Global markets present viable opportunities for a diversified portfolio. They also present complexities that may stymie even a seasoned, accomplished investment adviser. A confident appreciation of some of the tax and reporting intricacies related to offshore assets is essential, as you tailor and diversify your client’s portfolio.
In this webinar, experts in our business and beyond examined some essential themes in offshore investing.
If you missed the webinar or would like to watch it again, please use the resources below.
Webinar Articles
Glacier International Business Update - 2022
Andrew Brotchie, Managing Director of Glacier International
Tax considerations when investing offshore
Diane Seccombe, Head of Taxation at Mazars Academy
Changes in the offshore regulatory and reporting environment
Nico Le Roux, founder of Incompass
Glacier International’s value proposition
Dean de Nysschen, senior research and investment analyst at Glacier by Sanlam
Sustainable investing
Dean de Nysschen, Senior Research & Investment Analyst at Glacier by Sanlam
Siobhan Cleary, ESG Specialist at Baillie Gifford