OCG Fact Sheet/Services
Managing Your Investment Affairs In An Offshore Location
By recommending only the finest investment houses in Guernsey, Jersey, the Isle
of Man, Dublin, Luxembourg and Switzerland, OCG provide the very best
products, performance and service in offshore asset management.
These products are ideally suited to the needs of expatriate professionals
worldwide. From our bases in Paris, Brussels, Geneva, Moscow and the UK we
offer a unique service to our multi-national clientèle. We are committed to
maintaining long-term personal relationships through regular policy and portfolio
reviews to ensure that you are kept abreast of current market conditions.
Offshore Product Providers
Through investment institutions such as Generali International,Scottish Life
International and Royal Skandia you can access any fund that is regulated and
listed in the Financial Times. This is more cost effective than dealing directly with
the fund management company itself. All these portfolio bond and regular premium
providers offer a comprehensive range of financial products that cater for all your
financial requirements.
Fund Management Companies
You can also invest directly in some selected funds, such as those from New Star
Asset Management, Premier, Protected Asset TEP fund, Frontier, Alpinvesta,VAM
funds, FMG funds, Solaris, Castlestone Management, Morley and Sequoia funds.
In particular, New Star, an independent asset management group,has bond,equity
and hedge funds that consistently out-perform other equivalent funds in their class.
Financial Advice Service
OCG also provide a full comprehensive advice service to help you plan your often
changing financial circumstances. We can help you set up offshore bank accounts,
acquire life assurance, critical illness cover, implement tax-efficient saving
structures and advise on inheritance tax planning and international mortgages.
Charges
We do NOT charge fees. We are remunerated by our product providers. Any
charges incurred can vary, depending on the product and the provider and are
always fully explained prior to initiating any investments. |
The best products, performance
and service in offshore asset
management.Generali
International,Scottish Life
International,Royal Skandia.
Perfect for the needs of
expatriate professionals as well
as retired expatriates.
Regular savings plans, school
fees planning, lump-sum
investments, the offshore tax-
wrapping
of shares in order to
help mitigate Capital Gains Tax
and International Self-Invested
Personal Pensions ( SIPPs ).
New Star, Premier, Protected
Asset TEP fund, Frontier,
Alpinvesta, Glanmore and the
British Real Estate fund,VAM
funds, FMG funds, Solaris,
Castlestone Management,
Morley and Sequoia funds..
Additional Financial Services
via our network link up with
Inter – Alliance WorldNet.
www.iaworldnet.com.
Competitive charging
structures with NO additional
fees.
|
James Thompson MBA FPC
Senior Investment Consultant,
27 Brittany Raod,
St Leonards-on-Sea,
E.Sussex, TN38 0RB,
UK Office: +44 (0) 1424 425 310
UK Office 2: +44 (0) 1262 420 691
UK Mobile: +44 (0) 7717 436 328
Email: jt@ocgbiz.com |
Nigel S James
New Business Development Manager,
87 Rue des Cotes,
78600 Maisons-Laffitte,
FRANCE.
Paris Office: +33 (0) 1 39 12 35 03
French Mobile: +33 (0) 6 14 906 906
Email:nj@ocgbiz.com |
Additional contact information:
James Thompson
Russian Mobile: +7 963 606 3001
Belgian Mobile: +32 (0) 476 254 974
Jonathan Cook MBA
jc@ocgbiz.com
Sam Jones MBA
sj@ocgbiz.com |
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