Offshore Investment

If your client requires investments to be managed in a location or currency other than their country of residence, we can offer a custody service based from our Jersey office.

We have international teams based in Jersey and Dublin (Quilter Cheviot Europe), with a DIFC Dubai branch. The Jersey and Quilter Cheviot Europe investment teams have a team of expert investment managers who use our core investment process in conjunction with investing in multi-currency portfolios.

This means that whatever office you choose to work with, your client can expect the same high levels of service and investment management enjoyed by our UK onshore investors.

All investment services for our DIFC Dubai branch are provided from our Jersey office and your relationship will be managed from there in accordance with UK and Channel Island regulations.

Our investment managers based in these locations have specialist expertise in managing portfolios for offshore clients and the specific restraints that are requested for these portfolios. We routinely manage investments in offshore bonds, using collectives or direct investments, trusts or investment companies with restrictions to avoid UK situs assets, or funds with offshore reporting fund requirements.

We also can provide investment services to US connected non-US resident clients who require non-PFIC portfolios and 10-99 IRS reporting.

Contact us to discuss your client's requirements

For more information please get in touch with the offshore team in Jersey or the Dublin team.

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