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Quilter to merge investment management and private client arms

Review of international life business still pending as board not ‘in a position to reach a conclusion’ Financial services giant Quilter wants to simplify its business throughout 2021. As a result, chief executive Paul Feeney said, during the firm’s 2020 financial results, that Quilter Private Client Advisers will be transferred into Quilter Cheviot later this year. The move will help with the delivery of a “seamless proposition encompassing advice and bespoke investment management”, he said. “This will ensure integrated delivery of good client outcomes, while helping us maximise the growth potential within our higher net worth proposition.” Feeney said that the board is considering a series of options ranging from the retention of the business to its disposal.

United kingdomPaul feeneyGeorge floydQuilter internationalFinancial conduct authorityQuilter private client advisersQuilter cheviotMan based quilter internationalBritish steelQuilter financial planningஒன்றுபட்டது கிஂக்டம்பால் ஃபீநீஜார்ஜ் ஃப்லாய்ட்குயில்டர் சர்வதேசநிதி நடத்தை அதிகாரம்குயில்டர் செவியட்

Quilter Cheviot/QPCA merger makes complete sense

Quilter chief executive Paul Feeney has said the decision to combine Quilter Cheviot with Quilter Private Client Advisers (QPCA) made complete sense for the firm's high net worth client base.

Quilter internationalQuilter cheviotProfessional adviserPaul feeneyகுயில்டர் சர்வதேசகுயில்டர் செவியட்பால் ஃபீநீ

Quilter to see small number of restricted financial planners leave amid productivity push

Quilter to see small number of restricted financial planners leave amid productivity push
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United kingdomSteve gazzardPaul feeneyFinancial services compensation schemeMoney marketingஒன்றுபட்டது கிஂக்டம்பால் ஃபீநீநிதி சேவைகள் இழப்பீடு திட்டம்பணம் சந்தைப்படுத்தல்

Paul Feeney: Quilter Cheviot/QPCA merger makes complete sense

Quilter chief executive Paul Feeney has said the decision to combine Quilter Cheviot with Quilter Private Client Advisers (QPCA) made complete sense for the firm's high net worth client base.

Quilter internationalQuilter cheviotProfessional adviserPaul feeneyகுயில்டர் சர்வதேசகுயில்டர் செவியட்பால் ஃபீநீ

Bambos Hambi assumes CIO role at Quilter Investors as parent firm restructures

Bambos Hambi assumes CIO role at Quilter Investors as parent firm restructures Hambi was named as CEO in June last year Quilter Investors has named Steven Levin as chief executive in a move that sees Bambos Hambi redirect his focus solely on the chief investment officer role as parent company Quilter looks to simplify its operation. Hambi (pictured) is listed as both CEO and CIO of Quilter Investors on Quilter’s website, a role he assumed after joining the firm in November last year from Aberdeen Standard Investments. He had been lined up to replace Paul Simpson as the top boss of Quilter Investors when he retires at the end of March, but the firm has changed tack following a re-organisation of its client segments in order to simplify the business.

United kingdomSteven levinBambos hambiPaul simpsonPaul feeneyRandy mcgloneGeorge floydQuilter internationalFinancial conduct authorityQuilter investorsAberdeen standardQuilter cheviotQuilter private client advisersMan based quilter internationalQuilter financial planningBritish steel