Investment management for US taxpayers

Who we work with

US taxpayer clients

We support US residents, US citizens, Green Card holders, and US working visa holders.

US connected trusts and companies

We work with US-connected trusts and companies that have UK-based beneficiaries or directors.

About Rathbones

We are a leading UK wealth manager and weˇ've been helping plan and invest for generations. Times may have changed, but we've never lost that personal touch.

We get to the heart of what really matters to you and support you every step of the way.

Limited company

FTSE 250

Locations in the UK and Channel Islands

20+

Trustpilot rating

4.9/5

As at January 2026

A couple sit together on a grey sofa while looking at a tablet

Key features of our US offering

One to one discretionary investment management

Investment services tailored to US and UK regulations

We help you navigate the risks and capture the opportunities of both markets. Our service aims to minimise tax inefficiencies, manage currency considerations, and keep you fully compliant with both US and UK regulations.

Our team operates under regulation with US Securities and Exchange Commission (SEC) and the Financial Conduct Authority (FCA) in the UK. This does not represent an endorsement by these regulators.

US and UK tax reporting

Collaboration with your legal and tax advisors

Proactive communication and responsive client support

Risk management

Make an enquiry

Let's begin our investment journey together

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I am neither a “qualified institutional buyer” nor a “qualified purchaser.”

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I am a “U.S. taxpayer” for purposes of the U.S. Internal Revenue Code of 1986, as amended.

I am a “tax-exempt” person for purposes of the U.S. Internal Revenue Code of 1986, as amended.

What our clients say about us

Invest well. Live well.

Regardless of your financial background or goals, our purpose remains consistent: to help you invest well, so you can live well.

Our approach is to start and maintain a one-to-one relationship with you. We get to know and understand your circumstances and objectives, and tailor a portfolio to meet your stated requirements and ethical preferences.

We believe this approach creates relationships that last for the long term.

This reflects our usual way of working and is not a guarantee of investment results or client satisfaction. Remember that when you invest, your capital is at risk and you could lose some or all of your investment. We only provide investment ser

We only provide investment services under a signed advisory agreement and in jurisdictions where we are properly registered or exempt. This webpage is for general information only. It is not investment advice or a recommendation to buy or sell any investments.