Todd Cowan
Todd is an Executive Director with the US Wealth team where he specialises in providing international wealth planning, tax efficient investment structuring and consolidated wealth reporting for cross border Americans, and non-US citizens inside and outside the US.
In addition to his business in the US and UK, more recently, Todd has partnered with W1M Europe’s office to assist the division’s geographic expansion; with a focus on US connected clients across key European locations including Spain and Portugal.
Prior to joining W1M, Todd was an international wealth manager in London where he managed and advised cross-border American clients.
Prior to moving to London in 2018, Todd spent 19 years in US private banking with UBS and Citibank in New York City, including 10 years as Director – Head of Sales for the UBS Headquarters office in Manhattan.
In the UK, he holds the Private Client Advice and Management certificate and is a Chartered MCSI with the CISI – Chartered Institute for Securities & Investment.
Todd holds the Certified Financial Planner™, Certified Investment Management Analyst®, Certified Private Wealth Advisor® professional designations in the US.
US regulated licenses: Series 3, Series 7, Series 9, Series 10, Series 63, Series 65.
US Insurance licensed for: Life, Accident & Health, and Long-Term Care.
