What is International Wealth Management?
International wealth management – is a combination of investment management and financial advisory of meeting clients needs by providing appropriate financial products using an international structure.
It offers many advantages for both corporations and individuals. They regularly use these companies for the ownership and management of investment portfolios.
International companies are regularly used for protection of the ownership and management of investment portfolios.
Large companies and individuals regularly use international wealth management companies as mediators to hold investment portfolios, which may consist of stock, bonds, cash and other financial instruments.
These investments can earn deposit interest gross or can be placed in collective cash funds. International companies are also regularly used for inheritance purposes and to decrease probate costs.
These kind of companies can ensure privacy and clients can reduce professional costs. To decrease risks to both corporations and individuals, it is very important to choose a politically and economically stable jurisdiction.
The liquidity produced by international structures can generate interest from the investments made by the economic beneficiary.
Also, many investors today opt in particular for investment insurance and retirement contracts for the management of their wealth.
Individuals, on the other hand, use international structures as part of their investment or inheritance project. Indeed, international structures ensure optimal confidentiality of transactions while sparing the assets of all taxes.
Wealth management optimization
Individuals and legal entities often use international structures to organize a succession to reduce tariffs and taxes. These kind of structures keeps the confidentiality of transactions.
Choosing a jurisdiction with favorable taxation and political and economic stability is essential to benefit from the advantages of an international company. At ICD Fiduciaries, we will direct you to the best jurisdiction, that is to say the jurisdiction that matches your profile and that best meets your needs.
Safety and risk management using an international structure
Connection between gains and risks are in the center of any investment strategy. It must be matched with the asset’s strategy and the risks accepted by the customer.
Many investors use traditional investments like a real estate and banking products, at fixed rates.
However, from the long-term investment perspective, it can be much wiser to invest in capital holders whose performance is always more attractive.
ICD Fiduciaries specializes in international wealth management solutions.