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Our specialist investment management service for US expats in the UK
If you’re an American living in the UK on a long-term basis, we understand that managing your financial affairs is far from straightforward.
What’s more, the complex rules around PFICs, FATCA and other reporting requirements don’t help as you try to invest wisely and efficiently.
If you are seeking a service for US expats in the UK, we are here to help you.
Our dedicated team is able to offer an investment management service, specifically designed for US citizens resident in the UK. Led by Roy Clouse, our experts understand the challenges you face. They have a combined total of over 50 years’ experience in managing assets for US citizens living abroad and 20 years’ combined experience working for major Wall Street brokerage firms. Why not watch the video and see how they do it?
*Some of these services will be provided by Pershing Securities LLC New York
Since we do not offer tax advice, we will work closely with any tax, accountancy or legal professionals supporting you, to make sure the investment decisions we make on your behalf dovetail with the arrangements they’ve set up for you.
To find out more about our investment management service for Americans living in the UK, please contact us.
Investment means that your capital is at risk and the value of investments can fall, therefore you may get back less than you invested. Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain.
Your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.