Key Investor Information Documents (KIIDs) and Fund Fact Sheets

USD Portfolio (UK Residents only)

The following Key Information Documents (KIDs) are for products recommended to clients of Tanager Wealth Management who are UK resident and US taxpayers. The latest KIDs are from Q3 2022.

Invesco International Corporate Bond ETF (PICB)

First Trust Enhanced Short Maturity ETF (FTSM)

iShares 0-5 TIPS Bond ETF (STIP)

First Trust Senior Loan ETF (FTSL)

VanEck Vectors JP Morgan EM Local Currency Bond ETF (EMLC)

iShares J.P. Morgan EM Local Currency Bond ETF (LEMB)

iShares Core US Aggregate Bond ETF (AGG)

BNY Mellon Core Bond ETF (BKAG)

VanEck Vectors Preferred Secs ex Finls ETF (PFXF)

Dimensional US Small Cap ETF (DFAS)

Vanguard Total Stock Market Index ETF (VTI)

Vanguard Developed Markets Index ETF (VEA)

Vanguard FTSE Europe ETF (VGK)

Vanguard FTSE Pacific ETF (VPL)

Vanguard FTSE All-World ex-US Small-Cap Index ETF (VSS)

Vanguard FTSE Emerging Markets ETF (VWO)

VanEck Morningstar Wide Moat ETF (MOAT)

Vanguard Total World Stock Market ETF (VT)

Vanguard S&P 500 ETF (VOO)

Vanguard Total International ETF (VXUS)

Vanguard FTSE All-World ex-US ETF (VEU)

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF)

Vanguard Short-Term Corporate Bond ETF (VCSH)

Dimensional Inflation-Protected Sec ETF (DFIP)

Vanguard Short-Term Bond ETF (BSV)

First Trust Preferred Sec & Inc ETF (FPE)

iShares Core MSCI EAFE ETF (IEFA)

Dimensional Emerging Core Equity Mkt ETF (DFAE)

Dimensional International Small Cap ETF (DFIS)

Vanguard S&P 500 Value ETF (VOOV)

BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE)

Avantis US Equity ETF (AVUS)

iShares Core S&P Small-Cap ETF (IJR)

USD Portfolio (US residents only)

The following Fact Sheets are for products recommended to clients of Tanager Wealth Management who are US resident. The latest Fact Sheets are from Q3 2022.

iShares:ESG A 1-5Yr CB (SUSB)

iShares:Gl Green Bond (BGRN)

PIMCO ETF:Enh SM Act ESG (EMNT)

iShares:ESG A USD CB (SUSC)

Xtrackers JPM ESG EMS (ESEB)

Nuveen ESG US Aggr (NUBD)

iShares:ESG A MSCI USA S (ESML)

iShares:ESG A MSCI USA (ESGU)

iShares:ESG A MSCI EAFE (ESGD)

iShares:ESG A MSCI EM (ESGE)

Dimensional Short Duration Fixed Income ETF (DFSD)

Invesco International Corporate Bond ETF (PICB)

First Trust Enhanced Short Maturity ETF (FTSM)

iShares 0-5 TIPS Bond ETF (STIP)

First Trust Senior Loan ETF (FTSL)

VanEck Vectors JP Morgan EM Local Currency Bond ETF (EMLC)

iShares J.P. Morgan EM Local Currency Bond ETF (LEMB)

iShares Core US Aggregate Bond ETF (AGG)

BNY Mellon Core Bond ETF (BKAG)

VanEck Vectors Preferred Secs ex Finls ETF (PFXF)

Dimensional US Small Cap ETF (DFAS)

Vanguard Total Stock Market Index ETF (VTI)

Vanguard Developed Markets Index ETF (VEA)

Vanguard FTSE Europe ETF (VGK)

Vanguard FTSE Pacific ETF (VPL)

Vanguard FTSE All-World ex-US Small-Cap Index ETF (VSS)

Vanguard FTSE Emerging Markets ETF (VWO)

VanEck Morningstar Wide Moat ETF (MOAT)

Vanguard FTSE All-World ex-US ETF (VEU)

Vanguard S&P 500 ETF (VOO)

Vanguard Total World Stock Market ETF (VT)

Vanguard Total International Stock ETF (VXUS)

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF)

Vanguard Short-Term Bond Corporate ETF (VCSH)

Dimensional Inflation-Protected Sec ETF (DFIP)

Vanguard Short-Term Bond ETF (BSV)

First Trust Preferred Sen & Inc ETF (FPE)

iShares Core MSCI EAFE ETF (IEFA)

Dimensional Emerging Core Equity Mkt ETF (DFAE)

Dimensional International Small Cap ETF (DFIS)

Vanguard S&P 500 Value ETF (VOOV)

BondBloxx Bloomberg One Year Target Duration US Treasury ETF (XONE)

GBP Portfolio

The following Key Investor Information Documents (KIIDs) are for products recommended to clients of Tanager Wealth Management who are UK resident and not US taxpayers. The latest KIIDs are from Q3 2022. Please note that the ticker varies depending on the currency traded but the underlying investment remains the same. 

