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…
Quilter has launched a new reporting tool which will allow advisers to have better conversations with clients. The tool allows…
J.P. Morgan has hired a new CMO for its International Private Bank, bringing experience from HSBC, Fidelity and UBS. Trevor…
Barclays has hired a new CMO for its Private Bank and Wealth Management division, who brings experience from the hedge…
Quilter has tapped into the furore around the budget by launching a topical ad campaign. The ad features an image…
St. James’s Place (SJP) and BNY veteran Scott Stevens has taken on a new marketing role at wealth manager Mattioli…
Quilter has rebranded its digital savings and investment platform in an effort to build stronger relationships with prospective younger clients….