Today's
investors are taking a global approach to their holdings, in terms
of both diversification of investments and placements of assets
with onshore and offshore intermediaries.
The
selection of a suitable financial institution tends to be easier
onshore as the investor is knowledgeable about financial institutions
in his own jurisdiction. Choosing a suitable offshore location
is inherently more difficult, however, as he must consider both
the jurisdiction and institution.
The
considerations usually taken into account in relation to an offshore
jurisdiction are tax legislation, political stability, foreign
exchange laws, non-disclosure laws, infrastructure and regulations.
With respect to the more important selection of the firm itself,
the considerations to be covered are trust, privacy and discretion,
professionalism, personalised service, efficiency and stability.
Most
global investors desire privacy with respect to their offshore
accounts and holdings. Typical investors seek confidentiality
to prevent aggressive business solicitation, to avoid appearing
on a "Fortune 500" list or for personal security
reasons. With this in mind, the representative offices of large
onshore banks are often discounted in an offshore context.
Furthermore, brokers or asset managers are also often by-passed
for security reasons due to their less stringent regulatory
supervision.
Consequently,
investors are left to their own devices and research to select
a smaller bank, which will be able to handle their investment
needs professionally, expeditiously and confidentially. Our
bank is able to provide such service and takes great pleasure
in introducing the Turks & Caicos Islands to investors