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Wealth management for Americans, from London

We serve Americans in the US and around the world,
however complex their needs are.

 

How we support you

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 & 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.

FAMILY OFFICES

Managing your family estate when it is both in the US and abroad can be challenging. We have the experience, flexibility and stability to grow your family wealth, investing for success across generations. Work with one long-standing team to access a full suite of services, or to compliment your existing advisors.

A service shaped around your needs

Your circumstances are unique, so we have designed flexible services to support you. We will:

  • Travel to meet you in the US, if appropriate
  • Tailor our investment and tax reporting to suit you
  • Give you access to the right specialists to meet your needs

Trending insights

Why is it so difficult for US citizens to invest while living in the UK?

If you're an American living outside of the US, you'll soon encounter difficulties obtaining investment advice or even banking services. This sets out the problems - and potential solutions

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Moving to the US? Don’t forget your SIPP!

If you’re relocating to the US for work or lifestyle reasons, your UK pension may not top your list of priorities. But it’s important to make sure your SIPP is managed in a way that meets both US and UK tax and pension requirements. Find out how Schroders Wealth US is uniquely positioned to help.
 

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International Americans: the benefits of "offshoring"

Elections and other disruptive political events, along with sudden legislative changes, are just some of the risks associated with holding all of your assets in a single jurisdiction.

 

 

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Contact us

To discuss your wealth management requirements, or to find out more about our services, please contact us.

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Martin Heale

Email Martin
+44 (0)20 7658 3602

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Janette Saxer

Email Janette
+44 (0)20 7658 1245

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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.