Cross-Border
Wealth Management
for Expats and
Americans
Helping you build, protect and manage wealth across borders.
Who We Help
£100k+ Private Pension Holders
Supporting individuals with significant retirement assets.
UK Nationals Living in the USA
Helping British expats manage pensions, investments and wealth in the US.
Americans Living Abroad
Helping Americans overseas plan for retirement and manage cross-border wealth.
Internationally Mobile Families
Helping global families manage wealth across multiple jurisdictions.
Why Clients Choose W1
Professional
Wealth Management
Helping clients preserve, grow and manage wealth through a disciplined investment approach designed for long-term success.
A Centralised Investment Proposition
Our partnership with Marlborough brings together W1’s cross-border financial planning expertise and professional investment management.
Through our Managed Portfolio Service, clients benefit from diversified multi-asset portfolios, a consistent investment philosophy and ongoing portfolio oversight, supporting their long-term financial objectives.
Request a Portfolio ReviewInvestment Expertise Supported by
£25bn+
Assets under management
Marlborough Group manages over £25 billion in assets, providing investment solutions for individual, intermediary and institutional investors around the world.
Centralised Investment Proposition
Managed Portfolio Service
Diversified Multi-Asset Portfolios
Professional Oversight
Long-Term Focus
Investments involve risk. The value of your investments can go down as well as up and you may not get back the full amount invested.
Managing Wealth Across Borders
W1 helps internationally connected individuals and families coordinate investments, retirement assets and long-term financial planning across multiple jurisdictions.
- US Retirement Planning
- UK Pension Planning
- 401(k)s, IRAs & Roth IRAs
- International Pensions
- Cross-Border Investment Planning
- International Tax Coordination
- Estate Planning
- Succession Planning
- Multi-Jurisdiction Wealth Planning
Where required, we coordinate with appropriately qualified tax and legal professionals.
Expert Guidance
Structured Insights & Resources
Discover our expert guides and market commentary to support informed financial decision-making.
- W1| USA
InvestmentManagementGuide
Our Managed Portfolio Service and Investment Philosophy
GuideInvestment
Management GuideDiscover our managed portfolio service, investment approach and Marlborough partnership.
Download Guide - W1| USA
Guide to UK PensionConsolidation &Transfers
For British Expats
GuideUK Pension
Transfers GuideA practical guide to consolidating and transferring UK pensions as a British expat.
Download Guide - W1| USA
401(k) to IRARollover Guide
Your Guide to Rolling Over a 401(k) to an IRA
Guide401(k) to IRA
Rollover GuideUnderstand the process, benefits and considerations of rolling over your 401(k) to an IRA.
Download Guide
Latest Market Commentary
- Weekly MarketCommentaryW1| USA
- Monthly MarketCommentaryW1| USA
- W1 PerformanceUpdateMarch 2026W1| USA
W1 Monday Espresso
Explore Marlborough multi-asset insightsOur Latest Podcasts
What Our Clients Say
W1 has helped us navigate complex tax and pension issues across the US and UK. The service, expertise and communication are second to none.
James R.UK Expat in Florida
The Managed Portfolio Service gives us confidence that our investments are in expert hands and aligned with our long-term goals.
Sarah & Michael T.Americans Living in Spain
Professional, responsive and genuinely focused on our long-term financial security. W1 understands international families.
David L.International Family
Moving my UK pension felt daunting, but the team explained every step clearly and kept me informed throughout.
Helen W.British Expat in Texas
Finally an adviser who understands both sides of the Atlantic. Our retirement planning is now joined up.
Mark & Anna P.Dual Nationals in New York
Ready To Discuss Your Financial Future?
Speak with a W1 adviser about your financial planning, wealth management and cross-border strategy.
Personalised Advice
Tailored strategies built around your goals.
Global Expertise
Cross-border knowledge and local experience.
Trusted Partnership
Independent advice with your long-term success in mind.