• Offshore Fund Tax Regulations webinar

    Increasing post-tax returns to investors has always been a key focus for Fund Managers. With the volatility seen in the emerging markets recently, Fund Managers will now be looking even more closely at how they can enhance post-tax returns to their UK investors. The UK’s Reporting Fund Regime can add real value to the fund as an investment opportunity and failure to take it up could represent a competitive disadvantage. Overview Sutha Kanagarajah, Senior Tax Manager, covered specific topics on the Offshore Fund Tax Regulations. Topics covered: - What is the purpose of the Offshore Fund Rules? - The definition of an Offshore Fund - Introduction to the Reporting Fund Regime - Annual Reporting Fund obligations

    published: 10 Dec 2015
  • Trailer: Offshore v. Onshore Hedge Funds: A Comparison

    Contrary to offshore hedge funds, US-registered ("onshore") funds are subject to strict marketing prohibitions, accredited investor requirements, limited number of investors, and tax disadvantage. Professors George Aragon, Bing Liang, and Hyuna Park did a study in which they exploited this difference to test predictions about organizational design, capital flow, and fund performance. They found that onshore funds impose stronger share restrictions such as a lockup provision than offshore funds, but hold more liquid assets. Their results show that capital flows are less sensitive to past performance in onshore funds than in offshore funds due to regulation on advertising, and the flow sensitivity difference affects performance. Liquidity-adjusted alpha is positive and significant (0.94% per...

    published: 16 May 2013
  • How to Make Money Like Top Hedge Fund Managers: Secrets of America's Finance Industry (2013)

    A hedge fund is a collective investment scheme, often structured as a limited partnership, that invests private capital speculatively to maximize capital appreciation. About the book: https://www.amazon.com/gp/product/1118239245/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=1118239245&linkCode=as2&tag=tra0c7-20&linkId=a9e6a9474bc3d710513e0c3e533661f5 Hedge funds tend to invest in a diverse range of markets, investment instruments, and strategies; today the term "hedge fund" refers more to the structure of the investment vehicle than the investment techniques. Though they are privately owned and operated, hedge funds are subject to the regulatory restrictions of their respective countries. U.S. regulations, for example, limit hedge fund participation to certain classes of inves...

    published: 07 Aug 2013
  • What is OFFSHORE INVESTMENT? What does OFFSHORE INVESTMENT mean? OFFSHORE INVESTMENT meaning

    What is OFFSHORE INVESTMENT? What does OFFSHORE INVESTMENT mean? OFFSHORE INVESTMENT meaning - OFFSHORE INVESTMENT definition - OFFSHORE INVESTMENT explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Offshore investment is the keeping of money in a jurisdiction other than one's country of residence. Offshore jurisdictions are a commonly accepted means of reducing the taxes levied in most countries to both large and small-scale investors alike. Poorly regulated offshore domiciles have served historically as havens for tax evasion, money laundering, or to conceal or protect illegally acquired money from law enforcement in the investor's country. However, the modern, well-regulated offshore centres allow legitimate investors to ...

    published: 20 Apr 2017
  • The future of the offshore fund domiciles

    published: 31 Jul 2010
  • Offshore feeder funds closing to new business

    Anil Jughoman from Nedgroup Investments speaks to Alishia Seckam about how the rand’s sharp slide over the past year has forced many fund managers to close their offshore funds to new business;

    published: 03 Feb 2016
  • What is a Structured Product?

    Much maligned structured products are back on the investor's radar as we seek post-retirement solutions that pay a sustainable income. But should they be avoided? Morningstar Guest: Rosie Bullard, Portfolio Manager for james Hambro & Partners http://www.morningstar.co.uk -~-~~-~~~-~~-~- "ISA Investing: Top Tips for Last Minute Savers" https://www.youtube.com/watch?v=p29qeZTchtQ -~-~~-~~~-~~-~-

    published: 30 Mar 2015
  • Why you should invest offshore

    Here are the obvious advantages of investing from offshore: * Geo-diversification -- here, your choices are not located between San Francisco and New York, you actually have a global menu in your hands * Then there's outside located assets protected by Governance from the Government which makes it safe for you and minimizes your risk in growth * Then there's offshore located regulatory fiduciary as a segregated account, not a 3 rd party banking risk for you * And finally, annually, a 3 rd party audit is provided for you. So, when was the last time your bank or broker sent you one of those? As you've seen before, the advantage of investing from Offshore is really about more choice and selection. However, here are more reasons why: * U.S. Funds must distribute their realized gains ea...

    published: 11 Jan 2013
  • Successful offshore delivery models within the IT services industry

    Nneka Abulokwe is looking at how successful software service projects are delivered to the UK, Europe or America from offshore locations. By attempting to understand the issues faced by project managers outsourcing these services, her work is revealing the various challenges they face around around organisation, culture and communication. Profile: http://bit.ly/szPQXW

    published: 28 Nov 2011
  • Hedge fund manager David Tawil of Maglan Capital says funds specializing in distressed ...

    HEDGE FUND MANAGER DAVID TAWIL OF MAGLAN CAPITAL SAYS FUNDS SPECIALIZING IN DISTRESSED DEBT JUMPED ON PUERTO RICAN BONDS AND WILL BE QUICKER TO REACT TO THE NEXT DISTRESSED EVENT ANCHOR (OFF-CAMERA) ENGLISH SAYING: Do you see an increased interest among hedge funds overall in finding and picking through opportunities? Or were those interest always there, it's just that it's more front and center now? DAVID TAWIL, CO-FOUNDER, MAGLAN CAPITAL, (ENGLISH) SAYING: I think in the case of Puerto Rico, it presented a unique opportunity because it's an enormous debt load that they have. There is a lot of debt to go ahead and buy into, different flavors obviously in Puerto Rico. And enough of it traded down to distressed levels pricing in the 70s and 60s and 50s. And so it then became a front and c...

    published: 06 Mar 2014
  • Hedge Funds Nuts & Bolts: Vehicles and Structures

    In this webinar, attorneys from Dechert’s Financial Services and Investment Management Group examined the building blocks of hedge fund structure, including the principal drivers for choosing partnerships and offshore companies to achieve particular results for fund investors.

    published: 22 Sep 2016
  • No fund manager for 1MDB's funds in Caymans raises red flag

    Petaling Jaya Utara MP Tony Pua says that no investment bank was appointed to manage 1MDB's funds in the Cayman Islands raises further suspicion. He said this at the Parliament on Thursday.

    published: 17 Mar 2016
  • How to go for Hedge Fund in Cayman! Here’s the guide.

