Market Research Reports

This report draws on our 2017 and 2018 Global Wealth Managers Surveys to analyze the drivers behind offshore investments in the  HNW  space. It examines and contrasts HNW offshore investment preferences across 24 jurisdictions, providing readers with an in-depth understanding of what is motivating HNW investors to look for new homes for their wealth. The proportion of HNW individuals who invest offshore has been on the rise despite the scandals that have shaken the industry. While the reasons are diverse and differ from country to country, global diversification benefits and tax efficiencies top the list. This suggests that assisting HNW investors in minimizing their tax liabilities is key. However, it is important to realize that the boundaries between tax evasion and tax avoidance are becoming increasingly blurry. The days of secrecy and illicit structures have passed, and providers need to ensure they are well equipped to conduct their due diligence and provide so...