Скачать или смотреть What's Next for Tax, Estate Planning, and Ethical Investing for Private Clients?

In this interview, we sat down with Steven Pyne, Managing Partner at Holden & Partners, an independent financial adviser firm specialising in ethical investment to discuss tax, estate and retirement planning challenges as well as the rise in environmental and ethical investment.

Steve also shares his views on what the upcoming regulation means for the industry, how client demands will shape the future of ethical investment strategies, and why there needs to be a push for diversity in wealth and investment management.
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TSWM illuminates the most pressing challenges and opportunities facing wealth managers, as they strive to excel in front and back office operations and provide next-level client service.

The agenda has been curated in collaboration with industry thought leaders, as well as top technology and solutions providers, and addresses key ways in which wealth management firms can thrive in 2023 and beyond.

Join us in
-London on 9 May 2023 - https://tsam.foxonmedia.com/tswm-london/
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