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 ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Wren Sterling adds £900m AUM with London-based IFA acquisition

Wren Sterling adds £900m AUM with London-based IFA acquisition

Evans Hart brings nearly 2,500 clients to the group

Sahar Nazir
clock 12 December 2025 • 2 min read
Demand for entry-level talent forces expansion of Nucleus-backed We Are Change scheme

Demand for entry-level talent forces expansion of Nucleus-backed We Are Change scheme

Foundation reports rising demand for entry-level routes into financial services

Sahar Nazir
clock 12 December 2025 • 2 min read
'Mounting anxiety' from Autumn Budget leading to more financial advice enquiries

'Mounting anxiety' from Autumn Budget leading to more financial advice enquiries

Enquiries for financial advice up by nearly a quarter following Budget

Sahar Nazir
clock 11 December 2025 • 1 min read