Charles Derby and Lighthouse to merge
Charles Derby and Lighthouse – acquired firms of Quilter – will merge to form Quilter Financial Advisers (QFA) amid Quilter’s leadership reshuffle. Charles Derby was... Read More
Quilter claim Lighthouse transition is on track
Quilter insists that the transition of Lighthouse into the group is on track, after concerns were expressed by a Lighthouse adviser as to a lack... Read More
Quilter plans £20m acquisition expenditure
Quilter has revealed it intends to spend £20m on acquisitions in 2020. While the firm completed large acquisitions in 2019 (such as Charles Derby and... Read More
Quilter Private Client Advisers acquires national financial advice firm Prescient
Quilter’s advice business, Quilter Private Client Advisers, has announced the acquisition of national financial advice firm, Prescient. The acquisition adds more than £800m of assets... Read More
Quilter completes three acquisitions
Quilter Private Client Advisers – Quilter’s national advice business – has completed the purchase of Petrus Financial Services, ROC Consultants and M.J.S Wilson & Co.... Read More
Quilter completes acquisition of Lighthouse
Quilter has announced it has completed the acquisition of Lighthouse. Following the completion, Malcolm Streatfield, CEO of Lighthouse will report to Andy Thompson, CEO of... Read More
Quilter to hold stake in rival firm
Quilter’s acquisition of the Leeds based financial planner Lighthouse earlier this year will result in Quilter holding a stake in rival Tavistock Investments, due to... Read More
Lighthouse to be purchased by Intrinsic
Intrinsic Financial Services has announced that the purchase of Lighthouse is in the pipeline, with a shareholder-approved offer of £46.2m. Intrinsic, owned by FTSE 250... Read More
Quilter purchases financial planner
Quilter has announced the acquisition of financial planning business, Charles Derby. The acquisition will see over 200 (as of 31 December, 2018) restricted financial planners... Read More
Quilter purchases two financial planners
Stephen Spires Financial Consultants and Freedom Financial Planning have been purchased by Quilter Private Client Advisers in what is Quilter’s first deal of the year.... Read More