Beating the odds: Adviser launches firm in two countries amid pandemic

Charlton House Wealth Management

clock • 2 min read

Charlton House Wealth Management adviser David Snelling has set up a business advising clients in two jurisdictions - the UK and Hong Kong - despite the ongoing coronavirus pandemic.

Charlton House Wealth Management is regulated in both the UK and Hong Kong. Catering to clients who live between the two countries, Snelling branched out on his own after UK firm Strabens Hall moved its focus away from Hong Kong. "I partnered with Strabens Hall to set up a Hong Kong office in 2014… advising international mobile clients on their financial planning and investment management. Strabens Hall exited [Hong Kong] in 2018, so it's given me the opportunity to setup my own Hong Kong business," he explained. The plan to set up the business dated back to October 2019 and Snelling ...

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