7IM
PEOPLE MOVES: 7IM, National Friendly, Julius Baer
Head of financial planning leaves DFM, as mutual society names CEO
Repatriation advice is a ‘growth area’ for 7IM-backed UK firm
Expats need to think about finances ‘about 18 months before’ they come back
Alternatives | 11 Mar 21
Advisers warned against traditional equities and bonds split
60/40 portfolios ‘will not serve’ clients well in this ‘era of record low yields’
PEOPLE MOVES: Quintet PB, Beaufort Group, Stonehage Fleming
Private bank and retail financial services provider hire group COOs
7IM buys London advice firm
As it adds £2bn in assets under administration to the group