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Specialism: Financial Advisory & UHNW Services Family Wealth Advisory
Company: JP Morgan
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Advising international family offices in UK
Am giving strategic advice on sectors and sub sectors in UK and European markets for a high profile American family and am in the final stages of FCA approval for their UK family office which I am also advising them on. Their UK family office will manage $1.1bn of capital. In addition, I am advising on tax and capital control for a Chinese family who are setting up a family office operation in the UK. Total AUM will be £500m.