Feifa announces partnership with Quilter Cheviot
The Federation of European Independent Financial Advisers (Feifa) has announced a partnership with one of the UK’s largest discretionary investment management firms, Quilter Cheviot.
Quilter Cheviot
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PEOPLE MOVES: AMP, Aviva, Sun Life Financial
Australian insurer AMP has completely overhauled its advice business and announced a raft of senior changes, while Aviva Asia and Sun Life Financial both made a series of executive appointments this week.
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Westpac senior exec departs immediately in misconduct probe
Following allegations of inappropriate contact, the chief investment officer of Australian wealth manager BT Financial Group has left the business with immediate effect. Other People Moves this week include Quilter Cheviot, Investec, European Wealth and Edison.
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Quilter’s bets on ‘Trump lite’; remains wary of ‘dark Donald’
Quilter Cheviot’s Alan McIntosh is optimistic about what president Trump will mean for markets but with Brexit and European elections still to come this year, he is hedging some of his bets.
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PEOPLE MOVES: RBC WM, Moola, Ascot Lloyd
Canada’s RBC has appointed a head of wealth management for its businesses in the UK, the Channel Islands and Asia. Gemma Godfrey’s Moola has poached its chief investment officer from BlackRock, while Ascot Lloyd has created a new head of advice role.
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Five DFMs band together to launch industry partnership
Five UK discretionary fund management (DFM) firms have formed the DFM Alliance, a partnership offering financial advisers a platform to improve client outcomes through information, education and collaboration.
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PEOPLE MOVES: Standard Life, Quilter Cheviot, Crowe CW
Standard Life’s chief executive for UK and Europe Pensions and Savings is to retire, with Quilter Cheviot’s chief executive announcing similar plans. Audit, tax and advisory firm Crowe Clark Whitehill sadly announced on Friday that its national head of private clients has died.
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Israel proves countries must innovate to accumulate
Rather than worry at a time of political change, I recently took a few days away from the screens to visit Israel for the first time, meeting innovative companies and soaking up the atmosphere.
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Novia Global and Transact expand DFM offerings with new deals
Novia Global has broadened its integrated investment portal through strategic partnerships with DFMs Brooks Macdonald, LGT Vestra, and Bordier & Cie, while Transact now offers advisers access to Quilter Cheviot’s managed portfolio service (MPS).
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UAE investor expectations rise despite market volatility
Investors based in the UAE are expecting average investment returns of 7.3% in 2016, up sharply from the 3.5% received in 2015, according to a new survey by Old Mutual International and Quilter Cheviot.
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PEOPLE MOVES: Zurich, HSBC, Pimco
Zurich has named the chief executive of its newly amalgamated division and announced a senior departure. HSBC Private Bank’s US investment services and products solutions business has a new head, while Pimco has appointed a head of Hong Kong retail and a head of China.
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Wealth manager profile: Quilter Cheviot’s David Loudon
A self-confessed equities man, David Loudon is relishing his new role as chief executive officer at Quilter Cheviot, and has great expectations for wealth managers as the consolidation wave crests.