Offshore Investment

Offshore investments form a critical component of any successful investor’s portfolio.

South African equities make up 1% of global market capitalisation, and investors who aren’t globally diversified are missing out on a large investment universe.

MyGlobalCFO is positioned in the market as a specialist in the area of offshore investment management for South African clients and ex-pats.

Offshore investment for South African residents

Open to investors looking to place capital of R1,000,000 and above.

We work with one of South Africa’s premier Investment Banks to unlock a diverse range of local and offshore investment options for our clients, all under one platform.

Contact us for a tailor-made portfolio proposal to suit your specific investment objectives.

Specialist Private Portfolio Management for high-net-worth clients

MyGlobalCFO offers high net worth South Africans the ability to unlock global opportunities through our actively managed international investment portfolio.

Open to investors looking to place capital of USD 200,000 and above.

We build and actively manage your global investment portfolio on our highly rated Swiss Platform – allowing direct ownership of listed securities on the New York Stock Exchange, NASDAQ, London Stock exchange and SIX (Swiss Exchange).

Contact us directly for more information – including performance, investment strategy, and fund fact sheet.

Specialist services for Australian migrants

A very significant part of our client base comprises South Africans migrating to Australia.

Many of these individuals see the value in establishing an asset base in Australia prior to moving.

Open to investors looking to place capital of R1,000,000 and above.

Skilled visa applicants
In cases where simply putting the funds into an offshore Australian bank account doesn’t meet your immediate needs, we will assist with setting up an Australian managed fund investment to suit your long-term objectives (e.g. saving for a house deposit, child’s education, or for your retirement).

Parent visa applicants
Helping parents shift their asset base to Australia is a key focus area for us.

Given the considerable processing times of Australian parent visa applications, we work with you to manage the financial aspects of your move while you undertake the visa process.

We’ll help you maximise the return on your capital (e.g. property proceeds, retirement withdrawals) in South Africa ahead of moving, facilitate the payment of your visa charges, manage the forex transfer and exchange control aspects, and can set up investments in Australia based on your objectives and risk profile.

Investor visa applicants
MyGlobalCFO is in a unique position which allows us to manage the complex exchange control requirements that are involved in an investor visa application.

We are registered to assist in the placement of designated investments falling under the Significant Investor Visa Program (min investment AUD 5m), and assist applicants with Investor Visa Stream (min investment AUD 1.5m) investments.

Our clients trust us to ensure their large capital flows take place efficiently, and that they (1) maximise their return on investment while (2) meeting the investor visa criteria.