Quilter Financial News
24.01 / 17:19
Abrdn
funds
Quilter
Three abrdn funds lose FE fundinfo 5-Crown rating
19 funds gained FE fundinfo's 5-Crown rating, bringing the total number of 5-Crown rated funds to 261.
24.01 / 11:55
companies
Quilter
Inflows
Q4
Quilter assets jump 5% as net inflows into core business recover
Steven Levin (pictured), CEO of Quilter
10.01 / 08:46
companies
People moves
Investment Association
Quilter
IG Group
Former Hargreaves Lansdown chief executive Chris Hill joins Quilter board
Chris Hill (pictured) served as chief executive officer at Hargreaves Lansdown for over six years.
19.12 / 18:48
financial conduct authority
Wealth Management
Quilter
Consumer Duty
MPs
Profiles
Defaqto unveils Consumer Duty profiles for top 20 model portfolios
The profiles, now available in Defaqto’s Engage and Centra software tools, are designed to help financial advisers meet their regulatory needs as part of the Financial Conduct Authority’s Consumer Duty.
13.11 / 12:23
Abrdn
Unit trusts/OEICs
Quilter
consolidation
abrdn closes Listed Private Capital fund as part of consolidation push
Since inception in 2018, the fund returned 67.7%, according to data from Morningstar Direct.
04.10 / 11:15
ESG
Quilter Investors
Quilter
ESG funds
exits
Quilter WealthSelect exits impact EM fund following exclusion breach investigation
WealthSelect's sustainable range is no longer invested in the UBAM Positive Impact Emerging Market Equity fund.
17.08 / 12:45
AJ Bell
Quilter
Consumer Duty
Platforms
Platform industry suffers worst Q2 sales since 2010
Hargreaves Lansdown attracted £902m in net sales for the second quarter of 2023.
09.08 / 12:43
companies
Bank of America
BofA
Quilter
Bank of America upgrades Quilter to 'Neutral' on adviser headcount growth
Quilter has 'taken impressive action on expenses', the BofA analysts said
09.08 / 11:33
companies
Bank of America
BofA
Quilter
Bank of America upgrades Quilter to 'Neutral' following adviser growth
Quilter has 'taken impressive action on expenses', the BofA analysts said
08.08 / 12:03
17.07 / 10:47
regulation
Financial Services
Wealth managers
FCA
Asset Managers
Quilter
Fund managers
financial promotions
Financial
FCA eyes stringent social media rules in financial promotions crackdown
'We have seen a growing number of ads falling short of the guidance we have in place to stop consumer harm," said Lucy Castledine, director of consumer investments at the FCA.
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