Wealth management for Americans from London
We serve the diverse needs of high-net-worth individuals and families, intermediaries, and institutions.
From investment management to tax reporting, we’ve built a team with the breadth of skills and expertise needed to focus on your exact circumstances.
Who we help
We support Americans living in the US and UK, whether they need tax planning, investment management or philanthropy. While your situation is unique, it is likely that we have helped someone facing the same challenges that you are.
What we offer
We can offer you holistic wealth management, or fit in around your existing advisers, to help you reach your financial ambitions.
Our minimum sum for investment management
Our services start at £1 million or USD equivalent for discretionary services or £20 million or USD equivalent for advisory services.
Let them learn
Our festive appeal supports charities working to improve access to education around the world.
Contact us
Click ‘Get in touch’ to see who you can speak to directly, and to meet our whole team.
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