Wealth management accounts normally require a minimum portfolio of US $500,000 to US $1 million. The returns generated by these wealth managers obviously varies from year to year but can average 5-12% or more per year depending on the time horizon and risk profile of the portfolio.
Our top tier banking partners offer 2 types of offshore wealth management accounts.
We only work with well established, licensed and regulated banks and asset managers in some of the world’s leading offshore wealth centres such as:
Fees & Costs:
The cost for making introductions and setting up the offshore wealth management accounts is only US $1,500
The annual costs for a wealth management account varies depending on your account type (Discreationary / Advisory) the average is between 1% to 2% of assets under management (AUM).
Contact us today and we will review your individual case.