    International Management Services Ltd is specialise in managing Cayman hedge funds, incorporation in the Cayman Islands, funds administration, and provide full company management & trust services. Our team of respected professionals ensure that we can deliver the strong governance, competence and responsive personal service our clients require. To Know more visit our website: http://ims.ky/

    published: 31 Jan 2017
  • The AIFMD Era: To Passport or Not to Passport?

    100 Women in Hedge Funds, DMS Offshore Investment Services and Morrison & Foerster host an update on AIFMD, presented in San Francisco on April 29th, 2015. The experts weigh in on the do’s and don’ts of marketing in Europe, including reverse solicitation, marketing passports, and private placement opportunities. These valuable insights help inform the audience on the best options for raising money in Europe. Panelist include Derek Delaney - Managing Director, DMS, Tara Doyle -Partner at Matheson, Alice Kennon -West Coast PB Sales and Business Consulting at Bank of America Merrill Lynch, Barry Winters -Partner at KPMG and Moderator Kim Tomsen-Partner at Tomsen Riley.

    published: 02 Jun 2015
  • Investment Fund Structure Primer Part 1

    http://www.transcapitalpro.com Investment Funds are used by deal sponsors to pool capital from investors. Get an introduction to how Investment Funds are structured.

    published: 11 Nov 2011
  • Meet the Manager: Kevin Murphy, Schroder Income Maximiser Fund

    Gordon Smith, a Fund Analyst at Killik & Co, interviewed Kevin Murphy, Fund Manager, Schroders, earlier this week about the Schroder Income Maximiser Fund - which appears on Killik & Co 's Buy List - and Kevin's outlook for the stock market. For more information call 020 7337 0503 or visit http://www.killik.com. To find out how you can become a client visit http://www.killlik.com/getting-started

    published: 30 Aug 2013
  • Onshore Versus Offshore RMB

    Fran Rodilosso, Portfolio Manager, Fixed Income ETFs, explains the differences between onshore and offshore Renminbi and where he expects the currency to be headed in the future. “The main difference between the onshore and offshore trading of the RMB is that onshore RMB trading is highly restricted. For the most part, only certain onshore entities are allowed to engage in foreign exchange transactions on the onshore RMB.”

    published: 08 Feb 2016
  • Fund Information

    Retirement Fund, Brefco, Diversified Umbrella Fund, Umbrella Fund, Pension Fund, Provident Fund, Trustee, Contribution, Retirement,

    published: 17 Oct 2016
  • Monte Brem: Investors Must Safeguard Against RMB Fund Preferential Treatment In China

    Visit http://www.ChinaMoneyPodcast.com for more great interviews! In this episode of China Money Podcast, guest Monte Brem, CEO of private equity firm StepStone Group, shares with our host, Nina Xiang, his firm's investments in China and how offshore investors can protect themselves when investing with local Chinese managers. Q: You have been relocated to China for more than two years, and StepStone's office in Beijing opened about two years ago. How have your businesses in China grown during this time? A: We've increased the amount of capital we invest into China by a huge amount. We used to invest around $25 to $30 million into Chinese managers and deals. Now we are investing around $300 to $500 million a year. So on the investment side, there has been huge growth. Q: So where do you...

    published: 19 Jul 2012
  • The World's First Offshore Wind Fund | Green Investment Bank

    The story of the world's first offshore wind fund. The Fund, raised by Green Investment Bank, is the first in the world to be dedicated solely to investments in offshore wind power generation and provides long-term institutional investors with the opportunity to access the UK’s green infrastructure sector. Find out more: http://www.greeninvestmentbank.com/news-and-insights/2017/world-s-first-offshore-wind-fund-manager-powers-through-1bn-target/ For more great videos please subscribe: http://bit.ly/GREENTVSUB Website: http://www.green.tv Facebook: https://www.facebook.com/greentv Twitter: @green_tv Business enquiries: hello@green.tv

    published: 25 Jan 2017
  • Offshore Asset Protection for Expats

    There's a lot of talk in the offshore investment niche of being an expatriate or Expat. But what exactly is an Expat? And what does it have to do with offshore investing? There are many types of Expats, from globetrotting retirees to people working overseas for their employer. Expats can be people who've fled a high-tax country and taken their business when they left. There are economic Expats who are seeking wealth and fortune in other countries. But the one thing all Expats share in common, though, is they now have to live and work in a foreign country, often not knowing the language. It isn't easy and if you plan on working, earning a living and protecting what money you've earned it gets even more difficult, difficult but not impossible. People have many reasons for expatriating. Fina...

    published: 04 Mar 2013
  • Claude Porret: Why investing with Emerging Managers can be safer than "legends" hedge funds

    Subscribe to this channel: http://www.youtube.com/OpalesqueTV 47 Degrees North Capital Management is a specialist alternative investment firm offering institutional investors access to early-stage managers, innovative strategies and thematic hedge fund investments. Claude Porret is CEO of the Pfaeffikon, Switzerland based firm set up in in 2006. Before founding 47North, she was Member of the Management Committee and Head of RMF Hedge Fund Ventures and responsible for 19 hedge fund seeding deals at RMF. RMF today is part of the Man Group. Contrary to the prevalent perception, Claude Porret and her team found that investing in Emerging Managers is less risky than investing in the larger or even "legends" hedge funds -- particularly during financial crises. In this Opalesque. TV BACKSTA...

    published: 13 Sep 2011
  • Petrobras Will Be Turned Around Says Eaton Vance Fund Manager

