Quilter launches new client reporting tool

Quilter has launched a new reporting tool which will allow advisers to have better conversations with clients. The tool allows…

J. P. Morgan taps HSBC exec for private bank CMO

J.P. Morgan has hired a new CMO for its International Private Bank, bringing experience from HSBC, Fidelity and UBS. Trevor…

Barclays taps Man Group for new wealth CMO

Barclays has hired a new CMO for its Private Bank and Wealth Management division, who brings experience from the hedge…

Quilter quips about Reeves in budget-themed advert

Quilter has tapped into the furore around the budget by launching a topical ad campaign. The ad features an image…

SJP, BNY veteran takes on marketing role at £25bn wealth manager

St. James’s Place (SJP) and BNY veteran Scott Stevens has taken on a new marketing role at wealth manager Mattioli…

Quilter rebrands digital investment platform

Quilter has rebranded its digital savings and investment platform in an effort to build stronger relationships with prospective younger clients….