A dilemma often faced by high net worth individuals is how to optimise the performance of their offshore investments while still dealing directly with a South African company. Finding the right international partners becomes critically important. As an SPI client, you’ll be one of an elite few who can enjoy the best of both worlds. Not only do you gain access to the top echelon of global partners; you’re assured of comprehensive local support from a premier-league South African company. And, of course, we’ll appoint your own SPI portfolio manager, to provide you with face-to-face contact that is both expert and professional.
A customised offshore strategy, designed around you.
No two people are motivated to invest offshore for precisely the same reasons, nor are their requirements ever quite the same. Every offshore investment strategy starts with your own set of circumstances, your ideas being a vital part of the brief. Whether your requirements include a global stockbroking service, a customised share portfolio or access to top performing mutual funds; our carefully selected global partners can provide for your every need.
What SPI can offer you?
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Bespoke global portfolio
You can take full advantage of the Pictet team’s ability to structure a global investment portfolio around your unique personal circumstances. In building your optimum portfolio, Pictet will utilise the appropriate asset classes and the full spectrum of investment instruments to achieve your investment goals. The minimum investment is US$ 400 000, and although the investments will have global reach, you may prefer US dollars, Pound Sterling, Euros or Swiss Francs as the reporting currency. Your investment solution will be customised across a spectrum of risk profiles, asset classes (or combination thereof) and geographical spread. You’ll have 24/7 online access to your portfolio, with state-of-the-art security. Your local portfolio manager will be on hand to facilitate interaction with the Pictet team.
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Global portfolio
This option has been designed specifically for SPI clients who want to benefit from Pictet’s investment expertise, but with much lower entry levels. The minimum investment amount is US$ 50 000. The Pictet team will utilise the full range of investment instruments and asset classes, packaged in a mutual fund structure for efficiency. You can select from a range of themed mutual funds including amongst others Gold, Clean Energy and Biotech. Your local portfolio manager can implement your choice of investment.
- Global trading account
This is ideal for clients who would like to participate in decisions regarding their investment and who have the time and knowledge to make those choices. This option is available through both Pictet and Credo, but the entry level differs. For Pictet, the minimum investment amount is US$ 400 000, whilst it’s US$ 50 000 for Credo. Your choice of investment isn’t limited to stockbroking – it can be any listed instrument on any of the major stock exchanges in the world; cash account facilities in all the major currencies as well as access to a large number of global mutual funds. Your local portfolio manager will be available to process your investment instructions.
- Portfolio of international mutual funds
This option allows you direct access to a carefully selected spread of global mutual funds that SPI have negotiated with and made available to clients. The portfolio includes single-managed, multi-managed and hedge funds. The portfolio manager can invest on your behalf and process your investment instruction. The administration and reporting is done from South Africa.
The Global Equity Fund invests only in equities and its performance is benchmarked against the MSCI All World Index. The minimum investment amount is US$10 000. The fund’s investment objective is to provide above-average long-term capital growth. Because this is a single asset class portfolio, the risk rating is moderately aggressive.
For more info: Download the factsheet.
This factsheet must be read in conjunction with the list of similarities and differences between SA Unit Trust Funds and Irish Unit Trust Funds. Download the document containing the list of similarities and differences between SA Unit Trust Funds and Irish Unit Trust Funds.
More about our global partners:
Principal Investment Holdings
We are proud to present Principal Investment Holdings, a UK-based private client investment business in which we have a majority interest. Founded in 1987, Principal manages more than a billion Pounds in assets on behalf of high net worth individuals from their offices in Sevenoaks, London and Bath. It has a well-respected management team, proven investment track record, solid client base and a reputation for excellence, built over more than two decades. Principal provides our clients with direct access to UK and global investment opportunities.
For more information, go to http://www.principalinvestment.co.uk/
Pictet
Founded in 1805 in Geneva, Pictet & Cie today is one of Switzerland's largest private banks, and one of the premier independent asset management specialists in Europe.
The Pictet Group is an asset management specialist, focusing mainly on the following areas of expertise: private and institutional asset management, fund administration and management, global custody and Family Office services.
For more information, go to http://www.pictet.com/
Centre Asset Management, LLC
Centre Asset Management is a Wall Street-based, SEC-registered investment adviser and a fundamentally driven specialist active asset manager, formed in 2006. Centre manages American and Global equities in relative and absolute return products, in sub-advisory mandates, from financial institutions and professional investors with the following qualities:
With their wealth of experience, the team at Centre Asset Management LLC takes a boutique, entrepreneurial approach to investment. SPI has entered into a strategic partnership with these highly skilled professionals, to manage the long-term focussed SPI Global Equity Fund.
For more information, go to http://www.centreasset.com/
Credo Group
Credo Group Holdings Limited is the holding company of the Credo Group. It is incorporated in Bermuda and its main operating subsidiaries are established in the BVI, Geneva, the UK and South Africa.
Credo is a wealth management group that specialises in providing personalised investment services to private clients. Their aim is to protect and enhance their clients' wealth by build long-term relationships with their clients, enabling them to identify opportunities and to provide tailor-made solutions to fit their clients’ needs.
Credo adopts an integrated approach to personalised wealth management and their services include: Asset Management, Stockbroking, Property Investment and Management, Trust and Fiduciary Services and Corporate Finance and Private Equity
For more information, go to http://www.credogroup.com/
SIM Global
The SIM Global Team focuses on finding:
The small, efficient team, under the inspiring leadership of seasoned portfolio manager Kokkie Kooyman, focuses on propriety research as a core competency whilst parent company SIM provides the operational backup.
The SIM Global team passionately believes in its operational and investment model. Individual- and team reward are directly linked via bonuses to outperformance for clients. Bonuses aren’t paid out but re-invested in the team’s funds. As a direct result of this initiative, the approach leads to volatile return in the short term and outperformance in the long term.
For more information, go to http://www.simglobal.sanlam.com
Take advantage of these opportunities by utilising the R4 million offshore allowance, making use of SPI’s asset swap capacity, or by transferring your existing funds abroad, onto the SPI platform.
For assistance, please contact any of our portfolio managers or alternatively our dedicated offshore specialist at offshore@spi.sanlam.com
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