Do your clients prioritise investing offshore? Can they tell the difference between objective, tailored financial advice and the opinions of a friend? How do you encourage them to see the difference between affordability and value, or explain how investing in seemingly 'risky' global equities can earn higher rewards over time?
Our new video series (with three 20-minute episodes) makes understanding offshore investing easier. We ask important questions to industry leaders who give their expert perspectives on offshore investing:
- Why who you invest with matters - Kenny Rabson, CEO of Discovery Invest and Discovery Employee Benefits
- The offshore risk paradox - Craig Sher, Head of Research and Development, Discovery Invest
- Global trends that affect your approach to global investing - Andrew Keegan, Head of Wealth for Multi-Asset Strategies & Solutions, BlackRock
We explore what criteria to consider when deciding who to invest with, when to flee to safer assets, the active versus passive debate and the future of offshore investing.
Visit our offshore investment info hub for more insights, tips and tools. You'll get a wealth of shareable resources to help you and your clients understand the basics of offshore investing and make the most of global opportunities.