Quilter Cheviot
Best Practice | 6 Feb 17
Five DFMs band together to launch industry partnership
Five UK discretionary fund management (DFM) firms have formed the DFM Alliance, a partnership offering financial advisers a platform to improve client outcomes through information, education and collaboration.
PEOPLE MOVES: Standard Life, Quilter Cheviot, Crowe CW
Standard Life’s chief executive for UK and Europe Pensions and Savings is to retire, with Quilter Cheviot’s chief executive announcing similar plans. Audit, tax and advisory firm Crowe Clark Whitehill sadly announced on Friday that its national head of private clients has died.
Investment | 22 Dec 16
Israel proves countries must innovate to accumulate
Rather than worry at a time of political change, I recently took a few days away from the screens to visit Israel for the first time, meeting innovative companies and soaking up the atmosphere.
Novia Global and Transact expand DFM offerings with new deals
Novia Global has broadened its integrated investment portal through strategic partnerships with DFMs Brooks Macdonald, LGT Vestra, and Bordier & Cie, while Transact now offers advisers access to Quilter Cheviot’s managed portfolio service (MPS).
Best Practice | 30 Sep 16
UAE investor expectations rise despite market volatility
Investors based in the UAE are expecting average investment returns of 7.3% in 2016, up sharply from the 3.5% received in 2015, according to a new survey by Old Mutual International and Quilter Cheviot.