Possibilities of managing clients from afar
1 ReplyJump to last post
Apr 9, 2015 8:59 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!