service: Offshore Financial Services

Counterpoint Asset Management

  • Direct offshore investments utilising either offshore allowances, or, where these have been fully utilised, additional offshore transfers through negotiated asset-swaps;
  • Offshore portfolio management of funds held in overseas jurisdictions, including amnistised assets;
  • Estate planning and tax guidance, including either establishing offshore trusts or managing/advising your existing offshore trust assets.

 

All elements of the above services are included in the comprehensive reports provided to our clients. We remain up to date with the constant changes in both legislation and the asset management industry, and the impact these changes have on our clients wealth management strategies.

Areas of Expertise

Our businesses

Merchant West offers a wide range of financial and advisory services suited for both you and your business.

Disclaimer

Sterling Private Wealth (Pty) Ltd takes every precaution to ensure that the information supplied on this website is correct.

Nevertheless, all the information supplied on this website is done without warranty, express or implied, as to its accuracy or completeness.

Sterling Private Wealth (Pty) Ltd shall not be responsible and accepts no liability for any loss, liability, damage (whether direct or consequential) or expense that stems from the use of or reliance upon any information, links or services provided through this website. If in doubt please contact us directly.