Quilter acquires 200 advisers in Charles Derby deal

Undisclosed fee

Tom Ellis
clock • 2 min read

Quilter has acquired financial planning business Charles Derby, which will see more than 200 financial advisers join the advice giant from its network.

Quilter said the advisers will transition into its advice business over the course of 2019, adding the acquisition represents the next stage of its ambition to broaden its national advice business.  Charles Derby was a member of Quilter's advice network and so already operated within the consolidator's framework. Quilter said this will mean there will be "minimal" disruption for advisers and clients during the transition.  The deal also sees Darren Sharkey, who was named interim manager of Quilter's high net worth advice business Quilter Private Client Advisers (QCPA) last October, be...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

FE Fundinfo integrates portfolio analysis and cashflow planning solutions

FE Fundinfo integrates portfolio analysis and cashflow planning solutions

FE Analytics and FE CashCalc integrated on Nexus platform

Isabel Baxter
clock 07 July 2025 • 1 min read
'We didn't have the dedicated capability in place': Sesame's adviser recruitment boost

'We didn't have the dedicated capability in place': Sesame's adviser recruitment boost

Team formed to push network’s growth ‘already making a difference’

Isabel Baxter
clock 03 July 2025 • 3 min read
Shackleton adds £900m in AUM with Chetwood Group acquisition

Shackleton adds £900m in AUM with Chetwood Group acquisition

Fourth acquisition of 2025 for private equity-backed advice group

Jenna Brown
clock 03 July 2025 • 1 min read