Professional Portfolio

Professional Portfolio

It's important that you control your own financial destiny and that means making your own investment choices. But you also want the tax efficiency that international investment funds can provide.

Professional Portfolio is designed to help you enjoy both.

If you value control and flexibility in your financial life, but don't want to waste unnecessary time on the administration of your own investments, Professional Portfolio can be the ideal solution. By managing your investments together in this flexible bond, you can enjoy a wide range of benefits:

Investment Freedom to build a diverse portfolio from equities, fixed interest securities, cash instruments, collective investment schemes and a wide range of investment funds.

Real Flexibility to reposition your investment portfolio, enjoy a regular income or withdraw funds.

Efficient Administration that takes away the administrative chores that go hand in hand with managing your own portfolio.

Value for Money with our competitive fee structure and institutional discounts on fund purchases with leading investment houses.

Tax efficiency through investment funds that can grow free of Guernsey tax deductions, provided you are not resident in Guernsey for tax purposes.

Security in knowing that Professional Portfolio comes to you from a member of one of the world's largest international insurance groups and the peace of mind that comes with knowing that assets representing at least 90% of Policyholders' liabilities are held in custody by an independent trustee.