Scottish Equitable International has been managing money for offshore investors for almost 10 years....
Scottish Equitable International has been managing money for offshore investors for almost 10 years. In that time we have become a substantial and experienced company managing more than £1bn of funds for over 15,000 clients. Scottish Equitable International (Dublin) was established in 2002 to expand the investment opportunities and solutions we could offer, particularly to UK investors.
As part of the AEGON Group, we benefit from the financial strength of one the largest listed insurance groups on the world, with assets under management of around £200bn. (Further details of AEGON can be found at www.aegon.co.uk)
Our sister company Scottish Equitable plc has over 170 years' experience in the UK pensions and investment market and is one of the biggest players in the UK market.
Being based in Dublin - one of Europe's fastest growing and best-known financial centres - offers important tax advantages, as the funds grow free of Irish taxes. We are regulated by the Irish Financial Services Regulatory Authority and, as such, are subject to the Irish Life Assurance Framework Regulations implementing the European Union Life Assurance Directives.
In recent years we have won a number of awards for the quality of our products and services. In 2004 alone we won Best International Life Group, Best Offshore Life Product (for the Investment Portfolio) and Best Commitment to Service at the International Investment Awards.
Much of our success is down to the fact that we tailor our products and services towards the requirements of the key market segments we have identified in the UK market. These are: higher-net-worth investors, the corporate market, IHT planning market and the retirement planning market.
We are committed to more than developing innovative products. Our overriding commitment is to help financial advisers write more offshore business. As part of this we offer online training packages for advisers, provide a dedicated adviser extranet and provide business development campaigns aimed at raising awareness and expanding opportunities within specific market segments.
For further details of our range of products and services, advisers should visit www.scottishequitableinternational.ie or contact their local Scottish Equitable branch.
Since November 2008
Share issue oversubscribed
PARTNER INSIGHT: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship
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An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client