    Petrobras is a scandal-ridden company, but the oil giant is also a real asset to Brazil, said Kathleen Gaffney, portfolio manager for the Eaton Vance Bond Fund. Gaffney added that Brazil could potentially lose its investment grade credit rating in the next two years, so they realize the time is now to deal with corruption and fixing Petrobras will be a priority. She said the fund does not hedge the currency because they are long term investors and they plan to hold the energy bonds they picked up during the sell-off in the fourth quarter of 2014. Finally, Gaffney said a Fed tightening, which she expects to be pushed out until later this year, will hurt emerging markets selectively. Subscribe to TheStreetTV on YouTube: http://t.st/TheStreetTV For more content from TheStreet visit: http:...

    published: 23 Apr 2015
  • The investor’s dilemma

    ASX Investment video: Hope, fear, greed – how do you hold the course during periods of volatility? Karl Siegling, Portfolio Manager Cadence Capital shares with us how an active fund manager invests through the cycles and explains the dangers of that ‘comfortable feeling’ of holding too much cash. Visit www.asx.com.au

    published: 06 Sep 2017
  • India Budget Proposal 2015 - Offshore funds and fund managers in india

    Budget 2015 has made an amendment that the Offshore funds shal not have a PE in India merely because of the existence of the fund managers in india.

    published: 01 Mar 2015
  • SCORE Business Support & Grant Funding

    Dalby Offshore Operations Manager Steve Bartram talks about how a SCORE grant helped their business.

    published: 09 Feb 2017
  • £1 Million Invested in Offshore Wind | Green Investment Bank

    CEO of Green Investment Bank, Shaun Kingsbury announces the amount investing in their Offshore Wind Fund. Find out more: http://www.greeninvestmentbank.com/news-and-insights/2017/world-s-first-offshore-wind-fund-manager-powers-through-1bn-target/ For more great videos please subscribe: http://bit.ly/GREENTVSUB Website: http://www.green.tv Facebook: https://www.facebook.com/greentv Twitter: @green_tv Business enquiries: hello@green.tv

    published: 26 Jan 2017
  • Navigating the AIFMD Landscape

    Key considerations for fund managers/directors. A DMS Offshore Investment Funds presentation led by Managing Director Derek Delaney. The event was held at the George Town Yacht Club in the Cayman Islands.

    published: 30 May 2014
  • RationalFX corporate video

    ​RationalFX Premier, as a brand, was conceived as a high end service to High Net Worth Individuals and Private Clients that require complete anonymity in their international currency requirements. RationalFX Premier have helped individuals all over the world transfer safely and efficiently in excess of $5 billion to date. The Premier Team have many years of experience between them, with backgrounds ranging from private banking to offshore fund management. Providing an impeccable service & the finest pricing has enabled RationalFX Premier to see exceptional growth levels in the last 9 years. RationalFX Premier consider themselves similar to a ‘concierge service’ in that they cater to their clients every requirement and will always go that extra mile to achieve the highest client service tha...

    published: 11 Jan 2017
developed with YouTube
Offshore Fund Tax Regulations webinar

Offshore Fund Tax Regulations webinar

  • Order:
  • Duration: 28:22
  • Updated: 10 Dec 2015
  • views: 145
videos
Increasing post-tax returns to investors has always been a key focus for Fund Managers. With the volatility seen in the emerging markets recently, Fund Managers will now be looking even more closely at how they can enhance post-tax returns to their UK investors. The UK’s Reporting Fund Regime can add real value to the fund as an investment opportunity and failure to take it up could represent a competitive disadvantage. Overview Sutha Kanagarajah, Senior Tax Manager, covered specific topics on the Offshore Fund Tax Regulations. Topics covered: - What is the purpose of the Offshore Fund Rules? - The definition of an Offshore Fund - Introduction to the Reporting Fund Regime - Annual Reporting Fund obligations
https://wn.com/Offshore_Fund_Tax_Regulations_Webinar
Trailer: Offshore v. Onshore Hedge Funds: A Comparison

Trailer: Offshore v. Onshore Hedge Funds: A Comparison

  • Order:
  • Duration: 4:15
  • Updated: 16 May 2013
  • views: 1310
videos
Contrary to offshore hedge funds, US-registered ("onshore") funds are subject to strict marketing prohibitions, accredited investor requirements, limited number of investors, and tax disadvantage. Professors George Aragon, Bing Liang, and Hyuna Park did a study in which they exploited this difference to test predictions about organizational design, capital flow, and fund performance. They found that onshore funds impose stronger share restrictions such as a lockup provision than offshore funds, but hold more liquid assets. Their results show that capital flows are less sensitive to past performance in onshore funds than in offshore funds due to regulation on advertising, and the flow sensitivity difference affects performance. Liquidity-adjusted alpha is positive and significant (0.94% per month) only for stand-alone onshore funds that have not been affected by strong capital flows from offshore investors through a master-feeder structure. PRESENTER: George Aragon, Associate Professor of Finance, W. P. Carey School of Business, Arizona State University (Arizona)
https://wn.com/Trailer_Offshore_V._Onshore_Hedge_Funds_A_Comparison
How to Make Money Like Top Hedge Fund Managers: Secrets of America's Finance Industry (2013)

How to Make Money Like Top Hedge Fund Managers: Secrets of America's Finance Industry (2013)

