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Quilter Financial Adviser School hires new head of training

25 November 2019

The Quilter Financial Adviser School (QFAS) is pleased to announce it has appointed Julian Hince as its head of training.

The newly created role has responsibility for the school’s six trainers and reports into the director of acquisitions and recruitment Scott Stevens.

Julian has spent the past 27 years within the asset management sector during which he has performed a number of senior roles with groups including Invesco and Blackrock.

For the past 8 years he has been the technical development director at M&G Investments, where he was responsible for the creation of some of their award winning training courses.

He is also an accredited financial planning trainer with the Chartered Insurance Institute. 

QFAS currently has 168 students studying with the school, which includes its first cohort of graduates from the recently launched Fast Track programme.

Quilter Financial Planning’s director for acquisitions and recruitment, Scott Stevens says:

“This senior hire recognises the significant role our Financial Adviser School plays in helping to populate our industry with more quality financial advisers. Providing trusted and accessible financial advice is at the centre of our business and it is imperative we have the very best minds shaping the training of future advisers. Julian brings with him a wealth of experience and a track record of innovation and we are very pleased to welcome him to the Quilter group.”

Julian Hince adds:

“I am really excited to take on this next challenge with the Quilter Financial Adviser School. I look forward to being able to continue the great work that the school has been doing over the past few years.”

For more information contact

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

Alex Berry
02380 726260
07741 151931
alex.berry@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 £95.3 billion in customer investments (as at 31 March 2020).

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 Quilter 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 Investment Platform in 2020)
  • Quilter International (previously Old Mutual International)

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.