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THE TRANSATLANTIC MAGAZINE

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The A-List guide Your directory of services helping US Citizens, Green Card Holders and American-connected individuals internationally.

Financial Management (US and UK)

Aventur Wealth

Adventur Logo

Aventur Wealth provides expert independent financial planning for UK-based Americans: US citizens, green-card holders and British-American families. We bring US tax awareness to UK planning, with PFIC-sensitive investment design, pension and retirement strategy, cashflow and estate planning, and day-to-day coordination with US and UK tax advisers. A rigorous, transparent process that turns two systems into one coherent plan. Aventur Wealth Ltd (FRN 968770) is authorised and regulated by the Financial Conduct Authority.

020 3740 1113
kharrison@aventur.co.uk
www.aventur.co.uk/us-expats
The Broadgate Tower, 20 Primrose St, London EC2A 2EW

First Sentinel Wealth

First Sentinel Wealth

First Sentinel Wealth is a boutique, independent financial planning firm based in London. We specialise in solving problems for US connected clients. We focus on holistic long-term planning, transparent fees and giving clients the reassurance their finances are understood and impeccably structured. Problematic areas we help resolve include: ensuring assets are IRS and HMRC compliant, brokerage account management, 401k management for UK residents and PFIC review services.

+44 20 4583 6084
Jack.ballard@firstsentinelwealth.com
www.firstsentinelwealth.com
Thomas House, 84 Eccleston Square, London, SW1V 1PX

LGT Wealth Management US

LGT Wealth Management US

At LGT, we understand the bigger picture in wealth management. Through our highly specialised service, crafted to take into account the investment and tax constraints US connected investors face and reduce the complexities, we strive to create a masterpiece in wealth management.
Authorised and regulated by the Financial Conduct Authority in the UK and a Registered Investment Adviser with the Securities & Exchange Commission in the US.

+44(0)20 3207 8181
info-us@lgt.com
www.lgtwm-us.com
14 Cornhill, London EC3V 3NR

Maseco Private Wealth

Maseco Private Wealth

As a pioneering, award-winning and independent wealth management firm, at MASECO we seek to enrich the lives of our High and Ultra High Net Worth US expat and other global clients through simplifying their multi-jurisdictional wealth management needs, with $3.5 billion of assets under management (at July 2024). We understand our clients’ complex needs and offer an unprecedented level of quality client service, alongside an evidence-based approach to Investment Management and Integrated Financial Planning.

+44 (0)20 7043 0455
enquiries@masecopw.com
masecoprivatewealth.com
The Kodak, 11 Keeley Street, London WC2B 4BA

Rathbones

Rathbones

Navigating US tax laws and securities rules as an American in the UK is complex, but it doesn’t need to be. Rathbones delivers expert investment management and tax reporting tailored to your unique circumstances. We create portfolios that optimise tax efficiency and provide clear, accurate reports for both US and UK accountants, to help you stay compliant and confident. Protect your wealth with our dedicated support. Rathbones does not provide tax advice.

+44 (0) 330 390 9191
www.rathbones.com/contact-us
30 Gresham Street, London, EC2V 7QN

Schroders Wealth Management US

Schroders Wealth Management US

Wealth Management for Americans from London. We help high-net-worth Americans from both sides of the Atlantic. Our dedicated team combines a wealth of experience to support your diverse needs. As we’re both FCA and SEC- regulated professionals, and with US qualifications, we can navigate your financial landscape with expertise and integrity. From investment management to tax reporting, we’ve built a team with the breadth of skills and expertise needed to focus on your exact circumstances.

+44 (0)20 7658 3602
www.schroders.com/us/wealth-management/
1 London Wall Place, London EC2Y 5AU

Tanager Wealth Management LLP

Tanager Wealth Management LLP

Tanager Wealth Management is an American-led, FCA- and SEC-regulated firm, dedicated to helping British-American families achieve their financial goals. We specialize in guiding transatlantic families and US-connected individuals through the complexities of financial planning and investing. Our dual-qualified Financial Advisors bring deep expertise in cross-border wealth management, overseeing more than $1.5 billion in assets under management (as of October 2025).

+44 (0) 20 3965 6330
contact@tanagerwealth.com
www.tanagerwealth.com
Vintners Place, 68 Upper Thames Street, London EC4V 3BJ

Vie International Financial Services

Vie International

Vie International arranges high value US life insurance and cross-border retirement solutions for affluent private wealth American and US connected clients.
Vie International is an independent, privately owned financial services company, established in the UK in 2003. Authorised and regulated by the Financial Conduct Authority in the UK. Licensed and regulated across most US states, in California, the trading name is Vie International Insurance Solutions.
Contact us to develop your wealth protection plan.

+44 (0)20 3457 1331
enquiry@vieinternational.com
www.vieinternational.com
118 Piccadilly, London W1J 7NW
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