OFFSHORE INVESTING
Grow your wealth beyond borders
Diversify your portfolio with global opportunities and reduce exposure to local market risks.
What is Offshore Investing?
Expand your horizons with offshore investing
Offshore investing refers to placing your investments in international markets outside your home country. It allows you to diversify your portfolio, protect against local market volatility, and take advantage of foreign investment opportunities. At Anchor, we guide you through the complexities of offshore investing, helping you build a global strategy tailored to your financial goals.
Key Services & Strategies
Offshore investing made easy
We offer a comprehensive range of offshore investment services to help you diversify your portfolio and grow your wealth globally. Whether you’re looking to hedge against local currency fluctuations, access high-growth international markets, or optimise your tax structure, our team of experts will guide you every step of the way. Explore the key services we provide to unlock the potential of offshore investing and protect your financial future.
Global market access
Invest in international stocks, bonds, and funds across various regions.
Currency diversification
Spread your investments across multiple currencies to reduce reliance on the South African Rand and hedge against currency volatility.
Tax-efficient structures
We offer strategies for investing offshore through structures that reduce your tax burden and ensure compliance with both local and international tax laws.
Regulatory compliance
Our team ensures your investments comply with South African Reserve Bank (SARB) regulations and international legal frameworks.
Wealth preservation and growth
Offshore investments protect your assets from local economic instability while providing potential for long-term growth.
TAILORING YOUR OFFSHORE INVESTMENT STRATEGY
There’s no one-size-fits-all approach to offshore investing.
Each investor’s needs are unique, whether you’re diversifying across international markets, hedging against currency risks, or seeking growth opportunities in high-performing regions. At Anchor, we provide bespoke offshore investment strategies designed to align with your financial goals. Whether you want to protect your wealth from local market volatility, access global funds, or optimise your tax structure, we tailor our approach to meet your needs.
Expert guidance
Our wealth managers provide in-depth knowledge of global markets, guiding you through every step of your offshore journey with personalised advice to ensure optimal returns and compliance.
Personalised solutions
We understand that no two investors are the same. We create bespoke offshore investment plans that align with your financial goals, lifestyle, and risk tolerance—whether you’re looking to grow, diversify, or protect your wealth.
Comprehensive support
We assist you with exchange control requirements, portfolio structuring, and currency management. From navigating SARB regulations to accessing international markets, we cover every aspect to ensure seamless offshore investing.
Frequently asked questions
Want to find out more about offshore investing?
Below are some of the most common questions we hear from individuals preparing for their financial future.
The ideal offshore allocation depends on your financial goals, risk tolerance, and investment timeline. Many financial advisors recommend allocating 25% to 50% of a portfolio offshore to diversify across regions and asset classes. At Anchor, we assess your individual situation to create a tailored offshore strategy that balances growth and risk.
South African residents are subject to exchange control regulations:
- Single Discretionary Allowance (SDA): R1 million per calendar year for offshore transfers without special approvals.
- Foreign Investment Allowance (FIA): Up to R10 million per year, subject to tax clearance from SARS. We help you navigate these limits, ensuring that your offshore investments are compliant with regulations while maximizing your opportunities.
Investing offshore can come with tax implications, such as capital gains tax (CGT) and withholding taxes on dividends. However, using tax-efficient structures like trusts, offshore retirement funds, or jurisdictions with favorable tax treaties can help reduce your tax burden. Our team at Anchor can design strategies that align with your long-term financial goals and local compliance requirements.
Choosing the right currencies depends on your investment goals and the regions you want to invest in. Many South Africans opt for USD, EUR, GBP, or CHF to hedge against the volatility of the Rand. At Anchor, we recommend a diversified currency strategy to reduce risk and optimize returns based on global market conditions.
Double taxation occurs when both local and foreign authorities tax the same income or gains. Using tax treaties between countries, investing in tax-friendly jurisdictions, and working with tax professionals can help minimise or avoid double taxation.
We provide direct access to global markets through offshore platforms and international funds. Our clients can invest in a variety of global asset classes, including equities, bonds, ETFs, and private markets. We also manage the complexities of exchange control compliance and currency conversion, making offshore investing seamless and stress-free.
Still have questions?
Speak to a wealth manager to discuss your offshore investing goals.
Offshore investing Insghts
Explore the latest insights...
An overview of significant changes to the taxation of non-UK domiciled individuals
- Di Haiden, CEO: Robert Cowen Investments
A BusinessTech article dated 28 August 2023 noted that “over half a million South Africans now call first-world countries home – which are the United...
September global commentary: The Fed rate cut and China’s stimulus push drive investor optimism
- Peter Little, Fund Management
Developed market (DM) equities continued their strong run (MSCI World Index +1.9% MoM), leaving the global equity benchmark up 33% YoY with only two negative...
The why and the how of offshore asset structuring
- Di Haiden, CEO: Robert Cowen Investments
In its first Financial Stability Review (FSR) of 2024, the SARB refers to ‘Domestic institutional investors’ total offshore asset allocations being almost the size of...
Contact Us
Speak to a wealth manager today
Speak to a wealth manager to discuss your offshore investing goals.
- 011 591 0677
- invest@anchorcapital.co.za
