Quilter rebrands digital investment platform

Alex Sword

Editor

The Financial Services Forum

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

The fintech, which was acquired by the wealth manager last year, will now be known as Quilter Invest.

The rebrand of the app, which offers novice investors a platform to manage their money, aims to draw a more cohesive link between digital investing and advised services. Advisers will be able to offer the app to nurture prospective clients, such as younger family members of existing clients.

Kane Harrison, CEO of Quilter Invest, said: “We are proud to unveil Quilter Invest as we reach the next phase of our integration with Quilter. This rebrand is a step towards creating a more unified experience for customers and advisers using Quilter’s services.

“We recognise that not everyone is ready for full financial advice, but that doesn’t mean they should be left behind. Quilter Invest offers a simple, accessible way to start investing, with the flexibility to transition into advised services.

“This is particularly important for advisers looking to support the next generation – whether that’s children or other family members of existing clients. Quilter Invest helps them get started in a trusted environment that can grow with them.

“With the Targeted Support proposals close to becoming a reality, propositions like Quilter Invest will become increasingly important in helping firms meet the needs of clients who fall between guidance and full advice. It’s a timely and valuable solution for advisers navigating this developing landscape.

“We remain committed to innovation and to helping advisers meet the evolving needs of their clients.”

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