Independent Reviews | Offshore Investment Platforms

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


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    Morningstar Wealth Platform

    Yes

    No

    No

    Yes

    Yes

    Yes

    Jersey


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    Ardan International

    Yes

    No

    No

    Yes

    Yes

    Yes

    Isle of Man


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    Omnium

    Yes

    No

    No

    Yes

    Yes

    Yes

    Ireland


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    Moventum

    Yes

    No

    No

    Yes

    Yes

    Yes

    Luxembourg


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    Platform One

    Yes

    No

    No

    Yes

    Yes

    Yes

    Luxembourg


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    Interactive Brokers

    No (apart from USA)

    Yes

    No

    Yes

    Location dependentLocation dependentUK, Ireland, USA


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    Degiro

    No

    Yes

    No

    Yes

    Location dependentLocation dependentNetherlands


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    Saxo Bank

    No

    Yes

    No

    Yes

    Location dependentLocation dependentNetherlands


    Click Here

    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?

    An initial 15-minute introduction call explaining our services and how we can help.

    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.

    Who is SJB Global and meet your adviser

    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.

    SJB Global