Offshore Investment Platforms
Offshore Investment Platforms
Independent Reviews From SJB Global
In these impartial reviews, you’ll uncover:
- The cost structures associated with each investment platform including annual platform costs, Trading fees and any additional fees
- The range of investment options that are available
- Insights into the innovation & technology of the platform
- Key features and benefits
- Advantages and disadvantages
- SJB Global’s review
Should you still have queries after perusing the reviews, schedule a 15-minute Obligation-free call with one of our financial advisers, who will gladly assist you.
For portfolios valued at £100,000 or more, consider an X-Ray Review. This comprehensive assessment reveals what you are paying in fees, whether your asset allocation matches your risk profile, plus how to optimize your returns for the long term. It’s a professional evaluation of your financial well-being, accompanied by recommendations to enhance your outcomes.
Offshore Investment Platforms
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Provider | Can I have an adviser appointed? | Can I use it without an adviser? | Is it Commission based? | Is it fee based? | Wide range of investments? | What multi-currencies are available? | Where is the platform located? | Independent Review |
---|---|---|---|---|---|---|---|---|
Novia Global | Yes | No | No | Yes | Yes | Yes | Ireland | |
Morningstar Wealth Platform | Yes | No | No | Yes | Yes | Yes | Jersey | |
Ardan International | Yes | No | No | Yes | Yes | Yes | Isle of Man | |
Omnium | Yes | No | No | Yes | Yes | Yes | Ireland | |
Moventum | Yes | No | No | Yes | Yes | Yes | Luxembourg | |
Platform One | Yes | No | No | Yes | Yes | Yes | Luxembourg | |
Interactive Brokers | No (apart from USA) | Yes | No | Yes | Location dependent | Location dependent | UK, Ireland, USA | |
Degiro | No | Yes | No | Yes | Location dependent | Location dependent | Netherlands | |
Saxo Bank | No | Yes | No | Yes | Location dependent | Location dependent | Netherlands |
Schedule a 15 Minute
Obligation-Free Appointment
Get expert advice at no cost or obligation. Explore your options and ensure financial security.
What does the obligation free call include?
We go through a fact-finding exercise so we can then provide a full financial planning report including a personalised retirement forecast with future projections and work out how on track you are.
Lastly, we will provide a recommendation on any areas where we feel you could improve.
Our regulations, Independence and Fees
Our process from start to finish
Area we help with including:
UK Pension Advice
Retirement Planning
Investment Planning
Tax Planning
US Expat Services
International Estate Planning
Retirement Planning | UK Pension Advice |
Investment Planning | US Expat Services |
Tax Planning | International Estate Planning |
Note: Minimum managed assets for SJB Global is £100,000 or currency equivalent.