{"id":747989,"date":"2026-08-24T08:22:11","date_gmt":"2026-08-24T08:22:11","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/747989\/"},"modified":"2026-08-24T08:22:11","modified_gmt":"2026-08-24T08:22:11","slug":"arbuthnot-latham-eyes-opportunities-as-us-expats-target-uk-investments-deals","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/747989\/","title":{"rendered":"Arbuthnot Latham Eyes Opportunities As US Expats Target UK Investments, Deals"},"content":{"rendered":"<p><img decoding=\"async\" class=\"inset-img\" alt=\"Arbuthnot Latham Eyes Opportunities As US Expats Target UK Investments, Deals\" src=\"https:\/\/www.newsbeep.com\/uk\/wp-content\/uploads\/2026\/08\/ArbuthotLathamlogo.jpg\"\/><\/p>\n<p class=\"standfirst\">There\u2019s a trend of more Americans coming to the UK, a move that in some ways goes against a narrative of HNW individuals leaving the country.\t  \t  \t  <\/p>\n<p>&#13;<br \/>\n  <a href=\"https:\/\/www.wealthbriefing.com\/html\/section.php?keywords=Arbuthnot%20Latham\" rel=\"nofollow noopener\" target=\"_blank\">Arbuthnot&#13;<br \/>\n  Latham<\/a>, which in July <a href=\"https:\/\/www.wealthbriefing.com\/html\/article.php\/arbuthnot-latham-launches-new-us-expat-service\" rel=\"nofollow noopener\" target=\"_blank\">&#13;<br \/>\n  launched<\/a> its Global Direct Service that is aimed at&#13;<br \/>\n  US-connected investors living in the UK, sees strong&#13;<br \/>\n  opportunities in this space.<\/p>\n<p>\u201cThere are lots of businesses setting up in the UK, particularly&#13;<br \/>\n  those from the US and they are often using the UK as their&#13;<br \/>\n  European or global ex-US base,\u201d Andrew Grimes at Arbuthnot&#13;<br \/>\n  Latham, director, international private banking, told&#13;<br \/>\n  WealthBriefing in a call.\u00a0\u201cIt is a kind of good&#13;<br \/>\n  news story for the UK.\u201d<\/p>\n<p>\u201cAs a bank, Arbuthnot Latham has been looking after US expats for&#13;<br \/>\n  some time. We saw the opportunity to do more and now have an&#13;<br \/>\n  investment offering that is attractive to American people in the&#13;<br \/>\n  UK,\u201d he said.\u00a0<\/p>\n<p>Grimes, who joined from Coutts about two years ago, said he had&#13;<br \/>\n  run the Americas desk for that bank, so he has over 20 years of&#13;<br \/>\n  experience of this client segment.&#13;\n<\/p>\n<p>&#13;<br \/>\n  The Global Direct Service will be managed by the investment team&#13;<br \/>\n  responsible for the &#8220;flagship&#8221; Arbuthnot Latham investment&#13;<br \/>\n  service.<\/p>\n<p>There is a trend of more Americans <a href=\"https:\/\/www.wealthbriefing.com\/html\/article.php\/analysis%3A-the-american-citizen-inflow-to-uk--what%27s-driving-it\" rel=\"nofollow noopener\" target=\"_blank\">&#13;<br \/>\n  coming to the UK<\/a>, a move that in some ways goes against a&#13;<br \/>\n  narrative of HNW individuals leaving the UK because of tax,&#13;<br \/>\n  sluggish growth and lifestyle. Some Americans want a British&#13;<br \/>\n  passport: In 2025 alone, 8,790 US citizens applied for&#13;<br \/>\n  citizenship, with record-breaking application volumes in the&#13;<br \/>\n  final quarter.&#13;\n<\/p>\n<p>&#13;<br \/>\n  A question that always arises is how much choice US expats have,&#13;<br \/>\n  because they are taxed on a worldwide basis, contrasting with the&#13;<br \/>\n  territorial approach that most citizens enjoy. If Americans want&#13;<br \/>\n  to renounce their citizenship, it carries a cost.<\/p>\n<p>\u201cThe UK has always had a steady flow of people coming here from&#13;<br \/>\n  the US and that number appears to have gone up significantly in&#13;<br \/>\n  the past couple of years,\u201d Grimes said. \u201cHelpfully for Arbuthnot&#13;<br \/>\n  Latham, working with US expats in the UK has always been a&#13;<br \/>\n  long-term plan for us.