Thank you for joining my network of UK, US, Canadian, Latin American, and international private wealth management professionals, advisors, consultants, and investors

As a Swiss, Canadian, and Danish national—born in Vancouver, raised across Canada and the US, and living in Switzerland—I have always embraced a global, cross-border mindset. My personal journey has underscored the immense value of international connections and meaningful relationships. In today’s interconnected world, technology has made building these bonds as easy as being right next door.

Wealth has become increasingly global, and investors are no longer bound by borders. We are happy to assist professionals and investors from the US, Canada, Latin America, and beyond in establishing a strong UK network and connecting with local experts serving clients from North and Latin America, as well as other regions. Similarly, We help UK professionals connect with globally minded individuals who share an international perspective. Includes Jersey, Guernsey, The Isle of Man, and Gibraltar.

In times of rising uncertainty and market volatility, long-term preservation of wealth remains a critical priority. Navigating challenges and unpredictable outcomes requires forward-thinking strategies and sustainable, long-term solutions.

Among affluent entrepreneurs, individuals, and families across North and Latin America, as well as other regions, there is growing interest in international diversification and jurisdictional asset allocation. The UK stands out as a leading destination for cross-border private wealth management.

At the same time, many globally minded individuals and families are exploring international relocation opportunities. The UK remains a top choice, alongside Golden Visa programs in other countries, offering pathways to enhanced global mobility, alternative residency, and second citizenships—ultimately enabling a more enriched, flexible, and international lifestyle.

The common question is, "How can I establish myself in the UK?"

The brand new platform, AW❖UNITED KINGDOM, will serve as a premier directory, connecting US, Canadian, and Latin American investors—and their advisors or counselors—with UK SEC-registered investment advisors, Canada-licensed portfolio managers, and other wealth management professionals as well as UK-based experts specializing in facilitating second passports, residences, and relocations to the UK and other destinations around the world.  These experts are committed to supporting North and Latin American clients, whether domiciled in the US, Canada, Latin America, or in the UK. While visiting the UK is a great way to begin your UK journey, you can also establish valuable connections and get started from the comfort of your home through AW❖UNITED KINGDOM.

UK wealth managers are keen to establish strategic alliances with professionals such as family offices, wealth managers, estate planners, asset protection lawyers, international tax experts, insurance advisors, RIAs, CFPs, CPAs, and other specialists. These partnerships aim to enhance client offerings and expand planning capabilities by integrating the expertise of UK advisors. Such collaborations provide a competitive edge, deliver added value, and introduce international and jurisdictional investment diversification “Made in the UK” to clients through a global investment strategy that complements their domestic portfolios.

More and more families want to move themselves, their structures, or their assets to the UK.

With a variety of communication tools at our disposal, we are always happy to facilitate e-introductions or arrange an agenda of personal meetings during a highly recommended visit to the UK to experience firsthand the unique appeal of the United Kingdom as a second home for a globally diversified investment portfolio.

AW❖UNITED KINGDOM will also feature an extensive directory of services related to private wealth management, including tax advisors, trust experts, lawyers, precious metals, cryptocurrencies, real estate, and citizenship and residence planning—providing an easily navigable pathway to establishing a presence in the UK. An upcoming section for “Expats and Those to Come” further addresses the needs of those who have already relocated or are considering relocation.

AW❖UNITED KINGDOM is here to support US, Canadian, and Latin American investors, along with their advisors. Please don’t hesitate to get in touch with any questions, comments, or suggestions. We look forward to hearing from you and assisting you on your journey.

Many thanks and best regards, Anne - Founder

Special note to independent UK asset managers regarding US clients:  Managing US clients presents unique challenges for UK asset managers that require strategic solutions rather than relinquishing valued relationships. Transitioning to US residency, obtaining a green card, or establishing a substantial presence in the United States should not be a reason to turn clients away. A highly effective approach is to align with a UK wealth manager who is registered as an Investment Advisor with the US Securities and Exchange Commission (SEC). Such a strategic partnership enables asset managers to smoothly continue serving their clients as they transition into the category of US Persons. When approached directly by American clients, collaborating with a UK SEC-registered Investment Advisor (RIA) allows UK asset managers to effectively meet the specific needs of these clients while ensuring full compliance with US regulations. 

Email | +41 77 457 6637 | From the US and Canada: 011 41 77 457 6637 | From Latin America: 00 41 77 457 6637

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