Securing tomorrow
A specialist London based firm with the experience and ability to manage investment portfolios for US taxpayers
Sarasin Asset Management Ltd (SAM) is dedicated to managing discretionary investment portfolios on behalf of US clients wherever they live. SAM is registered as an investment advisor with the SEC in the US and regulated by the Financial Conduct Authority (FCA) in the UK.
Why invest with SAM?
- US efficient portfolios: investing in individual securities
- Professionally-managed bespoke portfolios – one size does not fit all
- A distinct global thematic investment style – strong long-term performance
- Clear accountability with an investment director and team for each portfolio
- Full transparency of investment strategy, valuations and fees
- Dedicated client service for US residents and US expats
Manage my investments
We have extensive experience managing investments for US taxpayers, and focus on building the most appropriate portfolio for you based on your specific requirements and circumstances.
Invest for my clients
We pay attention to tax efficiency and the regulatory constraints and complications which affect US taxpayers, and work closely with tax and legal advisers to construct suitable bespoke portfolios for their clients.