Credenda Associates advice on investments protected with Government backed security, through highly regulated offshore investment centres, i.e. Jersey, Guernsey or the Isle of Man. This provides our clients with the highest levels of security, confidentiality and, protection under their policy holder protection schemes.
These locations offer unprecedented investor protection and provide up to 90% protection of your holding in the unlikely event of an investment companies failure, which is why offshore investment is the ideal solution for expatriate executives.
Our advisors provide clients with outstanding one-to-one personal service and advice. Our expertise includes considerable background and up-to-date knowledge of the investment, mortgage, health insurance and portfolio markets, and allows us to recommend to clients the best products available, in addition we have access to a talented support team who update regularly with any new tax and budget issues.
As a client, you will receive the best possible advice to enrich your financial position at every stage of your life and thereby help you grow your wealth in accordance with your expectations, only after we have identified your changing needs will we be able to suggest strategies for both protecting and growing your wealth over time.
Our consultants are from several Countries including England, Scotland, South Africa, USA and Australia, our clients are expats from all over the world including England, Scotland, Ireland, New Zealand, France, Australia, South Africa, Singapore, Holland and several countries in Asia and the Americas.
Credenda Associates have relationships with many leading offshore insurance companies such as Friends Provident, Generali International and Zurich.
For clients wanting a bespoke management service we have a semi exclusive arrangement with Raiffeisen Bank in Lichenstein, you can place absolutely any assets into this facility, it is very special and all clients introduced to this exciting concept are all singing its praises. It can be totally actively managed by the award winning bank or you can mix funds of your own choosing and split how the account operates. All accounts are coded and can be nominated in several key currencies, in addition loans can be made against the investment too.
We use fund management houses such as MAN, Frontier, VAM, London and Capital, Platinum,Schroders,Lakeshore, Forsyth,FMG,Platinum, PATF, New Star International, Brandeaux, Glanmore, Invesco and many other household names. Thanks to our strong South African connection we also have managed portfolios available to South Africans wishing to relocate funds outside of the country but still retaining an interest in local investment houses.
Opening Bank acounts is never simple but our connections with Lloyds Bank, HSBC and Citi-Group gives you access to the best locations available.
Health Insurance is a necessary purchase for us all and we can provide instant cover from many companies including BUPA ,Prudential, IMG,Goodhealth, NZI ,William Russell and INZ.-if you want a different provider please ask-
All these relationships allow us to provide you with a huge choice, making us truly independent.
Credenda Associates- Your best friend in the complex world of offshore financial solutions.
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