How wealth firms should approach the US expat market
Clients have trillions of dollars to invest with very few financial institutions willing to work with them
Expat
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Global advice company unveils Canada operation
To bolster its offering for the British expat community
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US expat market is a ‘huge opportunity’ for wealth firms
Brown Advisory tells IA about the challenges that face the small number of companies serving these clients
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US expat advice firm sets up in Spain
It will be serving clients with an average of $1m in investable assets
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Global wealth manager sets up US expat advice operation in Europe
It will offer a range of financial planning and investment services
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How to serve US clients abroad
Some firms find them ‘too costly and complex’ to have as customers
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What should expats consider before moving to the US
Flexibility of financial plans are key for clients
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Spanish retirement tops wishlist for wantaway Brits
Cost-of-living crisis has made over-50s more likely to spend their later years abroad
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What do clients need to do before they move to the EU?
Tax, insurance and pensions high on the agenda for UK expats
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Global wealth manager unveils Tokyo office
To bolster its offering for US expats
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How to overcome US expat financial planning challenges
‘Americans living overseas must pay particular attention to the complexities of dual taxation when investing’
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Brits in the EU still face UK account closures
After Brexit, they are not allowed to hold a bank or investment account in Britain if they are not resident