9th Mar 20 Private Wealth Management London
Private Wealth Management
Chairman
Penny Rooney
Killik & Co

Howden Group Offices, One Creechurch Place, London, EC3A 5AF (map)

3 for 3.15pm to 5pm, followed by drinks
Discussion Topics

• Coronavirus
-- contingency plans
-- other impact
• Dear CEO letter: Alternatives
• Trusts: £10m threshold & per se professional status
• Allocated functions (pre-SMCR)
• FCA interaction
• Other points

 

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