Quilter Cheviot
Best Practice | 12 Jun 19
UK wealthy changing advice firms to get more ‘attention’
Clients feel alienated as wealth managers forget how much they value a personalised approach
PEOPLE MOVES: Aviva, Legal & General, Quilter Cheviot
More changes at the UK insurer ahead of its business shake up, CIO steps down from investment manager
PEOPLE MOVES: Quilter Cheviot, Rowan Dartington, Indosuez WM
Geoff Cook takes on consultancy role at UK investment manager
PEOPLE MOVES: Hawksmoor IM, Santander, Quilter Cheviot
CEO and founder leaves UK investment manager and DFM bolsters operation with four hires
Best Practice | 10 Apr 19
Minority of Brits aware of inheritance rules
Financial planners and investment managers are urging people to make provisions
