Asset Management
We combine deep qualitative analysis by our team of investment specialists with powerful quantitative analysis from our proprietary software to inform an unconstrained approach for strong, risk-adjusted returns.
Tax can be a daunting yet necessary element of relocation to another country. UK tax, in particular, is a complicated matter. In this workshop, we will cover key principles and elements of the UK tax and regulation, and discuss how to allocate your assets globally, structure your investments and pass on your wealth efficiently.
Our speakers, Winnie Cao from Blick Rothenberg, and Nancy Chien from Bedell Cristin, will share their insights and cover multiple nuances of onshore and offshore private wealth structuring, including the use of trusts and foundations.
