In a world where borders matter less and global opportunities matter more, offshore investment has evolved from a luxury to a smart, strategic decision.
Momentum Wealth International empowers clients to invest across geographies, sectors and currencies, whether through actively managed funds, exchange-traded funds (ETFs), model portfolios or international personal share portfolios. The platform is built to support globally diversified strategies that align with each client’s unique risk profile and investment objectives.
To simplify the selection of underlying investment components, Momentum Wealth International offers access to guided solutions from carefully selected world-class investment managers through Curate Investments and model portfolios managed by Equilibrium, as well as share portfolios managed by Momentum Securities. These teams conduct rigorous due diligence and ongoing monitoring to ensure quality and performance across market cycles.
Two distinct investment options are available to meet the offshore investing needs of a wide variety of South African clients. The flexibility of these solutions makes it easier for advisers to align product features with their clients’ personal needs, circumstances, tax profiles and future aspirations, whether they require tax efficiency, succession planning or long-term global exposure.
The Global Wealth Endowment is ideal for high-net-worth individuals focused on intergenerational wealth transfer and estate planning, whereas the Global Wealth Investment could suit clients who prefer managing their own tax affairs or live in tax-neutral jurisdictions, offering portability, control and transparency.
Both these options include joint ownership with survivorship provision, which may have estate duty and probate benefits.
The Global Wealth Endowment also includes comprehensive succession planning features, such as the ability to appoint successor contract owners, alternate successor contract owners and to nominate primary and alternate beneficiaries for proceeds. This means that if the primary nominee is unable to accept the inheritance, the alternate beneficiaries automatically take their place. These features help to reduce the complexity, time and cost normally associated with death claims and potentially avoid executor fees and other related costs and tax.
Momentum Wealth International is based in Guernsey, a globally respected offshore financial centre known for tax neutrality, robust legal protection for investors and political and economic stability. With no exchange controls, it simplifies cross-border transactions and capital movement.
The secure online platform offers convenient access to investment information, consolidated multi-currency reporting and advanced tools for advisers, including internal rate of return (IRR) and capital gains tax (CGT) calculators, bulk reporting and automated scheduling of regular client reports. This digital-first approach ensures transparency, efficiency and ease of administration, key ingredients for seamless offshore investing.
Momentum Wealth International is more than a platform. It’s a partnership. Advisers benefit from on-the-ground support in South Africa, direct access to offshore specialists and a network of legal, tax and fiduciary experts. Whether navigating exchange control, emigration or complex estate planning, we provide expert guidance every step of the way.
The pricing philosophy is built on fairness, value and clarity, offering clean-priced investment funds and exchange-traded funds, as well as competitively priced model portfolios. The platform caters to a wide range of clients, from individuals and families to trusts and corporates, providing broad access to global investing.
Momentum Wealth International isn’t just about investing offshore; it’s about helping clients build and protect their financial dreams on their journey to success.
Each person’s journey is unique and personal. With us, you can shape that journey in the most singular way.
Speak to your Momentum Wealth consultant to find out more or visit momentum.co.gg
For information on Momentum’s offshore investment solutions, click here.
This article is for general information only and does not constitute financial, legal, tax, accounting or investment advice under the Financial Advisory and Intermediary Services Act 37 of 2002 (FAIS). It is not a solicitation to invest. The Global Wealth Endowment is a life insurance product, underwritten by Momentum Metropolitan Life Limited Guernsey Branch, a foreign branch of Momentum Metropolitan Life Limited, a licensed life insurer under the Insurance Act. The Global Wealth Investment is offered by Momentum Wealth International Limited. Past performance is not necessarily indicative of future returns. While care is taken to ensure accuracy, no guarantees are made regarding completeness or reliability. No liability is accepted for any loss from reliance on this content. Terms apply. Consult your financial adviser, Momentum Metropolitan Life Limited, Guernsey Branch or Momentum Wealth International Limited. Momentum Metropolitan Life Limited, Guernsey Branch is licensed by the Guernsey Financial Services Commission under the Insurance Business (Bailiwick of Guernsey) Law 2002 to carry on long-term insurance business. Momentum Wealth International Limited is registered in Guernsey (Reg. No. 30830) and licensed by the Guernsey Financial Services Commission to conduct Investment Business and is an authorised financial services provider (FSP 13495) under FAIS in South Africa and part of Momentum Metropolitan Life Limited (FSP 6406, Reg. No. 1904/002186/06), an authorised financial services provider and registered credit provider. Momentum Wealth International Limited and Momentum Metropolitan Life Limited Guernsey Branch are part of Momentum Group Limited (Reg. No. 2000/031756/06). Curate Investments (Pty) Ltd is an authorised financial services provider (FSP 53549, Reg. No. 2023/747232/07). Momentum Securities (Pty) Limited is an authorised financial and credit provider (FSP 29547, Reg. No. 1974/000041/07, NCRCP 2518) and a member of the JSE Ltd. Equilibrium Investment Management (Pty) Ltd is an authorised financial services provider (FSP 32726, Reg. No. 2007/018275/07).
