Neil Williams

Spear’s Review

Neil Williams works in wealth management for ‘US persons and US persons living in the UK’. According to Shard Capital, such people often feel constrained when it comes to managing their wealth, and investment options are limited: ‘US tax obligations are complex and time consuming, and the fear of being penalised can weigh heavily on making investment decisions.’

Williams and his team offer a tailored service to this clientele, helping to manage their wealth and offer expertise on their specific challenges, including issues around global, multi-asset investments and the associated cross-border tax considerations.

Adviser Profile

Neil Williams is a Partner at Shard Capital and heads up the LeifBridge Investment Service. 

LeifBridge Investment Services was established with the primary focus of managing the investment needs of US Citizen Expats living in the UK. LeifBridge shares its name with Leif Erikson, a Viking explorer who is thought to have been the first European to set foot in North America. 

Our highly tailored service means we are able to help implement investment strategies which integrate all aspects of global, multi-asset investment strategies, whilst taking into account the complexities of cross-border tax.

By encouraging our clients to challenge conventional wisdom we not only help them identify hidden risks but also to identify new opportunities, helping make better decisions today. Our aim is to deliver a more dynamic approach to investment management predicated on both protecting and enhancing our clients’ wealth. 

LeifBridge’s offering was conceived through the expertise of a group of like-minded individuals, many of whom had spent years acquiring knowledge and expertise from across the Wealth Management industry, but it’s our collective knowledge, experience and strong relationships that drive our approach and our values. 

We view our clients as partners. We firmly believe that our primary role is to act as responsible stewards of our clients’ capital. This first principle is borne out by the fact that we put the quality of the relationship we have with our clients ahead of the number of clients we have. We are first and foremost investment managers, not asset gatherers. We take time and care to get to know our clients and work closely with them to identify the right investment strategy to help them achieve a broad range of their objectives.