Skip to main content
UK

Services for US citizens in the UK

Navigating the complexities of cross-border investing needs diligent planning. To start with, the rules around Passive Foreign Investment Companies (PFICs) are raising high hurdles for Americans in the UK who want to invest wisely and efficiently. On top of that, the Foreign Account Tax Compliance Act (FATCA) has made managing your investments even more complex.

At Canaccord Genuity Wealth Management, we provide a comprehensive investment management service specifically designed for US citizens resident in the UK. We deal in US equity and fixed income markets, and have extensive research teams in North America and London.

Our services include:

  • Specialist investment management designed around your needs
  • Discretionary or advisory portfolio management
  • Custody in the UK, Guernsey, Jersey, Isle of Man or New York
  • US tax year accounting in dollars
  • US-compliant individual retirement accounts (IRAs)
  • Tax reporting documents required by the IRS.

As we don't offer tax advice, we will work closely with your tax, accountancy or legal advisers, to make sure the decisions we make on your behalf dovetail with the arrangements they've set up for you.

Some of these services are provided by Pershing Securities LLC New York.

Why choose our services for US citizens?

  • You will benefit from our in-depth investment expertise
  • Our specialist team has over 50 years' combined experience of managing assets for US expats
  • We offer a choice of discretionary or advisory investment management in both US dollars and sterling, to ensure your investments work efficiently from both a UK and US tax perspective.

Watch our specialist Investment Manager, Roy Clouse talking about helping Americans living in the UK to invest wisely and efficiently.

Download our US citizens brochure

  • Read about our experience in looking after US citizens
  • Find out more about our range of services for US expats
  • Meet our specialist team.
Download

How can we help?

If you would like to know more about our services for US citizens resident in the UK, or want to speak to one of our team, get in touch. We will be delighted to give you more details.

Photo of Roy Clouse

Roy Clouse

Investment Director

Photo of Tony Tharian

Tony Tharian

Investment Director

Photo of Adrian Francis

Adrian Francis

Investment Director

Find out more about our expert team

Keeping you informed

Technology investments in 2021

Tech companies shone out as a ray of hope in 2020. But are the tech titans today just too big and too powerful? With the prospect of regulation hitting the tech sector in 2021, what will happen to valuations - should we still be investing in tech?

Read more
Politics and investing - the outlook for 2021

As we enter 2021, CIO Michel Perera looks at the political backdrop; what do the inequalities resulting from COVID-19 mean for investors, what is the post-Brexit reality and what are the main political challenges in the US? 

Read more
Finding income generating investments in 2021

In this article, Justin Oliver, Deputy CIO explains why interest rates are set to stay low for the forseeable future and looks at the options available to income seeking investors - where are the opportunities in 2021 and what should investors consider avoiding?

Read more

See all blog posts

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.