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Request a consultation with our Our Private Wealth Relationship Managers

Private Banking and Investment Service 

Universal Wealth Management

Ease of access to your funds

There may come a time in life when the services of a high street bank no longer suit your financial needs. They cater well for the majority, but when you need a more bespoke service to support your growing financial situation, it's time to look for a private bank.




As an expat – living and working abroad or if you are planning to move abroad - you may need an investment adviser who can tailor an international investment strategy to suit your particular goals, risk appetite and time horizon. Someone who can structure your assets in the most tax-efficient way, or provide assistance with large purchases and complex finances.


Above all, because you live and work abroad, you'll want to retain the flexibility and ease of access to your finances. With our Private Wealth Managers, we can cater for all your international needs.


Consistent winner of awards

Investment advice

WHAT TO LOOK FOR IN A WEALTH MANAGER

Private Bank Checklist

Transparent fees

Credibility / Reputable

Relationship Manager

WHY CHOOSE OUR PRIVATE WEALTH MANAGERS? 

A global universe of investment opportunities



A specialist team pursuing the best global opportunities

At Wealth Management our objective is to become your trusted adviser and seek opportunities for your money in a way that none can equal.

A focus on growing your money in absolute terms



We do this by optimising current assets and investments, by ensuring that wealth is soundly protected, and by ensuring that clients’ legacies are structured most effectively for their beneficiaries.

A portfolio structure determined by your personal preferences and goals



We do this by optimising current assets and investments, by ensuring that wealth is soundly protected, and by ensuring that clients’ legacies are structured most effectively for their beneficiaries.


We are relentless in our attention to detail. In our assessment, qualification and pursuit of opportunity. And in delivering to our clients unmatched service and tailored solutions.


We know very well that no two clients are the same, and that every one of our clients has specific goals and requirements.


After all, the best investment opportunities are only the best if they are the best for you.

Performance considered in the context of your risk appetite



What you can expect Our Private Wealth Managers

A wide spectrum of investment services and strategies



Private Banking Services for Expats

Custody and Nominee Services

Segregated Portfolio

Lending - a flexible approach

Collective Investment Funds

Private Banking Services for Expats

SERVICES WE OFFER

Family Office Service

Fixed Term / Structured Deposits

Foreign Exchange Services

Platinum Visa Cards - available in sterling , US dollar and euro.

Pensions & Retirement Planning

Multi-currency Current Account

Wealth Management Services for Expats

SERVICES WE OFFER

ABOVE ALL WE OFFER A TAILORED SERVICE TO SUPPORT YOUR

INTERNATIONAL FINANCIAL NEEDS

Let us contact you

Contact our Relationship Managers to see how our Wealth Managers can help your Wealth grow!

The information provided on this website is for information purposes only. The website and its content are not, and should not be deemed to be an offer of, or invitation to engage in any investment activity. Universal Wealth Management is not authorised and regulated by the Financial Conduct Authority (FCA). The content of this promotion is not authorised under the Financial Services and Markets Act 2000 (FSMA). Reliance on the promotion for the purpose of engaging in any investment activity may expose an individual to a significant risk of losing all of the investment. UK residents wishing to participate in this promotion must fall into the category of sophisticated investor or high net worth individual as outlined by the Financial Conduct Authority (FCA).

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