Possibilities of managing clients from afar

or Register to post new content in the forum

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Apr 9, 2015 4:59 pm

Hi all, I have been searching for hours now and can't seem to find out a conclusion. I am a financial advisor at a brokerage firm and am looking at potentially moving to Europe for either half a year or full-time, and wanted to manage my US clients from afar. Can this be done?

All I have found is information about US-based FAs managing international clients, but never anything on an international advisor managing US based clients.

For more details: I would be looking at moving to a German speaking country of either Germany, Switzerland, or Austria, and I have a small book of about $30 mil in AUM.

Thanks in advance!