Financial planning arm undergoes Quilter transformation
Several other businesses still left to rebrand after the Old Mutual separation in 2018
Intrinsic
-
-
Quilter’s advisory network to buy AIM-listed firm
Chief executive among departures expected post-acquisition
-
PEOPLE MOVES: JTC, Indosuez, UBS, Intrinsic
JTC hires duo for new private office and Indosuez appoints Gulf market manager
-
Schroders and Lloyds to shake up financial planning sector
But banks re-entering the market should not be seen as a threat, says Intrinsic chief executive
-
Can IFAs and vertically integrated firms co-exist?
More firms favouring a restricted advice approach
-
Intrinsic to compensate client for pension transfer charges
Intrinsic Financial Planning has been ordered by the UK’s Financial Ombudsman Service (FOS) to compensate a client who says he was not aware of the charges that were applied to his pension on transfer.
-
PEOPLE MOVES: Schroders, Intrinsic, RBC Wealth Management
Schroders has confirmed the departure of a long-standing director in the Middle East, while OId Mutual Wealth’s adviser network Intrinsic has appointed an operations director and RBC Wealth Management targets adviser relationships with its latest recruit.
-
Intrinsic ordered to pay compensation over Harlequin Sipp
The UK Financial Ombudsman Service has upheld a complaint against an Intrinsic financial adviser, who helped a client switch his personal pension to a self-invested personal pension (Sipp) to invest in Harlequin, a now-defunct unregulated investment scheme.
-
We’re SJP’s ‘only credible scale competitor’ claims Old Mutual
Old Mutual Wealth claims a period of rapid growth means it is now the UK’s second largest advice business and only major competitor to St. James’s Place.
-
Intrinsic helps double OMW’s client flows
Strong cash flows and a solid performance saw Old Mutual Wealth’s (OMW) funds under management rise 14%, year to date, with the firm’s net cash flow soaring 92% on the back of a strong performance by Intrinsic.
-
PEOPLE MOVES: Intrinsic, Sesame Bankhall Group, GAM
Old Mutual Wealth’s Intrinsic has lured its new group managing director from Sesame Bankhall Group, which has prompted a management reshuffle at the financial services distributer. GAM has raided Henderson to fill its newly created head of equities role.
-
Financial Adviser School achieves LIBF recognition
The Financial Adviser School (FAS), the UK-based training academy owned by Old Mutual Wealth’s (OMW) Intrinsic network, has secured recognition from The London Institute of Banking and Finance.