Macro Views | 23 Mar 16
Two in three advisers see in-house management becoming harder
Two out of three financial advisers (64%) believe it will become increasingly difficult to provide in-house investment management to clients over the coming two years, according to a survey by Investec Wealth and Investment.
Retirement | 23 Mar 16
Third of British expats to return home, says NatWest IPB
A third of British people who have retired abroad intend to return to the UK, according to new findings published by NatWest International Personal Banking (IPB).
Novia partners with DFMs on new investment portal
International intermediaries’ platform Novia Global has launched a new integrated investment portal, which provides access to a panel of discretionary fund managers (DFMs).
J. Safra Sarasin buys Credit Suisse’s Gibraltar, Monaco arms
Swiss private banking firm J. Safra Sarasin is set to acquire Credit Suisse’s operations in Gibraltar and Monaco, the company has announced.
People Moves | 22 Mar 16
PEOPLE MOVES: Axa, Carmignac, Quilter Cheviot
An Axa Group stalwart has announced his retirement plans, naming his successors in the process. Carmignac’s head of equity has departed, while Old Mutual’s Quilter Cheviot has made two UK-based appointments.