FTSE Developed Asia Pacific ex Japan UCITS ETF (VDPX/VAPX)

FTSE North America UCITS ETF (VDNR/VNRT)

Invesco GBP Corporate Bond ESG UCITS ETF Dist (IGBE)

Invesco Preferred Shares UCITS ETF (PRFP/PRFD)

iShares £ Corp Bd 1-5 yr (IS15)

iShares $ Floating Rate Bond UCITS ETF (H-GBP) (FLOS)

iShares TIPS $ 0-5 Yr UCITS ETF (H-GBP) (TI5G)

iShares € Corp Bond ESG UCITS ETF (SUOG)

iShares Core FTSE 100 UCITS ETF GBP (Dist) (ISF)

iShares Core Global Aggregate Bond UCITS ETF USD (Dist) (AGGG/SAGG)

iShares Core MSCI EM IMI UCITS ETF USD (Acc) (EIMI)

iShares Core MSCI Japan IMI UCITS ETF USD (Acc) (SJPA)

iShares J.P. Morgan EM Local Govt Bond UCITS ETF (IEML/SEML)

iShares J.P. Morgan ESG $ EM Bond UCITS ETF (EMES)

iShares MSCI EM IMI ESG Screened UCITS ETF USD (Dist) (SEDM)

iShares MSCI Europe ESG Screened UCITS ETF EUR (Acc) (SAEU)

iShares MSCI USA ESG Screened UCITS ETF USD (Acc) (SASU)

iShares MSCI World Small Cap UCITS ETF (WSML/WLDS)

iShares US Aggregate Bond UCITS ETF (Dist) (IUAA)

Lyxor Green Bond (DR) UCITS ETF – Acc (CLIM)

UBS ETF-MSCI Pacific Socially Responsible UCITS ETF (UB45)

UBS Sustainable Development Bank Bonds UCITS ETF (MDBU)

Vanguard FTSE Developed Europe ex UK UCITS ETF (VERX)

VanEck Vectors Morningstar US Sustainable Wide Moat UCITS ETF (MOAT/MOGB)

iShares $ Floating Rate Bd ETF USD Acc (FLOA)

iShares $ TIPS 0-5 ETF USD Dist (TP05)

iShares UK Gilts 0-5yr ETF GBP Dist (IGLS)

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Abbas Somji

Abbas Somji

PARTNER AND FINANCIAL ADVISOR

Abbas moved to London in early 2018 to be with his British wife. Born in the United Kingdom and raised in Botswana, Abbas then migrated to Houston where he attended University. He began his professional career at an RIA in Houston and holds the Series 65 license and US CFP® . He brings with him a decade of experience in advising High-Net-Worth clients and business owners. Abbas is a Partner and Advisor and ensures he’s helping clients navigate the complicated world of being an expat in the UK. He particularly enjoys providing clients with the clarity and confidence to pursue their financial goals. A sports enthusiast, Abbas enjoys conversing about and playing soccer/football and attending Liverpool matches.

Read more… Abbas Somji, Beyond the Bio

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Alistair Jackson 8165 Edit

Alistair Jackson

FINANCIAL ADVISOR

Alistair joined the team at Tanager in 2019 following his completion of an MPhil in English at the University of Cambridge as a John Crook Scholar. With three years of experience working across our Investment and Financial Planning teams, Alistair transitioned to the Advisor Team in January 2022. His time is now focused on the production and implementation of robust planning and investment strategies for our clients on either side of the Atlantic. Outside of the office, Alistair’s time is divided between exploring East London’s many food markets, spending time with friends and family, and travelling abroad.

 

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David Costello

PARTNER AND FINANCIAL ADVISOR

David arrived in the UK on New Year’s Day 2014 and brought with him fifteen years’ experience advising private clients and business owners. He attained the U.S. Certified Financial Planner designation in 2007. David specialises in building financial plans for UK based households that include US taxpayers and is tirelessly committed to helping Tanager clients maximise their wealth and achieve their stated goals and objectives while navigating the US/UK tax and investment landscape. David is a Non-Hodgkins Lymphoma survivor and is active in volunteering and fund raising for the support toward the treatment and eradication of blood cancers.

