Financial Advisers

US Compliant Portfolios

Our experienced team have been managing US compliant portfolios for over 20 years and our portfolios are designed to be as tax efficient as possible, both from a US and UK perspective. We are registered with the SEC (Securities and Exchange Commission).

New York City view from the window of a plane
What we do

A specialist service

A number of different client groups need to report their taxes to the IRS every year, as well as planning for their long term financial goals; Americans living in the UK, Americans who return to the US with financial assets like pensions remaining in the UK and British citizens living in the US on a green card are all clients who require specialist US / UK investment services.

US clients often struggle to find providers that are willing to take them on and know how to look after them. We provide the solution.

Speak to an expert
Andrew Vaughan-Payne | Business Development Manager
"W1M US client portfolios are run with clear financial goals and transparent fees, ensuring that you can relax in the knowledge that investments that cause US or UK tax problems will not be included in your portfolio."

US Compliant Portfolios

We offer two investment solutions for US clients.

US Model Portfolio Service

Our US Model Portfolio Service is only available via a Financial Adviser. It is held on the Morningstar Wealth platform and is available in three risk profiles: Growth, Balanced, Cautious. It can also be held in GBP, USD or an ISA.

Bespoke US portfolios

For those with specific portfolio requirements or looking for a tailored approach, we offer bespoke portfolios with a dedicated portfolio manager.
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