Service for US expats in the UK

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. 

Experts and specialists on both sides of the Atlantic

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?

Our service for US expats in the UK: what we can offer you*

  • Dedicated, specialist US investment manager
  • A choice of discretionary or advisory portfolio management providing access to a combination of managed funds, ETFs, closed-ended funds, direct equity and fixed income securities (including municipal bonds)
  • In-depth experience and expertise
  • Custody in the UK, Guernsey, Jersey, Isle of Man or New York
  • Accounting in dollars using the US tax year
  • Investment in US-compliant individual retirement accounts (IRAs)
  • FX trading and currency hedging
  • Tax reporting documents demanded by the IRS, such as the 1099, the 1042 and the FATCA reporting requirements.

*Some of these services will be provided by Pershing Securities LLC New York

Download our brochure.

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.

Important Information

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.