Case Study

A fresh start

Client

An American divorcee seeking relocation to the UK following a particularly acrimonious separation.

Problem

Our role was to help our client find a suitable investment manager, who not only understood the complicated investor visa rules, but was also registered by both the SEC and FCA given her US credentials.

Solution

Once we had helped put together a small panel of potential managers for the client to appoint, we continued to help her manage her manager. As such, we maintained a strict reporting regime, overseeing both the overall mandate as well as compliance with the investor visa rules.

WRITTEN WITH CLIENT PERMISSION. ANY IDENTIFYING INFORMATION HAS BEEN OMITTED.
Our doors are open

request a meeting

Thank you! Your submission has been received!
Something went wrong. Please check if you've filled everything correctly