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Investec appoints heads to lead new advice arm By Michael Klimes 10 th June 2021 7:42 am Investec Wealth & Investment (IW&I) has launched a new advice proposition by combining its financial planning services. It has appointed Michelle Holgate and Sarfraz Hafeji as co-heads of its wealth advisory business. They now lead the combined financial planning division as well as the recently formed wealth planning service. Holgate has been in the profession for 17 years and has worked with high net worth individuals both in the UK and offshore. Hafeji has worked in financial services for nearly 21 years, 17 of which have been at Investec. ....
Good morning and welcome to your Morning Briefing for Thursday 10 June, 2021. To get this in your inbox every morning click here. Holes in new DB rules? Everyone can understand why politicians want to make defined benefit transfers safer after the British Steel pensions scandal. A Department for Work and Pensions ....
Investec Wealth & Investment (IW&I) has launched its own financial advice service by combining its financial planning services into a new advice arm. ....