Portfolio ServicesOffshore Private Clients & Trustees

All investments held in offshore clients’ portfolios can be registered either in our Jersey nominee or in the name of the client’s appointed offshore custodians.

Contract Notes for all sales and purchases are dispatched within 24 hours of any transaction. When appropriate these will be accompanied by a letter detailing the rationale for the transaction.

Portfolio Valuation Packs are sent out either quarterly or six-monthly, depending on the individual client’s requirements, and comprise: an asset allocation summary and breakdown of portfolio holdings; a detailed performance report; and a list of all transactions undertaken during the period. An investment commentary on portfolio activity, prevailing market conditions and investment outlook is also included.

Income Payments can be made electronically direct to the client's specified account on whatever periodic basis is preferred.

Secure Internet Access allows clients to view their portfolio online whenever they wish. Prices and values are updated daily.