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| | Expansion and innovation These are good watch words for the Wealth Adviser industry at the moment as it goes through a period of consolidation and change. Harriet O’Brien spoke to David Tiller at GBP111.8 billion Quilter this week as they announced a number of changes and expansion of their offering.
"With the world changing around us, we saw the need to innovate in a way that put the client and the adviser at the forefront, embracing a new era of adviser-led solution design," says David Tiller, commercial and propositions director at Quilter’s platform and Quilter Investors. "It was adviser requirements that necessitated the launch of the new WealthSelect portfolios, and we continued this into the development of the tools. ESG in particular is attracting a lot of scrutiny from the regulator and as such we wanted to speak to advisers and work out how we can help them overcome these challenges."
Our Wealth Adviser awards are back, having been on hold over the last few years.
Please follow this link to nominate firms that you feel have excelled in their field.
Beverly Chandler, managing editor
| | | | | | Clients and advisers driving innovation at Quilter |
Quilter has expanded its WealthSelect managed portfolio service and is introducing innovations to meet regulatory challenges and client preferences. Quilter’s David Tiller talks about the changes to Harriet O’Brien. |
| | | | Wealth Adviser awards return for 2022 |
This would have been the 12th outing for the popular annual Wealth Adviser Awards but the pandemic intervened and the last awards were in 2019. Wealth Adviser is very pleased to bring the awards back for 2022. |
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