Quilter cuts fees and unveils tiered adviser structure
The company also makes changes to cash management
The company also makes changes to cash management
CEO Steven Levin predicts the ‘gradual return of investor confidence’ this year
Danny Knight will cover the firm’s multi-asset proposition, while Nathan Sweeney becomes multi-asset CIO
He takes charge as the company bids to become one of the ‘leading wealth management businesses’ in the country
Fixed ongoing costs for the portfolio have been reduced by 12bps
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
Priti Verma was one of several senior departures from the investment manager, including CFO and COO
Industry cannot ‘take foot off the gas’ with only six months to prepare for the regulation
AUMA grew 3% in Q4 2022 but was down significantly from the start of the year
Which will support advisers in meeting Consumer Duty requirements
‘A legend in the platform industry, a visionary in the truest sense of the word’
Industry commentators remain unconvinced by October’s 0.5% rise