‘Disruption for advisers’: The outlook for platforms in 2022
From M&A to tech integration, investment platform professionals give their views on the year ahead
7IM
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An ‘opportune time’ to realise some equity gains
Long-term outlook is positive but market is looking ‘considerably’ more expensive
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Investment manager rolls out ESG calculator for advisers
To help them show clients ‘the real-world effect of choosing to invest in a more sustainable way’
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PEOPLE MOVES: 7IM, National Friendly, Julius Baer
Head of financial planning leaves DFM, as mutual society names CEO
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Repatriation advice is a ‘growth area’ for 7IM-backed UK firm
Expats need to think about finances ‘about 18 months before’ they come back
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Advisers warned against traditional equities and bonds split
60/40 portfolios ‘will not serve’ clients well in this ‘era of record low yields’
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PEOPLE MOVES: Quintet PB, Beaufort Group, Stonehage Fleming
Private bank and retail financial services provider hire group COOs
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7IM buys London advice firm
As it adds £2bn in assets under administration to the group
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PEOPLE MOVES: James Hay, Kingswood, Eastspring
Retirement platform hires CEO, as UK-headquartered group names head of wealth planning
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PEOPLE MOVES: Barclays, SJP, MetLife Gulf
UK group names head of private bank Europe, Monaco and Switzerland, while wealth firm bolsters Asia arm
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What will investing after the pandemic look like?
Markets have been hit badly, but there are always bargains on the horizon
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Are structured products ‘an accident waiting to happen?’
One provider dismisses claims as ‘hogwash’ with ‘no evidence at all’