LGT Vestra US

US Citizens and Greencard holders can face diverse challenges when it comes to their financial affairs. Any investment decisions we make take into account the tax implications and constraints that are unique to your personal situation.

We provide clients with access to international financial markets, and ensure that any investment strategy is not burdened by US tax limitations wherever you reside. We recognise that everyone has their own preference as to how they wish their money to be managed, so we allow you to choose precisely how involved you are with the daily management of your assets.

We understand different investments hold different appeal, depending on a client’s background, whilst also recognising how different asset classes will perform in different market conditions. Our model portfolio service allows advisers and their clients the benefits of accessing LGT Vestra US investment capabilities via a low cost and effective solution.  

This service is dedicated to the provision of financial planning to individuals, companies, partnerships and trusts with a US connection. We present you with a personalised strategy to structure your short, medium and long-term plans, all within the parameters of your financial resources and regulatory restrictions.

For US citizens entering the UK, we construct an investment portfolio to meet the criteria laid out by the UK Border Agency. We maintain a close working relationship with your other advisers to ensure your portfolio, and the reporting of it, are in accordance with UKBA and any legal advisers’ requirements.

We can help you to unlock investment opportunities in private equity and commercial property. Whether you’re a high-net-worth individual or a professional investor, our specialist team will help you to gain access to direct investment opportunities in these often rewarding sectors.