Portfolio:
□ Multi-currency short-term Lombard Lending strategy enables maximised investment power.
Satellite Portfolio:
□ Opportunistic, non-correlated, multi-currency, yield enhancing short-term investment strategies, deploying short-term Structured Products.
Core - Loan - Satellite Model
We follow an unconstrained, high conviction approach to investing which helps to generate additional returns throughout an investment cycle. The portfolios are open architecture and structured to be as cost and tax efficient as possible.
Core Portfolio [100%]
Long-term Investment Objective
Loan Portfolio [40%]
Short-term Lending Objective
Loan Portfolio [40%]
Short-term Lending Objective
Minimum Investment
USD 500,000.00
Minimum Investment
USD 100,000.00
Minimum Investment
USD 25,000.00
Offering
Fund of Fund Investment Portfolios [FoF]
Lombard loans
Multi-currency
Structured Products [SEC reg.]
Multi-currency
Expected Costs / Returns
8% p.a. - 12% p.a.
3.5% p.a. - 6% p.a.
12% p.a. - 16% p.a.
Fees
Safekeeping / Admin. Fee: 0.5% p.a.
Trading ticket fee: CHF200.00
Advisory Fee: 1% p.a.
1.1% - 1.5% p.a.
Loan margin over refinance rate
Safekeeping / admin fee 0.5% p.a.
Structured Products, 0.575%
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