Our Offshore Platform Portfolios are exclusively available to clients of financial advisers
Waverton has a long history and expertise in managing portfolios for offshore clients, including US investors. Our offshore portfolio service can be accessed through specialist third party platforms for low minimum amounts, to provide a cost effective and efficient means of investment.
Key Service Features
- Portfolio range available for clients throughout the world
- Specialist platform portfolio for US registered investors
- Access available with no minimum, or low minimum, investment depending on jurisdiction
- Long and demonstrable expertise in managing offshore portfolios
- Specialist teams to provide adviser support
- All portfolios invested on a global basis using third party funds for non-US portfolios and compliant direct equities, bonds and ETFs for US portfolios.