Read more… David Costello, Beyond the Bio

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Gail Hamilton King

Gail Hamilton- King

FINANCIAL ADVISOR

Gail joined Tanager in 2021 as a financial advisor with more than fifteen years of experience in senior investment banking and management consulting roles at Morgan Stanley and Deutsche Bank. She enjoys leveraging her financial experience to make a tangible difference for Americans living in the UK by helping to manage their complex finances globally. Gail moved to the UK from Chicago to complete an MBA at London Business School. As a dual UK/US family living in west London, she understands the challenges our clients face.

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Jeremy Bailey 8192 Edit

Jeremy Bailey

SENIOR FINANCIAL ADVISOR

Jeremy joined the Tanager team in 2019 bringing fifteen years of experience in helping clients align their finances with what is most important to them. He specialises in retirement income strategies and multigenerational planning. Jeremy decided to leverage his US/UK dual citizenship status to relocate to London in 2017. He quickly identified the breadth of financial challenges faced by Americans and US connected families living and working abroad. Jeremy comes to London via Cleveland Ohio and Miami Florida. In his free time, he enjoys running the Thames path, spending time outdoors, and travelling.

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Kristopher Heck

MANAGING PARTNER

Kristopher has lived in London since 2007 and combined his ten plus years of experience in the Institutional Asset Management Industry in the US and Europe and personal experiences as an expat to found Tanager. A founding partner and Chief Investment Officer, Kris has been a guest lecturer at the London School of Economics and has particular interest and experience in portfolio efficiency – encompassing tax, cost, and the optimal risk budgeting of a client’s assets. Kristopher is as avid fan of the Baltimore Orioles and enjoys going back to Maryland whenever he is able to.

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Kyle Pettigrove

PARTNER AND FINANCIAL ADVISOR

Kyle is a Certified Financial Planner ™ (CFP ®) and joined Tanager in London in 2016 having moved to the UK with his fiancée. A US/UK dual citizen and Philadelphia native, Kyle previously worked as a financial advisor in the US specializing in retirement planning. Now spearheading Tanager’s stateside office in Philadelphia, Kyle brings both relevant personal and professional experience to his role and covers the areas of pensions for US residents, British expats and transatlantic families living in the US. Outside of his work life, Kyle is an avid traveller and craft beer enthusiast.

Read more… Kyle Pettigrove, Beyond the Bio

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Nicole Ralph

SENIOR FINANCIAL ADVISOR

Nicole joined the Tanager team in 2020 and brings over fifteen years of senior leadership and client experience in helping US expats and foreign nationals relocating to the US. Nicole has held the CFP® designation since 2011 and earned an MBA from the Wisconsin School of Business in 2016. As a dual US/UK citizen herself, she is intimately aware of the complex challenges facing families, having moved back and forth three times with her own family. She now lives in Hove with her husband and youngest daughter. In her free time, she enjoys walking her dog along the seafront, hot yoga, learning Italian and travelling.

Read more… Nicole Ralph, Beyond the Bio

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Patrick Mulhern

PARTNER AND FINANCIAL ADVISOR

Born and raised in New Hampshire, Patrick moved to Scotland at seventeen to study at the University of St. Andrews and has been picking up knowledge of life on both sides of the Atlantic ever since. A Partner and Financial Advisor, he specializes in complex planning for high-net-worth clients, international estate planning and inheritance issues. Prior to working in Financial Planning, he worked for a trust and estate law firm and co-wrote the book Estate Planning to Die For. Patrick lives in Sussex with his wife and children. He gets back to New England as often as possible and is one mountain short of having hiked all 4,000 Footers of the White Mountains.

Read more… Patrick Mulhern, Beyond the Bio

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Susan Blaylock

FINANCIAL ADVISOR

Susan joined Tanager in 2019 upon moving to London. She is a Financial Advisor and has over a decade of experience in the financial services industry, mainly as a CPA. What she loves about financial planning is the opportunity to help people understand and achieve the financial goals that are most important to them. She enjoys the challenge of working with the complex situations of US expats. Susan shares Tanager’s philosophy of developing strong relationships with clients and gaining a deep understanding of their financial situations and life goals. Outside of work, Susan enjoys exploring, including hiking in the Alps, canyoning, kayaking London’s canals, cycling, and spending time with friends and family.

Read more… Susan Blaylock, Beyond the Bio

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Tori Bown

FINANCIAL ADVISOR

Tori joined Tanager in May of 2022 after moving to London in late 2021 to join her English Husband. Prior to joining Tanager, Tori worked in Dallas, Texas for a large wealth management firm for over five years where she specialized in financial planning for high net worth clients. As a Certified Financial Planner ™ , she’s developed a holistic approach to wealth management that incorporates all aspects of a person’s financial life. Tori enjoys helping clients define and achieve their financial goals by enabling them to put context around their finances.

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