INVESTMENT SERVICES
A team at the service of your objectivesPORTFOLIO BONDS
Typically structured as an Investment-Linked Life Insurance plan, they serve as excellent tax-efficient structures, that are designed for long term financial planning and can hold virtually any freely tradable asset while offering both security of capital and the ability to be rolled into a ready-made trust structure with ease.
You simply open an account and transfer your cash across and together with an ARK Capital adviser you would create the optimal portfolio of investment assets.
INVESTMENT PLATFORM
Investment platforms and portfolio bonds have similarities with regards to the available investment options, but whereas a portfolio bond is typically structured as an investment-linked life insurance vehicle with broad financial planning utility, an investment platform is purely used for investing and would probably only be tax-efficient whilst an investor remained an expatriate.
There are some benefits though, investment platforms allow for faster trading and usually at a lower cost, so are more suitable for the investor who wants to trade more frequently.
EXISTING PORTOFOLIO REVIEW
If you have an existing offshore account, plan or policy, or even several accounts, with a broker or an adviser but are unhappy with the level of service or the returns, you can transfer the servicing of your accounts to us, with expert advisers that will give you a clear view of your overall strategy
Switching to us is much easier than you might think, and the process is simple and hassle free.
