Financial Planning for Superyacht Captains | UAM

Tell us a little about yourself

Answer four quick questions so we can show you the most relevant ways we can help you.

Question 1/4

How many years have you worked in the Superyacht industry?

Question 2/4

Your country of residence?

Question 3/4

Do you have an international bank account (e.g. Seafarer Account)?

Question 4/4

Do you think you will stay in yachting?

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How we can help Captains

We work with Captains on a regular basis. We recommend the following services for you.

How we can help Captains

We work with Captains from on a regular basis. Because you an international bank account and have been in yachting for we recommend the following services for you.

Standard Bank Account

The preferred bank account for Superyacht crew.

Existing Account Transfers

We offer an impartial review of your existing portfolio.

Help your crew secure their future

Our onboard presentations help crew better manage their money.

Buy your overseas property

Make your overseas property purchase as smooth as possible.

Protect Your Income

Protect your future and any dependents you have.

Open a regular savings account

Quickly achieve financial freedom by saving regularly.

Save for a house desposit

Get your foot on the property ladder.

Achieve your retirement income goals

Create a future revenue stream for your retirement.

Smart single lump sum investments

Perfect for investing your end of season bonus or unspent wages.

Achieve your dream with a Documented Financial Plan

Benefit from expert advice from our experienced partner. Don't pay more, or less, tax than you should.

Get your documented financial plan

Achieve the lifestyle you want in the future.

Update your financial plan

Ensure you achieve the right financial goals.
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Spiros Db Capetanakis, Captain

"Dan has been great, making sure I understand exactly how to best plan for the future. Super helpful, honest and straightforward. Definitely recommend getting in touch and having a chat with him or one of his colleagues."

Financial planning for superyacht captains

You often make important financial decisions about your future, and we are here to provide expert advice on the issues that matter to you. The partnership we will develop over time provides you with impartial advice to help you make financial decisions in your best interest.

The Superyacht industry rarely provides personal pensions for Captains. We will work with you to understand what your future career looks like and how your financial plan should best support it.

The lack of pension provision affects all superyacht crew. This is why we offer Captain’s the opportunity to book a meeting on-board for all crew members. You can have a significant impact on how crew provide for themselves in the future by giving them the opportunity to sort out their banking, tax and savings plans.

STOP MAKING EXCUSES

Start planning your financial future today. Simply tell us what matters most to you, and we’ll build a solid financial plan to help you achieve it.