  • Order:
  • Duration: 1:08:12
  • Updated: 07 Aug 2013
  • views: 402066
videos
A hedge fund is a collective investment scheme, often structured as a limited partnership, that invests private capital speculatively to maximize capital appreciation. About the book: https://www.amazon.com/gp/product/1118239245/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=1118239245&linkCode=as2&tag=tra0c7-20&linkId=a9e6a9474bc3d710513e0c3e533661f5 Hedge funds tend to invest in a diverse range of markets, investment instruments, and strategies; today the term "hedge fund" refers more to the structure of the investment vehicle than the investment techniques. Though they are privately owned and operated, hedge funds are subject to the regulatory restrictions of their respective countries. U.S. regulations, for example, limit hedge fund participation to certain classes of investors and also limit the total number of investors allowed in the fund. Hedge funds are often open-ended and allow additions or withdrawals by their investors. A hedge fund's value is calculated as a share of the fund's net asset value, meaning that increases and decreases in the value of the fund's investment assets (and fund expenses) are directly reflected in the amount an investor can later withdraw. Most hedge fund investment strategies aim to achieve a positive return on investment regardless of whether markets are rising or falling ("absolute return"). Hedge fund managers typically invest money of their own in the fund they manage, which serves to align their own interests with those of the investors in the fund. A hedge fund typically pays its investment manager an annual management fee, which is a percentage of the assets of the fund, and a performance fee if the fund's net asset value increases during the year. Some hedge funds have several billion dollars of assets under management (AUM). As of 2009, hedge funds represented 1.1% of the total funds and assets held by financial institutions. As of April 2012, the estimated size of the global hedge fund industry was US$2.13 trillion. Because hedge funds are not sold to the general public or retail investors, the funds and their managers have historically been exempt from some of the regulation that governs other funds and investment managers with regard to how the fund may be structured and how strategies and techniques are employed. Regulations passed in the United States and Europe after the 2008 credit crisis were intended to increase government oversight of hedge funds and eliminate certain regulatory gaps. During the US bull market of the 1920s, there were numerous private investment vehicles available to wealthy investors. Of that period, the best known today, is the Graham-Newman Partnership founded by Benjamin Graham and Jerry Newman which was cited by Warren Buffett, in a 2006 letter to the Museum of American Finance, as an early hedge fund. Financial journalist Alfred W. Jones is credited with coining the phrase "hedged fund" and is erroneously credited with creating the first hedge fund structure in 1949. Jones referred to his fund as being "hedged", a term then commonly used on Wall Street, to describe the management of investment risk due to changes in the financial markets. In 1968 there were almost 200 hedge funds, and the first fund of funds that utilized hedge funds were created in 1969 in Geneva. In the 1970s, hedge funds specialized in a single strategy, and most fund managers followed the long/short equity model. Many hedge funds closed during the recession of 1969--70 and the 1973--1974 stock market crash due to heavy losses. They received renewed attention in the late 1980s. During the 1990s, the number of hedge funds increased significantly, funded with wealth created during the 1990s stock market rise.[9] The increased interest was due to the aligned-interest compensation structure (i.e. common financial interests) and the promise of above high returns. Over the next decade hedge fund strategies expanded to include: credit arbitrage, distressed debt, fixed income, quantitative, and multi-strategy. US institutional investors such as pension and endowment funds began allocating greater portions of their portfolios to hedge funds. http://en.wikipedia.org/wiki/Hedge_fund
https://wn.com/How_To_Make_Money_Like_Top_Hedge_Fund_Managers_Secrets_Of_America's_Finance_Industry_(2013)
What is OFFSHORE INVESTMENT? What does OFFSHORE INVESTMENT mean? OFFSHORE INVESTMENT meaning

What is OFFSHORE INVESTMENT? What does OFFSHORE INVESTMENT mean? OFFSHORE INVESTMENT meaning

  • Order:
  • Duration: 7:49
  • Updated: 20 Apr 2017
  • views: 165
videos
What is OFFSHORE INVESTMENT? What does OFFSHORE INVESTMENT mean? OFFSHORE INVESTMENT meaning - OFFSHORE INVESTMENT definition - OFFSHORE INVESTMENT explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Offshore investment is the keeping of money in a jurisdiction other than one's country of residence. Offshore jurisdictions are a commonly accepted means of reducing the taxes levied in most countries to both large and small-scale investors alike. Poorly regulated offshore domiciles have served historically as havens for tax evasion, money laundering, or to conceal or protect illegally acquired money from law enforcement in the investor's country. However, the modern, well-regulated offshore centres allow legitimate investors to take advantage of higher rates of return or lower rates of tax on that return offered by operating via such domiciles. The advantage to offshore investment is that such operations are both legal and less costly than those offered in the investor's country - or "onshore". Locations favored by investors for low rates of tax are known as offshore financial centers or (sometimes) tax havens. Offshore centers are widely used and are accessible to anyone who can meet the minimum investment amount or pay the obligatory fees required to open such an entity. Investopedia indicates that, "More than half of the world's assets and investments are held in offshore jurisdictions and many well-recognized companies have investment opportunities in offshore locales." Payment of less tax is the driving force behind most 'offshore' activity. Due to the use of offshore centers, investors are able to conduct investment activities in a more profitable fashion. Often, taxes levied by an investor's home country are critical to the profitability of any given investment. Using offshore-domiciled special purpose mechanisms (or vehicles) an investor may reduce the amount of tax payable, allowing the investor to achieve greater profitability overall. Another reason why 'offshore' investment is considered superior to 'onshore' investment is because it is less regulated, and the behavior of the offshore investment provider, whether he be a banker, fund manager, trustee or stock-broker, is freer than it could be in a more regulated environment. Offshore investing includes investment strategies outside of an investor's home country. Investment opportunities in money-market, bond and equity assets are available through offshore companies. One may also charter an offshore corporation to provide a legal personality, limited liability, transferable shares, a centralized management, and shared ownership. In some cases the investment advantages of such a corporation are offset by legal, corporate and account registration fees imposed by the country in which the offshore account is established. Further, the officers of the corporation may be required to establish residence, own real estate, or meet an investment minimum (depending upon the country this may range up to $1 million). An advantage which accrues from establishing a corporate structure is that although a citizen may be proscribed from establishing an offshore account, they can establish a corporation that can do so. Motivations for investment offshore include: 1. Tax advantages - tax regulations often contain provisions to protect against taxation by multiple jurisdictions which can be exploited for legal tax reductions. Nations intentionally attract business investments through lower tax rates. The corporate-tax trend over the period from 1980 to 2010 has trended lower, with the top rate in OECD countries (excluding America) moving from 51% to 32%. Investing in such an environment can improve the investor's rate of return on investment. 2. Investment diversification - risk can be managed by diversifying investments among a wider range of options than are available for onshore investment.
https://wn.com/What_Is_Offshore_Investment_What_Does_Offshore_Investment_Mean_Offshore_Investment_Meaning
The future of the offshore fund domiciles

The future of the offshore fund domiciles

  • Order:
  • Duration: 9:54
  • Updated: 31 Jul 2010
  • views: 153
videos
https://wn.com/The_Future_Of_The_Offshore_Fund_Domiciles
Offshore feeder funds closing to new business

Offshore feeder funds closing to new business

  • Order:
  • Duration: 6:10
  • Updated: 03 Feb 2016
  • views: 22
videos
Anil Jughoman from Nedgroup Investments speaks to Alishia Seckam about how the rand’s sharp slide over the past year has forced many fund managers to close their offshore funds to new business;
https://wn.com/Offshore_Feeder_Funds_Closing_To_New_Business
What is a Structured Product?

