FCA releases proposals to expand SDR to wealth managers
The regulator has made adjustments to requirements for portfolio management services following industry feedback
Quilter Cheviot
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PEOPLE MOVES: Vanguard, Quilter Cheviot, Federated Hermes
Jon Cleborne to succeed Sean Hagerty
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LGT Wealth Management to open new offices
The firm also makes hires as part of new Manchester office
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Quilter Cheviot appoints UBS’s UK wealth CIO to succeed Gwyther
Caroline Simmons will take up chief investment officer role in March
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Quilter Cheviot launches new strategies on adviser platforms
Which will be available immediately through its MPS
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People Moves: SJP, HSBC, Quilter Cheviot
Investment manager hires chief investment officer, as wealth manager makes five hires
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Quilter Cheviot unveils financial planning operation for int’l clients
Customers will be serviced out of its Jersey office
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Quilter Cheviot unveils investment management internship programme
Firm received 700 applications for six roles
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Quilter Cheviot launches tax-efficient short-term bond strategy
‘Recent developments have provided investors with the potential to secure a good return for relatively low risk’
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Quilter Cheviot’s MPS available on three additional platforms
Taking the total number of adviser platforms using the MPS to 15
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Wealth manager partners with non-executive director network
To provide education and support on a range of areas including savings, investments and retirement planning
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Quilter Cheviot eyes ‘bolt-on acquisitions’
And also wants to expand its advice operation internationally