OFFSHORE INVESTMENT PLATFORM
Momentum Wealth International
Benefits of our platform
Our global specialists are at your disposal, providing you with access to international knowledge and expertise. With Momentum Wealth International, you can be sure your investments are on track towards your client’s financial goals.
Multiple currency reporting
Consolidate and view your clients’ investment contract value in various currencies, including US dollar, sterling, euro, Japanese yen, Hong Kong dollar, Australian dollar, Swiss franc and South African rand.
Enhancing your advice process
Our solutions integrate seamlessly with your business - you can effectively manage all your clients' investments in one place.
Online investment monitoring
We offer a secure and user-friendly online experience that allows you to view your investment portfolios, access contract details and notes, and request information such as consolidated statements.
Our products
Our range of products helps you structure your offshore investment portfolio for estate planning and optimal tax efficiency.
Global Wealth Endowment
A structured five-year endowment for tax-efficient investing, ideal for South African tax residents seeking pure offshore exposure while benefiting from comprehensive succession planning opportunities. It could suit high-net-worth individuals focused on intergenerational wealth transfer, liquidity, and estate planning efficiency.
Minimum investment
USD25 000 or currency equivalent
Investment period
The investment is subject to a restriction (retention) period of five years from inception.
Features
Invest with USD, EUR and GBP. South African rand not accepted.
Income and capital gains tax are calculated within the contract, and we handle the tax reporting and administration.
Liquidity with 100 underlying policies.
Choose from a broad range of global investment components and instruments to suit any investment objective.
Secure and consolidated valuation reporting.
A structured five-year endowment for tax-efficient investing, ideal for South African tax residents seeking pure offshore exposure while benefiting from comprehensive succession planning opportunities. It could suit high-net-worth individuals focused on intergenerational wealth transfer, liquidity, and estate planning efficiency.
Minimum investment
USD25 000 or currency equivalentInvestment period
The investment is subject to a restriction (retention) period of five years from inception.Features
Invest with USD, EUR and GBP. South African rand not accepted.Income and capital gains tax are calculated within the contract, and we handle the tax reporting and administration.
Liquidity with 100 underlying policies.
Choose from a broad range of global investment components and instruments to suit any investment objective.
Secure and consolidated valuation reporting.
Global Wealth Investment
A flexible, open-ended investment structure ideal for clients who require liquidity and simplicity, who want to manage their own tax affairs or live in tax neutral jurisdictions. It could suit clients who have emigrated or are considering emigration.
Minimum investment
USD25 000 or currency equivalent
Investment period
No term. Clients have easy access to their offshore investment portfolio whenever they need it.
Features
Invest with USD, EUR and GBP. South African rand not accepted.
Your tax liability will depend on your personal circumstances and where you are domiciled or resident for tax purposes.
Clients can withdraw money from their investments at any time.
Choose from a broad range of global investment components and instruments to suit any investment objective.
Secure and consolidated valuation reporting.
A flexible, open-ended investment structure ideal for clients who require liquidity and simplicity, who want to manage their own tax affairs or live in tax neutral jurisdictions. It could suit clients who have emigrated or are considering emigration.
Minimum investment
USD25 000 or currency equivalentInvestment period
No term. Clients have easy access to their offshore investment portfolio whenever they need it.Features
Invest with USD, EUR and GBP. South African rand not accepted.Your tax liability will depend on your personal circumstances and where you are domiciled or resident for tax purposes.
Clients can withdraw money from their investments at any time.
Choose from a broad range of global investment components and instruments to suit any investment objective.
Secure and consolidated valuation reporting.
