Portfolio Management Transfer
If you hold a current offshore investment that is not being actively managed, Austen Morris Associates have the resources, time, skill and experience to deliver the level of service and investment growth that you deserve.
Why Choose Us? Unprecedented Service. Higher Investment Growth.
The choice is simple. Through our dedicated Wealth Management Team, we can deliver an unprecedented level of service to each and every client that has employed the services of our company.
Our experience is that many offshore investment clients are simply not receiving recommendations or service from their original financial adviser or the company they originally took advice from, simply because contact has been lost. By having a dedicated Wealth Management team and an individual consultant within that team to cater to your needs, it has been proven that this dictates higher investment returns for our individual and corporate clients. Having managed the client’s investments for over two decades, we know that active management and greater service levels will equal higher investment returns.
Five Easy Steps to Transfer Your Offshore Investment
Features of Transferring Your Offshore Investment
If you hold a current offshore investment that is underperforming or unaligned with your financial goals, we are here to help turn things around. Austen Morris Associates have the resources, time, skills and experience to assist with Portfolio Rescue. We will assess your current holdings, transfer the management of the portfolio and provide you with restructuring options, delivering the level of service and investment growth that you deserve.
What is the cost to employ Austen Morris Associates?
A flat fee of 1% of funds under management will be deducted from your investment on a monthly, quarterly or annual basis, depending on the product provider that administers your investment vehicle.