Cazenove Capital Management Jersey Limited provides Offshore Discretionary Portfolio Management for a broad range of international clients, including offshore companies and trusts and UK resident, non-domiciled individuals.
We specialise in tailoring offshore clients' investments to meet each individual's particular circumstances. In coordination with our clients' own tax advisors where applicable, we will tailor bespoke portfolios to optimise tax efficiencies.
The clients we attract are diverse, with many currently falling into the scope of the UK tax regime but with the long term objective of living in another country, often their country of domicile. Others may have little or no relationship with the UK being both non-domiciled and non-resident.
As part of our service we recommend appropriate investment structures for our clients in order to achieve optimal after-tax returns. When choosing between investment structures we will consider factors such as domicile, residence, income, and tax status. We are also aware that the relevant legislation is constantly changing and strive to recommend solutions for clients which are flexible enough to provide responsive arrangements that endure over the long-term. Our operations in London and the Channel Islands assist us to maximise the tax efficiency of clients’ investments.