Well, most clients will want some access to the US markets, where ever they're from and the US government has a record of telling institutions to play nice or they'll block them from accessing US exchanges. Having said that, an SEC regulated financial advisor has really nothing to do with any of this. The SEC wants Americans to pay tax or otherwise not break the law. I'm pretty confident they don't care who advises American clients overseas, they're more interested in what they're being advised to do.

That's great news! I am real happy you are giving it another go. Just try your hardest not to let anyone's negative comments get you down (often times it's not meant personally) and don't be put off from commenting, sharing your experiences and most importantly being yourself.

One strategy in life I learnt from a long time ago was to realize that what someone else thinks of me, especially when it results in hurt feelings and without our having met or spent time in one another's company is just that - it's their view and to which they are perfectly entitled. The most important thing here to remember, however, is that what they think may not necessarily be my reality.

Hope this helps you too and rock on! .

Brilliant ! And how's the investment coming along?

Everything we have done is coming along wonderfully. I know our advisor is there for us if we have any questions and has our interest at hand at all times. If we want to move funds or change things, he does research if need be to give us the best options within what we want to do. If its not a good move on our part AT LEAST he says so.. instead of running off with a commission like I know they do back in the USA.

Congratulations. He must be the world's first.

Ok, I asked for the info on the super advice by PM

Basically I wanted to find out weather or not the recommendation
- is "guerilla advertisement" as we know it from countless former cases on this site from financial advice over hairdressers to international schools...
- is one of the two aggressive companies that bullied the EF before and forced them to remove the first thread with the insider information and all references to their companies.

Good news is that the OP was aparently not adviced by one of the two companies we know that essentially screw expats. Downside is that I explained by PM my motives and still got an unsolicited PM from another member who happens to work at the advisory the OP is so happy about and offers his help... go figure.

Reading your posts, apart from the ones about hurt feelings etc, it just seems to be a gushing advertisment.
Thrilled and wonderful? Come on now.......most people would express this as 'happy' and 'well'.
Couple that with what Treverus experienced with the 'cold call' PM and some people may think they can smell a rat.
Next time tone it down a bit and you may get a few more bites.

I got a PM too, and met with my new financial advisor this lunchtime. I have to say that I'm positively ecstatic with the service I received.

I am particularly impressed with the fact that he swallowed.

You new Christians! Maybe these guys can help you http://tinyurl.com/5wxd4yp

And you are sure this was financial advice you were receiving?

I actually met with one of the consultants when I moved from Geneva to Brussels last year and found the meeting to be very beneficial. They did indeed provide everything in writing and documentation, and backed up everything they were saying.

I haven't had any problems since then, and have been very satisfied with the results.

Hm. Well the first check shows that Trafalgar International aren't regulated by FINMA.

The local SRO (Selbstregulierungsorganisation / Self-regulatory body) for Geneva is ARIF - here is their membership list which shows that Trafalgar are not regulated by them either.

My interest was piqued so I had a look at the Genfer Handelsregister which shows they're a very new company (incorporated 5 Oct 2010) and share an address (and a signatory, Bernard Hess) with NWT Management SA. NWT aren't regulated by FINMA, but are regulated by ARIF.

Hope that info helps you make an informed decision about them.

I guess it matters which consultant you meet. Mine gave all the wrong signals at the second meeting. Was too pushy to get me to sign papers and deposit money to "get a relationship going" with an offshore bank. He quoted above market returns with minimal risk. And basically gave me wrong tax advice, which I fortunately came to know as wrong from a fee-based tax consultant.

So, I would stick with the weejeem's advice of getting everything in writing, and verifying their suggestions from an independent party.

Got a cold call from these guys at work today.

a) I have no idea how they got my work number (only place it is written is on the official documents for Zug/Neuheim

b) I don't trust anyone with my money but myself.

Look here: Beware Financial Advisors on the Prowl!

Post 44 is about them

Looks like they send out CHRISTMAS CARDS!!!

I got even PMs on this forum from their staff... we have several of them here continuously telling different stories about themselves.

I don't think we need a new discussion for this, a Mod should merge the threads.

1) your investment going up 20% has nothing to do with your company earning 20% profit.

2) Buffett's largest investments are in insurance and financial services, not in trading companies

This phrasing makes this particular Mod all bolshie.

If anyone knows enough about the subject to suggest a merge with another Thread, it would be great if they could either report the post and give both Thread 'addresses' or put the second address in here and hope a prowling Mod sees it and does the job.
My financial knowledge is limited to the price of the cauliflower at the local farm - and I'm sure that isn't much good in here.

Me too. Now he said it like that, makes me not want to do it.

The thread I was talking about was linked in my post.

Sorry. I really didn't realise that was the Thread you meant. Scanning through the stuff too fast, maybe I need it spelling out in little steps.

Mind you 'a Mod should' still puts my back up a little.