Oct 8 | Breakfast Session with Old Mutual International
How using a right financial ownership structure helps protect your clients’ investment returns?
Wealth Managers go to great lengths to deliver value to clients by generating a steady investment return. With the current market volatility, these returns could easily be wiped out by taxes when rebalancing the portfolio or realizing the gains. This is especially true for clients who are tax residents of the UK, US and more recently China.
Come along and join us for a breakfast session focused on how choosing the right structure helps.
TO RSVP Please Contact:
Ms. Peggy Wong
T: +852 3552 5894 / 5208 6763
Head of International Technical Sales BSc. (Hons), FPFS, IMC, TEP
Old Mutual International
As Old Mutual International’s Head of International Technical Sales, David works with many industry practitioners such as wealth managers, relationship managers, external asset managers, family offices, institutional brokers, financial advisers and clients all over the world, specializing in taxation, trusts and pensions. With several decades of practical international experience, he is an accomplished presenter, having spoken on industry matters and technical subjects for trade bodies, private banks, international IFAs and training providers.