UK regulator bans jailed financial adviser
He stole more than £600,000 from family members
Quilter
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UK investors cling to the comforts of home
Nearly half have more than 50% of their portfolios invested locally
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Quilter Financial Advisers partners with wellbeing firm
‘Employees cite their top anxieties and stresses as worries over family or finance’
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PEOPLE MOVES: CII, Private Client Consultancy, IWP
Professional body names president, as advice firm hires head of network
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Quilter to make hundreds redundant as it cuts costs
Advice giant has already laid off around 200 employees
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PEOPLE MOVES: Standard Chartered, CII, Bank of Singapore
Bank makes c-suite changes, as professional body bolsters Middle East operation
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Quilter shareholders approve sale of international business
Deal is expected to be complete on 31 December 2021
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PEOPLE MOVES: Lloyds, Quilter, C Hoare & Co
Banking group names COO, while managing director of UK distribution leaves platform
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Quilter rebrands UK investment platform business
This is the last arm of the company to be renamed
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Will the gender pension gap ever disappear?
Currently twice as many men as women can afford to retire earlier than expected
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Over 80% of UK advisers expect AuM rise in next 12 months
63% believe the number of fee-paying clients will increase over the same period
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Are the Nordics an overlooked wealth market?
Surge in pandemic-driven wealth is pushing investors towards greater flexibility