Axel von Schubert - the changing strategies of offshore wealth management

Axel von Schubert - the changing strategies of offshore wealth management

Offshore investment is an often widely misconstrued concept, with small investors, media and government legislators at times failing to understand the flexibility and agility available in the marketplace.

Wise investors keep their portfolios active across multiple markets as they seek to avoid falling backwards due to the fluctuations of the global economy.

As the majority of global markets continue to make ground in the recovery period since the downturn of 2008 many of the typical considerations influencing wealth management in the leading global economies have remained at the forefront of the strategies of successful investment professionals.

Middle Eastern and Russian investors now look beyond the lack of variety in their domestic banking systems and Europeans remain concerned about the long term viability of the EU, so international investment is often the most productive way forward.

For wealthy Americans the dollar's performance and their nation's relationship with the Chinese factors into their strategy. For the growing markets of South America and India old worries of instability are still highly relevant..

For the English investor aiming to grow his wealth intelligently whilst property prices in London continue to skyrocket around him he must ponder whether that bubble will eventually burst.

For any individual looking beyond their domestic market for assistance with asset management one of the key considerations is the intricacy of differentiating between tax evasion and legally avoiding paying unnecessary tax.

This is where factors such as residency status, local inheritance tax laws, capital gains tax and the flexibility and sophistication of one’s native banking system come into play as investors seek maximum traction.

Why is looking offshore more relevant than ever for the wise investor? Because the past few years have seen fluctuations in exchange rates unprecedented in recent times, whilst tax and overseas investment regulations have evolved rapidly in individual markets. That's why investors come to us seeking advice on how to remain ahead of the curve.