01905 930680Last weekend, 25 wealth managers from all over the world joined B.D. and Rob in Edinburgh to discuss the industry, the volatile marketplace, and the RDR changes mandated by the FSA.
The group debated the success of several international fund managers, compared compliance requirements in the USA versus the UK, brainstormed ways to more clearly communicate with customers when regulatory changes are announced, and formed relationships that can be called upon when the need arises.
"I'm so energised after the weekend with these amazing wealth managers, learning from their experience about operational processes and recommendations of the best tools to give clients for meeting their milestones and goals" enthused B.D. Dalton, senior wealth manager at Taurus Wealth. "What a great spirit of co-opetition amongst colleagues, really working to help each other, and ultimately the customers."
