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Jersey Offshore

Explore offshore opportunities with our offshore investment account

Offshore investment at a glance

Invest offshore through Jersey a long-established financial centre and base for offshore wealth management

Potential tax advantages and risk diversification

Same Relationship Manager for offshore and onshore investments providing a holistic view of your portfolio.

Citi's approach to wealth management aims to make offshore investment straightforward, accessible and relevant to you, by combining Citi’s global expertise and resources with the heritage and stability of one of the world’s foremost financial centres, Jersey.

Investing offshore through Jersey

A world-renowned financial centre

Jersey is politically and judically independent, with stable reserves, no debt* and a consistent policy of balanced budgets.

Commitment to the highest standards of financial management

Through a combination of Jersey’s modern legal system, alignment with and deemed equivalence to the EU 3rd Anti-Money Laundering Directive, and a skilled workforce who pride themselves on banking excellence.

World- class financial regulation

Jersey is regulated by the Jersey Financial Service Commission, and recognised and rated by the OECD* and other leading economic bodies.

A favourable tax environment

Jersey offers investors a ‘tax-neutral’ environment**, which may provide certain advantages depending on your country of residence and personal tax status. Tax treatment is subject to individual circumstances.

Investing offshore trough Jersey with Citi International Personal Bank allows you to diversify your wealth on a global scale and take advantage of an even wider range of markets and products.

  • Your dedicated Relationship Manager is qualified to advise on both onshore and offshore products and so has a holistic view of your portfolio.
  • Support from a team of specialists, including an FX Counsellor for foreign and multi-currency issues and support with updates on foreign exchange markets and Citi foreign exchange forecasts.
  • Depending on your circumstances there may be tax advantages to placing some of your wealth offshore**
  • A more extensive choice of investment funds: 500 funds compared to 180 when investing onshore. And a wider choice of satellite investments
  • FX solutions offering a greater variety of currencies. You can convert 21 currencies with Citi International Personal Bank.
  • Our international brokerage service lets you trade equities and bonds in 37 stock markets

Accounts are available to clients wishing to invest with the minimum required balance. The minimum required balance is generally US$200,000, however, please note that in some countries the minimum funding requirements may be higher and some products and services may not be available due to local legal restrictions. Please contact us for further information.

A world-renowned financial centre

Jersey is politically and judically independent, with stable reserves, no debt* and a consistent policy of balanced budgets.

Commitment to the highest standards of financial management

Through a combination of Jersey’s modern legal system, alignment with and deemed equivalence to the EU 3rd Anti-Money Laundering Directive, and a skilled workforce who pride themselves on banking excellence.

World- class financial regulation

Jersey is regulated by the Jersey Financial Service Commission, and recognised and rated by the OECD* and other leading economic bodies.

A favourable tax environment

Jersey offers investors a ‘tax-neutral’ environment**, which may provide certain advantages depending on your country of residence and personal tax status. Tax treatment is subject to individual circumstances.

Investing offshore trough Jersey with Citi International Personal Bank allows you to diversify your wealth on a global scale and take advantage of an even wider range of markets and products.

  • Your dedicated Relationship Manager is qualified to advise on both onshore and offshore products and so has a holistic view of your portfolio.
  • Support from a team of specialists, including an FX Counsellor for foreign and multi-currency issues and support with updates on foreign exchange markets and Citi foreign exchange forecasts.
  • Depending on your circumstances there may be tax advantages to placing some of your wealth offshore**
  • A more extensive choice of investment funds: 500 funds compared to 180 when investing onshore. And a wider choice of satellite investments
  • FX solutions offering a greater variety of currencies. You can convert 21 currencies with Citi International Personal Bank.
  • Our international brokerage service lets you trade equities and bonds in 37 stock markets

Accounts are available to clients wishing to invest with the minimum required balance. The minimum required balance is generally US$200,000, however, please note that in some countries the minimum funding requirements may be higher and some products and services may not be available due to local legal restrictions. Please contact us for further information.

Why Choose Citigold Wealth Management?

Advisory

A goal-based advisory service with access to a wide range of onshore and offshore investment solutions to help create a wealth strategy that is tailored to your needs.

Your Team

Your dedicated Relationship Manager is an experienced investment advisor and works as part of a team alongside Insurance and FX specialists to help you achieve your unique wealth goals.

Insights

To help inform your investment decisions, Citi Analysts bring you regular in-depth global Market Insights. You can join us for exclusive investment seminars and webinars with top Citi specialists and industry experts.

Global Privileges & Offers

An array of exclusive, curated lifestyle privileges and a global banking proposition with worldwide Citigold status recognition

Take the first steps to your wealth management planning with Citi

Enquire online >Speak to a Relationship Manager
0207 500 1992

Already with Citi? Contact your relationship manager or view product availability on Citi Online