Company

Shard Capital

Position

Partner

Index

HNW Wealth Managers

Location

London

Advice type

Family offices

Portfolio management

Private office

Wealth management

Wealth preservation

Asset Class

Trusts

Client Types

Expats

HNW

UHNW

Sector Focus

Financial Services

Investments and Asset Management

Wealth Management & Private Banking

Geographical Focus

United Kingdom

United States

Customer Type

Banker

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,’ it says.

Williams and his team put forward a tailored service to US persons living in the UK to manage their wealth, offering expertise on specific challenges encountered by such people. These challenges include global, multi-asset, investment whilst taking into account the complexities of cross-border tax.

Adviser Profile

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. Neil Williams is a Partner at Shard Capital and heads up the service.

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 client's 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.

Rank: Recommended

Recommended 2022, HNW Wealth Managers

Address

20 Fenchurch Street London, EC3M 3BY United Kingdom

Share on