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Wealth services for expatriates

We offer specific services that can benefit our expatriate clients and those that may be considering relocating. Our award-winning wealth planning team and international private banking team can help you and your family achieve your financial goals.

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Our services

Whether living abroad or moving, we can help grow and protect your wealth

We can help with:

  • Expat wealth planning
  • Discretionary investment management services
  • Bespoke, flexible lending
  • International private banking
  • Current and savings accounts in 15 major currencies, including the Hong Kong Dollar, Japanese Yen, and United Arab Emirates Dirham
  • Support for your foreign exchange needs with our treasury service
  • Portfolio lending to help with cashflow and short-term financing
  • Residential and buy-to-let mortgages for UK properties, including interest-only loans
  • 24/7 access to your wealth
  • Qualified client support

Get in touch

Find out how our expatriate wealth services team can support you by calling us on +44 (0)3324 05000

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Expatriate Wealth Planning

The cornerstone of our advice process is our award-winning wealth planning service

  • Award-winning wealth planning service

    Understanding your goals, needs and wishes lies at the heart of this and our experienced wealth planning team can work with you to help you achieve your aspirations, to enjoy a life well lived.

  • Wherever you are in the world

    Whatever the source of your wealth, there’s an opportunity to maximise its potential through our wealth planning services. We work with high-net-worth clients and their families around the globe. With offices in the UK, the international finance centres of the Isle of Man and Jersey, and a representative office in the United Arab Emirates, our onshore and offshore capabilities can be very useful wherever you’re based in the world.

Our private banking services

We plan your banking around your personal needs and circumstances

In our increasingly busy and complex lives, managing your finances can become just another demand on your time. At Blueplanet Private Wealth, our private banking service can make it simpler to manage your money, leaving you more time for what matters to you.

  • Current account

    Choose our current account with 24/7 access to your money via our online or mobile banking services

  • Fixed term deposit

    Enabling you to earn more from low-risk, short-term cash deposits in any currency, you’re in charge of deciding how long you’d like to deposit money for

  • Visa Platinum Debit card

    Available as separate cards to access Sterling, Euros or US Dollars, giving you instant access to your money, anywhere in the world

Frequently asked questions

Blueplanet Private Wealth

Why as an expat do I need a wealth plan?

Having a wealth plan can be even more important as an expat as you will likely have more complex financial needs and assets spread around the world.

What currencies do you offer?

We offer current and savings accounts in 15 major currencies, including Hong Kong Dollars, Japanese Yen, and United Arab Emirates Dirham and we are able to manage your finances and investments from our international finance centres, to suit your individual circumstances.

Why choose Blueplanet Private Wealth?

As an expat, it’s likely you will have a more complex financial situation. Our award-winning team take a bespoke approach and will work with you to understand your goals, needs and wishes to make managing your finances a simpler process, wherever you are in the world.
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Lending Services

Bespoke and flexible lending to meet your needs

We provide lending solutions to our clients around the world, supporting expatriate and foreign national clients who spend time in multiple international locations, often with complex and unique financial affairs.

Visit our Expat mortgage services page
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Wealth planning for international clients

We can offer international clients comprehensive wealth planning, including income, liabilities and asset management, with onshore/offshore capabilities and a global presence.

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Secure

Peace of mind

We are well capitalised and retain levels of capital well above regulatory minimum requirements. We have a low-risk balance sheet with no debt servicing obligations and high levels of liquidity.

Our approach to liquidity management is very conservative, benefitting from a strong portfolio of high-quality negotiable instruments. Cash placements with third party banks are generally for periods no greater than seven days and Blueplanet Private Wealth liquidity is very strong.

Challenges

Understanding the financial challenges expatriates face

We understand the unique challenges faced by expats in managing their wealth across different countries and currencies. That’s why we provide a comprehensive range of financial solutions tailored to your specific needs and goals.

Whether you need advice on retirement planning, tax optimisation, investment strategies, or estate planning, our experienced team is here to help you achieve your financial objectives.

Challenges

How can we help you?

Frequently asked questions

Blueplanet Private Wealth

Should I cease residence in the country I am leaving?    

It is important that you seek professional tax advice for your specific situation.

Where can I get Tax advice on relocation?

We work with Tax specialists as part of our pre-residency planning approach.

Why are residency and domicile status important?

In the UK, the way you are taxed by HM Revenue and Customs (HMRC) is based on your residency and domicile status.

Where should I keep my international assets?

For some it may be preferable to have assets centrally managed or located in one place. Your decision should be based on your specific needs.