A well-diversified financial portfolio includes direct offshore exposure. This potentially exposes your capital to growth across regions, sectors and economies. In addition, by including investments denominated in other currencies, you reduce your vulnerability to local currency risk. Rockfin is a leading offshore retail financial services group. It offers clients around the globe a range of investment and insurance products through a number of businesses. Rockfin offers a flexible method of investing offshore, with the potential for long-term growth.
Why Choose Rockfin as your Offshore Investment Advisory?
Spoiled for choice
How We Can Help
Choice and opportunities – for you and your family. Whatever life has in store, Rockfin can help you to make the most of it. As well as being able to adapt your account to help you to meet your needs as they change throughout your life, you also have control over who inherits the benefits. Rockfin offers a single contribution, unit-linked, and whole of life assurance contract. As a life assurance policy, it provides a number of tax-related benefits. You won’t have to spend time on complex and time-consuming tax administration. All you and your financial adviser need to do is choose which combination of funds and options best suit your needs. Because your goals and priorities will inevitably change over time, we have made flexible accounts to create your own tailor-made solution and adapt it, subject to our acceptance, in response to changing circumstances.
We enable you to invest offshore in well-established multinational companies that sell products used by people around the world, every day. You want your money to work harder for you, right? Of course you do. Well, with a dedicated investment team hand-picking high quality equities, we’re able to achieve reliable income growth proven to stand the test of time and make your hard-earned money work even harder for you.
Instead of owning a fraction of a Unit Trust or Mutual Fund, our share portfolio allows you to directly own shares in our multinational equities. For most people, this means you’ll pay less tax on dividends received. So what does that mean for you? Well, it means you’re able to keep more money in the market, which means that aside from saving you money month on month, you’ll realise better returns in the long run.
Rockfin services are tailored precisely to the individual needs of each investor, so you receive uniquely specialist advice. Once we have discussed and understood your aims, one of our dedicated investment managers will set up and implement an investment strategy. Regular face-to-face meetings are encouraged along the way to ensure we stay fully appraised of any changes in your requirements. Under discretionary arrangements, we take day-to-day charge of your portfolio, including all administration matters. This lets us move quickly and take advantage of changing market conditions without seeking approval first. But rest assured, we remain completely accountable to you through regular reports on our performance.