Expat
North America | 8 Dec 22
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
Global advice company unveils Canada operation
To bolster its offering for the British expat community
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
US expat advice firm sets up in Spain
It will be serving clients with an average of $1m in investable assets
Global wealth manager sets up US expat advice operation in Europe
It will offer a range of financial planning and investment services