Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
Held at Shanghai’s Grand Kempinski Hotel from 31st October to 2nd November, the summit provides a platform to educate Chinese financial intermediaries on the effective use of tax planning and asset management tools available in low-tax jurisdictions. It attracts more than 400 wealth management professionals, private and offshore banks, international and offshore legal professionals, and others with an interest and expertise in filling the gap in traditional offshore planning. This year’s event will include a day focused on immigration by investment.
With its robust property market, premium service providers and myriad international travel links, London is particularly attractive to Chinese investors. As Head of Dolfin’s China Desk, I am responsible for building long lasting relationships with our Asian clients, with a primary focus on Greater China, and helping them to navigate the complexities of moving to the UK, securing an investment visa as well as providing reliable custody options.