our international UK offering.

Moving to - or living in - the UK can add complexity to your affairs. We offer bespoke solutions that optimise your wealth across international borders

Kings Cross St Pancras Station | Lombard Odier

As an international client living in the UK or thinking of moving here, you’re seeking flexible solutions to maximise the long-term potential of your wealth, wherever you end up calling home.

Like many of our clients, you have probably asked yourself one or more of the following questions:

  • How can I benefit fully from UK Resident Non-Domiciled (“RND”) status, or prepare for becoming Deemed Domiciled?
  • What preparations should I make ahead of moving to the UK?
  • What is the most efficient way to invest the proceeds of a business sale or the payment of carried interest?
  • How can I make the best provision for my children’s future, with succession plans that fit my international context?

We offer expert guidance on investing, wealth planning, asset structuring, relocation and cross-border matters. With us, you will always have a trusted advisor on hand – for the long term.

 

International expertise and wealth services for UK Resident Non-Domiciled clients

We believe in bespoke solutions, delivered by senior advisors. Our team of bankers and wealth planners understand your international context and the challenges facing UK RND clients. Between them, they have lived and worked in many different countries. They have a thorough and practical understanding of the UK RND and Deemed Domiciled regimes, as well as cross-border implications from a tax and legal perspective. They will engage constructively with your professional advisors, and bring specific expertise on cross-border relocation and inheritance planning.

 

A comprehensive UK Resident Non-Domiciled RND solution

Our UK RND service is specifically designed to meet the needs of individuals who are, or have previously been, subject to UK tax on the remittance basis. Four key service components ensure that we deliver the best possible outcomes:

 

1. Bespoke client service

  • Delivered by a senior private banker
  • Leveraging the skills of 300 investment experts and wealth planners worldwide
  • Working closely with your other professional advisors as a joined-up team

 

2. Tailored investment solutions

  • Fiscally efficient RND investment portfolios specifically designed to help you meet your commercial and tax objectives

 

3. Optimal account structure

  • Segregated accounts, enabling you to manage your wealth more efficiently

 

4. Cutting-edge wealth technology

  • Automated cash flows, reducing manual processes
  • Sophisticated risk control framework

Download our brochure to find out more.

 

Discover our UK RND Services

A highly personalised solution supported by cutting-edge wealth technology

International mobility

If you or members of your family relocate, we can seamlessly adapt to your new tax residence. You can maintain your account and relationship with your existing Lombard Odier banker, while accessing tax-efficient portfolio management and tax reporting for many different jurisdictions, including the United Kingdom, France, Belgium, Switzerland, Italy and Portugal.

Our unique banking platform allows you to have a London, Zurich or Geneva-based banking relationship with access to up to 10 booking jurisdictions worldwide. Its award-winning client interface, My LO, offers customisable viewing and analysis of your wealth in complete security.

 

Investment expertise

We are investment specialists, focused solely on wealth and asset management services. Our local portfolio managers specialise in tax-efficient advisory and discretionary portfolio management, with an average of 20 years’ experience each.

They work closely with your banker and draw on the skills of over 300 investment experts and asset class specialists across our Group, one of the largest investment intelligence teams of any private bank.

We offer investment mandates with built-in controls to ensure ongoing efficiency with regard to UK RND taxation, and the capacity to use your portfolio as security for a Lombard Loan.

 

Sustainable investing

At Lombard Odier, we believe that sustainability represents one of the greatest investment opportunities in history. Our portfolio management now incorporates analysis that aims to identify companies with sustainable financial models, business practices and business models. We also offer portfolios where sustainability is the main driver of security selection, pure impact strategies, and sustainable portfolios tailored to your specifications.

Read more on our sustainable investing strategy.

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