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.

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 over 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 advisers to file in both jurisdictions. Our long experience of working with advisers in the US and around the world make us an ideal resource for clients with these highly complex personal finances.

We offer model portfolios accessed via a Financial Adviser for clients with £100,000 / $150,000 and above. Clients with £1m / $1.5m are able to access a fully discretionary Waverton portfolio service.