Offshore Investments

Offshore Brokerage Accounts

Once exclusive to the wealthiest investors, offshore brokerage accounts now offer significant benefits to a broader audience. At Crown & Bates, we invite experienced investors in equities and other financial instruments to explore the advantages of international investment opportunities.

Opening an offshore brokerage account with Crown & Bates can play a key role in optimizing your tax strategy. By working closely with tax advisers and solicitors, we create customized solutions tailored to your unique financial needs. Our services also feature multi-currency capabilities and portfolio lending, allowing you to use your portfolio as collateral for a variety of investment opportunities.

Our commitment to offshore clients mirrors the dedication we extend to those with onshore accounts. You will receive the same high level of personalized service and benefit from identical investment processes that align with your objectives, risk tolerance, and ethical values. We also offer flexibility to include or exclude specific asset classes and funds based on your individual preferences.

Offshore Banking Services

Beyond brokerage accounts, we also offer a full suite of offshore banking services. We work with tax advisers and solicitors to develop a financial strategy tailored specifically for you. Our multi currency capabilities and portfolio lending services provide access to credit by leveraging your portfolio as collateral, helping you tap into a range of investment opportunities.

Our approach to offshore accounts ensures that clients receive the same exceptional personalized service as those with onshore mandates. We design portfolios that are precisely aligned with your financial goals, risk preferences, and ethical standards—offering the flexibility to include or exclude certain asset classes or funds according to your requirements.

Contact Us

For any further inquiries, please feel free to reach out to us.