Targeting Offshore Investors 2025

This report examines the offshore investment market, providing a comprehensive understanding of the key opportunities and challenges when targeting offshore investors. It explores the preferences of these investors from a range of perspectives, including booking centers, products, providers, and channels. The report also identifies the size of the offshore investment market.

There is a strong correlation between offshore investments and affluence. As a result, lower wealth segments are of little appeal to wealth managers. However, compared to their older peers, millennials and Generation Z hold a greater proportion of their wealth offshore. While lower in liquid assets, more time to accumulate wealth and a higher propensity to hold wealth offshore make younger generations an attractive segment.

Scope

• 31% of mass affluent investors hold deposits or investments abroad, compared to 18.3% among emerging affluents.
• HNWs invest an average of 45.1% of their wealth abroad; the US remains the preferred booking center, accounting for 12.1% of offshore holdings as of 2025.
• Despite an increasingly united effort by governments to clamp down on tax evasion, there are many legitimate means to achieve tax efficiencies. As a result, tax considerations are a critical driver as to why HNW investors book some proportion of their wealth abroad. Despite this, only two thirds of wealth managers currently offer international tax advice.

Reasons to Buy

• Understand how to best promote your offshore proposition.
• Review your service offering, and adjust it based on a detailed understanding of the different segments that make up the offshore investment market.
• Give your marketing strategies the edge required and capture new clients using insights from our data on offshore investment drivers across segments.