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...

Living abroad as an American expat offers incredible rewards: new cultures, exciting opportunities, and a fresh perspective on life. But alongside these benefits there are some real challenges, especially when it comes to managing your finances. Not least among the...

American investors often tend to overconcentrate in US-dollar assets. US markets have seen great growth for a long time, but times are changing, and many American investors are now looking to diversify and invest and move their money abroad. Reasons for this include...

For Americans, living abroad adds new layers of complexity to your finances. Currency and cross-border tax considerations are among factors that make investing as an expat more complex. In this article, we’ll explore how US expats might respond to market volatility,...

IAM President Tom Zachystal will be arriving in Thailand tomorrow and is available to meet over the next week - Chiang Mai - Tuesday February 25th Bangkok - Friday February 28th If you'd like to meet with Tom to discuss your investments and IAM's investment management...

Relocating abroad is an exciting prospect, offering new opportunities for personal and professional growth and cultural experiences. However, as an American expat, moving abroad also brings challenges, particularly when it comes to managing your investments....

Americans living abroad have the opportunity to explore and invest in local opportunities as well as continue investing in the US. However, there are complex US reporting rules for Americans who have investments overseas. These rules fall into 4 main categories: FATCA...

When planning to relocate from the US to another country, there’s a lot to consider. As well as visas, accommodation, relocation logistics and adjusting to a new culture, equally important is ensuring that your wealth and financial strategies are protected and aligned...