Making their second trip to OTC are two directors from Scottish financial-planning business Carbon Financial Partners.
The visit by Gordon Wilson and Barry O’Neill is part of a business mission to examine in more detail newer investment opportunities and thinking that exists in the US.
It is the Carbon view that standards of financial advice and service are not good enough throughout the UK compared to the US. A core objective of the trip is to develop a relationship with a US advisory firm which will allow oil executives moving between Aberdeen and Houston to enjoy a co-ordinated and high-quality advice service on both sides of the Atlantic.
The pair will also be meeting senior individuals from the giant US-based Dimensional Fund Advisors while in Houston.