Julien Besse

As a financial advisor, I'm able to analyse my customers’ current financial situations, their needs and financial goals, and identify possibilities for optimisation and development of individual financial As financial advisor, I am able to analyse my customers’ current financial situations, their needs and financial goals, and identify possibilities for optimisation and development of individual financial strategies. As wealth planner, I can assist in relocating to Switzerland : Moving - Assistance with tax issues such as exit tax, inheritance and gift tax, residence considerations - Assessment of your asset and income situation (asset structuring) prior to your move - Information on investment restrictions following your move Relocating to Switzerland - Applying for residence permit - Dealing with Swiss tax authorities (in particular, agreeing/negotiating lump-sum taxation) - Assistance acquiring a home (to buy or rent) - Comprehensive tax advice in Switzerland - Advice about social insurance - Assistance identifying suitable schools/educational establishments - Liaising with external service providers on company incorporations Integration - Succession planning under Swiss law - Tax planning/advice - Retirement planning - Advice about starting a business (choice of legal form, company structure, tax status) My objective in the medium/short term is also to work on the Chinese market by using my acquired client advisor skills and to give the UBS client experience to Chinese clients and prospects. Language skills: French (mother tongue) Mandarin (spent 18 months in Taiwan and in the PRC) English German