Shackleton acquires London-based PK Financial Planning
Acquisition brings in over £200m in assets
Paul Feeney
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Shackleton acquires Norfolk-based Harrold Financial Planning
The takeover brings in around £300m of assets under management
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Skerritts rebrands to Shackleton and adds four new firms to network
Acquires Save & Invest Group, Fleming Financial Limited, Robson Lister Limited and Shorts Financial Services
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Ex-Quilter boss joins IFA group as chief executive
As the company bids to become one of the ‘leading wealth management businesses’ in the country
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Paul Feeney steps down after a decade as Quilter CEO
He says ‘it’s time to pass the baton’
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Revamped Quilter platform delivers strong performance
But multi-asset business flows slumped in Q4
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‘Record flows’ in Q1 2021 for Quilter platform
Firm ‘pleased’ with shareholder feedback and market reaction to sale of international arm
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Quilter’s platform migration to be delayed amid pandemic
But Q1 inflows on par with last year despite market volatility
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Quilter CEO: ‘I hate the term restricted advice’
People aren’t putting more discretionary money to work but our advisers have never been busier, he says
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OMI managing director promoted to chief executive
Quilter revamps its executive committee following rebrand and IPO
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Quilter IPO takes off
Quilter employees were among the main beneficiaries when the insurer floated on the London and Johannesburg stock exchanges on Monday following its demerger from Old Mutual.
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Old Mutual Wealth ready to list as profit soars 40%
Old Mutual Wealth is now ready to list as Quilter, with its annual results showing the company’s pre-tax profits rose by 40% in 2017, driven by “unusually high” performance fees.