Global Investment Platforms
Offshore and onshore investment accounts, wrappers and custody arrangements that match your residency and reporting position.
Where you invest through matters as much as what you invest in. The same portfolio held in an offshore bond, a platform account, a local wrapper or a company can produce materially different tax, reporting and succession outcomes depending on your residency — and the wrong wrapper is expensive to unwind later.
ASJ Group selects investment platforms, wrappers and custody arrangements against your actual residency and reporting position: reporting-fund status, CRS and FATCA treatment, withholding tax, accessibility if you relocate, and how the account passes on death.
Counterparty quality is assessed alongside cost. Platform solvency, custody structure, asset segregation, jurisdiction of protection scheme and the practical question of whether the provider will still accept you after your next move are all part of the recommendation.
Scope of engagement
- Wrapper and platform selection
- Reporting-fund awareness
- Custody and counterparty review
Typical clients
- Internationally mobile investors who need portable, relocation-resilient accounts
- Clients holding legacy offshore bonds sold years ago in another jurisdiction
- US-connected persons requiring PFIC- and FATCA-aware arrangements
- Corporate and trust entities investing surplus reserves
A named director on the file, from first call to handover.
Residency, domicile, reporting obligations and existing wrappers assessed.
Platform, bond, wrapper and direct-custody routes compared on tax, cost, portability and succession.
Provider solvency, custody model, asset segregation and protection scheme reviewed.
Accounts opened, assets transferred in specie where possible, reporting configured.
What you receive.
Every engagement closes with a director-signed handover pack — retained on file for thirty years.
- Wrapper and platform comparison with tax treatment
- Counterparty and custody due-diligence note
- Account opening and onboarding management
- In-specie transfer plan where applicable
- Consolidated reporting setup
Jurisdictions in active use for this service.
Questions we hear on every intake call.
- Are offshore bonds still worth using?
- Sometimes. Gross roll-up and portability can be valuable for clients who will change residency, but charges and tax treatment vary widely and many legacy bonds were sold for commission rather than fit. We assess yours on the numbers, with all product charges and intermediary remuneration disclosed.
- What is reporting-fund status and why does it matter?
- If a fund lacks reporting-fund status, UK-resident investors can be taxed on gains at income-tax rates rather than capital-gains rates. Equivalent traps exist in other jurisdictions, so wrapper and fund selection are decided together.
- I am a US citizen — can you help?
- Yes, with a smaller set of providers. US-connected clients need PFIC-aware, FATCA-compliant arrangements and we only recommend platforms that actively onboard them.
- What happens to the account if I move country?
- That is tested before opening. We prioritise providers that continue to serve clients across the jurisdictions you are realistically likely to live in.
Start with a twenty-minute call. Leave with a written scope.
Every engagement begins with a director — not a junior, not a chatbot. Fixed fees, quoted in writing, before any work begins.
More on wealth & related work
Personalised Wealth Strategies
One coordinated plan across every country you hold assets in — objectives first, products last, reviewed as your life changes.
Asset & Portfolio Management
Discretionary and advisory portfolios via independent managers — multi-currency, with total cost of ownership and any intermediary remuneration disclosed.
Retirement Planning
Retirement provision for globally mobile clients whose pensions, employers and tax residency span several countries.
Every engagement begins with a twenty-minute director-led call. Fixed fees, in writing, before any work begins.