Investment services for US-connected clients

A dedicated service for individuals, trusts and companies

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Investment services for US-Connected clients guide

We have more than 20 years’ experience looking after US-connected clients and can provide a full range of discretionary investment services to individuals, trusts and companies. This guide introduces you to our US service and explains how we can help you.

In this guide:

  • How we work with US residents, US citizens and US-connected trusts and companies
  • The investment philosophy behind our range of services
  • How we handle tax reporting and custody for US-connected clients in both the US and UK.

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