Our clients

We are built to meet the needs of US clients. Our mission is to advise private clients, families and institutions with a US nexus in the complex business of managing their wealth.

 

Regulatory disclosures:

 

What does US nexus mean?

UBP IAS provides investment advice to individuals, trusts, estates, charitable organizations and other entities that are “U.S. Persons,” as defined by the U.S. Internal Revenue Code of 1986, as amended. This definition could include U.S. nationals and permanent U.S. residents.

 

Practical example: Are you relocating?

If you are a non-American moving to USA, as a US resident you become subject to SEC regulations and tax rules if you were not already. This means that your current invested assets and portfolios might need to be adapted to American rules in order to avoid unnecessary layers of costs, and you need an investment advisor who follows these rules. 

If you are an American moving abroad, as a US taxpayer you potentially will need dual tax reporting (US & local) and you might find difficulties when trying to open an account with local banking institutions.