Investing offshore has become increasingly popular amongst a broad range of investors. If you and your financial planner decide that offshore investment is appropriate for you, we can manage an offshore portfolio on your behalf.
We have linked with several of the major life offices to enable us to manage the assets within an offshore bond wrapper. Where appropriate to do so, this enables investors to combine the tax advantages of an offshore bond with the benefits of a tailored investment portfolio.
AXA
AEGON
Aviva (NU)
Canada Life
Clerical Medical
Friends Provident
Royal Skandia
Sanlam Global Investment Plan (SGIP)
Standard Life
The tax regulations require that an offshore bond must only invest through managed funds (unit trusts, investment trusts and OEICs). We will construct a portfolio of the top performing funds from the leading investment houses, tailored to suit your particular aims and objectives. Your portfolio is then kept under continuous review, with changes made where appropriate to reflect changing circumstances or stockmarket conditions.
For further information on SPW’s offshore portfolio management services please speak to your financial planner or contact us. (insert link to the Contact US page)
Investing in the oil business
Chelsea Wealth Management works with private equity groups which make middle-market equity investments in the upstream, midstream and oilfield services sectors of the energy industry, seeking attractive entry points into businesses that provide long-term growth potential. Our relatively unique focus on small to middle-market investment opportunities provides tangible benefits to both our investors and our portfolio companies.
Chelsea Wealth Management believes that consistently successful energy investing requires a combination of industry operating, transaction structuring, and technical expertise. Over the past 10 years, Chelsea Wealth Management’s Principals and Senior Advisors have led some of the largest and most influential companies in the industry, have led or arranged billions of dollars of successful industry investments, and just as importantly, have had impressive entrepreneurial success in guiding start-up entities that grew to industry stalwarts. These people have spent virtually their entire careers in the energy industry, and thus, have extensive industry relationships and experience to support the investment efforts of the business.
Chelsea Wealth Managements acts as deal facilitator between an investor and a strategic partner for its portfolio companies. We leverage the operating and entrepreneurial experience of our team to provide guidance and advice to our portfolio companies throughout the investment life cycle in order to ensure the best chances for growth and value creation. We have the capacity to unlock a breadth of important business opportunities for its portfolio companies through a vast network of longstanding industry relationships.
