12A Watsonia Street
Knysna, 6570
Western Cape
R.S.A
Tel: +27 44 382 6164
Fax: +27 44 382 6193
Email: sam@stjamesglobal.co.za
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  • Investing globally for capital growth and income into a range of low risk and uncorrelated asset classes
  • Off shore trust formation
  • Off-Shore pension planning through QPROPS
  • Through a three tier financial planning process designed to provide you with a clear framework to set financial goals and meet your objectives


    Implementation
    Investment criteria discussed
    Review of existing investments
    Lifestyle and risk profile analysis
    Time horizons
    Investment Strategy and objectives

    Asset Management
    Risk Management
    Investment methodology
    Benchmark criteria
    Asset allocation

    Servicing
    Visit dates agreed
    Full appraisal
    Administration
    Tax returns
    Trustee feedback
    Reports/valuations

Because every person has different needs and requests we like to set up and initial free consultation without any obligation on your part before begin to create your own personalised financial plan.

Off-Shore Investment Platforms Selected;

  • RMBI
  • ROYAL LONDON 360
  • OMIG

Fund Managers;

  • SCHRODER
  • HSBC
  • JARDINE FLEMING
  • BLACKROCK GLOBAL FUNDS
  • SARASIN
  • INVESTEC
  • INVESCO/PERPETUAL
  • GAM
  • ALAN GRAY ORBIS FUNDS
  • M & G