Quilter Invest launches targeted support offering

The proposition, intended to provide an alternative where individuals are not yet ready for holistic advice, was first announced shortly after the targeted support regime went live last April. It uses a short, attitudinal-based assessment to consider an individual's investment attitudes, as well as questions that capture their approach to risk and capacity for loss. The assessment's findings are used to place a customer into a relevant segment and guide them towards an appropriate investment option, if the results show that investing is right for them. "While holistic advice is oft...