Investment Management

Whether you wish to build or preserve capital, manage borrowings or gain protection against risk, our international investment management team will work with you to provide bespoke offshore investment plans. We aim to manage your entire investment portfolio and its administration to the highest possible standards, and to provide whole of market advice on all offshore investment schemes, which are specifically aimed at the requirements of the expat investor.

Retirement Planning

As part of a coherent international financial plan - a pension offers a tax efficient saving mechanism in preparation for your retirement. Regular savings and lump sum investments can be invested tax efficiently into your offshore pension plan to provide either a lump sum or regular income during your retirement.  AES can guide you through the process of investing offshore in these tax efficient savings plans to make sure your objectives are properly met.
Our international advisers assist you in consolidating existing provisions and finding the most appropriate way forward for optimising your pension planning. As an expatriate investor, you’re probably interested in consolidating your offshore investment funds and bank accounts in the most efficient and cost effective way - and you can trust AES to ensure exactly that.

Portfolio Bonds

Personal Portfolios can be described as tax-free warehouses or umbrella wrappers for your assets. These offshore investment accounts combine the cost-efficiency, flexibility and buying power of a life insurance company’s administration, with the tax efficiency of an offshore nil tax or low tax environment. For more information about potential tax advantages and offshore investments simply contact an expert AES International adviser today.

The Portfolio Bond has considerable advantages for offshore investors, which include:

Simplified Administration
Confidentiality
Tax efficiency
Investor protection
Low charges and discounts
Access and flexibility

Our expat investment management team works with you to ease your decisions and ensure that your day-to-day strategies are aligned with your financial goals.
Please let us know if you would like further information on this area.

Foreign Exchange

AES Foreign Exchange (AES FX) offers significant savings on large and small international currency transactions. With us you have access to specialised foreign currency exchange services, flexibility, and expertise that’s not readily available from your local bank. All our Forex traders are very highly experienced professionals - so whether you’re emigrating and looking offshore or simply seeking money advice for a holiday abroad - simply contact us for specialised foreign exchange trading advice.

Loans and Credit

AES helps arrange finance that can be secured against a variety of assets, including investment holdings and property. This approach brings significant additional flexibility to the management of your portfolio. Simply fill in your details online and we’ll contact you to discuss offshore finance investment solutions and expatriate financial planning.

Related:   Expat Protection

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