Core/satellite strategies gain popularity

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For high net worth investors with a portfolio of pooled assets and funds, an offshore bond has alway...

For high net worth investors with a portfolio of pooled assets and funds, an offshore bond has always provided an excellent investment solution. This is because switching between funds within the bond wrapper can be done without fear of incurring a capital gains tax (CGT) charge. This is not the case if a portfolio of unit trusts or Oeics is held directly. So, for those who actively manage their portfolio on an ongoing basis, offshore bonds are particularly attractive. Looking at this segment of the market, what trends have been detected and how can we make it even more attractive for the...

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