Just 8% of Brits received financial advice
But number of advisers slowly increasing
Quilter
-
-
Virtual Wills: friend or foe?
A welcome solution in a pandemic that could turn sour down the line
-
Quilter International unveils two offshore bonds for UK market
They offer ‘more choice to clients and advisers over which jurisdiction they want to situate their wealth’
-
Tax updates absent from UK spending review
Industry ‘still in the dark’ as speculation mounts over future fiscal measures
-
What will negative interest rates mean for the UK advice sector?
Clients sitting in cash may need to reassess their investment strategy
-
Nearly one-in-five wealthy Brits has at least £100,000 in cash
29% would like to move their assets to investments but don’t know what to do
-
Coming soon: Best Practice Adviser Award winners
Incredible number of entries across all regions
-
Brits reluctance to pay for advice sparks ‘critical challenge’
Just 12% are in favour of ongoing fees with most opting for a one-off structure
-
HNWs rush to take advantage of tax-efficient investments
52% said they will put more of their wealth into schemes that offer breaks before Sunak’s rumoured changes
-
Quilter and FCA join forces to investigate unregulated firm
As fake introducer business claims to be an appointed representative of the wealth company
-
PEOPLE MOVES: Quilter, Pictet WM, Curtis Banks
Financial services giant bolsters UK platform business, while wealth manager names head of Italy
-
FCA scam warnings increase over 300% in five years
As clone firm cases make up half of watchdog fraud alerts