How to get the balance right between protecting financial privacy and ensuring illicit money isn’t able to hide from legitimate law enforcement remains one of the thorniest topics for wealth managers and policymakers. This briefing draws together experts from a number of fields to explore the latest developments in areas such as disclosure and reporting on beneficial ownership; the information powers of tax authorities such as HM Revenue & Customs; the impact of upcoming new data protection laws, and some new options for family offices making investments.
- Registration & refreshments: 7:40am – 8:30am
- Panel discussion: 8:30am – 10:00am
- Networking: 10:00am – 10:30am
Date and TimeDate: Thursday 19th October • 2017
Time: 7:40 am – 10:30 am
Address: 69 St James's Street, London, SW1A 1PJ
Telephone: +44(0) 020 7493 1164
Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver of their bi-annual Wealth Management Report. Bruce is now CEO of Weatherill Consulting providing advice on client centricity and wider strategic matters to wealth managers. He is the author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status and a number of other thought leadership reports. Bruce is chairman of ClearView Financial Media and a non-executive of a number of companies including Fidelity Holdings UK, The Wisdom Council, ComPeer and JDX Consulting.