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RELOCATING ABROAD WORLDWIDE TAXATION SUCCESSION PLANNING OFFSHORE INVESTMENTS
QROPS INTERNATIONAL RETIREMENT TRUSTS OFFSHORE BANKING / REGULAR SAVINGS
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FINANCIAL ADVISORS YOU CAN TRUST.

Specialists in protecting and preserving global wealth
helping you enjoy your retirement and the lifestyle that you are accustomed to.

successful years in the market.
years of combined industry experience.
About

St James Global was established in South Africa in 2002 by Paul Nicholson. An
International Financial Services Company providing offshore investment advice
and asset protection, encompassing reliable retirement, estate and succession
planning, security and peace of mind.

Helping international investors with their offshore investments and structures
for over 30 years, St James Global provide clients with the experience and
know-how they deserve in a world of ever changing tax legislation and
compliance. St James Global is truly independent and can provide unbiased and
impartial advice across a universe of products, services and jurisdictions.

Products and solutions are designed to protect and preserve wealth in a safe and
secure environment with particular reference on transparency of fees which are
amongst the lowest in the industry, combined with and active but careful
management process.



GLOBAL PARTNERSHIPS

St James Global have over many years established sound relationships with some
of the world’s largest and most respected corporate trustees and financial
institutions. For expatriates living in the European Union, St James Global
provide an extensive range of robust and compliant financial services and turn
key solutions in the most secure and well-regulated offshore Jurisdictions
around the world including the Channel Islands, the Isle of Man and Luxembourg.

All of these jurisdictions benefit from stable governments, excellent
communication links and state of the art financial technology with stringent
regulatory controls and safety measures in place to ensure maximum protection
for our clients.


EXCEPTIONAL SERVICE LEVELS

Overcharged and under-serviced?

Local service and ongoing consultation is vital to us to keep on top of our
clients everchanging needs and requirements and at the same time providing them
with up to date information and comprehensive reporting on their investments. As
a client of St James Global, we visit you on a regular programmed basis to
ensure that your investment holdings are compatible with your requirements and
market conditions at all times.

Ongoing consultation, ease of administration and satisfactory performance will
ensure that you will remain a happy client for many years to come. In the event
of the death of a spouse, our services remain unchanged. The keywords motivating
our service interaction with our clients are personalised, uncomplicated, cost
effective and tax efficient.

St. James Global can demonstrate a sound track record and performance history
going back some 25 years. As part of your due-diligence process on us, we make
available personal and corporate references at the highest possible level to
give you the comfort that our management and services are sound.




SERVICES


RELOCATING ABROAD

Based in the Algarve in Portugal, we are way ahead of the curve in terms of
offering specialist financial advice to expatriates in an ever changing
financial environment and are well placed to advise clients throughout the EU
member States.

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WORLDWIDE TAXATION

Cross border tax planning is highly complicated and requires expertise in two
countries for foreign nationals living abroad. There could be tax obligations to
meet in both countries and getting it wrong could have significant consequences
which could be avoided.

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SUCCESSION PLANNING

Our advice starts with the re-structuring of one’s affairs into compliant, cost
effective and easy to administer offshore structures to ensure that assets pass
onto future generations immediately and without costly and lengthy probate
procedures

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OFFSHORE INVESTMENTS

Wealth management is an essential role in the lives of those who wish to
increase their wealth and ensure financial security come retirement age. The
world of investment and financial management is a complicated one.


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INTERNATIONAL  RETIREMENT TRUSTS

An increasing number of specialist offshore trustees are now offering offshore
domiciled international retirement trusts. These plans are written under one of
the most robust pieces of pension legislation in the world in secure offshore
jurisdiction of Guernsey in the Channel Islands.

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QROPS

The advantages of a QROPS, (Qualifying Recognised Overseas Pension Scheme) are
numerous. If you have left the UK or you are planning to leave, then a QROPS is
likely to be a suitable pension solution for you.

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OFFSHORE BANKING  SERVICES

As part of our proposition, we provide clients with advice and access to local
and international banking facilities and   regular savings offshore.

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VIRTUAL FINANCIAL COACHING

St James Global have an ongoing range of exciting webinars covering a wide range
of products and topics relevant to the expatriate way of planning their finances
and structuring their retirement income.
‍
This is a free initial 30 minute assessment.

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HOW DO YOU PRESERVE YOUR WEALTH AND YOUR LIFESTYLE?

Your decisions today will impact your generations to come.

Get our advice
St James Global is an appointed representative of Private Client Consultancy, a
trading name of Efficient Frontiers SL, whose registered address is Calle Jardin
Botanico, 23/24, La Cala de Mijas, Mijas Costa 29649, with CIF B42839589,
authorised by the DireccionGeneral de Seguros y Fondos de Pensiones No J-3930,
holding obligatory Professional Indemnity Insurance with AIG Europe for the
regulated activity, and with sufficient financial capacity in accordance with
the law. And is licensed to operate in Spain under the freedom of services
provision. It is also licensed to operate in Austria | Belgium | Bulgaria |
Croatia | Cyprus | Czech Rep | Denmark | Estonia | Finland | France | Germany |
Greece |Ireland | Italy | Latvia | Lithuania | Luxembourg | Malta | Norway |
Poland | Portugal | Romania | Slovakia | Slovenia | Sweden | and the
Netherlands, under the freedom of services provision.  
‍
Private Client Consultancy (a trading name of Efficient Frontiers SL) acts as an
Introducer to AQA Capital Ltd. Mr. Andrew Oliver, who forms part of the PCC
Group, acts as Investment Committee Member with AQA Capital. In his role as
Investment Committee member with AQA Capital, Mr. Oliver is involved in
portfolio management function. AQA Capital is authorised and regulated by the
Maltese Financial Services Authority ("MFSA") with registration number C 70143.
AQA is authorised as a UCITS and AIF management company and also provides
additional services including discretionary portfolio management and investment
advisory services (commonly referred to as “MIFID services”). AQA Capital is
authorised to provide services across the EU countries via the EU passport, as
well as to client’s resident in other non-EU jurisdictions.
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Our Sustainability Policy