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

Exploring the future – retirement with Baroness Ros Altmann

As wealth managers, we think about the future – whether it’s helping our clients to plan for old age or investing in companies that will still be profitable in 30 years’ time.

Read more
How to boost your pension by making use of unused tax allowances

The annual allowance is the amount you can contribute to your pension tax free. For most people, this limit has been £40,000 since April 2014. However, if you are a high earner (i.e. total income above £150,000 in a year), a new tapering rule came into effect in 2016.

Read more
Top pension tips if you're about to retire

For many people, a pension is their largest source of income in retirement. And traditionally, when you retire, your pension fund would immediately be used to provide a secured income for your lifetime. Although there has been some flexibility around this since the mid-1990s, the ‘Pension Freedoms’ announced in 2015 allowed even more choice but also more complexity.

Read more

Investment news update

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.

Back to top