Digital savings and investment platform NuWealth has rebranded as Quilter Invest to align it with the wider Quilter brand following its acquisition by the wealth manager in 2024.
Quilter Invest aims to strengthen the connection between digital investing and advised services as part of Quilter’s commitment to delivering a coherent experience across different stages of a client’s financial life.
Kane Harrison, CEO of Quilter Invest, said the platform provides a solution for clients in the grey area between guidance and full advice, and is timely given the regulator’s focus on targeted support.
“We recognise that not everyone is ready for full financial advice, but that doesn’t mean they should be left behind,” he said. “Quilter Invest offers a simple, accessible way to start investing, with the flexibility to transition into advised services.”
Harrison added Quilter Invest also enables advisers to help younger family members of existing customers and grow prospective clients.
“This is particularly important for advisers looking to support the next generation – whether that’s children or other family members of existing clients. Quilter Invest helps them get started in a trusted environment that can grow with them.
“With the Targeted Support proposals close to becoming a reality, propositions like Quilter Invest will become increasingly important in helping firms meet the needs of clients who fall between guidance and full advice. It’s a timely and valuable solution for advisers navigating this developing landscape.”
