Global approach with local presence
If you are a non-UK resident or are not domiciled here, you will probably have specific needs that require specialist support. You may have, for example, property, businesses or investments in other jurisdictions, or pay tax in more than one country.
Whatever your particular circumstances are, you are likely to benefit from having someone local you can trust, who knows and understands your situation and how everything fits together from an international perspective.
Creating solutions - built around you
We will work together with you and your existing advisers to understand your circumstances and build solutions to meet your various objectives. Our unbiased approach will take into account important factors such as where you are domiciled and resident, your tax situation, any currency and income requirements and your risk tolerance.
In addition to looking after your onshore requirements, we can also provide access to a wide range of specialist offshore services, which are administered by Bank Julius Baer in Guernsey and with communication directed through us. Global expertise provided locally with the highest level of personal service.
Offshore Investment Management
CUSTOMERS WISHING TO MAKE USE OF OUR OFFSHORE SERVICES ARE STRONGLY ADVISED TO SEEK TAX AND/OR LEGAL ADVICE.
