We support US residents, citizens, Green Card holders, and US working visa holders living in the UK, who face the dual challenge of complying with both US and UK tax regimes.
Who we work with
US taxpayers living in the UK or the US
US connected trusts and companies
We work with US-connected trusts and companies that have UK-based beneficiaries or directors.
About our US investment management service
Our discretionary investment management service connects you with a specialist investment manager who will make buy and sell decisions for you, guided by your needs and risk tolerance. You set the direction, we handle the execution.
Our team operates under regulation with US Securities and Exchange Commission (SEC) and the Financial Conduct Authority (FCA) in the UK, enabling us to provide a tailored and compliant service in both jurisdictions.
Regardless of your financial background or goals, our purpose remains consistent: to help you invest well, so you can live well.
We only provide investment services under a signed advisory agreement and in jurisdictions where we are properly registered or exempt. Registration with the U.S. SEC or the UK FCA does not represent an endorsement by these regulators. This webpage is for general information only. It is not investment advice or a recommendation to buy or sell any investments.
Key features of our US offering
Our approach
The way we invest is shaped around you. We insist on a direct relationship with your dedicated investment manager, because we believe effective advice is best delivered through direct, ongoing conversations.
Our approach is to start and maintain a one to one relationship with you. We get to know and understand your circumstances and objectives, and tailor a portfolio to meet your stated requirements and ethical preferences.
We believe this approach creates relationships that last for the long term.
This reflects our usual way of working and is not a guarantee of investment results or client satisfaction. Remember that when you invest, your capital is at risk and you could lose some or all of your investment.
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