International Investments
International investing reduces portfolio risk, allows one to tap into faster-growing economies, spreads currency exposure and offers access both to a range of markets and to the world’s best companies.
What Are International Investments?
International investments give South African investors managed access to global markets in hard currencies, so you can diversify beyond domestic assets and participate in growth across multiple regions and sectors. Portfolios can include global equities, bonds, listed property, money market instruments and multi-asset funds across developed and select emerging markets.
At Warwick Wealth, each client receives a bespoke international investment plan aligned to return targets, time horizon, liquidity needs and risk tolerance.
Why Invest Internationally?
Diversification
Reduce home-bias by spreading risk across regions, sectors and currencies.
Hard-currency exposure
Hold part of your wealth in USD, EUR or GBP to help defend purchasing power.
Broader opportunity set
Access world-leading companies, thematic strategies, and specialist asset classes.
Smoother return profile
Combine global assets with local holdings to improve portfolio resilience over market cycles.
How We Build Your International Portfolio
Discovery & Goal-Setting → Risk Profiling → Portfolio Design → Implementation → Monitoring & Rebalancing
We construct global portfolios using:
- Regulated Collective Investment Schemes (international unit trusts)
- Global ETFs and index solutions
- Personal Share Portfolios (PSPs) for direct global equity mandates
- Multi-manager wrap funds curated for different risk profiles
Orion Investment Managers (OIM) is Warwick's preferred asset management partner. OIM's group houses multiple specialist managers and operates across jurisdictions, managing regulated local and international strategies. All funds and mandates are continuously monitored to ensure alignment with your objectives and stated risk profile.
Currencies, Markets & Instruments
Your portfolio can be held in USD, EUR or GBP, and may include:
- Global Equities: broad market, factor, quality and dividend strategies
- Global Bonds: investment-grade, short-duration and selective high-yield exposure
- Listed Property (REITs): diversified global property allocations
- Cash & Money Markets: liquidity sleeves for stability and opportunistic re-entry
- Thematics (optional): carefully sized exposure to long-term structural themes
Costs, Reporting & Governance
Institutional Reporting
Performance, risk analytics and currency attribution
Robust Compliance
Internal and external oversight to ensure mandates remain on track
Risks and How We Manage Them
- Market risk: Strategic asset allocation with risk-budgeting and drawdown controls.
- Liquidity risk: Preference for daily-dealt funds/ETFs and clear dealing calendars.
- Concentration risk: Position-sizing limits and manager diversification.
Related Wealth Services
Local Investments
Build your rand-based core and coordinate with your global sleeve.
Tax Planning
Structure global returns, withholding taxes and reporting efficiently.
Discretionary Investments
Flexible investment accounts to complement your international allocation.
Start Your International Investment Journey
Position your wealth globally with a tailored international portfolio designed and monitored by Warwick Wealth.
Exceptional Client Care
Warwick Wealth is client-centricity personified and every employee is required to sign and adhere to our Client Care Charter. The essence of Warwick client care is to know each client personally (not just their wealth, investments and risk profile) and to treat them fairly and ethically at all times. This means regular communication with the client, not just to review their portfolio, but to better understand them as people.
Frequently Asked Questions (FAQ)
What are international investments?
Investments in assets listed and managed outside South Africa, typically held in hard currencies and governed by foreign market regulations.
How can I invest internationally through Warwick Wealth?
We design a bespoke plan and implement via regulated international unit trusts, global ETFs, multi-manager wrap funds or a direct Personal Share Portfolio—all aligned to your goals and risk profile.
Which currencies can I use?
We typically implement in USD, EUR or GBP, matching your objectives and liquidity needs.
What are the main risks?
Currency and market volatility are primary risks. We manage them with diversification, risk budgeting, and disciplined rebalancing.
What about tax?
Global income and gains are handled in line with South African tax rules and international withholding taxes. Our Tax Planning team coordinates portfolio structures with your tax adviser.