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Services

Discretionary Portfolio Management

Our investment team have demonstrated continued excellence in investment selection from global markets. They have a vast knowledge and experience and each portfolio is finely tuned to ensure our clients receive the best possible returns for their risk tolerance.

Each discretionary portfolio we create is specifically tailored to the client in terms of their attitude to risk, income or growth requirements and investment time horizon. We combine the very best global investment; funds, properties, ETF’s, stocks and other unique products to ensure we meet the requirements set out in the mandate or the portfolio.

Our performance within the risk mandate is always our objective.

Model Portfolios

Choose from a range of existing portfolios that match your risk appetite:

  • Cautious
  • Moderate
  • Aggressive

Each portfolio incorporates a varied balance of all major asset classes, so you are well-diversified, but also able to benefit from excellent growth in bull markets, and downside protection in bear markets.

These portfolios are continually reviewed to ensure they continue to mirror the risk profile our clients have selected in varying market conditions.

We also offer some more aggressive stock selection portfolios, including the US top 30 and the UK top 30. These portfolios are selected to produce aggressive growth in these selected areas. Stock selection is contingent on the growth potential of the underlying companies based on strict qualitative and quantitative criteria.

Advisory Portfolio Management

We offer an advisory service which requires client involvement in each investment decision.

This style is often promoted and appeals to new clients as a means through which they can interact more closely with their appointed wealth manager. This increased exposure to Truestone’s style, knowledge and methodology will ultimately lead to increased confidence and comfort for a new client.

Forex

Truestone Capital works with a number of Global Foreign Exchange providers who can assist with transferring money and making foreign exchange payments across borders in a multitude of core currencies. We offer the most competitive exchange rates.

Whether you’re emigrating, selling your house locally or abroad, making a foreign investment, or donating funds to someone overseas we will undoubtedly be able to undercut the Foreign Exchange Rates offered by your bank as we do this on a non-profit basis, offered as a commission and charge free service to our clients. Should you wish to have a hard currency denominated banking account, we will assist in opening an account for you with one of our global partnered banks.

Second Citizenship & Passports

Increasingly, a trend is developing for individuals to migrate globally. With this in mind, our advice program includes the ability to help individuals and families procure a second passport. Typically, we use investment programs for this that include territories including:

  • Portugal
  • Malta
  • St Kitts
  • Slovenia
  • UK
  • Grenada
  • Canada
  • Etc.

Many of these passports will grant a holder visa-free access to over 150 countries worldwide, which enables free movement and/or migration to a desired destination.

Offshore Companies, Trusts & Foundations

To set up an offshore company or relocate your existing business overseas is a crucial step toward internationalizing yourself and your assets. There are a multitude of legitimate methods to structure your business interests overseas and realize significant benefits from both an asset protection and a tax-efficiency standpoint.

Large multi-national companies such as Google and Apple have cut their taxes by billions of dollars by re-locating operations to tax-favourable jurisdictions.

Some businesses, such as those operating online, have no geographical limits as to how and where business can be done, so why then should your business be limited by a jurisdiction that is based on the old, geographically limited model? Whether your business is online or multi-jurisdictional, incorporating it in an offshore jurisdiction is a great way to build streams of tax efficient income outside of your home country.

Other reasons may include:

  • Inflation becoming an issue, having an income stream overseas in a stronger currency can potentially be a very sound
    strategic decision.
  • Hyperinflation could become a real risk, with central banks all around the world printing new money, earning only a small part of your income in a different country could help create security and a hedge against currency devaluation.

A business based overseas, coupled with an offshore bank account, is the perfect medium through which you can do this. We can assist in the procurement of both the company and the bank account and indeed in the procurement of corporate directors and trustees, if needed. After we have assessed your requirements and done the necessary due diligence, it would be possible to go through the whole incorporation process online in most jurisdictions, and you can often set up your offshore company in as little as a few days.

Offshore Bank Accounts

Because of our global reach, we have excellent relationships in place with many of the world’s leading banks, and are thus well placed to help open accounts in any jurisdiction and in a host of currencies. Some of the banks we work with are:

  • HSBC
  • Bank One Mauritius
  • Afrasia
  • Standard Bank Isle of Man
  • Barclays Global
  • RBSI
  • Investec, etc.

Naturally, we always provide a full advisory service to ensure you receive the perfect bank account for your individual requirements.

Financial Advisors & Professional Intermediaries

By forming a relationship with Truestone Capital you liberate yourself from having to manage and administer client portfolios, freeing you up to focus on what is important to your business, client acquisition and retention.

Through our extremely professional and low cost service, with online reporting, we can increase the efficiency of your own advisory business.

Truestone Capital will provide each client with a unique log-in, where they can view their portfolios in whatever format they prefer, being able to engineer their own landing page and displays, ensuring they see at first glance the information most important to them. Equally, you as advisors can see the overall view of your business and clients in a format that optimizes your management information.

Our comprehensive reporting illustrates both graphically and numerically all performance and risk data pertaining to a client’s individual portfolio, enabling you to discuss changes, costs, processes, allocations and movements with ease.

This online access capability means that your clients will have real time access to their portfolio valuations 24-7.

We offer attractive fee-sharing arrangements for professional advisors and assume all of the regulatory responsibility for the management of the underlying assets.

White Labelling

Truestone Capital offers a full “white labelling” service to intermediaries with whom we have a strong long-term relationship. You are then able to offer your clients a complete discretionary fund management service with all reports, correspondence and web-site access “white labelled” (or branded) with your own corporate identity.

Further Information

Please feel free to contact us with any questions you may have regarding our services or if you would like a demo of our system

International Property Investments

Working with a number of the leading developers and international property agents globally, Truestone Capital is able to incorporate global investment property into client’s portfolio planning, with access to commercial, industrial and residential property projects across Europe, the UK, Australia, the far East and the US.