WealthBriefing: “New Wealth House Serving US Expats Explains Investment Angle”

September 13, 2023

Tom Burroughes from WealthBriefing interviews Our CIO, Mike Hollings, and Head of Research, Ernst Knacke, on LeifBridge’s investment angle for US expats living in the UK.

SHORT SNIPPET:

“UK-based Shard Capital created a new service a year ago for US expats. The business has a very particular view about risk, asset allocation and investment, and talked recently to this publication.

More than a decade ago when the US tightened tax rules affecting expats and Green Card holders, expats struggled to access financial services, such as wealth management. That was a problem for high net worth Americans, never mind the wider population.

Fast forward to 2021, and while the situation is still difficult, more players have entered the fray. One such is Shard Capital, a UK-based business which launched a wealth management service in July 2020, called LeifBridge, for US expats living in the UK. Shard Capital, which was founded in 2010 as an institutional fixed income broker, is located in one of London’s most recognisable buildings – the “Walkie Talkie” tower in the City.”

Source: wealthbriefing.com

Read the full interview below:

https://www.wealthbriefing.com/html/article.php?id=192381&page=0#.YUhTv7hKiUk


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For further information on any of our services, or if you would like to arrange a meeting with an investment manager to see how we can work with you, please get in touch.

LeifBridge Investment Services
Shard Capital Partners
Floor 6, 51 Lime Street
London, EC3M 7DQ
United Kingdom

Telephone: +44(0)20 7186 9900
Email: Info@Leifbridge.com
www.leifbridge.com

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IMPORTANT INFORMATION

LeifBridge is a trading name of Shard Capital Partners LLP. Shard Capital Partners LLP is a limited liability partnership, registered in England with registration number OC360394. Shard Capital Partners LLP Registered office:36-38 Cornhill, London, EC3V 3NG.. Shard Capital Partners LLP is authorised and regulated by the Financial Conduct Authority in the United Kingdom, reference number 538762.

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