Offshore

We offer bespoke offshore share portfolios and a developed market focused Global Fund

Our primary offshore investment partner is Julius Baer.  The company is Swiss based and has a history of well over 100 years in the provision of private banking and investment management services to private clients, family offices and external managers around the world. Through this partnership, we create focused bespoke portfolios leveraging their extensive proprietary research combined with our own in-house global expertise.

The ClucasGray Global Fund is a focused portfolio of leading global and regional companies. The fund is managed by Chris Sloan, based in London, with input from the South African based research team.