Quilter to add Jersey-based international Planning proposition
Discretionary wealth manager Quilter Cheviot is to launch a Financial Planning proposition for international clients from its Jersey office.
It has appointed Kevin Speake as head of advice, reporting to Tim Childe, head of the Jersey office and international business.
Mr Speake joins from UK-based Quilter Private Client Advisers where he was regional director for London and the South West.
He said: “I am delighted to be joining Quilter Cheviot’s Jersey team to help establish and grow its Financial Planning capability internationally. The office has an excellent reputation, and this will only be enhanced further by the benefits that financial planning and investment management can bring when used in tandem with each other.
"I look forward to working alongside our investment managers and Financial Planners, both in-house and third party, to help to deliver great client outcomes."
Quilter is currently in the process of making a number of Financial Planner hires as the Jersey office grows its client-facing team on the island.
The wealth manager said the addition of Financial Planning capabilities into its Jersey office ensures it can offer international clients an integrated wealth management offering comprising of both Financial Planning and investment management.
Mr Childe said: “It is our ambition to become the leading multi-channel discretionary wealth manager in the UK, Jersey, Ireland and Dubai and the introduction of Financial Planning capabilities to our Jersey office is the next step in achieving this.
“As one of Jersey’s largest wealth management firms, we are always looking to invest in individuals that can deliver expert discretionary wealth management with a personal approach and plan to appoint quality Financial Planners to support our growth strategy.
“Along with the future Financial Planner hires, Kevin will bring his extensive experience and talent from the UK to build out the team and give the Jersey office the opportunity to offer a best-in-class service for international clients with a variety of needs and circumstances.”
Last year Quilter Cheviot Europe established a Financial Planning operation out of its Dublin office to serve European clients.
UK national advice business Quilter Private Client Advisers became part of Quilter Cheviot in 2021.
Quilter Cheviot is part of Quilter plc. Quilter encompasses the financial planning businesses, Quilter Financial Planning, the Quilter investment platform and Quilter Investors, the multi-asset investment solutions business. Quilter Cheviot includes the discretionary fund management business, Quilter Cheviot, together with Quilter Private Client Advisers.