Investing

Invest with confidence

With over 40 years of expertise and experience in helping clients to meet their investment goals, you can breathe easier knowing that we act in your best interest.

Funds

Diversify your investments with our family of funds:

  • Money Market Fund
  • Mortgage Fund
  • US Bond Fund
  • International Equity Fund
  • US Equity Fund
  • Pension Fund 

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Securities

Enjoy personalised service in our areas of specialty: 

  • Investment Brokerage
  • Investment Advisory Services
  • Discretionary Asset Management

 

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Fiduciary Services

When structuring your assets offshore, we can provide personalised service for: 

  • Trust Administration
  • Company Management
  • Shipping Registration
  • Aviation Services
  • Boat & Ship Services
  • Frontline Philanthropy

Brokerage services

Access to a range of different investments that can be traded globally:

  • Stocks
  • Options
  • Fixed Income
  • Exchange Traded Funds
  • Mutual Funds
  • Hedge Funds
  • Metals
  • Forex

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Isle of Man Trusts

The Isle of Man is an ideal jurisdiction to locate a trust:

  • The legal system is based on the principals of English common law 
  • Trusts are used to transfer legal ownership of assets from the settlor, who forms the trust, to the trustees who administer the trust for the benefit of the beneficiaries
  • No local tax liabilities are applicable when both the settlor and beneficiary are non-resident and when the income arises from outside the Island
  • Trusts can also be used for the transfer of ownership on death and confidentiality is protected since there is no public register of trusts and no public filing requirements

Learn more about Isle of Man