US Clients

Waverton has been registered with the SEC since 2002 and as such we are able to look after US individuals wherever they live and work.

Managing money for US connected clients requires more than just a registration, we understand the particular reporting and administrative issues involved. Recent legislation has had the effect of reducing the number of financial institutions outside the US willing to deal with Americans and their families. We have managed money for US clients for 20 years and remain committed to this market. Many of our clients have dual reporting requirements and we provide the reports used by their tax advisors to file in both jurisdictions. Our long experience of working with advisors in the US and Europe make us an ideal resource for clients with these highly complex personal finances.