Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the 'Accept' button, you agree to abide by the terms and conditions listed below.

Skip to main content

Investment management for US citizens living in the UK

  • Stress-free investing for US expats living in the UK
  • Dedicated US Investor Services team to look after you and your wealth
  • Over 60 years combined experience in US expat investing
  • Specialists in the UK and North America
  • 24/7 account access via our CG Wealth Online service
  • Quarterly reports and valuations

Arrange a complimentary consultation with our US expat specialist investment management team

Request a consultation

Investment involves risk. The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested. Past performance is not a reliable indicator of future returns.The investments described here may not be suitable for all investors. Investors should make their own investment decisions based upon their own financial objectives and financial resources and, if in any doubt, should seek advice from an investment adviser.

There are many potential pitfalls for a US expat investing in the UK but it’s important you stay on track with your investments to meet your long-term financial goals, and our specialist investment management team is ready to help you do so.

Navigating the complexities of cross-border investing, as well as the rules around Passive Foreign Investment Companies (PFICs) and the Foreign Account Tax Compliance Act (FATCA)  makes investing for US expats even more challenging. So much so that it has led to many foreign financial institutions turning away US citizens.

Canaccord Genuity Wealth Management is an exception. We have been acting for US expats for many years. We understand the specific challenges you face and have the knowledge, experience and capability to make the right investment decisions on your behalf, while also taking responsibility for ensuring your investments are compliant across borders.

Dedicated US expat investment service

Our dedicated US Investor team provides a comprehensive investment management service exclusively for US citizens resident in the UK, including:

  • Specialist investment management tailored to your dual UK and US needs
  • Discretionary portfolio management in both US dollars and sterling
  • Dealing in US equity and fixed income markets as well as most global markets
  • Custody in the UK, Guernsey, Jersey or the Isle of Man
  • US tax year accounting in dollars
  • Provision for reporting income and trading activity for both US and UK tax years.

We take into consideration your:

  • US interests and worldwide assets, including your pension arrangements
  • Currency requirements and whether you want to hold investments in sterling, dollars, euros, other currencies, or a mix of several
  • Requirements for direct exposure to US markets, via municipal bonds or US equities
  • Your accounting needs.

As we do not offer tax advice, we will work closely with your tax, accountancy, or legal advisers to ensure your investments are compliant across jurisdictions and structured to enable the best possible outcomes for you.

Any tax benefits depend upon the investor’s individual circumstances and clients should discuss their financial arrangements with their own tax adviser before investing. The levels and basis of taxation may be subject to change in the future.

Arrange a complimentary consultation with our US expat specialist investment management team

Request a consultation

Why choose our specialist US Investor service?

  • Extensive experience - we have over 60 years' combined experience managing assets for US expats and 20 years’ working for major Wall Street brokerage firms.
  • Single point of contact in the same time zone - our London-based team will look after your investments and be your main point of contact
  • Transatlantic know-how – we have local expertise and knowledge on tap through our 8 offices in the US
  • Holistic approach - we can ensure your investments work tax-efficiently from both a UK and US perspective
  • High calibre research -  we have extensive research teams operating in North America and the UK

Where investment is made in currencies other than the investor’s base currency, the value of those investments, and any income from them, will be affected by movements in exchange rates. This effect may be unfavourable as well as favourable.

The information provided here is not tailored advice – it has no regard for the specific investment objectives, financial situation or needs of any specific person.

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

US citizens 

We also provide a comprehensive investment management service, specifically designed for US citizens resident in the UK.


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

Senior Investment Director

Photo of Tony Tharian

Tony Tharian

Investment Director

Find out more about our expert team

Keeping you informed

Webinar: why now could be a great time to invest in fixed income

In an exclusive webinar recorded on 2 March, Thomas Becket from our Chief Investment Office met with Mark Holman from TwentyFour Asset Management to discuss why fixed income investing could be an attractive alternative right now.

Read more
Investment outlook 2023

Thomas Becket from our Chief Investment Office shares the investment outlook for 2023, and what this means for investors. 

Read more
Webinar: what lies ahead - transatlantic views on a world of investment opportunities

Watch our webinar: Thomas Becket in conversation with Tony Dwyer, sharing their views on transatlantic investment opportunities

Read more

See all blog posts

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.