Minority of Brits aware of inheritance rules
Financial planners and investment managers are urging people to make provisions
Quilter Cheviot
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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
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Quilter’s DFM closes Tier 1 investment offering to new clients
The discretionary fund manager will continue to offer the service to existing customers
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PEOPLE MOVES: Cigna, River & Mercantile, Quilter Cheviot
Cigna has named a chief executive for Europe, while Rivers and Mercantile parted ways with a lead manager over conduct issues and Quilter Cheviot added three to its investment team.
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Quilter Cheviot unveils Aim strategy
Quilter Cheviot has launched a strategy investing in the alternative investment market (Aim), targeted at UK-based high net worth investors.
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Old Mutual Wealth to restructure and adopt Quilter branding
Old Mutual Wealth will operate as Quilter plc, with the international arm based on the Isle of Man becoming Quilter International, once the managed separation of Old Mutual is completed in 2018.