US Resident Investment

Ralfos

Hi Guys - first post - great site you have here. 

I have a case for a client that Im struggling to place due to his US residency. Does anyone know of any providers who would take this? Ive been advised that a DFM should have no issues but would prefer not to use one if possible

thanks

DanAtkinsonUK

We have used Vestra Wealth for this before but as a DFM. Try Old Mutual? 

RoxyParaplanner

Hi Ralfos,

I recently had the same issue and could not find any provider that would take it. I was unaware that a DFM would so this is great news for me.

Ralfos

Hi Roxy - cant vouch for all of them but Bordier UK are looking fairly promising.