Easier than you think

Working with us is straightforward

Working with UBS-SFA is easy. Although your account will be outside the United States, interacting with us is hardly any different than interacting with your US financial institution.

A strong relationship with your adviser

The basis of your relationship with us is your personal Wealth Management Consultant. You and your adviser will develop and agree on your preferred strategy. Your adviser will then ensure that the portfolio is implemented. We constantly monitor the performance and risk profile of your investments, and hold regular reviews with you.

Easy access and secure communication

Your adviser travels often to the United States and will be available to meet you in person. He or she is always reachable by phone. Our secure online system also lets you communicate with your adviser via secure e-mail and provides you a complete overview of your assets and performance whenever you want.

 

Filing your taxes

Take advantage of our expert US tax services for international investors

Tax compliance in the US can be a daunting task, especially for individuals with investments abroad. We are experts in the area of US tax reporting for international portfolios. As part of our service you will receive:

  • IRS Form 1099 automatically each year
  • FBAR reporting automatically each year
  • Detailed tax reports upon request
  • Tax reclaim in foreign countries where applicable