Quilter
Best Practice | 9 Feb 23
‘Dying books of business’ haunt advice firms without next gen clients
‘Most advisers look after a certain quantity of the population’
PEOPLE MOVES: Brooks Macdonald, Sigma, Tenet&You
Chairman leaves investment manager, while UAE wealth firm names managing partner
Pension freedoms reform proposals ‘deeply controversial’
Capping the 25% tax-free lump sum could disincentivise people from saving into a pot
PEOPLE MOVES: Marlborough, Legal & General, Quilter
Investment firm names CIO, while CEO retires from financial services group
Receding inflows slow Quilter’s recovery
AuMA grew 3% in Q4 2022 but was down significantly from the start of the year