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Financial Planning
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What makes Momentum Wealth International a compelling offshore platform?

Momentum Wealth International offers South African investors secure, flexible access to global markets. With tailored investment options, robust succession planning, and digital-first tools, it empowers advisers and clients to build offshore strategies aligned with long-term financial goals.
Written by
Robert Rhodes
Published on
October 17, 2025
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In today’s interconnected world, offshore investing is no longer a luxury, it’s a strategic necessity. Momentum Wealth International empowers South African clients to invest globally with confidence, offering an investment platform that is secure, flexible, and tailored to individual needs.

Through the platform and its investment options, clients have access to a wide range of global funds, spanning multiple sectors, geographies, and currencies. Whether clients seek active management, exchange-traded funds, model portfolios, or international personal share portfolios, Momentum Wealth International provides the tools to build globally diversified strategies aligned with unique goals and risk profiles.

To simplify the selection of underlying investment components, Momentum Wealth International offers guided solutions from world-class investment managers and its investment partners, Curate Investments, Equilibrium, and Momentum Securities. These teams conduct rigorous due diligence and ongoing monitoring to ensure quality and performance across market cycles.

Two distinct investment options are available to meet the offshore investing needs of a wide variety of South African clients. The flexibility of these solutions makes it easier for advisers to align product features with their clients’ personal goals and circumstances, tax profiles, and future plans, whether they are considering tax efficiency, succession planning, or long-term global exposure.  

The Global Wealth Endowment is ideal for high-net-worth individuals focused on intergenerational wealth transfer and estate planning, whereas the Global Wealth Investment could suit clients who prefer managing their own tax affairs or live in tax-neutral jurisdictions, offering portability, control, and transparency.

Both these options include joint ownership with survivorship provisions. For the Global Wealth Investment, this is the default option, whereas for the Global Wealth Endowment, it is restricted to spouses and must be selected.

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Empowering South African clients to invest globally with confidence

With over 25 years of expertise and cutting-edge technology, you can craft customised global solutions for each client’s offshore investment needs on their journey to success.

Momentum Wealth International Limited is licensed by the Guernsey Financial Services Commission to conduct Investment Business. Momentum Wealth International Limited is an authorised Financial Services Provider pursuant to the Financial Advisory and Intermediary Services Act No. 37 of 2002 in South Africa. Momentum Wealth is part of Momentum Metropolitan Life Limited, an authorised financial services (FSP6406) and registered credit (NCRCP173) provider.

Visit momentum.co.gg for more information

"In today’s interconnected world, offshore investing is no longer a luxury, it’s a strategic necessity. "

Robert Rhodes
MD, Momentum Wealth International

Additionally, the Global Wealth Endowment has comprehensive succession planning capabilities, such as the ability to appoint successor contract owners, alternate successor contract owners, and to nominate primary and alternate beneficiaries of proceeds. This means that if the primary nominee is unable to accept the inheritance, the alternate automatically takes their place.  

These features help to reduce the complexity, time and cost normally associated with death claims and potentially avoid executor fees and other related costs and tax.  

Momentum Wealth International is based in Guernsey, a globally respected offshore financial centre known for tax neutrality, robust legal protection, political and economic stability, and no exchange controls for the free movement of capital, simplifying global transactions.

The secure online platform offers convenient access to investment information, consolidated multi-currency reporting, and advanced tools for advisers, including internal rate of return (IRR) and capital gains tax (CGT) calculators, bulk reporting and automated scheduling of regular client reports.

This digital-first approach ensures transparency, efficiency, and ease of administration.

Momentum Wealth International is more than a platform. It’s a partnership. Advisers benefit from on-the-ground support in South Africa, access to offshore specialists, and a network of legal, tax, and fiduciary experts. Whether navigating exchange control, emigration, or complex estate planning, it provides expert guidance every step of the way.

The pricing philosophy is built on fairness and clarity, with clean-priced investment funds and exchange-traded funds, and competitively priced model portfolios. The platform caters to a wide range of clients, from individuals and families to trusts and corporates, making global investing accessible and strategic.

Momentum Wealth International isn’t just about investing offshore; it’s about helping clients build and protect their financial dreams on their journey to success.

Each person’s investing journey to success is unique and personal. With us, you can shape that journey in the most singular way.

Speak to your Momentum Consultant to find out more or visit momentum.co.gg.

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