Join in the 2024 US Expats Financial Survey

Swiss-based UBS, one of the world’s largest wealth managers, has increasingly limited its willingness to serve US citizens living abroad. While not every expat account is immediately closed, many clients encounter restrictions that eventually lead to account transfers...

In recent years, Fidelity Investments has increasingly limited its ability to serve US citizens living abroad. While the firm does not always outright close accounts, many expats experience progressive restrictions that effectively freeze their ability to invest, and...