How using a right financial ownership structure helps protect your clients’ investment returns and get your assets under management stickier?
August 5, 2020 | 4:00 PM
Most Wealth Managers or industry practitioners go to great lengths to deliver value to clients by generating a steady investment return. With the current market, these returns could easily be wiped out by volatility and taxes when rebalancing the portfolio or realizing the gains. This is especially true for clients who are planning to move to Australia or are tax residents of the UK, US and China.
For this session, we cordially invite you to join Quilter International formerly known Old Mutual International, they will demonstrate how using the right financial ownership structure protects your client’s investment returns. Also, they will share how you can get the existing assets under management more stickier.
Head of International Technical Sales, FPFS, TEP,
Chartered, Financial Planner
As Quilter 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.