We mold our services around your needs and ambitions, whether you require tailored portfolio management or third-party banking services. We can then provide you with an in-depth financial plan to make sure you are on track. Our recommendations will always be clear and realistic.
A UK-based executive was appointed to a senior role in New York. He had £4 million in a UK Self-Invested Personal Pension (SIPP) and a sizable tax portfolio that would have to become US and UK-compliant if he moved to the US. This can be difficult as many popular funds in the UK face high taxes in the US.
We on-boarded the portfolio quickly, working with his existing advisers. We then restructured our client’s portfolio, investing primarily in individual stocks and bonds, two months before he moved to New York.
Find out more about how we can support those with US connections, helping them to navigate regulatory and tax regimes across borders.
The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.