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Intrinsic today announces that Stuart Davies is joining as Adviser Services and Compliance Operations Director in january.
Stuart joins from Sesame Bankhall Group (SBG) where he was previously Group Operations Director. He brings more than 25 years of experience in compliance and operations.
Stuart will report into Jenny Granner, Operations Director of Intrinsic and will work closely with Stephen Gazard, Group Managing Director of Intrinsic. Stephen, who joined Intrinsic from SBG in 2017, has previously worked closely with Stuart.
“Operations is a critical part of Intrinsic. We are investing heavily in adviser technology to provide the right systems for our advisers, but that is only part of the package. We also need to have the right people and structure to deliver. Stuart brings vast industry experience, and the regulatory and technical knowledge that we need.”
“I am delighted to be joining Intrinsic, particularly at a time when they are investing in technology to enhance the adviser journey by allowing them to spend more time with their customers.
“On a personal note I am excited to be part of an organisation that continues to grow and is forward thinking in its approach to supporting face to face advice.”
“I’m delighted to be working with Stuart again. He was instrumental in the reshaping of compliance operations at Sesame Bankhall.
“His adviser and customer focus will bring great value and insight as we continue on our growth journey and I know he will be really energised by being part of a group committed to investing in the future of face to face advice.
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 £118.1 billion in customer investments (as at 30 September 2018).
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: Wealth Platforms and Advice and Wealth Management.
Wealth Platforms includes the Old Mutual Wealth UK Platform; Old Mutual International, including AAM Advisory in Singapore; and the Old Mutual Wealth Heritage life assurance business.
Advice and Wealth Management encompasses the financial planning network, Intrinsic; Quilter Private Client Advisers; discretionary fund management business, Quilter Cheviot; and Quilter Investors, the Multi-asset investment solutions business.
The Quilter plc businesses are being re-branded to Quilter over a period of approximately two years:
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.