UK wealthy changing advice firms to get more ‘attention’
Clients feel alienated as wealth managers forget how much they value a personalised approach
Quilter Cheviot
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PEOPLE MOVES: Aviva, Legal & General, Quilter Cheviot
More changes at the UK insurer ahead of its business shake up, CIO steps down from investment manager
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PEOPLE MOVES: Quilter Cheviot, Rowan Dartington, Indosuez WM
Geoff Cook takes on consultancy role at UK investment manager
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PEOPLE MOVES: Hawksmoor IM, Santander, Quilter Cheviot
CEO and founder leaves UK investment manager and DFM bolsters operation with four hires
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Minority of Brits aware of inheritance rules
Financial planners and investment managers are urging people to make provisions
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Sustainable investment interest not turning into action
‘There is more work to do’ in taking the ESG message to financial advisers
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PEOPLE MOVES: 7IM, Quilter Cheviot, UBS Wealth Management
CEO to retire at 7IM, Jersey hire for DFM and Asia change-up at Swiss wealth manager
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Wealth transfer plans not high on the agenda for Brits
Quilter research shows it is something rarely being discussed or planned
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PEOPLE MOVES: Tilney, Quilter Cheviot, Willis Towers Watson
Six hires across the UK for Quilter Cheviot boosts its investment management team
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UAE-based investors want risk-comfortable portfolios with DFMs
Old Mutual International and Quilter Cheviot survey assessed views on looking for investment managers
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UAE workers facing retirement time bomb
Concerns about reliance on, and lack of knowledge about, end of service gratuities
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Economic stagnation biggest risk for UAE expats
Old Mutual International and Quilter Cheviot’s survey assessed the views of those with $50,000 to invest