What you'll learn

    Expanding your international presence and setting up in a new jurisdiction may feel daunting but the rewards can be significant. With the right local partners, the journey to upgrading your firm to international status can be straightforward and simple, regardless of your current business size. 
     
    This session is designed to provide practical insights and actionable steps for U.S.-based firms contemplating building a presence in the UK or seeking to market to EU investors without a permanent presence. It will outline strategies to help you launch, grow, and protect your business, including: 

    • Concise steps to setting up a European presence, from conceptualization to operation
    • Selecting your most appropriate route to market, for example a hosted investment advisory platform or full regulatory authorization?
    • Clarifying compliance obligations within an unfamiliar local regulatory, reporting, fiscal, and employment environments
    • When and where to engage third-party support
    • Advice from experienced market practitioners and participants 

     

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    Speakers

    Bennett_Ant

    Head of Sales and Client Development, ACA Mirabella

    Raj Somal-1

    Executive Director - Head of Mirabella Group

     

    Andy Welch

    Managing Director

     

    Christopher Christian

    Partner, Dechert