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Feb 11, 2008 3:26 pm

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?

Feb 17, 2008 7:50 pm

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.