Charles Derby Group rebrands to Quilter Financial Advisers

Quilter is pleased to announce the rebrand of Charles Derby Group to Quilter Financial Advisers.

Quilter Financial Planning acquired Charles Derby Group in February 2019, which saw over 200 restricted financial planners added to its national advice business.

The newly rebranded Quilter Financial Advisers will include a Dental and Medical professionals division of 25 specialist financial advisers who are dedicated to providing financial planning tailored to medical professionals. 

The new website for Quilter Financial Advisers can be found at: www.quilterfinancialadvisers.co.uk      

Quilter Financial Planning is one of the UK’s largest distributors of advice, with over 3,900 advisers. Along with Quilter Financial Advisers it includes Quilter’s rapidly growing high net worth business, Quilter Private Client Advisers and the recently acquired Lighthouse, which will rebrand in due course.

Darren Sharkey, managing director of Quilter’s national advice business says:

“This is a big step for our national advice business and marks a significant step in our integration of the Charles Derby Group.  Advice is at the heart of what Quilter does, and the creation of the Quilter Financial Advisers brand is key to helping us build the home of trusted face to face advice.”

Michelle Andrews, chief marketing officer, Quilter, adds:

“We are excited to welcome the Charles Derby Group to the Quilter brand, which marks an important milestone as we move towards a unified brand. Quilter’s goal is to make advice more valued and accessible to customers, and this rebrand is an important step towards delivering on that goal.”

For more information contact

Kathleen Gallagher
02380 726293
07990 004932
kathleen.gallagher@quilter.com

Notes to Editors:

About Quilter plc:

Quilter plc is a leading wealth management business in the UK and internationally, helping to create prosperity for the generations of today and tomorrow.

Quilter plc oversees £110.4 billion in customer investments (as at 31 December 2019).

It has an adviser and customer offering spanning: financial advice; investment platforms; multi-asset investment solutions; and discretionary fund management.

The business is comprised of two segments: Advice and Wealth Management and Wealth Platforms.

Advice and Wealth Management encompasses the financial advice business, Quilter Financial Planning; the discretionary fund management business, Quilter Cheviot; and Quilter Investors, the Multi-asset investment solutions business.

Wealth Platforms includes Old Mutual Wealth UK platform and Old Mutual International, including AAM Advisory in Singapore.

The Old Mutual Wealth Heritage life assurance business was acquired by ReAssure Group Plc on 2 January 2020.

Since its IPO in June 2018, Quilter plc’s businesses have progressively rebranded to Quilter, as follows: 

  • Quilter Financial Planning (previously Intrinsic)
  • Quilter Private Client Advisers (previously Old Mutual Wealth Private Client Advisers)
  • Quilter Financial Advisers (previously Charles Derby Group)
  • Quilter Financial Adviser School
  • Quilter Cheviot
  • Quilter Investors
  • Old Mutual Wealth (becoming Quilter Wealth Solutions in 2020)
  • Old Mutual International (becoming Quilter International in 2020)

This press release is for journalists only and should not be relied upon by financial advisers or customers.

Please remember that past performance is not a guide to future performance. The value of investments and the income from them can go down as well as up and investors may not get back any of the amount originally invested. Exchange rate changes may cause the value of overseas investments to rise or fall.

This communication is issued by Quilter plc.  Registered office: Millennium Bridge House, 2 Lambeth Hill, London EC4V 4AJ, United Kingdom. Registered number: 6404270.  Registered in England.

Disclaimer

This announcement may contain certain forward-looking statements with respect to certain Quilter plc’s plans and its current goals and expectations relating to its future financial condition, performance and results. 

By their nature, all forward-looking statements involve risk and uncertainty because they relate to future events and circumstances which are beyond Quilter plc’s control including amongst other things, international and global economic and business conditions, market related risks such as fluctuations in interest rates and exchange rates, the policies and actions of regulatory authorities, the impact of competition, inflation, deflation, the timing and impact of other uncertainties of future acquisitions or combinations within relevant industries, as well as the impact of tax and other legislation and other regulations in the jurisdictions in which Quilter plc and its affiliates operate. As a result, Quilter plc’s actual future financial condition, performance and results may differ materially from the plans, goals and expectations set forth in Quilter plc’s forward looking statements.

Quilter plc undertakes no obligation to update the forward-looking statements contained in this announcement or any other forward-looking statements it may make.

Nothing in this announcement should be construed as a profit forecast.