INVESTMENT PHILOSOPHY

Central to our financial planning philosophy is the need to ensure our clients’ money is managed in an effective and proactive manner.

Alexander Forbes Offshore employs the services of Peritus Investment Consultancy, a Swiss-based independent fund analyst.

Following a thorough due diligence process, an extensive range of forward-looking offshore funds are selected and blended into three risk-rated portfolios. These funds are monitored on an ongoing basis to give our clients both performance and peace of mind. Our experienced team of financial advisers will meet with you on a regular basis to ensure that your ongoing financial needs are catered for.

In addition to this service, a universal range of funds is available which can be traded on our bespoke administration platform.