UK wealthy pay less IHT than average
Government review recommends digitalisation and simplification of the system
Quilter
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Quilter CFO steps down
Tim Tookey was ‘instrumental’ in prepping the firm for IPO
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Andy Thompson: Mifid II disclosures will change investor behaviour
Research from Intrinsic reveals how clients might react to disclosure documents
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Cautious investors see Quilter inflows decline
Net inflows across the industry are down 55% in the year to date
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Quilter revamps executive committee following IPO
Martin Baines steps down as Quilter Cheviot CEO
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Can IFAs and vertically integrated firms co-exist?
More firms favour a restricted advice approach
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Quilter to pay out £221m on OMGI sale
Short-term performance in remaining multi-asset strategies falters
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OMGI unveils name change
Old Mutual Global Investors has been renamed as Merian Global Investors, the firm announced today.
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Buxton seals £583m spin-out deal with Quilter
Quilter has completed the sale of Old Mutual Global Investors (OMGI) to the single-strategy business’s management team, led by Richard Buxton and private equity firm TA Associates.
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Paul Feeney: We don’t want to be a firm of just bald blokes
Quilter chief executive Paul Feeney has admitted the company is “behind the eight-ball” on gender diversity as it floats on the London and Johannesburg stock exchanges on Monday following its demerger from Old Mutual.
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Quilter rallies after £2.7bn listing
Quilter’s successful listing on the London Stock Exchange this morning provides validation for the platforms industry as its shares rally 9.3% in early trading.
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Buxton’s single strategy sale approved
Quilter has received regulatory approval for the sale of Richard Buxton’s £27.5bn single strategy funds business as the wealth management business sets an indicative price range for its float later this month.