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Wealth Management Evening (Ulan Bator)

Montpelier Group are hosting their first Wealth Management Evening in Mongolia on the 4th of May at The Corporate Hotel.

Wednesday 4th May Protected content

The Corporate Hotel, Ulaanbaatar

3rd Floor Conference Hall

6:00pm – 8:00pm

Presentations from 6:30pm

Presenting will be:

Peter Davies – Montpelier Group

Managing Director

An Introduction to Montpelier

Peter will introduce Montpelier and explain the advisory services and ongoing wealth management procedures available to all foreign expatriates living and working overseas. These range from banking, insurance and savings to the more complex issues of portfolio management and tax planning. Peter will outline Montpelier’s presence in Mongolia and how it can benefit expatriates living there.

Matthew White – Friends Provident International

Regional Sales Manager

Saving for the Future – The Cost of Delay

Matthew will present one of the most important and fundamental areas of financial planning for expatriates: saving for the future. He will look at why planning for future life events is crucial, such as making provisions for children’s education fees and retirement. Matthew will also discuss the cost of delay and the benefits of asset allocation.

Chris Ivinson – Royal Skandia

Area Manager

A Global Account for Mobile Investors

Chris will cover a simple method of investing for all expatriates. He will explain how investor’s can avoid the currency trap and plan their taxation issues. Also the importance of estate planning, leveraging global buying power and how all this can be achieved in one confidential investor protected location


The numbers of seats for this event are limited, for reservations please email Protected content or call Protected content

Complimentary appetizers and drinks will be available

There is no charge for this event

If you are unable to make this event but would like to find out more please contact me and I will arrange a meeting with one of our consultants