Existing portfolio management service

Existing portfolio management service

If you have an existing offshore account, plan or policy, or even several accounts, with a broker or an adviser but are unhappy with the level of service or the returns, you can transfer the servicing of your accounts to us. We have been helping clients improve their portfolio performance for over 11 years and we can help you too.

Switch to Bluestar AMG

Switching to us is much easier than you might think, and the process is simple and hassle free.

1.

Contact us and speak to one of our advisers and summarise your situation

2.

We will arrange the correct forms for signing. In most cases it is just 2 simple forms that require a signature

3.

You send us the signed forms and we process them with your provider(s)

4.

We start managing your portfolios

Contact an adviser today >
Why transfer to us?
  • Grade A service guaranteed through a modern and sophisticated investor portal
  • Personal and professional investment advice
  • Expert advisers that will give you a clear view of your overall strategy
  • We will see immediately whether you are on track toward your goals. What’s working? What’s not? How to improve?
  • Broader range of investment options
  • Expert advice and opinion
  • Better returns
  • Lower costs – we can reduce your current fees
  • Better value for money
  • A dedicated and experienced team to help you achieve your goals

Download a FREE investment guide

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See how Bluestar AMG is different

Contact us today to find out how partnering with a Bluestar AMG adviser can help you improve your current portfolio and reach your investment goals.

Contact an advisor