Who we help

We work with US taxpayers resident in the UK, Brits and Americans living in the US, trustees and other financial advisers. We mould our services around your needs and ambitions, giving you the support you need to thrive.

Private individuals

We have been helping Americans to manage their finances across borders for decades – from the simple to the complex. We give you access to world-class investment expertise and a global network of specialists.

Business owners and entrepreneurs

Navigating regulatory reporting requirements across jurisdictions and providing US and UK-compliant tax reports can be challenging. At Schroders, we’ve taken the time to build a team with the skills and expertise focused on these exact circumstances.

Contact us

Discuss your wealth management needs or find out more about our services.

Our minimum sum for investment management

Our services start at £1 million or currency equivalent for discretionary services or £10 million or currency equivalent for advisory services