Quilter
Quilter launches mental support hub for advisers
Mental Health Week initiative
Quilter and L&G launch protection tool for advisers
‘What are the Chances’
Covid-19 pandemic boosts intergenerational planning - Quilter
17% likely to gift money
Retiring after 40 years an adviser: Richard Beal discusses his career and true independent advice
Four decades in financial services
Extend NHS scheme pays deadline, government urged
Quilter calls for six-month overhaul
Satis WM delivers gifts and more good news from the week…
Personalised coasters
Advice firm founder and Quilter AR Dean Mason dies from Covid-19
Leaves wife and children behind
Quilter 'fast-tracks' telephone advice service amid pandemic
Crucial during coronavirus
Quilter Investors hires 7IM deputy CIO
Ian Jensen-Humphreys joins as portfolio manager
'The solution of yesteryear': Industry says BoE rate cut is 'meaningless'
Move from central bank is ‘surprising’
Quilter sets aside £12m to cover Lighthouse BSPS DB transfer claims
Replatforming remains 'mission-critical'
OMW platform cautious of next few weeks after migrating first 100 advisers
Re-platforming went well
Quilter's OMW simplifies prices ahead of re-platforming migration
the lang cat heatmap
Chancellor contemplates cuts to higher rate pensions tax relief
Budget 11 March
OMW not 'leaving anything to chance' as it reveals re-platforming migration date
First re-platforming phase
Charles Derby Group rebranded as Quilter
Following 2019 acquisition
Quilter linked with private equity buyer - reports
Share price spikes
OMW adds feature to settle annual allowance breaches
For any pension scheme
Quilter to compensate Caerus client over advice to invest in unquoted property shares
Appointed Representative of firm Quilter since acquired
Quilter caught up in Harlequin pension transfer claim
Invested with Berkeley Burke
Partner Insight: Can multi-asset strategies deliver smoother, more sustainable incomes?
Helen Bradshaw of Quilter Investors explains how and why she built two new risk-targeted multi-asset income portfolios
Quilter 'not scared' ahead of its re-platforming move
'Leave no stone unturned'
Partner Insight: Income investors must beware of concentration risks
To earn attractive levels of income in recent years, many investors and their advisers have felt obliged to take bigger risks. We spoke to Helen Bradshaw of Quilter Investors about the importance of improving income diversification.