7 STAR Discretionary Portfolio Management for Clients

We consider "Tradition Asset Management" (TAM), to be amongst the worlds most advanced investment web site, full information and up to date, live & latest news on all holdings. Complete asset breakdowns by class type etc..

On line "Live" valuations of all assets accessible through KMI web site
Small investment entry levels, just US$ 80,000, Euro 75,000 Sterling ()45,000
Experienced "UK FSA regulated" managers at Tradition Asset Management Ltd.
An Offshore version of the platform available through Indian Ocean Asset Management Ltd.
All offshore and onshore funds, from all major markets and direct equities available
Complete Portfolio management
Various discretionary portfolios to choose from
Full "execution only" service available for clients that deal themselves
KMI can arrange an insurance tax effective "Wrapper" available holding investments in the wealth management platform
No entry or exit costs to the service, no load or exit restrictions
One annual fee of 1.5% portfolio management charge
(Special arrangements for clients asset value US$1 million and over)
KMI can arrange Offshore company formations and Offshore trusts free of charge
KMI also offers Complete Portfolio managment

Call/email for full details, Mike Towning

Offshore Portfolio Management In Conjunction With
UBS Bank (Swiss)

KMI bring our clients the best of the best funds, best fund managers and the best portfolio managers. We are now able to offer a complete Portfolio management by UBS bank. We provide the tax effective umbrella offshore. We can include offshore companies free of charge, offshore trusts free of charge dependant on our client’s assets size, even free annual fees, nominee directors and trustees on these vehicles.

If you wish have complete offshore investment management of your investment portfolio by one of the worlds best known institutions, added to the most effective tax location and offshore arrangements, all in a completely secure and confidential environment, let KMI arrange this service.

Call or e-mail Lee Green

See our Offices address pages for full details