News & Media

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

September 20, 2021

Tom Burroughes at WealthBriefing interviewed Mike Hollings and Ernst Knacke from Shard Capital’s Wealth Management team about their investment angle for US Expats.

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.”



Read the full article here.