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Webinar: Quarterly investment update
Available on playback
Our Head of Investment Strategy explored the outlook for global growth and its impact on interest rates and financial assets, the potential impact of the US election on financial markets, the impact of a Labour government as it prepares for its first Budget and balanced portfolio construction in the years ahead.
Webinar: Building and running a compliant CIP
Available on playback
The various rules and regulatory requirements for operating a CIP have evolved over the last decade, moving from RDR through MiFID II into Consumer Duty. On 5 March, Mike Barrett, Consulting Director at The Langcat, explored this ever-changing regulatory landscape, as well as the wider considerations advice firms need to assess to ensure your CIP is generating the best possible outcomes for the firm, and more importantly, your clients.
Award-winning solutions for financial advisers
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.