What we do for our clients
Why People Invest directly in the United States / US Dollar
There are three main reasons why our clients invest through us in the United States/ US Dollar:
- Personal Reasons
These clients have existing or planned interests in the US, such as a second home, other real estate property or a business. These may trigger obligations in the US to be paid in USD, such as invoices or home maintenance costs. They also may have family members living in the United States.
- Strategic Reasons
Part of a long-term global diversification that takes into account that these clients want to be invested in the U.S. as the world’s largest economy and the USD as the world’s most widely accepted currency. This includes having part of their assets custodied directly in the U.S. These investments may also serve as a personal hedge against instabilities / inflation in their home or home currency and guarantees them direct access to their assets here which they would not have if they invested in the U.S. indirectly through a financial institution in their home country.
- Tactical Reasons
Clients may opportunistically want to take advantage in anticipated higher returns in the U.S. Equities markets, Fixed Income, the US Dollar currency or simply want have access to investments such as Technology Venture Capital or Real Estate that are not available in their home country / currency.
Clients also will find that investing directly in the United States is more cost-efficient than indirectly through their home country, as the cost of trading is greatly reduced (no home-country middle-man, no additional commissions/markups), there are more offerings in the U.S. and the competitiveness of U.S. financial institutions has resulted in many low-cost providers such as Schwab that provide a great value in doing business with.
What We Do:
- Discretionary Asset Management
US- Dollar as reference currency, investments mostly in the U.S.. We work with several custodians to find the most efficient custody relationship for you.
- Assistance with Trust & Estate Planning
Goals-based transition planning, setup of efficient ownership structures
- Family Office Services
Focused on interests in the U.S.
- Global Asset Reporting
Consolidated Global balance sheets, choice of reference currency. Optional service levels include performance analysis & benchmarking
- Investment Policy Services
Assistance with creating a U.S. – or Global Investment Policy
- Investment Evaluation Service
Analysis of existing or proposed investments
- Investor Education
Offer several on-site courses with respect to Investor Education; especially suitable for NextGen Investors
A detailed list of the individual tasks we undertake for our clients is found here:
