Wealth Management for Expats in the UAE
Discover our tailored wealth management solutions to help expats thrive in the UAE's dynamic economy.
At Union Bancaire Privée (UBP), we understand that moving to a new jurisdiction like the UAE comes with unique opportunities and challenges. One of the key steps in settling into a new country is understanding the local system to make the appropriate financial, legal, and tax arrangements. Whether you’re relocating to the dynamic city of Dubai or the capital, Abu Dhabi, we are here to guide you through this process with expertise and care.
Our dedicated team specialises in helping expats navigate the complexities of wealth planning, investment management, and financial structuring in the UAE and in the Middle East. We provide tailored solutions to ensure your financial goals align with the opportunities and regulations of this dynamic region.
Find out how we can support you in building, preserving, and growing your wealth in Dubai, Abu Dhabi, and beyond.
Our wealth planning services for expats in the Middle East
From the moment you arrive to the time you move on, we are here to ensure your financial journey in the Middle East is seamless and successful.
Setting up your home and business
Assistance with establishing your residence and business operations in the UAE, in Saudi Arabia or anywhere else in the Middle East.
Settling your family
Helping you navigate the transition for your family.
Managing your assets and estate
Tailored solutions for investment management, asset allocation, and estate planning.
Relocation and departure planning
Support with the financial and legal aspects of leaving the territory when the time comes.
Discuss your wealth planning journey with us
Fill in this form to be contacted by one of our expert financial advisors. We're here to help you make the most of your life in the UAE.
Why is wealth planning essential for expats?
Relocating to the Middle East, for example to the UAE, comes with unique financial and legal considerations. As Sharia law plays a significant role in inheritance and estate planning, this can create complexities for expats, particularly when it comes to ensuring that your assets are distributed according to your wishes.
Our wealth planners and wealth managers specialised in the Middle East, and Dubai and Riyadh in particular, will guide you every step of the way.
Global presence, Swiss excellence
UBP was founded in 1969 in Geneva, Switzerland, and since then has built strong financial foundations, established a presence in more than 30 locations around the world, and grown its assets under management to over CHF 180 billion on the strength of its renowned wealth and asset management expertise.
Under the leadership of the second generation of the owning family, the Bank has positioned itself as one of Switzerland’s leading privately owned banks providing world-class investment capabilities and wealth management services.
UBP has been serving the Middle East market for decades. With a strong and growing team of seasoned professionals, we understand the unique challenges and opportunities faced by expats in the Middle East. Our team includes relationship managers, investment advisors, credit specialists, and wealth planners with long-standing expertise in the region.
UBP, your dedicated private bank in the DIFC
If you are a new expat in the process of relocating in the Middle East and need expert advice to ensure your and your family’s financial and legal affairs are in order, UBP is here for you with guidance on legal and financial structuring and on estate and business succession planning in addition to many other services.
At UBP, four key factors make us uniquely positioned to guide you on your expat journey with our wealth management, wealth planning, and asset management services:
From our family to yours
At UBP, we understand family businesses better than anyone else. Why? Because we are one. As a family-owned bank, we’ve successfully applied our own wealth planning expertise to ensure the smooth succession of our business. This makes us uniquely qualified to help other family-owned businesses in the region.
On-the-ground presence
Being based in the DIFC allows us to build strong, personal relationships with our clients. In a sociable and relationship-driven culture like the UAE, this is invaluable. Our team understands the local customs and makes itself available as needed.
Experienced team
Our MEA team is composed of senior professionals with 10-20 years of experience in the region. We’re not newcomers; we know the market, the culture, and the language, which gives us a significant edge in understanding and serving expats in the Middle East.
Global presence, Swiss excellence
While we provide local expertise, your assets are booked in the booking center of your choice, for example Switzerland or Singapore.
Our expertise, services, and locations are consistently recognised with industry awards, highlighting the quality and depth of our offerings.
