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Top News In குயில்டர் நிதி திட்டமிடல் வரையறுக்கப்பட்டவை Today - Breaking & Trending Today

Chelverton AM hires former Quilter responsible investing head

Chelverton AM hires former Quilter responsible investing head
Sally Clifton to head up team
Sally Clifton will help to build out ESG integration
Stephen Little
Chelverton Asset Management has appointed Sally Clifton as responsible investing manager.
In the newly created role she will work to increase the transparency of Chelverton s responsible investing activities. Oliver Knott promoted to assistant fund manager of the Chelverton UK Dividend.
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Abandon ship: Four Lighthouse advice firms exit Quilter for Tavistock

Abandon ship: Four Lighthouse advice firms exit Quilter for Tavistock
Disruptive
We were always clear that during the integration of Lighthouse network population our model and risk appetite would not prove to be a good fit for all firms - Quilter spokesperson.
Four advice firms that joined Quilter in its £42m deal to buy Lighthouse have moved left the advice giant to join Tavistock Investments because the latter offers a ‘can do’ approach.
Vita Financial Planning, Astute Wealth Planning, Lighthouse (Hurstpierpoint) and JN Financial Management started transferring in September last year and the moves were completed last month. Some of. ....

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IW Long Reads: Up in the clouds? How vertically integrated firms are shaping up in 2021

Investment Week is hosting its Alternatives Briefing at a pivotal time for investors as they start to position for the recovery from the Covid-19 pandemic, although risks remain.
During this interactive briefing, we will hear from a number of alternatives managers about their response to the extraordinary events of the past year and their outlook for the rest of the year and beyond.
The managers will identify where they are seeing the biggest opportunities and risks at the moment for their portfolios and explain the role their strategies could play in helping diversify client portfolios.
Attendees will also get the chance to network with peers, quiz our speakers, as well as benefit from CPD points. ....

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Quilter takes action as impersonation scams continue to rise

Investment Week is hosting its Global Emerging Markets Briefing at a pivotal time for investors as they start to position for the recovery from the Covid-19 pandemic, although risks remain.
During this interactive briefing, we will hear from a number of global emerging market managers about their response to the extraordinary events of the past year and their outlook for the rest of the year and beyond.
The managers will identify where they are seeing the biggest opportunities and risks at the moment in emerging markets and explain the role their strategies could play in client portfolios.
Attendees will also get the chance to network with peers, quiz our speakers, as well as benefit from CPD points ....

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Quilter launches clone scam reporting tool

Quilter launches clone scam reporting tool
Rise in clone scams
Quilter has launched an online tool for people to report suspected impersonation scams directly to the firm’s financial crime team.
The provider said the tool would allow anyone who thinks they have been exposed to - or fallen victim to - an impersonation or cloning scam linked to Quilter s branding or marketing to blow the whistle..
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