International Ex-Pat Business
I've heard that there are firms that focus on serving ex-patriots abroad, hiring FAs to spend time traveling between accounts overseas for annual reviews. Anybody come across a firm/opportunity like this before?
UBS has a wholly-owned subsidiary based in Zurich–Swiss Financial Advisors. Registered with the SEC and with the Swiss whatever-commission. Looking for US-based $$ and expat $$ in Europe. Only have Swiss guys working there at this point, which IMHO is a mistake, as they don’t understand the US-side of the business.