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Tom Dupernex

Ultra High Net Worth Client Advisor  |  UBS
JURISDICTIONS QUALIFIED IN

England and Wales

TOP 3 AREAS OF EXPERTISE

Investment structuring
Resident non-domiciled individuals and US persons.

RECOMMENDED SPECIALISMS

Private Banker

Q&A

What has been the highlight of your practice over the past 12 months?

Working with clients and their third party advisors to structure investment mandates to take account of significant tax status changes such as becoming deemed domiciled, moving back from the US but retaining a green card/US citizenship while navigating a complex cross border regulatory framework.

What advice would you give rising stars/new lawyers in the private client world?

Work hard on the technical side but don't forget that your clients likely won't speak the same technical language as you. The ability to communicate is key.

What sets you apart from your peers?

The ability to synthesise the tax side with the investment piece and provide an overall strategic view on their affairs. As a client advisor at UBS I don't give legal advice but act as a sounding board/issue spotter and collaborate with clients' tax advisors – the ability to map across advice to their investment portfolios is of paramount importance in my role.

What is your favourite quote?

“Reading furnishes the mind only with materials of knowledge; it is thinking that makes what we read ours” (John Locke)