Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
For this exclusive event focused on private wealth and hosted by Yuri Bender (Financial Times), we are bringing together wealth managers, advisors, lawyers, and other private client professionals, to discuss how they can meet the needs of their high-net-worth clients in the ever-changing regulatory and business environment.
The panel discussion will focus on new private wealth trends and wealth structuring opportunities in Malta, drawing on the speakers’ experience of working with HNWs across UK and Europe. Topics to be discussed include best practices in private wealth management, challenges in structuring a Family Office in 2019 and beyond, the demographics of private wealth and global residency programmes, with a special focus on Malta and the flexibility of Maltese structuring opportunities, such as NAIF.
Yuri Bender (moderator), Financial journalist, FT, Editor-in-Chief, PWM
Georgios Ercan, Head of Sales, Dolfin
Ivan Grech, Head of Business Development, Finance Malta
Przemyslaw Koger, Director & Head of Relationship Management Malta, Alter Domus
Jamie Mathieson, Partner, New Quadrant Partners
Ashley King-Christopher, Partner, Charles Russell Speechlys
Join the conversation on social media with #DolfinMalta
|17:00||Introduction by Finance Malta|
|18:15||Drinks and canapés reception|