Quilter’s financial advice arm makes triple UK swoop
Three firms based in Blackburn, Surrey and Cheltenham have been acquired
Quilter
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Most UK parents want to control wealth transfer to children
Quilter survey finds trusts may be having a renaissance, as family life becomes more complex
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UK pension secretary’s Brexit departure ‘unsettling’
Political exodus as prime minister unveils draft deal
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Three-quarters of UK adults lack financial education
Quilter survey finds 98% of respondents believe finance should be taught at school
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PEOPLE MOVES: Quilter, Purple AM, UBS WM, Barclays Wealth
New CFO at Quilter, Fry Group hires asset manager CEO, and UBS Wealth appoints China duo
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UK launches inquiry into taxation of trusts
HMRC is seeking views and evidence on whether the current regime is transparent, fair and simple
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Budget 2018: predictions, hopes and fears
With the Budget only a few days away, industry experts share their views on what to expect
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Advisers list three client barriers to trusts
New research by Quilter shows lack of client understanding as main limit to advisers’ recommendations
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Uncertain market hits Quilter inflows
More cautious approach taken with DB to DC pension transfers
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OMI managing director promoted to chief executive
Quilter revamps its executive committee following rebrand and IPO
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Platform woes prompt adviser rethink for key clients
Protecting high-paying clients from disruption is a priority for IFAs
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Clients still oblivious to pension freedoms risk
Too many in the UK raiding piggy banks