Team members
Open an investment account to make your money work for you
Set up an offshore tax friendly investment account
and get your hard earned cash growing
- Open an investment account on preferred terms with an Offshore Investment Platform or Portfolio Bond, depending on your circumstances
- Discuss with your advisor a strategy based on factors such as risk appetite, investment time horizon, income needs and tax planning
- Select underlying investments through a low cost open architecture platform (equities, bonds, funds, ETFs)
- Managed account has no lock in period or fees for withdrawing cash and can buy daily traded assets for full liquidity

Investment Selection
Blue chip funds with household names - returns of over 50% in three years
Technology funds
Ethical Social Governance (ESG) options
Direct equities
Fixed Interest with strong capital guarantees and up to 8% per annum interest


Craig McAvinue 
Director of Wealth Management

Patrik Shore 
Senior Advisor

Hunter Deems 
Senior Advisor
Frequently Asked Questions about
Managed investment accounts
The unpredictable and tragic events of 2020 have demonstrated the urgent need to begin saving and planning for the future. However, choosing the best way to invest can be daunting.
How much should I initially invest? What is a feasible timeline for reaching my savings goals? Which is the best investment account to have? Should I have more than one? All of these are viable concerns and should be thought through prior to investing.
Tenzing is here to help you guide you through these difficult decisions. Our highly trained financial advisors will help you strategize and plan for a safe, happy, and financially secure future.
How much should I initially invest? What is a feasible timeline for reaching my savings goals? Which is the best investment account to have? Should I have more than one? All of these are viable concerns and should be thought through prior to investing.
Tenzing is here to help you guide you through these difficult decisions. Our highly trained financial advisors will help you strategize and plan for a safe, happy, and financially secure future.
Tenzing offers several different types of investment accounts to give you choice and flexibility in your investments.
Choose to invest in technology mutual funds, blue chip funds, direct equities, and an array of ethical social governance options, plus more. Each of these investment options come with its own unique set of advantages and options to consider.
While exposure to technology stocks, such as Netflix, Amazon, and Microsoft might be fitting for some investors, others might opt to capitalize through a well-established company via a blue chip fund.
Feel free to reach out to us and speak with an advisor for more information.
Choose to invest in technology mutual funds, blue chip funds, direct equities, and an array of ethical social governance options, plus more. Each of these investment options come with its own unique set of advantages and options to consider.
While exposure to technology stocks, such as Netflix, Amazon, and Microsoft might be fitting for some investors, others might opt to capitalize through a well-established company via a blue chip fund.
Feel free to reach out to us and speak with an advisor for more information.
There’s absolutely no limit to the number of investment accounts you can hold. Depending on your saving goals and eligibility, it could even benefit you to hold multiple accounts across several firms.
Brokerage accounts offer an extensive variety of options for investments including stocks, bonds, and mutual funds. Blue chip and technological funds are also available. Most countries around the world allow tax-free education, pension or retirement plans. Blending accounts together to maximize savings is a wise way to plan for the future.
Brokerage accounts offer an extensive variety of options for investments including stocks, bonds, and mutual funds. Blue chip and technological funds are also available. Most countries around the world allow tax-free education, pension or retirement plans. Blending accounts together to maximize savings is a wise way to plan for the future.
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