Ex-Quilter duo launch advice consolidator after M&A deal
‘We see ourselves as a smaller, client centric, alternative to the large traditional’ acquirers
‘We see ourselves as a smaller, client centric, alternative to the large traditional’ acquirers
H1 results follow the sale of Quilter International to Utmost for £483m earlier this year
Advice giant has already laid off some 200 employees
63% believe the number of fee-paying clients will increase over the same period
Life company was put under strategic review late last year
Hambi was named as CEO in June last year
Quilter CEO discusses the death of diversification, building trust, investor peace of mind and a thriving workplace
Changing of the guard announced weeks before advice giant’s second re-platforming phase takes place
AJ Bell goes on a hiring spree while established players SJP and Quilter have been more cautious
Financial services firm moves from ‘significant advice business acquisitions’ to focus on organic growth
Financial advice firm sees assets slide 4% over the quarter while Quilter sustains 14% AUM hit
Countless people handed pay cuts, furloughed or made redundant because of the pandemic