Quilter in the news
Wealth management and investments
Tamtam found 10 recent articles about Quilter.
- Quilter WealthSelect reduces passive US exposure
Quilter WealthSelect reduced its passive US market exposure, reinvesting in small and mid-cap stocks, value, European equities, and active global government bonds, while taking profits from gold.
- Quilter WealthSelect shifts to value-oriented equities in rebalance
Quilter's WealthSelect MPS range is shifting its portfolio towards value-oriented equities and active global government bonds.
- Next Generation Advisers: Meet Quilter Financial Advisers' Jordan Clark
Quilter Financial Advisers' Jordan Clark, a financial planning consultant, found his career path in financial advice after initially considering investment management.
- Quilter MPS targets value in rebalance
Quilter's WealthSelect managed portfolio service rebalanced its portfolios to favor value-oriented equities and active global government bonds, reducing exposure to passive US and gilt holdings.
- Quilter stock edges lower as analysts see upside from recent performance
Quilter's stock is trading below analyst targets, with a consensus 'Moderate Buy' rating and an implied upside of 13.7%.
- WealthSelect increases value tilt in portfolios
Quilter's WealthSelect increased its value equity tilt and shifted towards active global government bonds in its latest portfolio rebalance, reaching 30bn in assets under management.
- Rogue Quilter agent ‘pocketed £174k for reckless pension transfers’
A former Quilter agent is facing a ban and fine for allegedly misadvising clients on pension transfers and pocketing £174,000.
- ‘Reckless’ pensions advice: Watchdog slaps ex-Quilter rep with huge fine
A former Quilter adviser was banned and fined for providing unqualified and reckless pensions advice, misleading clients and the firm.
- UK homebuilders facing “really difficult situation”: Quilter Cheviot
Oli Creasey of Quilter Cheviot discusses the challenging outlook for UK property builders due to rising costs and the government's struggle to meet housing targets.
- Pension pot required for ‘comfortable’ retirement reaches £691,000
A new Quilter analysis reveals that a single person now needs a pension pot of £691,000 to achieve a comfortable retirement.
Articles collected by Tamtam and kept when they are about the company, newest first. Each links to its source.
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