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