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Transatlantic Wealth & Estate Planning: London
November 2024
London, UK

Schroders Wealth Management


Wealth Management for Americans from London

The US imposes complex rules on its citizens, whether they live in the US or abroad. We are fully committed to serving the needs of our American clients living across the globe. This can prove challenging when managing your wealth, from assembling an investment strategy to tax reporting. At Schroders, we’ve taken the time to build a team with the skills and expertise focused on these exact circumstances.

We serve a wide range of clients, including “accidental Americans”, those living abroad temporarily for business purposes or foreign trust trustees with fiduciary responsibilities for US beneficiaries.

We operate as one of the few SEC-registered investment advisers in the UK, offering discretionary and advisory services to US clients. We are authorised and regulated by the UK’s Financial Conduct Authority (FCA). You will get compliant tax reports as part of our service.

As part of Schroders Group, with its global network of analysts conducting proprietary research, we have a global perspective on investments and markets. Our clients are also backed by the resources and expertise of a global asset manager.

At all times, you remain in control of the client relationship. You can involve us as much ­- or as little - as you want. We are always happy to work with advisers and clients’ wider networks in the most effective way for them.

We look forward to working with you.