John Hailer, CEO of Natixis Global Asset Management, says the company is focused on the UK, which it sees as being one of the world’s largest wealth markets with an unrivalled understanding of investments and funds.
Inheritance tax receipts have increased to a record £5.4bn in the 2018/19 tax year according to HM Revenue and Customs figures published today. Receipts increased by around £160m in just a year from £5.2bn in 2017/2018 to £5.4bn. HMRC figures show the annual revenue and revenue as a percentage of GDP since 1980/81. It shows […]
Establishing the approach to qualitative versus quantitative analysis should top the due diligence list As more advisers outsource investment decisions to discretionary fund managers, the more the regulator will scrutinise the selection process. I would not be surprised if DFMs were selected on a lazy combination of brand, price and performance, yet any being offered […]
The biggest reason new concepts are not being brought to market is a lack of confidence that advisers will change their behaviour. Having started life in the financial services industry as a clerk for one of the largest life assurance companies in the UK, protection has always been my first love. Unfortunately, it only takes […]