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Intrinsic rebrands as Quilter Financial Planning

1 July 2019

Quilter plc is pleased to confirm the successful rebrand of its advice business.

The rebrand to Quilter Financial Planning follows the renaming of Intrinsic’s parent company to Quilter plc. Quilter plc separated from Old Mutual plc in June 2018 and listed on the London and Johannesburg Stock Exchanges.

The rebrand also replaces the Caerus network brand.

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

Quilter is also pleased to launch a new Quilter Financial Planning website, which can be found at www.quilterfinancialplanning.co.uk

Andy Thompson, CEO of Quilter Financial Planning:

“Since 2006 Intrinsic has rapidly evolved to become the mature business it is today. This year alone we have acquired Charles Derby and Lighthouse, which greatly expands our ability to deliver quality face to face advice.

“As our business is evolving our brand is as well, and the power of a strong and trusted brand should not be underestimated. The Quilter brand will allow the network advisers to enhance their relationship with their clients by demonstrating the backing of a strong FTSE250 listed business, while still maintaining their individual brands.”

Michelle Andrews, chief marketing officer, Quilter, adds:

“Quilter has a deliberate focus on trusted face to face advice. It’s at the heart of our brand and our business, so the transition of our advice network to the Quilter brand is more than a name change; it’s a demonstration of our commitment to advice and advisers.

“We are focused on making advice more valued and more accessible. We’ve recently launched Adviser Delta; designed to demonstrate the value of advice. And the purpose of programmes such as Quilter’s financial adviser school is designed to make advice more accessible”.

For more information contact

Kathleen Gallagher
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 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 Wealth Solutions 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.

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.