Episode 27: Trends in the Off-Shore Advisory Space

As one of the major wealth management institutions exits the international market, we sit down with Miguel Sosa, Founder and Partner at Premia Global Advisors.  After more than 30 years at Merrill Lynch, Miguel founded Premia.  Miguel shares his view on the space, his process, and the opportunities for advisors to move away from a transactional business model. 

This conversation spans both the on-shore and off-shore focused advisor and is certainly a timely topic in today’s wealth management environment.