What is a Structured Product?

  • Order:
  • Duration: 5:08
  • Updated: 30 Mar 2015
  • views: 6048
videos
Much maligned structured products are back on the investor's radar as we seek post-retirement solutions that pay a sustainable income. But should they be avoided? Morningstar Guest: Rosie Bullard, Portfolio Manager for james Hambro & Partners http://www.morningstar.co.uk -~-~~-~~~-~~-~- "ISA Investing: Top Tips for Last Minute Savers" https://www.youtube.com/watch?v=p29qeZTchtQ -~-~~-~~~-~~-~-
https://wn.com/What_Is_A_Structured_Product
Why you should invest offshore

Why you should invest offshore

  • Order:
  • Duration: 4:43
  • Updated: 11 Jan 2013
  • views: 430
videos
Here are the obvious advantages of investing from offshore: * Geo-diversification -- here, your choices are not located between San Francisco and New York, you actually have a global menu in your hands * Then there's outside located assets protected by Governance from the Government which makes it safe for you and minimizes your risk in growth * Then there's offshore located regulatory fiduciary as a segregated account, not a 3 rd party banking risk for you * And finally, annually, a 3 rd party audit is provided for you. So, when was the last time your bank or broker sent you one of those? As you've seen before, the advantage of investing from Offshore is really about more choice and selection. However, here are more reasons why: * U.S. Funds must distribute their realized gains each year even when you want a Buy and Hold only strategy. * In comparison, offshore funds are a 100% roll-up of the price fund. * Now the benefit is much more distinct when you see that 100% of your realized gains increase the price and therefore making the fund 'zero' in tax for capital gains, income, profits and dividends. So wouldn't you, being a non-USA person and top fund manager want to move your fund offshore? I mean as a non-USA person, what you're seeing here is you're paying zero tax on your fees. And with this difference in choice, you actually have control over invested returns now. INVESTMENTS ONLY AVAILABLE FROM OFFSHORE So here's where I think that when you're thinking of choices, the menu is much more diverse with these 3 additional funds. They have attracted over 23 trillion plus worldwide and can only be accessed from offshore. Note -- these funds are not sold to a USA Account holder. Bottom line is unless you have an offshore account, you can't have any of these types of funds even if you wanted them! The 3 Offshore Investment Types are: * UCITS Funds -- The Financial Times reports these as beating out the U.S. Funds in Asia and Latin America because of investment flexibility and hedge fund type strategies * AIFMD Funds -- These have greater operational flexibility in terms of both choice and structuring and have 16 Trillion invested worldwide * Then there are SIF funds which have over 3 Trillion invested worldwide. Wouldn't you also want to explore what they have available to you? The good news is that when you're investing from offshore there are so much more options. To learn more visit http://www.investoffshore.com
https://wn.com/Why_You_Should_Invest_Offshore
Successful offshore delivery models within the IT services industry

Successful offshore delivery models within the IT services industry

  • Order:
  • Duration: 7:00
  • Updated: 28 Nov 2011
  • views: 1471
videos
Nneka Abulokwe is looking at how successful software service projects are delivered to the UK, Europe or America from offshore locations. By attempting to understand the issues faced by project managers outsourcing these services, her work is revealing the various challenges they face around around organisation, culture and communication. Profile: http://bit.ly/szPQXW
https://wn.com/Successful_Offshore_Delivery_Models_Within_The_It_Services_Industry
Hedge fund manager David Tawil of Maglan Capital says funds specializing in distressed ...

Hedge fund manager David Tawil of Maglan Capital says funds specializing in distressed ...

  • Order:
  • Duration: 1:54
  • Updated: 06 Mar 2014
  • views: 237
videos
HEDGE FUND MANAGER DAVID TAWIL OF MAGLAN CAPITAL SAYS FUNDS SPECIALIZING IN DISTRESSED DEBT JUMPED ON PUERTO RICAN BONDS AND WILL BE QUICKER TO REACT TO THE NEXT DISTRESSED EVENT ANCHOR (OFF-CAMERA) ENGLISH SAYING: Do you see an increased interest among hedge funds overall in finding and picking through opportunities? Or were those interest always there, it's just that it's more front and center now? DAVID TAWIL, CO-FOUNDER, MAGLAN CAPITAL, (ENGLISH) SAYING: I think in the case of Puerto Rico, it presented a unique opportunity because it's an enormous debt load that they have. There is a lot of debt to go ahead and buy into, different flavors obviously in Puerto Rico. And enough of it traded down to distressed levels pricing in the 70s and 60s and 50s. And so it then became a front and center issue for the distressed community. There have been distressed investors that were pretty heavily involved in Harrisburg as well as in Jefferson County, Alabama. So I think it will continue and persist. I think Puerto Rico presented a particularly unique opportunity. The other thing is, is distressed investors will need it to get up to speed on municipals. I mean we don't get covered by municipal sales people at broker dealers. We needed to understand how municipal debt is quoted. It's not quoted the same way as corporate debt is. We needed to understand the dynamics of that market. And I think Puerto Rico gave a lot of distressed folks because of the size the opportunity the chance to get up to speed and get pretty well-educated on the municipal market so that the next situation will be that much quicker for the distressed community to react.
https://wn.com/Hedge_Fund_Manager_David_Tawil_Of_Maglan_Capital_Says_Funds_Specializing_In_Distressed_...
Hedge Funds Nuts & Bolts: Vehicles and Structures

