Broker Review · EN
Trident Wealth Partners
Anglo-American wealth boutique with cross-border expertise
4.5 / 5
Trident Wealth Partners is a boutique cross-border advisor for US persons living in the UK and Europe.
Overview\n\nUS-compliant reporting, PFIC-aware fund selection, and coordinated tax planning.
Pros
- Transparent onboarding
- Responsive client desk
- Institutional-grade custody
- Clear reporting
Considerations
- Limited retail promotions
- No 24/7 phone support