PEOPLE MOVES: St James’s Place, Quilter, Newton IM, Ortec Finance, M&G, Morningstar
Former Schroders head of UK moves to SJP
Quilter
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Quilter hires tax and trust specialist to work with advisers
Joins the firm from M&G Wealth
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Spring Statement 2025: ISA reform prospects welcomed as ‘a real opportunity’
Government commits to looking at options
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‘Road ahead is anything but smooth’ as UK inflation dips
ONS figures show inflation fell to 2.8% in 12 months to February
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Quilter adds Belfast firm to advice network
Follows the recent appointments of two other Northern Irish firms
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Bank of England holds interest rates amid market uncertainty
The central bank followed the Federal Reserve in remaining cautious as Trump threatens global tariffs
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Quilter adds Forseti Wealth Partners to advice network
Founded by advisers James Harvey and Archie Wilson
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Quilter dominates Defaqto MPS performance awards
The wealth manager won the Cautious, Balanced and Growth categories
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US inflation registers at 2.8% as market braces for ‘step into the unknown’
US tariff discussion adds uncertainty to inflation predictions
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Quilter sees record net inflows; flags £76m remediation cost following FCA review
Review into delivery of ongoing advice show limited cases where clients may not have been provided with expected level of service
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Top five advice platforms account for 129% of net flows
Quilter finished the year with the highest net sales, at £5.6bn
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Quilter Cheviot: Starmer spending plans to ‘significantly benefit’ defence stocks
These ‘ambitious targets’ have implications for investors