We serve Americans in the US and around the world,
however complex their needs are.
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.
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.
Your circumstances are unique, so we have designed flexible services to support you. We will:
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
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.
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.