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International

An international reach with an individual focus

We offer a fully tailored wealth management service that provides specialist advice to international clients.

Our bespoke portfolios represent our experts' best investment thinking, based on your aspirations and attitude to risk. Our expertise in advising international clients has come from many years' experience working with a diverse group of individuals and families. Whatever your requirements, whether it is investment management, loans (Lombard or real estate), banking or advice, we will work with you to tailor a bespoke solution across multiple currencies.

Individuals moving to the UK

  • Specialist portfolio management across multiple currencies.
  • Ability to work with your professional advisers (immigration lawyer/ tax adviser) and facilitate your arrival and settlement in the country.
  • Careful implementation of any tax restrictions that your tax adviser has indicated.

Tier 1 (Investor) visa

  • Ongoing support and investment advice to clients wishing to apply for a Tier 1 (Investor) visa.
  • Tailored investment and administration facilities specifically for clients going through the application process.
  • Joint approach working alongside your immigration adviser to provide the required letters and supporting documentation to the UK Immigration and Visa Office.

UK resident, non-domiciled individuals

  • Specialist portfolio management across multiple currencies.
  • Careful implementation of any tax restrictions that your tax adviser has indicated.
  • Custody options across various jurisdictions.

Individuals moving from the UK

  • Understanding of other jurisdictions' specific requirements.
  • Facilitation of reference currency change.
  • Custody options across various jurisdictions.

Non-UK residents

  • Tax reporting packs available in the local language across multiple locations
  • Specialist portfolio management across multiple currencies.
  • Custody options across various jurisdictions.