Quilter assets climb to £111.6bn as IFA inflows jump 400%
Review of appointed representative firms to commence shortly
Review of appointed representative firms to commence shortly
Assets under management stand at £17.6bn
Toby Gower and Francis Walker join the firm
Equanimity Independent Financial Advisers offers advice predominantly to female high net worth clients
Spence & Spence is the firm’s 62nd acquisition since 2014
Firm wants the profession ‘to appeal to a wide audience’
Deal adds £700m in assets under management
Group FUM has surpassed £13bn
To help IFAs engage with clients and build relationships with the next generation
Firm now has over £1bn in assets under management
The deal adds £250m in AuM to Wren Sterling and strengthens presence in Warwickshire
One Four Nine has bought three advice firms since launching in late 2021