Investments
We focus on matching your risk tolerance through asset allocation and broad diversification, tax efficiency, re-balancing portfolios to desired allocations, and minimizing costs. Using time-tested investment principles, everything is tailored to your distinct aspirations, needs, and long-term objectives.
Savings Plans
Developing the habit of regular saving is one discipline that is sure to change your life for the better! Simply put, having a pot of money in the bank will give you the confidence, freedom and power to reach your true potential in life. If you don’t like your job you can leave it. If an opportunity arises you can take it.
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Today, mass marketing and easy debt make large purchases easy. It’s a sad fact that most people are more accustomed to repaying loans and credit cards than they are saving for the things they want in life. As a result, so many people in this world are slaves to their salary check and their debts. Around the world, household savings are on the decrease and household debt on the increase.
And let’s face it - no-one ever became rich by spending all their money.
Lump sum investments
Whether you want to invest yourself, or leave it to an expert, we’ve got a complete range of regulated investments from all the leading financial institutions for you to choose from. And because of our commitment to maximizing investor returns, we'll cut out excess charges and help you obtain institutional prices – meaning you get more growth!
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Depending on your circumstances and attitude to risk, we get you access to almost any regulated investment, including shares, mutual funds, bonds, hedge funds, currencies, gilts, exchange traded funds, commodities, alternatives, structured notes, capital protected products and even venture capital investments.
Pensions
These days pension regulations seem to continually change and evolve. There is now a wider choice and more flexibility than ever. With so many options available, choosing the right type of pension for the right individual can be a difficult and confusing task and choosing the wrong type of pension can be incredibly costly.
At Global, we offer a comprehensive range of HMRC-qualified onshore and offshore pensions schemes from trustees in many jurisdictions. This means we can ensure you are in the most cost-effective, tax efficient pension arrangement, not just now but wherever you may end up living in the future.
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We conduct a detailed review of our client's current pension arrangements, an assessment of their future goals and objectives and then discuss and report on the features and implications of the available pension scheme options. This means not only do our clients have all the necessary information at their fingertips to help them make an informed decision, but that they can be confident that they have explored all the eventualities and sure that their pension arrangements really maximise their financial position.
Global Investments also provide impartial information through The Pension Centre - www.pensioncentre.org, our straight-talking, one-stop resource and advice centre for anyone seeking advice about UK and international pension schemes.
Offshore bonds, platforms and wraps
Through our partnerships with the leading international life companies, Global are proud to be able to offer our clients an extensive range of offshore bond wrappers.
Offshore bonds are high-powered platform wrappers that enable investors to take the maximum possible advantage of offshore tax benefits. They provide our clients with complete freedom to build on their wealth by investing in a comprehensive choice of assets with superior potential for growth.
With the use of offshore bonds, Global can assist its clients in building bespoke portfolios of investments over time, wrapping assets so they are sheltered from income tax and capital gains tax, letting them create the future they want, as well as providing estate planning options to pass on as much wealth as possible to their future generations. Offshore bonds are probably the most cost-effective, flexible and significant tax-planning vehicle available to High-Net-Worth investors for managing their existing and future assets. Quite simply, investing in an offshore bond is most important step HNW individual can take to mitigate current and future tax liabilities on their investments.
Investing through an offshore bond also brings a whole array of additional advantages, such as the ability to secure institutional fee structures through economies of scale, simplified administration, since reports on all assets can be obtained from a single location and many other benefits.
Trading accounts
Professional trader? Amateur? Or just have to get your hands on some Apple shares?! Get access to the market leading trading platforms with discounted trading spreads, so you can minimize your costs and maximize your profit.
Through our partnerships with IG Index, CMC Markets, FXPro, City Index and many other platform suppliers, you can trade global stocks, stock indices, currencies, precious metals, energies, ETFs, and even crypto currency. As our client, you benefit from access to the best trading platforms with some of the lowest spreads in the industry.
We help you with the registration and processing of account opening paperwork, so you can start trading in no time at all, even if you are a non-resident or foreign national. Once you are up and running, you'll get up to the minute information on which markets are really moving.
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Don’t want to trade yourself? Top performing money managers can systematically trade your portfolio using their award-winning investment strategies. Now you can access these institutional investment managers as a retail or corporate investor.
Discretionary portfolio management
Without a vast amount of expertise, technology, time and dedicated resources, making short-term investment gains is likely little more than luck and executing long-term profitable investment decisions can be difficult and thwart with risk. We prefer to leave these decisions to the experts – professional portfolio managers.
Through our partnerships with the largest and most prestigious money managers in the financial services industry, we can provide discretionary managed portfolio services to clients starting with as little as $30,000 and bespoke private banking solutions from $350,000.
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Unlike many of our competitors, we only work managers that are licensed in heavily regulated jurisdictions, such as the UK and mainland Europe. The level of consumer protection here far surpasses anything that is prevailing in emerging market economies, where there is little or no regulation and usually no route of recourse for investors should something go wrong.
In these locations, competition, customer-centricity, and transparency make it almost impossible for managers to operate multiple layers of hidden fee structures, charges, and commissions. This makes regulated onshore solutions far less costly than their overseas counterparts, meaning that we can offer our clients a much fairer deal.
Structured notes
Structured investment products offer many advantages over traditional investment portfolios. Investors gain the flexibility to combine assets to exactly match their risk and return profiles as well as the possibility of capital guarantees and guaranteed income.
Global Investments provide structured product solutions to individuals and institutional clients, trusts and family offices. By utilising structured products, we enable our clients to exactly meet their needs for capital protection, guaranteed yield, diversification and hedging strategies.
Through our strategic alliances with BNP Paribas and UBS, Global Investments are able to construct bespoke structured products for our clients with investments from USD 500,000. All investment solutions are customised specifically to meet your individual needs.
Capital protected notes
Structured investment products offer many advantages over traditional investment portfolios. Investors gain the flexibility to combine assets to exactly match their risk and return profiles as well as the possibility of capital guarantees and guaranteed income.
Global Investments provide structured product solutions to individuals and institutional clients, trusts and family offices. By utilising structured products, we enable our clients to exactly meet their needs for capital protection, guaranteed yield, diversification and hedging strategies.
Through our strategic alliances with BNP Paribas and UBS, Global Investments are able to construct bespoke structured products for our clients with investments from USD 500,000. All investment solutions are customised specifically to meet your individual needs.
Private equity and venture capital
For High-Net-Worth (HNW) investors, family offices and trusts looking for emerging opportunities with the prospect of exponential growth Global Investments have access to a number of Venture Capital schemes.
Through our UK-based venture capital partners, Global provides investors with the opportunity to access 5 different venture capital funds. These funds participate in privately held companies that are raising capital for investment and expansion. Our partners have a proven track record in venture capital funding and have delivered investors average returns of 6 times initial investment.
Crypto and digital assets
Almost since their inception, crypto currencies have faced more of their fair share of controversies. Their boom-and-bust cycles and lack of regulation have put most institutional investors off until recently, but behind all the hype, intelligent investors have profited from digital assets and slowly traditional investors are starting to look for opportunities in crypto.
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At Global, we do not believe crypto currencies are assets that carry intrinsic value, and this makes crypto investing highly speculative. However, we do believe trading crypto currencies can present investors with money making opportunities, and with specialist tools and expertise, carefully managed crypto currency investing can produce consistent above average returns.
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For investors with a taste for digital assets, Global has teamed up with a handful of top institutional investment managers, operating digital asset strategies in a systematic, profitable, and highly regulated way.