Sponsorships and Speaking Engagements
Peruvian-American Association
12 June 2024 | 10:30 a.m. - 12:00 p.m. (EST)
Peru: Opportunities for trade and investment
Advised a major bank on the development of an execution-only funds platform.
Advised a variety of wealth and asset managers on the implementation of the UK's Retail Distribution Review (RDR).
Advised a global wealth management business on a review of its client documentation across all product lines and in all jurisdictions.