Arlo Wealth has launched an investment plan for the clients in the international market, which offers investors access to professional investment management at a low cost.
With the Global Investment Account (GIA) plan, clients will make regular contributions which are then invested and professionally managed by Arlo Wealth.
Designed primarily for the international market, the product has global portability, providing a flexible solution for expats who need to move to new locations or who eventually plan to return home.
Details
The investments will be equally split into the wealth manager’s Efficient Market Access and Dynamic Market Access portfolios.
The firm will track the performance of these investments, providing regular reviews and valuations for investors.
Arlo’s Global Investment Account aims to provide a transparent and flexible savings plan for investors.
Clients can exit the plan at any time, “without facing any exit charges when they choose to withdraw funds”, the firm said.
The account is available in US dollar, pound sterling and euros, with a minimum monthly investment of 1,000 in all currencies.
Blend
Bob Symons, private wealth director at Arlo Wealth, said: “In a low-interest, low-return environment, investors are focused on maximising their returns and this includes avoiding unnecessary charges that can diminish their funds.
“At the same time, they want the flexibility that comes with many other financial arrangements such as ISAs, with the ability to withdraw funds as and when they want to help with immediate needs.
“Cost and flexibility were central to the creation of the Global Investment Account. This is an innovative, new option for the international market which is overseen by Arlo Wealth with a blend of diversified, passive and active investment strategies that are professionally managed.
“Unlike many savings plans available on the international market today, the GIA is without the constraints of exit fees or a minimum contractual investment period.
“This sets out the GIA as a flexible and transparent solution for expats and other investors who want to make regular contributions into a savings plan for their future.”
