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vestrawealth

Untangling complexity

If you have connections to the US, we can build an investment portfolio that suits your needs.

If you are exposed to both US and UK regulatory constraints, managing wealth is not always straightforward.

Vestra US Wealth Management Ltd ("Vestra US") is a wholly owned subsidiary of Vestra Wealth LLP and can provide the specialist knowledge and support which US-connected clients need to build a tax-efficient investment portfolio.

Drawing on their in-depth knowledge of working within the appropriate tax and legal framework, our team can provide investment and reporting services for US-connected clients, wherever they are resident.

Vestra US is authorised and regulated by the Financial Conduct Authority ("FCA") and is a registered investment adviser with the U.S. Securities and Exchange Commission ("SEC") under the Investment Advisers Act of 1940, as amended. Further details can be found at www.fca.org.uk.

Vestra US is a Company registered in England and Wales (registered number 06455240) whose registered address is 14 Cornhill, London, EC3V 3NR.

UK/US compliance

  • an experienced investment team that understands the intricacies of both UK and US investment options.
  • investment strategies to be efficient for both UK and US tax purposes.
  • reporting information provided for both the UK and US tax year.

Contact our US team for more information.

Paul Nixon, Director
+44 (0)203 207 8364
paul.nixon@vestra-us.com

Neil Williams, Director
+44 (0)203 207 8028
neil.williams@vestra-us.com