Whether you are a US client currently residing in the UK or are living in the US – we are here to help.
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.
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.
Recent political events highlight the risks of holding all of your assets in a single jurisdiction.
To discuss your wealth management requirements, or to find out more about our services, please contact us.