UNIVERSAL PRIVATE EQUITY


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Universal Private Equity Ltd, City Point, 1 Ropemaker Street, Moorgate, London, EC2Y 9HT. Universal Private Equity Ltd is part of a group consisting of, Universal Global Capital Ltd, Universal Corporate Finance Ltd, Universal Mortgage Solutions Ltd and Universal Property & Investment Corporation Ltd. Universal Private Equity is registered under the Data Protection Act under reference ZA219552. Calls may be monitored and recorded in order to help us to improve our quality of service.


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 0207 1758999


UNIVERSAL TRUSTS AND FOUNDATION SERVICES

First Choice For International Wealth Management





The most widely used vehicle for asset protection is the Trust. A Trust is able to hold a variety of assets including immovable assets, stocks and shares, investment products, real and intellectual property, bank deposits and life insurance policies.


Universal has been providing Offshore Trust and Foundation Services for many years. We can offer you the following:


  • Independence:- Universal has no conflicts of interests with our clients. Any Trustees appointed by us will always act in the best interests of the Beneficiaries of the Offshore trust. This is something which we irrevocably undertake to do, so you can rest assured that there will never be any compromise in this regard. For a trust to work effectively anyone who is establishing a trust should be able to demonstrate independence from investment, legal or accounting advisers.


  • Longevity of Quality of service:- We always look at the long term. We understand that our and our clients success is based on the maintenance of long term personal relationships and trust.


  • Expertise: Providing this service is more than just running through a process. Good judgement and expertise is required. Trust Law is a complex area of law, so you can rest assured that we have the requisite legal and accounting infrastructure to maintain a high level of professionalism.


  • Value:- Many believe that the costs of establishing and administering an Offshore Trust are prohibitive. It is true that many of the major banks and other financial institutions make sizeable charges for setting up an Offshore Trust and receive a percentage of the trust assets in annual administration fees. We would assert that our level of fees is generally much more reasonable because of our economies of scale, so we can provide access to Trusts to those with relatively modest assets. As all cases are different, fees will differ and we will be happy to provide you with a schedule, subsequent to an initial consultation.



If you have any further questions feel free to speak to one of our international wealth consultants on: +44(0)207 1758999.