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Low angle view of the gherkin, formerly Swiss Re Tower.

Offshore Investing

You want to keep your money safe and grow your wealth offshore. The question is, what are the most suitable investment options outside of South Africa for your unique needs? You’re looking for a trusted partner with years of experience to help you navigate the complexities of offshore investing.

  • Flexible and tax-efficient investment options.
  • Your trusted offshore partner with more than 20 years experience.
  • Global investment solutions that cater to your needs.

Momentum Global Investment Management

In this introductory video about Momentum Global Investment Management, we will share with you who we are, how we invest, what makes our investment philosophy unique and why we believe you should invest with us.

Unit trusts

Invest in unit trusts across all major asset classes. We have a range of local and offshore unit trusts to suit your personal investment needs and goals.

Momentum Wealth International

The offshore investment platform that helps South African clients achieve their financial goals. Offshore investing can be a powerful tool for South Africans who want to protect their wealth, plan their estates and enjoy an international lifestyle.

Aerial view of wooden and concrete

International Investment Option

The International Investment Option is ideal if you have a medium- to long-term investment horizon and require maximum flexibility and easy access to the money in your offshore investment contract whenever needed.

Aerial view of Colarado river.

International Endowment Option

Ideal for clients who want a diversified offshore investment portfolio housed within an insurance contract. It combines the advantages of an insurance product (such as tax planning) with a broad choice of underlying investment funds.

The offshore investing guide

Empowering financial advisers to have in-depth offshore investment conversations with their South African clients.

Global Matters: investing offshore

Our Global Matters portal provides independent views on offshore investment advice and top-of-mind matters to structure offshore investments

Need financial advice?

A financial adviser can help you with financial and investment planning on your journey to success.

Contact us

Local investing: Momentum Wealth

Office hours are Monday to Friday from 08:00 to 17:00.

Offshore investing: Momentum Wealth International

Office hours are Monday to Friday from 08:00 to 16:00 (Central Africa Time). Unavailable on weekends.

Unit trusts

Office hours are Monday to Friday from 08:00 to 17:00.

Institutional investing

Office hours are Monday to Friday from 08:00 to 17:00.

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