“Constantly pursuing offshore investment opportunities that successfully meet your needs and capture your desired lifestyle”

Company Profile

St. James Global is a one-stop financial advisory service specialising in offshore investment advice and asset protection, encompassing reliable retirement, estate and succession planning.

With a complete understanding of international tax legislation and the structuring of offshore investment opportunities, we have established ourselves as advisors to a loyal clientele of first and second generations within families.

We have been advising South African tax residents on offshore investment and structuring for over 25 years, providing clients with the experience and know-how they deserve in a world of ever changing tax legislation and compliance.

What we offer

Ongoing management, administration and locally-based regular servicing of your assets offshore, with continuity of service to immediate and contingent beneficiaries in the event of a passing.
Commitment to optimally preserving and protecting after tax wealth for our longstanding and loyal clientele.

A small but highly trained team of specialist offshore wealth managers, all accredited with financial degrees or equivalent qualifications.

Expert placement of funds overseas, hedging against ZAR exchange rate fluctuations in the global economy.

Specialist advice in the establishment of offshore pension funds, backed up by pension legislation domiciled in the world’s most highly regulated jurisdictions, and the opportunity to lock into offshore structures that will not fall foul of Government anti-avoidance legislation.

Added to investment value by keeping you abreast of relevant changes in international tax legislation, as well as cross border retirement and succession planning with particular focus on local and international tax treaties and agreements.

St James Global is a member of GlobalNet, one of the largest networks of international financial advisors providing considerable due diligence and risk management i.r.o. an array of products, companies and secure jurisdictions. Our independence as a pedigree financial company ensures that St. James Global gives close and personalised attention to each and every client portfolio, affording you peace of mind in the knowledge that you will be looked after in a proper and professional manner.

The wide spectrum of global products and investment opportunities to which we have access are with some of the world’s most respected and well-known financial institutions – domiciled in highly regulated offshore jurisdictions including those of the Channel Islands, Luxembourg and the Isle of Man. We are regulated by the Financial Services Board in South Africa and holding a Category 1 and Category 2 licence, offering clients full discretionary or limited advisory investment mandate options.

Service

We afford our clients face-to-face consultations, with visits on an ongoing basis to ensure that the international investment holdings of our clientele are at all times compatible with client’s changing requirements and prevailing market conditions.

The keywords motivating our service interaction with our clients are “personalised, uncomplicated, cost effective and tax efficient”. St. James Global will look after you and your future heirs for generations to come. Should your spouse or life partner pass away you are assured the peace of mind of continuity in respect of management, service and administration. In addition, we assist with all aspects of cross-border financial planning and administration – both in South Africa and abroad – in all matters relating to structures and investments held offshore.

Let us advise you on a financial solution that is customised to your specific needs and one that will serve you well over the longer term. We will be happy to review any existing offshore structures in your portfolio as they are often found to be outdated, overcharged or under-serviced.

Management of Risk

Most of our clients are risk-averse, seeking a high degree of capital preservation to provide retirement income. The preservation of clients’ capital is our prime objective. Many of our clients are retired or approaching retirement and are not looking for significant gains associated with risk.

Security

The security of our clients’ assets is of paramount importance to us. We recommend investment products that offer the highest level of protection under the respective laws of the jurisdictions in which the investment institutions are domiciled. All investment funds are paid directly to the institution administering the investments and are held by approved third party custodians, thus providing considerable protection of assets. St. James Global does not therefore hold investment funds itself on behalf of clients. In addition, most offshore jurisdictions provide clients with further security and peace of mind, i.t.o. the policyholder protection act and compensation fund. Further details are available on request.

Costs

There is no direct charge to our clients for our services or for the setting up of trusts. We do all the work on your behalf and are remunerated by the institutional or product provider. We ensure complete transparency of investment fees and charges, such as fixed non-time related costs on offshore structures.

Independence

St James Global is truly independent and can provide unbiased and impartial advice across a universe of products, services and jurisdictions.

St. James Global is an authorised financial services provider (FSP no. 45184) & Member of GlobalNet · one of the largest international networks of independent financial advisors, operating in over 45 countries with over 150 corporate members.