How has the Covid crisis impacted recruitment at DFMs?
AJ Bell goes on a hiring spree while established players SJP and Quilter have been more cautious
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
Cheviot founder Michael Kerr-Dineen launched Vermeer Partners in 2019
DFM’s assets practically doubled to nearly £50bn under CEO’s tenure
Warburg Pincus had shown interest in the UK wealth manager all the way back in 2016
Six appointments across Cardiff, Edinburgh, Hampshire, London and Taunton offices
Key triggers pushing advisers to say ‘it’s not worth it anymore’
Is Adviser Delta just an attempt to defend high fees?
Star manager cuts deal on another investment trust
‘Advisers value Quilter’s integrated advice-led model’ says CEO