Our employees are able to work remotely so that they can follow social distancing rules while continuing to advise clients and manage portfolios.  To help us during these unusual times, wherever possible please avoid sending post to our offices – instead, please use email or phone, or secure messaging available via My Tilney.

Investment services for US-connected clients

A dedicated service for individuals, trusts and companies

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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