Investing a Lump sum

Investors must retain some cash for short-term needs but simply leaving funds in bank deposits will lead to the erosion of purchasing power in the future as inflation takes hold. It is rare that interest on a bank account will exceed the rate of inflation. You can usually set up an investment account with US$50,000 or more.

Typical investment account features:-
  • A wide choice of global fund managers (Mutual Funds, ETF's, Index Funds) 
  • Fixed term bank deposits
  • Flexibility; access to some or all capital when needed
  • Portability; should you relocate internationally, the investment account can move with you intact 
  • Online valuations and fund switching 
  • Investments can be held in trusts for tax planning in certain jurisdictions

Structures

We can advise on a wide choice of investment vehicles, portfolios, nominee accounts and other structures.

Ongoing Management of Your Account

We offer regular updates and monitor your account to ensure your investments are on track. Additional benefits such as investment reports and market information are all available through AP Advisers.

Past performance is no guarantee to the future and you may not get back the money you invested. All investments carry risk.