\u201d\u00a0<\/p>\n<p>There are many families who have US relatives and connections&#13;<br \/>\n  who, even if that is not their intention, come under the auspices&#13;<br \/>\n  of the IRS.<\/p>\n<p>Grimes said that there are not many firms offering as broad a&#13;<br \/>\n  service to global Americans as Arbuthnot Latham. It can help in&#13;<br \/>\n  areas such as banking, lending on UK properties and providing&#13;<br \/>\n  investment services that recognise the tax and reporting&#13;<br \/>\n  requirements that global US citizens require.<\/p>\n<p>This is a specialist field with several players. Examples include&#13;<br \/>\n  MASECO, which is in the process of being bought by US-based&#13;<br \/>\n  Creative Planning; W1M; Schroders (being acquired by US-based&#13;<br \/>\n  Nuveen); and Shard Capital. In 2010, new US tax compliance laws&#13;<br \/>\n  prompted some banks such as HSBC and Deutsche Bank to shut their&#13;<br \/>\n  doors to US clients, seen as a compliance burden. Membership&#13;<br \/>\n  groups such as American Citizens Abroad have also pressed US&#13;<br \/>\n  lawmakers in Washington DC to move towards residency-based tax&#13;<br \/>\n  and away from the worldwide tax regime.\u00a0<\/p>\n<p>Getting a bit younger<br \/>&#13;<br \/>\n  Grimes said that since he started looking at this client cohort,&#13;<br \/>\n  the average age of US expats has become younger, some are\u00a0in&#13;<br \/>\n  their 30s. Fifteen years ago, it was more likely to be those in&#13;<br \/>\n  their early 40s.<\/p>\n<p>The new Arbuthnot Latham service offers direct ownership of&#13;<br \/>\n  global equities and government bonds, providing visibility of&#13;<br \/>\n  underlying holdings and lower costs compared with fund-based&#13;<br \/>\n  exposure. The portfolio invests across major developed markets,&#13;<br \/>\n  combining diversified exposure to global companies with a&#13;<br \/>\n  systematic approach to equity selection. Strategic long-term&#13;<br \/>\n  allocations are complemented by periodic adjustments to reflect&#13;<br \/>\n  market conditions, with portfolios tailored to each client\u2019s risk&#13;<br \/>\n  profile and objectives. The minimum investment amount is \u00a3750,000&#13;<br \/>\n  ($1 million).<\/p>\n<p>The arrival of US expats \u201cfits neatly into the Arbuthot Latham&#13;<br \/>\n  model: that is when we do things, we do it for the long term. We&#13;<br \/>\n  have been planning for this and have got people in place where we&#13;<br \/>\n  need them,\u201d Grimes added.\u00a0&#13;<\/p>\n","protected":false},"excerpt":{"rendered":"There\u2019s a trend of more Americans coming to the UK, a move that in some ways goes against&hellip;\n","protected":false},"author":2,"featured_media":747990,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[59,57,58,50,56,54,55],"class_list":["post-747989","post","type-post","status-publish","format-standard","has-post-thumbnail","category-united-kingdom","tag-gb","tag-great-britain","tag-greatbritain","tag-news","tag-uk","tag-united-kingdom","tag-unitedkingdom"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/747989","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=747989"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/747989\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/747990"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=747989"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=747989"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=747989"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}