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Wealth management from London for Americans

Whether you are a US client currently residing in the UK or are living in the US – we are here to help.  

Managing your wealth

INVESTMENT MANAGEMENT AND ADVICE

We know that investing successfully takes time and dedication. Even with significant knowledge and experience, managing your own financial affairs can be a complicated, lengthy and laborious process. 

CUSTODY AND TAX REPORTING

As a global wealth manager experienced in dealing with complex client needs across multiple jurisdictions, we have a deep knowledge of regulatory reporting requirements and provide US and UK compliant tax reports as part of our service.

HOW WE WORK WITH YOU 

We are expert in the needs of US clients who live in the UK and Americans living elsewhere in the world including the USA. As part of a truly global asset manager, the Schroders Group, we access a wealth of world-class investment expertise, as well as our long-standing knowledge of the structures needed to best serve them.

Sustainability

We believe that companies have the ability to enhance their long-term performance through an understanding of the environmental, social and governance (ESG) issues affecting their business.

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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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The seven most common tax traps for Americans living abroad

US citizens living overseas can easily fall foul of the IRS and other reporting requirements.


 

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American overseas? From FATCA and FBAR to IRAs and PFIC – all US expat jargon explained

US citizens at home and overseas face unique challenges around tax and investments. Here's the terminology you're likely to encounter - explained in plain English.

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Click here to read more of our latest insights

Contact a member of the team

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 investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.