Hedge Funds Nuts & Bolts: Vehicles and Structures

  • Order:
  • Duration: 58:18
  • Updated: 22 Sep 2016
  • views: 1018
videos
In this webinar, attorneys from Dechert’s Financial Services and Investment Management Group examined the building blocks of hedge fund structure, including the principal drivers for choosing partnerships and offshore companies to achieve particular results for fund investors.
https://wn.com/Hedge_Funds_Nuts_Bolts_Vehicles_And_Structures
No fund manager for 1MDB's funds in Caymans raises red flag

No fund manager for 1MDB's funds in Caymans raises red flag

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  • Duration: 2:49
  • Updated: 17 Mar 2016
  • views: 1700
videos
Petaling Jaya Utara MP Tony Pua says that no investment bank was appointed to manage 1MDB's funds in the Cayman Islands raises further suspicion. He said this at the Parliament on Thursday.
https://wn.com/No_Fund_Manager_For_1Mdb's_Funds_In_Caymans_Raises_Red_Flag
How to go for Hedge Fund in Cayman! Here’s the guide.

How to go for Hedge Fund in Cayman! Here’s the guide.

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  • Duration: 1:04
  • Updated: 31 Jan 2017
  • views: 90
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International Management Services Ltd is specialise in managing Cayman hedge funds, incorporation in the Cayman Islands, funds administration, and provide full company management & trust services. Our team of respected professionals ensure that we can deliver the strong governance, competence and responsive personal service our clients require. To Know more visit our website: http://ims.ky/
https://wn.com/How_To_Go_For_Hedge_Fund_In_Cayman_Here’S_The_Guide.
The AIFMD Era: To Passport or Not to Passport?

The AIFMD Era: To Passport or Not to Passport?

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  • Duration: 1:09:00
  • Updated: 02 Jun 2015
  • views: 653
videos
100 Women in Hedge Funds, DMS Offshore Investment Services and Morrison & Foerster host an update on AIFMD, presented in San Francisco on April 29th, 2015. The experts weigh in on the do’s and don’ts of marketing in Europe, including reverse solicitation, marketing passports, and private placement opportunities. These valuable insights help inform the audience on the best options for raising money in Europe. Panelist include Derek Delaney - Managing Director, DMS, Tara Doyle -Partner at Matheson, Alice Kennon -West Coast PB Sales and Business Consulting at Bank of America Merrill Lynch, Barry Winters -Partner at KPMG and Moderator Kim Tomsen-Partner at Tomsen Riley.
https://wn.com/The_Aifmd_Era_To_Passport_Or_Not_To_Passport
Investment Fund Structure Primer Part 1

Investment Fund Structure Primer Part 1

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  • Duration: 6:01
  • Updated: 11 Nov 2011
  • views: 3624
videos
http://www.transcapitalpro.com Investment Funds are used by deal sponsors to pool capital from investors. Get an introduction to how Investment Funds are structured.
https://wn.com/Investment_Fund_Structure_Primer_Part_1
Meet the Manager: Kevin Murphy, Schroder Income Maximiser Fund

Meet the Manager: Kevin Murphy, Schroder Income Maximiser Fund

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  • Duration: 5:25
  • Updated: 30 Aug 2013
  • views: 725
videos
Gordon Smith, a Fund Analyst at Killik & Co, interviewed Kevin Murphy, Fund Manager, Schroders, earlier this week about the Schroder Income Maximiser Fund - which appears on Killik & Co 's Buy List - and Kevin's outlook for the stock market. For more information call 020 7337 0503 or visit http://www.killik.com. To find out how you can become a client visit http://www.killlik.com/getting-started
https://wn.com/Meet_The_Manager_Kevin_Murphy,_Schroder_Income_Maximiser_Fund
Onshore Versus Offshore RMB

Onshore Versus Offshore RMB

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  • Duration: 7:25
  • Updated: 08 Feb 2016
  • views: 1139
videos
Fran Rodilosso, Portfolio Manager, Fixed Income ETFs, explains the differences between onshore and offshore Renminbi and where he expects the currency to be headed in the future. “The main difference between the onshore and offshore trading of the RMB is that onshore RMB trading is highly restricted. For the most part, only certain onshore entities are allowed to engage in foreign exchange transactions on the onshore RMB.”
https://wn.com/Onshore_Versus_Offshore_Rmb
Fund Information

Fund Information

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  • Duration: 6:03
  • Updated: 17 Oct 2016
  • views: 148
videos
Retirement Fund, Brefco, Diversified Umbrella Fund, Umbrella Fund, Pension Fund, Provident Fund, Trustee, Contribution, Retirement,
https://wn.com/Fund_Information
Monte Brem: Investors Must Safeguard Against RMB Fund Preferential Treatment In China

Monte Brem: Investors Must Safeguard Against RMB Fund Preferential Treatment In China

