expat in the UAE: bespoke cross-border wealth management.

Living and working in the UAE as an expat can open up exceptional opportunities – professionally, personally, and financially. It can also make your wealth more complex with multiple countries, currencies, tax regimes, and family connections to balance.

At Lombard Odier, we specialise in wealth management for expatriates in the UAE, helping you organise, protect, and grow your wealth across borders. By addressing international risks and focussing on performance and long-term wealth preservation, we provide high-value services tailored to the complexity of global financial lives. 

With over 65 years of presence in the Middle East and an established office in the DIFC in Dubai , we combine deep regional expertise with a truly global perspective. We are proud that our commitment to serve internationally mobile clients has been recognised at the WealthBriefing MENA Awards 2025, where we were named Best Private Bank Servicing the Expat Community. 

Relocating to, or living in, the UAE often means navigating a financial life that spans multiple jurisdictions. This can include:

• income and assets spread across several countries
• changing residency and tax implications affecting succession planning and business ownership
• education, property and retirement plans that span different jurisdictions
• family members who may live – or ultimately retire – in various parts of the world.

Our approach is forward-looking and anchored in your life goals. We begin by listening. Your private banker, together with our specialists, takes the time to understand your personal and family circumstances, your sources of wealth, and your time horizon and objectives. 

Our role is to bring clarity, structure, and simplicity to these multi-jurisdictional considerations, ensuring that your financial arrangements evolve in step with your career, your family’s plans, and your long-term ambitions.

Expatriates often accumulate accounts and investments across multiple countries over the years. These can quickly become fragmented and hard to oversee. We take a truly global view of your wealth, ensuring that every component – across jurisdictions and asset classes – are efficiently connected and aligned. 

Our wide range of wealth management services for expats helps you optimise and structure your assets across borders, from investments and pensions to property, business interests and long-term planning. This integrated approach allows you to manage your wealth with clarity and confidence, wherever life takes you.