US Family Office

Specialist investment services for Americans in the UK

Being an American living overseas comes with many benefits, but also some challenges, particularly when you are looking for investment advice for Americans in the UK.

We have specialised in providing tax efficient investment advice, and managing wealth for Americans in the UK, for 25 years. We are one of the few wealth managers who actively welcome US clients and are both SEC (US) and FCA (UK) regulated. A strong track record of long-term investment advice for Americans in UK has allowed us to take a long-term view on behalf of our US clients.

Arrange an introduction

To speak to a member of the US Family Office, please call:

020 7396 3388


Our offering

Strategic Financial Planning

  • US/EU/UK tax efficient investing
  • US/EU/UK pension planning
  • Using US foreign Tax credits
  • Tax planning opportunities
  • Estate planning opportunities
  • Access to Credit Facilities
  • Philanthropy and grants
  • Comprehensive financial advice

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Investment Strategy

  • US compliant investment strategies
  • Comprehensive financial advice
  • Tax efficient investment
  • Passive US/UK ETF solutions
  • Actively managed direct stock and bond portfolios
  • Multi-currency investing
  • Multi-strategy and multi-asset class portfolios
  • Focus on capital preservation

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Consolidated Reporting

  • Calendar year reporting
  • Fiscal year reporting
  • Separation of short and long-term gains
  • Support for your 1099 form
  • $/€/£ FX gains and losses

Find out more


Meet the team

Arrange an introduction

To speak to a member of the US Family Office, please call: 

020 7396 3388

News & Insights

London & Capital's Macro Outlook: A New Mood

Trade Wars, rising Interest Rates and Political Risk - is recession inevitable?

2018 has been a year when investors have been reminded of economic and financial risks with damaging volatility spikes.

Read our Q3 Macro Outlook to hear what our experts have to say

 

London & Capital's Robert Paul named in PAM's Top 40 under 40

We are delighted to announce that Robert Paul, Director in the US Family Office, has been named in PAM's 40 under 40 2018.

The PAM awards recognise individuals based on a variety of attributes and their contribution to the industry.

Read more here