Quilter Investors recruits Helen Bradshaw to spearhead new multi-asset income launch


  • Helen Bradshaw joins as portfolio manager 
  • Multi-asset income portfolios to launch summer 2019 

Quilter Investors is today pleased to announce the appointment of Helen Bradshaw to lead the development of a new multi-asset income range launching later this year.

Helen joins Quilter Investors with more than 15 years of industry experience, and was most recently a fund manager at Janus Henderson in their award-winning multi-asset investment team. She has extensive experience managing multi-asset income portfolios targeted at the UK adviser market.

Quilter Investors is in the process of designing the new range, and expects to initially launch two risk-targeted multi-asset portfolios in summer 2019.

The portfolios will employ a diverse investment toolkit, including investments in external fund managers, derivatives, direct investment in equities and fixed income, alternatives and investment trusts.

The portfolios will be distributed through financial advisers and will be available through Quilter’s own UK investment platform, as well as other third party platforms.

Further details on the design and specifications of the portfolios; their aims and objectives; IA sector classifications; name & branding; and investment toolkit will be announced later in the year.

Helen says:

“I’m really excited to be joining this fast-growing, ambitious business. There is already a wide range of expertise across the investment desk, and by bringing my own knowledge and experience to the group I believe we have a fantastic opportunity ahead of us as Quilter Investors expands into multi-asset income.

“In an environment where global central banks are tightening money supply and raising rates, the search for income is set to shift materially and I’m excited about the opportunity to deploy a diverse and sophisticated investment toolkit at Quilter Investors.”

Quilter Investors Chief Commercial Officer Dean Bowden says:

“We’re really excited to announce the forthcoming launch of our new income range and we look forward to sharing more details over the coming months. Helen joins us with an excellent track record in multi-asset income and has extensive experience managing income solutions for advised customers. 

“Quilter Investors has a strong pedigree in building compelling multi-asset portfolio solutions and is one of the fastest growing providers in the UK. Thanks to our position as part of the Quilter, we believe we are in a fantastic position to design and build an attractive income solution tailored around the needs of advised clients.”

 

Notes to Editors

Quilter Investors is part of Quilter plc. It provides multi-asset investment solutions designed for advised clients in the UK and internationally and manages £18.8bn on behalf of its investors (as at 30 September 2018).

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:

• The Multi-asset business is now Quilter Investors

• Intrinsic to Quilter Financial Planning

• The private client advisers business is now Quilter Private Client Advisers

• The UK Platform to Quilter Wealth Solutions

• The International business to Quilter International

• The Heritage life assurance business to Quilter Life Assurance

• Quilter Cheviot will retain its name

[This press release is for journalists only and should not be relied upon by financial advisers or customers.]

Past performance is not a guide to future performance and may not be repeated. Investment involves risk. The performance data does not take account of the commissions and costs incurred on the issue and redemption of shares.  The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Because of this, an investor is not certain to make a profit on an investment and may lose money. Exchange rate changes may cause the value of overseas investments to rise or fall. 

This communication is issued by Quilter Investors Limited (“Quilter Investors”), Millennium Bridge House, 2 Lambeth Hill, London, United Kingdom, EC4V 4AJ. Quilter Investors is authorised and regulated by the Financial Conduct Authority.

Any opinions expressed in this communication are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or companies within the same group as Quilter Investors as a result of using different assumptions and criteria.



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