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  • Duration: 4:55
  • Updated: 19 Jul 2012
  • views: 677
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Visit http://www.ChinaMoneyPodcast.com for more great interviews! In this episode of China Money Podcast, guest Monte Brem, CEO of private equity firm StepStone Group, shares with our host, Nina Xiang, his firm's investments in China and how offshore investors can protect themselves when investing with local Chinese managers. Q: You have been relocated to China for more than two years, and StepStone's office in Beijing opened about two years ago. How have your businesses in China grown during this time? A: We've increased the amount of capital we invest into China by a huge amount. We used to invest around $25 to $30 million into Chinese managers and deals. Now we are investing around $300 to $500 million a year. So on the investment side, there has been huge growth. Q: So where do you see attractive opportunities right now? A: Almost all the money we invest into China is somehow connected to the consumer market. (Because) a lot of markets like mining and resources are very difficult. Most of them are not accessible to foreign investors anyway. The consumer markets tend to be more open and less politically oriented. We've invested in a firm called QiMing Venture Partners, which is a private equity firm that does both consumer and health care investments. The other one is CDH (insert name) that has a focus on consumers. We've also done some nontraditional investments as well, such as Citi Capital, which does SOE (State-Owned-Enterprise) buyouts. Q: What kind of return are you targeting? A: Most investments are targeting return of 30 percent IRR as China is such a growth oriented market. Globally, the target is in the range of 20 percent on a growth basis. Q: Do you mostly invest in overseas funds or Chinese locally run USD funds? A: As a firm, we tend to favor local managers, particularly in China, so those managers with local approach and have a local team. When we invest in local managers, one of the challenges we face is that we can't invest in RMB funds because we are not a local Chinese entity. So today we are investing in offshore USD funds of Chinese managers. Most of these managers manage both a USD fund and a RMB fund. Q: There may be potential conflict of interests when a manager invests both a USD and a RMB fund. What's your observation on how managers handle this? A: Overall, it has been a major headache. It's one of the things that makes the Chinese market more complicated and less appealing. But those managers who are committed to their offshore businesses have gotten very good in balancing the conflicts and put together structures that protect the offshore investors. I think the most important thing is that you have to find the managers who really value the offshore part of their strategy. That's the main protection you have as many managers understand that foreign capital tends to be more institutional and long-term. Our Guest Today: Monte Brem is the CEO and founding partner at StepStone Group, a San Diego-headquartered private equity firm overseeing more than $53 billion of private equity allocations. Previously, Brem was the president of Pacific Corporate Group and a lawyer with Gibson Dunn & Crutcher LLP. He holds a JD and MBA degree from the University of San Diego.
https://wn.com/Monte_Brem_Investors_Must_Safeguard_Against_Rmb_Fund_Preferential_Treatment_In_China
The World's First Offshore Wind Fund | Green Investment Bank

The World's First Offshore Wind Fund | Green Investment Bank

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  • Duration: 2:19
  • Updated: 25 Jan 2017
  • views: 175
videos
The story of the world's first offshore wind fund. The Fund, raised by Green Investment Bank, is the first in the world to be dedicated solely to investments in offshore wind power generation and provides long-term institutional investors with the opportunity to access the UK’s green infrastructure sector. Find out more: http://www.greeninvestmentbank.com/news-and-insights/2017/world-s-first-offshore-wind-fund-manager-powers-through-1bn-target/ For more great videos please subscribe: http://bit.ly/GREENTVSUB Website: http://www.green.tv Facebook: https://www.facebook.com/greentv Twitter: @green_tv Business enquiries: hello@green.tv
https://wn.com/The_World's_First_Offshore_Wind_Fund_|_Green_Investment_Bank
Offshore Asset Protection for Expats

Offshore Asset Protection for Expats

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  • Duration: 5:30
  • Updated: 04 Mar 2013
  • views: 519
videos
There's a lot of talk in the offshore investment niche of being an expatriate or Expat. But what exactly is an Expat? And what does it have to do with offshore investing? There are many types of Expats, from globetrotting retirees to people working overseas for their employer. Expats can be people who've fled a high-tax country and taken their business when they left. There are economic Expats who are seeking wealth and fortune in other countries. But the one thing all Expats share in common, though, is they now have to live and work in a foreign country, often not knowing the language. It isn't easy and if you plan on working, earning a living and protecting what money you've earned it gets even more difficult, difficult but not impossible. People have many reasons for expatriating. Financial reasons are one; so is a general disagreement or displeasure with governing policies in the home country. Being an Expat does have its advantages, among them the ability to save money from less-strict overseas taxation and investment laws. If you are seriously considering becoming an Expat, look long and hard at opening an offshore bank account. Tax efficient and discrete, an offshore account is ideal for depositing your salary and there are many types of accounts available (including instant access debit/credit accounts) depending on what you want and need. Set up an account in an International Financial Center (IFC) country and another, local account and have your salary divided between the two. Investment funds are ideal for Expats since, basically, the sky is the limit. As with all investments, you can be ultra safe with your investments or ultra aggressive. It's all about how strong a stomach you have. One plus is that the mutual fund is managed, maintained and administered by a Fund Manager -- all done for you to maximize your return on investment. But if you aren't interested in investing, just in keeping your money safe while you're overseas, what options do you have? Regulator Asset Protection Structure with a bank account is what we recommend for expats. This type of structure favors asset protection with concern to taxes; whereas in an offshore trust, you transfer control of you assets to a trustee who manages those assets in your best interests. Different asset protection structures exist, for different purposes, so be sure to seek professional advice before committing to anything. We offer a free consultation to learn more. And, if you plan on moving around a lot from country to country, the internet is your new best friend. The globalization of world markets opened a doorway for shrewd online services. And by shrewd I mean far-sighted since many offshore banks offer online banking just like onshore institutions. Advanced encryption techniques and coding keep your private information safe while you buy and sell using an offshore investment platform, or simply check up on your latest account balance. The number of offshore investment platforms is increasing exponentially, all of them giving you the option of managing your portfolio from wherever in the world you and your computer are. Being an Expat isn't for everyone. It takes no small amount of courage and preparation to protect yourself and your assets if you plan on living overseas for any amount of time. Fortunately, if you do your homework and know what you want, you'll enjoy the benefits of offshore banking and investment -- and maybe get in some sightseeing, too. Receive the Offshore Investment & Asset Protection Report when you subscribe to the Free Newsletter at http://www.investoffshore.com
https://wn.com/Offshore_Asset_Protection_For_Expats
Claude Porret: Why investing with Emerging Managers can be safer than "legends" hedge funds

Claude Porret: Why investing with Emerging Managers can be safer than "legends" hedge funds

