Wealth Planning for International Clients & Their Families
For those whose wealth, family and ambitions span more than one country.
A structured approach to wealth that moves with your life
For British and international professionals living and working abroad, managing wealth across jurisdictions becomes increasingly complex over time.
We help bring clarity to that complexity, developing a clear, long-term strategy that aligns your investments, pensions and tax position with your wider objectives.
Wealth planning is not simply about managing investments. It involves navigating multiple jurisdictions, evolving tax rules and significant life decisions, often while managing careers, businesses and family commitments across multiple countries.
Without a clear structure, this can lead to fragmented portfolios, inefficiencies and uncertainty over long-term outcomes.
Our role is to bring these moving parts together into a clear, joined-up strategy.
How we bring structure to your wealth
Effective wealth planning is not about individual services in isolation. It is about bringing each element of your financial life together into a clear, structured plan.
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Retirement & Pension Planning:
Developing a strategy that takes relevant tax considerations into account that aligns your pensions, investments and long-term objectives, particularly where cross-border considerations and future UK residency are involved. -
Investment Strategy (Evidence-Based):
Building portfolios grounded in financial science, with broad diversification across global markets as a core principle. We focus on what can be controlled such as costs, diversification, risk exposure and behaviour, rather than attempting to predict markets or chase short-term performance. -
Tax & Estate Planning:
We work with trusted international tax advisers to help structure your wealth efficiently across jurisdictions, with cross-border estate planning considerations forming part of your overall strategy where relevant, alongside support for your wider relocation or repatriation plans. -
Cashflow Modelling:
Providing clarity on how your wealth supports your lifestyle, both now and in the future, so decisions can be made with confidence. -
Protection:
Helping strengthen the resilience of your overall financial plan, designed to protect both your family and your long-term objectives. -
Ongoing Review & Coordination:
Keeping your strategy aligned as your circumstances evolve, coordinating across investments, tax and planning to maintain a clear, joined-up approach.
If your wealth spans multiple jurisdictions, we have the experience and structure to help.
Why clients choose to work with GSB
We work with a select group of UK and international clients who value clarity, independence and a structured approach to long-term planning.
A structured, long-term approach
We focus on building clear, joined-up strategies rather than individual product choices, helping you make confident financial decisions over time.
Independent and client-led advice
Our advice is shaped around your objectives, not driven by products or providers, so that decisions are aligned with your long-term interests.
Experience working with international clients
We understand the complexities of cross-border planning, particularly where tax, residency and long-term structuring decisions are involved.
We aim to build long-term relationships with our clients, acting as a trusted partner as their circumstances and priorities evolve.
The team behind our wealth planning approach
Our team works with a select group of UK and international clients, bringing experience across investment planning, cross-border structuring and long-term financial advice.
Stuart Ritchie
Head of Wealth
Craig Holding
Senior Partner
Craig Ritchie
Senior Partner
Mark Bunting
Partner
Mauro De Santis Bo
Senior Partner
Paul Waterman
Senior Partner
Vince Truong
Partner
Yazmin Boden
Senior Partner
Recognised for Excellence in Wealth Planning
GSB was named winner of External Asset Manager – Wealth Planning at the WealthBriefing MENA Awards for Excellence 2025, one of the most respected independent award programmes in the region. The judging panel recognised GSB’s structured approach to cross-border planning, estate structuring and evidence-based investing, alongside its B Corp certification and commitment to responsible practice.
“The winner stood out to the judges for combining technical excellence in wealth planning with a strong sense of purpose and responsibility.”
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If you’re looking for a more structured approach to managing your wealth, we can help. Complete the short form below and one of our advisers will be in touch.
Disclaimer
This content is provided for general information purposes only and does not constitute financial, investment, tax or legal advice. GSB doesn’t provide tax or legal advice. Tax treatment depends on individual circumstances and may be subject to change in the future. You should seek independent professional advice before making any financial decisions.
The value of investments can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future results.
This content is intended for individuals located outside the United Kingdom. GSB Capital Ltd is regulated by the Dubai Financial Services Authority (DFSA) under reference number F006321.