Quilter names new platform distribution head as Scott Goodsir takes hiatus
Changing of the guard announced weeks before advice giant’s second re-platforming phase takes place
Changing of the guard announced weeks before advice giant’s second re-platforming phase takes place
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AJ Bell goes on a hiring spree while established players SJP and Quilter have been more cautious
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Financial services firm moves from ‘significant advice business acquisitions’ to focus on organic growth
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Financial advice firm sees assets slide 4% over the quarter while Quilter sustains 14% AUM hit
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Countless people handed pay cuts, furloughed or made redundant because of the pandemic
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Cheviot founder Michael Kerr-Dineen launched Vermeer Partners in 2019
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DFM’s assets practically doubled to nearly £50bn under CEO’s tenure
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Warburg Pincus had shown interest in the UK wealth manager all the way back in 2016
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Six appointments across Cardiff, Edinburgh, Hampshire, London and Taunton offices
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Key triggers pushing advisers to say ‘it’s not worth it anymore’
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Is Adviser Delta just an attempt to defend high fees?
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Star manager cuts deal on another investment trust
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