Advised investment portfolio
Bespoke expert investment portfolio advisory at your fingertips
As a resident non-domiciled (RND) individual, the UK’s tax regime may sound simple: You pay no UK income tax or capital gains tax on your non-UK offshore income and gains unless you remit them to the UK. But the law is both complex and evolving. Benefiting from it is extremely time-consuming.
As the wealth manager of choice for UK RND individuals, we work with your tax and legal advisors to find the most efficient and legally compliant setup of your offshore banking and investments.
Our wealth planners and client advisors are specifically trained on UK RND issues and are focused only on the UK market, and we work with certified UK advisers to ensure that we are constantly up to date on UK legislation. We have a UK RND specific product shelf focusing on the needs of RND individuals including income and capital transaction reports.
We help you effectively manage your wealth tax and benefit from tax advantages for RND individuals. To help you prepare your tax return, we can provide a detailed income, gains and loss report upon request.
Our RND teams help you achieve your goals for your wealth and recommend new investment opportunities as they arise.
Give your wealth a great chance of growing in one of the world's most politically and financially stable countries.
Stay on track with a yearly review of your financial setup. We’ll ensure your solutions are performing well and that they match your current situation, goals and needs.
Our diverse backgrounds in banks, legal and accountancy firms and trust companies means we’re experts in understanding you and your wealth. With our years of experience assisting RND clients, we’ll help you choose the right solution and clearly explain your various options.
You decide on your investments, while benefiting from weekly monitoring of risks in your portfolio. We’ll also contact you when necessary, including suggesting improvements to your investments.
You receive proactive investment proposals from your client advisor or Active Advisor. You also benefit from regular monitoring of your portfolio, and receive active and prompt notifications of risks – all while you make the decisions on your investments.
You benefit from UBS’s full investment capabilities and expertise in one personalized solution. You have the full flexibility to change your selections, investment strategy and investment amount at any time.
You benefit from a rule-based portfolio management solution designed for clients who like to avoid risk in volatile markets, and wish to limit exposure to equities during downturns. The solution aims to reduce portfolio risk in strongly downward trending and volatile equity markets.
Enjoy the city life while we manage your wealth
Together, we can help you pursue your goals.
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