Managed Investment Platforms: Everything You Need to Know
Low-cost, flexible structures to hold your funds, ETF’s, stocks and shares.
Invest and withdraw whenever you wish.
Managed Investment Platforms – General Investment Accounts (Brokerage Accounts)
Standard investment platforms provide a low-cost, flexible way to manage your funds, ETFs, stocks, and shares. At Ingenium Financial, we specialise in creating and managing offshore platforms and tailoring strategic portfolios to meet your unique needs.
While these platforms don’t offer specific tax protections, the portfolios they hold can be optimised to take advantage of certain allowances, such as those available under Portugal’s NHR scheme. The flexibility of these platforms allows you to invest and withdraw funds whenever you choose and they have the capability to support regular savings or withdrawals.
Ingenium Financial partners with the highest-rated, independently verified providers of offshore platforms, ensuring the security of your investments and giving you complete peace of mind.
Managed Investment Platforms: highlights
– Protection and peace of mind.
– All our platforms are authorised and regulated.
– Ability to create portfolios designed for you.
– Secure web access — track your investments anytime.
– Low cost.
– Flexible holding period.
– Wide range of ETF, stocks and shares available.
– Secure (whitelisted) offshore locations for privacy.
– Available in all major currency denominations.
– Can accommodate multiple sub-portfolios.
Managed Investment Platforms: tax advantages
Managed investment platforms DO NOT provide tax advantages.
General investment platforms with Ingenium Financial are created to accommodate your specifc needs
Get in touch for more information.