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  • Duration: 27:07
  • Updated: 13 Sep 2011
  • views: 2197
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Subscribe to this channel: http://www.youtube.com/OpalesqueTV 47 Degrees North Capital Management is a specialist alternative investment firm offering institutional investors access to early-stage managers, innovative strategies and thematic hedge fund investments. Claude Porret is CEO of the Pfaeffikon, Switzerland based firm set up in in 2006. Before founding 47North, she was Member of the Management Committee and Head of RMF Hedge Fund Ventures and responsible for 19 hedge fund seeding deals at RMF. RMF today is part of the Man Group. Contrary to the prevalent perception, Claude Porret and her team found that investing in Emerging Managers is less risky than investing in the larger or even "legends" hedge funds -- particularly during financial crises. In this Opalesque. TV BACKSTAGE video, Claude talks about her experiences as an investor in Emerging Managers and "innovative strategies" (or "alternative alternatives" strategies). Hear more about: - 47 Degrees North's investment approach: Opportunistic bottom-up fund selection supported by macroeconomic and quantitative analysis - The significance of peer group ranking - UCITS Funds: Suitable for opportunistic tactics, but thorough legal due diligence is mandatory - Why 47 North dismissed 710 of 750 reviewed UCITS funds - Why UCITS should be combined with offshore funds - "Invest like CalPERS": 47°N's Services & Products - Diversification benefits of innovative strategies 47 North follows a bottom-up investment process consistent with its macro-economic outlook and supported by quantitative analysis. 47°N sources and screens early-stage and specialist managers at the frontier of traditional hedge fund investing, leveraging the firm's expertise and wide network of industry relationships. 47°N requires a high degree of transparency from potential managers which allows a detailed understanding of how strategy returns are generated and the risk factors driving returns. California-based pension fund CalPERS and the London-based Guinness family both hold a minority interest in 47 Degrees North Capital Management. 47 North runs parts of CalPERS' emerging manager program and also has a strategic partnership with Iveagh, the Guinness family office based in London. 47 Degrees North Capital Management is registered with the SEC.
https://wn.com/Claude_Porret_Why_Investing_With_Emerging_Managers_Can_Be_Safer_Than_Legends_Hedge_Funds
Petrobras Will Be Turned Around Says Eaton Vance Fund Manager

Petrobras Will Be Turned Around Says Eaton Vance Fund Manager

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  • Duration: 3:59
  • Updated: 23 Apr 2015
  • views: 137
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Petrobras is a scandal-ridden company, but the oil giant is also a real asset to Brazil, said Kathleen Gaffney, portfolio manager for the Eaton Vance Bond Fund. Gaffney added that Brazil could potentially lose its investment grade credit rating in the next two years, so they realize the time is now to deal with corruption and fixing Petrobras will be a priority. She said the fund does not hedge the currency because they are long term investors and they plan to hold the energy bonds they picked up during the sell-off in the fourth quarter of 2014. Finally, Gaffney said a Fed tightening, which she expects to be pushed out until later this year, will hurt emerging markets selectively. Subscribe to TheStreetTV on YouTube: http://t.st/TheStreetTV For more content from TheStreet visit: http://thestreet.com Check out all our videos: http://youtube.com/user/TheStreetTV Follow TheStreet on Twitter: http://twitter.com/thestreet Like TheStreet on Facebook: http://facebook.com/TheStreet Follow TheStreet on LinkedIn: http://linkedin.com/company/theStreet Follow TheStreet on Google+: http://plus.google.com/+TheStreet
https://wn.com/Petrobras_Will_Be_Turned_Around_Says_Eaton_Vance_Fund_Manager
The investor’s dilemma

The investor’s dilemma

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  • Duration: 8:30
  • Updated: 06 Sep 2017
  • views: 1664
videos
ASX Investment video: Hope, fear, greed – how do you hold the course during periods of volatility? Karl Siegling, Portfolio Manager Cadence Capital shares with us how an active fund manager invests through the cycles and explains the dangers of that ‘comfortable feeling’ of holding too much cash. Visit www.asx.com.au
https://wn.com/The_Investor’S_Dilemma
India Budget Proposal 2015 -  Offshore funds and fund managers in india

India Budget Proposal 2015 - Offshore funds and fund managers in india

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  • Duration: 6:10
  • Updated: 01 Mar 2015
  • views: 129
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Budget 2015 has made an amendment that the Offshore funds shal not have a PE in India merely because of the existence of the fund managers in india.
https://wn.com/India_Budget_Proposal_2015_Offshore_Funds_And_Fund_Managers_In_India
SCORE Business Support & Grant Funding

SCORE Business Support & Grant Funding

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  • Duration: 2:59
  • Updated: 09 Feb 2017
  • views: 203
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Dalby Offshore Operations Manager Steve Bartram talks about how a SCORE grant helped their business.
https://wn.com/Score_Business_Support_Grant_Funding
£1 Million Invested in Offshore Wind | Green Investment Bank

£1 Million Invested in Offshore Wind | Green Investment Bank

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  • Duration: 0:23
  • Updated: 26 Jan 2017
  • views: 31
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CEO of Green Investment Bank, Shaun Kingsbury announces the amount investing in their Offshore Wind Fund. Find out more: http://www.greeninvestmentbank.com/news-and-insights/2017/world-s-first-offshore-wind-fund-manager-powers-through-1bn-target/ For more great videos please subscribe: http://bit.ly/GREENTVSUB Website: http://www.green.tv Facebook: https://www.facebook.com/greentv Twitter: @green_tv Business enquiries: hello@green.tv
https://wn.com/£1_Million_Invested_In_Offshore_Wind_|_Green_Investment_Bank
Navigating the AIFMD Landscape

Navigating the AIFMD Landscape

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  • Duration: 44:37
  • Updated: 30 May 2014
  • views: 883
videos
Key considerations for fund managers/directors. A DMS Offshore Investment Funds presentation led by Managing Director Derek Delaney. The event was held at the George Town Yacht Club in the Cayman Islands.
https://wn.com/Navigating_The_Aifmd_Landscape
RationalFX corporate video

RationalFX corporate video

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  • Duration: 1:01
  • Updated: 11 Jan 2017
  • views: 73
videos
​RationalFX Premier, as a brand, was conceived as a high end service to High Net Worth Individuals and Private Clients that require complete anonymity in their international currency requirements. RationalFX Premier have helped individuals all over the world transfer safely and efficiently in excess of $5 billion to date. The Premier Team have many years of experience between them, with backgrounds ranging from private banking to offshore fund management. Providing an impeccable service & the finest pricing has enabled RationalFX Premier to see exceptional growth levels in the last 9 years. RationalFX Premier consider themselves similar to a ‘concierge service’ in that they cater to their clients every requirement and will always go that extra mile to achieve the highest client service that can be provided.
https://wn.com/Rationalfx_Corporate_Video